"Two highs" project "tightening curse" is becoming more and more intense, where will the chemical industry go?

"Now all levels are afraid to approve projects
.
If they can't pass the evaluation, they will not be able to land .
" A person in charge of a chemical enterprise in Shandong Province said reluctantly that the company reported to the city at the beginning of the year for an equivalent replacement coal chemical project.
There is no approval.
Under the background of accelerating the carbon peak and carbon neutral “dual carbon”, the high energy-consuming and high-emission “two high” projects have become the key targets of curbing.
At present, the province has even increased the use of coal and energy.
The equivalent replacement projects have been suspended
.
???? Not only in Shandong, recently, Inner Mongolia, Shanxi, Shaanxi, Liaoning and other major energy and chemical provinces have tightened project approval
.
In response to the hot market situation of energy and chemical products and the strong investment desire of enterprises since the beginning of this year, the central government has taken timely and decisive measures to cool down.
All regions have successively tightened the "two highs" projects, reducing carbon emission, emission reduction and energy consumption will undoubtedly become the future of chemical industry.
The main theme of industry development
.
????? Containing the "two highs" project blindly launching????? Since the beginning of this year, from the central to the local authorities have frequently mentioned tightening the "two highs" project
.
On January 21, the National Ecological Environmental Protection Work Conference deployed eight key tasks for 2021, and proposed to strictly control high energy consumption and high emission projects
.
On April 30, the Politburo of the CPC Central Committee conducted the 29th collective study on strengthening China’s ecological civilization construction under the new situation.
When presiding over the study, General Secretary Xi Jinping requested that “non-compliant high-energy-consuming and high-emission projects must be resolutely taken.
Coming down
.
" On May 13, the National Development and Reform Commission held a video conference to remind some of the energy-saving areas where the energy-saving situation is severe.
For key carbon projects, we will accelerate the energy-saving transformation of key industries including petrochemicals and chemical industries, and resolutely take down the “two highs” projects that do not meet the requirements
.
The relevant person in charge of the Environmental Resources Department of the National Development and Reform Commission stated that it is necessary to study and improve the "dual control of energy consumption" system, further strengthen the "dual control of energy consumption" target responsibility evaluation and assessment, and resolutely curb the blind development of "two highs" projects
.
Experts in the industry pointed out that in recent times, the central government has continuously emphasized the removal of the "two highs" projects.
On the one hand, it is in line with the implementation of the "dual carbon" goal.
On the other hand, the central government's recent inspections have discovered that the "two highs" projects and energy and coal use in some areas The problem of out-of-control indicators has a serious impact on the ecological environment
.
The Central Inspection Team pointed out that these problems revealed that some localities and relevant departments are not strictly controlling the "two highs" project, the "dual energy consumption control" work is not tightly grasped, and the implementation of the review and supervision responsibility is absent, which is blind to the "two highs" project.
Development gave the green light
.
Xu Bijiu, executive deputy director of the Central Ecological and Environmental Protection Inspectorate Office, emphasized that if the momentum of blindly launching the “two highs” projects by local governments is not contained and controlled, these projects will bring about the future carbon peaking and carbon neutralization process after they are launched.
A huge impact, a large amount of emissions will also have a huge impact on the improvement of environmental quality
.
In the future, in accordance with the requirements of environmental quality improvement, these projects will be gradually withdrawn, which will bring huge economic losses, so strict control is required
.
Many industry insiders emphasized that it is necessary to resolutely win the "two highs" projects that do not meet the requirements.
The control of the "two highs" projects should not only not be loose or retreat, but also must be strengthened, strict and tight, and the signs should be strengthened.
The elimination of the problem is in its infancy, and we will resolutely implement low-carbon and green development to the end
.
????? "Two highs" projects "pass through the barriers" more and more difficult????? Recently, the Ministry of Ecology and Environment issued the "Guiding Opinions on Strengthening the Prevention and Control of the Source of the Ecological Environment of High Energy Consumption and High Emission Projects (Draft for Solicitation of Comments) )” (hereinafter referred to as the “Guiding Opinions”) proposes to promote the orderly development of energy-intensive and high-emission industries, and reduce pollution and carbon emissions from the aspects of strengthening source guidance, strict environmental review and approval, and strengthening supervision and law enforcement
.
