Zhao Xueyi
According to the "Book of Han and Geographical Records", "Yuzhang County produced stones, and combustible as a salary". Over the past millennium, coal has not only been an important fuel in China, but also shines in a wider range of fields such as power traction, chemical industry and coking iron.
In 2021, the world's major economies will gradually recover from the macroeconomy, with strong international energy and coal demand, while market supply is tight, and international coal prices will rise sharply. China's coal consumption has maintained a rapid growth trend, the supply and demand of the coal market are tight, and the price fluctuates at a high level.
On the one hand, the double carbon commitment that "carbon dioxide emissions per unit of GDP will be reduced by more than 65% compared with 2005 in 2030, and the proportion of non-fossil energy in primary energy consumption will reach about 25%"; on the other hand, the total energy consumption will increase, and the role of coal in China's energy security and stable supply is still irreplaceable. How should coal companies do a good job of "subtraction" and how to ensure energy supply?
In the past week, the National Development and Reform Commission has issued 14 documents in a row to arrange and deploy the release of coal production capacity, the return of coal prices to a reasonable level, and the safe and stable supply of energy, and further regulate and control the coal market.
On October 26, the State Council issued the Carbon Peak Action Plan for 2030, pointing out that coal consumption substitution and transformation and upgrading should be promoted. Accelerate the pace of coal reduction, strictly and reasonably control the growth of coal consumption during the "14th Five-Year Plan" period, and gradually reduce during the "15th Five-Year Plan" period。 Strictly control new coal power projects, reach the international advanced level of coal consumption standards for new units, orderly eliminate backward coal power production capacity, accelerate energy-saving upgrades and flexibility transformation of active units, actively promote heat supply transformation, and promote the transformation of coal power to both basic guarantee and system regulation power。 Strictly control the scale of supporting coal power for cross-regional transmission of renewable energy power, and the proportion of renewable energy electricity in new channels shall not be less than 50% in principle。 Promote coal reduction and coal restriction in key coal-using industries。 Vigorously promote the clean utilization of coal, reasonably demarcate areas where scattered burning is prohibited, take multiple measures at the same time, actively and orderly promote the substitution of loose coal, and gradually reduce until the prohibition of scattered coal burning。
In the market, the game of high price and limit price is being staged, and a battle to "increase production, ensure supply and stabilize prices" has begun.