It is necessary to strictly control the environmental access of high-energy-consuming and high-emission projects for new construction, reconstruction, and expansion, and take the lead in launching a pilot carbon emission impact assessment in the environmental assessment of "two highs" projects
.
The "Two Highs" project has always been a major pollutant emitter
.
The “Guiding Opinions” put forward that it is necessary to fully consider the constraints of regional and industry carbon peak targets, strictly control the scale of development, optimize planning layout, industrial structure and implementation timing, etc.
, for thermal power, petrochemical, coal chemical, iron and steel, non-ferrous metal smelting, Cement, the six "two high" industries related plans to provide decision-making support
.
According to the "Guiding Opinions", new, rebuilt, and expanded "two highs" projects should meet the requirements of regional environmental quality improvement, total emission control of key pollutants, and peak carbon emissions, provided that they comply with environmental protection laws and regulations and relevant statutory plans.
And related planning environmental impact assessment requirements
.
New and expanded “two highs” projects in areas where the environmental quality exceeds the standard should also free up environmental capacity through measures such as industrial restructuring, coal consumption substitution, and regional reduction of pollutants
.
Industry experts said that they look forward to the early release of the Guiding Opinions to provide more operational guarantee policies for the control of the "two highs" projects in various regions.
They also hope to further improve such top-level designs to guide and urge local governments to strictly control the "two highs" "The project is launched, and the situation of strict management is maintained, the whole process of supervision and law enforcement is strengthened, the closed-loop control is improved, and all the "two highs" projects are "reins"
.
At the same time, all localities have learned from the spirit of the central government and taken decisive control actions
.
Shandong Province requires strict approval and management of energy-consuming coal projects, and will not approve, approve, or file any new energy-consuming projects that have not been replaced by coal consumption reduction
.
Shaanxi Province proposed to resolutely eliminate outdated production capacity, replace the shutdown of excess production capacity, and at the same time carry out green upgrading and transformation of existing production capacity, promote the energy consumption revolution with strong determination to break the wrist, and resolutely curb the blind development of "two highs" projects
.
Liaoning Province proposes to strictly control the entry of “two highs” projects from seven aspects, including approval behavior, investment access, energy conservation review, energy dual control management, environmental impact assessment, safety review, and in-process and post-event supervision
.
The author has noticed that although there are still news about new chemical investment contracts and start of new projects in the local media, they are mainly concentrated in the fields of new energy, new materials, and fine chemicals.
Large-scale refining, coking, coal gasification, coal-electricity integration and other projects are basically Extinction means that it is getting harder and harder for the "two highs" projects to "break through"
.
????? Cage for birds to achieve kinetic energy conversion???? Under the trend of strict control of "two highs" projects in various places, accelerating green and low-carbon transformation has become the only choice for chemical companies
.
Ningxia Baofeng Energy Group Co.
, Ltd.
, a leader in high-end coal-based new materials, recently announced that it plans to invest 1 billion yuan to establish a wholly-owned hydrogen energy subsidiary
.
At present, Baofeng Energy has completed the world's largest green hydrogen production project from electrolyzed water, accelerating the replacement of fossil energy with new energy
.
????? Yulin, Shaanxi is a hot spot for coal chemical industry investment in recent years, but the current policy is also changing
.
Secretary of the Yulin Municipal Party Committee and Mayor Li Chunlin said that under the background of the carbon peak and carbon neutral strategy, Yulin has established a new idea of ​​low-carbon development of high-carbon cities, and systematically optimized and improved the "14th Five-Year Plan".
China has taken the initiative to reduce more than 40 "two highs and one capital" projects with a total investment of more than 700 billion yuan, striving to create a high-quality development road with energy green and low-carbon development as the core
.
????? Some company leaders said that the "two highs" project should be strictly controlled not to accidentally hurt the normal technological upgrades and optimization and transformation projects, or to encourage the chemical industry to "increase the new and suppress the old", "the big and the small", and "the high-pressure and low-pressure" project.
", vacate the "cage for pollutant emissions from old kinetic energy, small projects, and low-end production capacity" (small projects refer to traditional industries or small projects with heavy pollution), and replace them with "new kinetic energy, large projects, and high-end capacity birds.
" Carbon fixation and value-added, carbon reduction and efficiency improvement promote the conversion of new and old kinetic energy
.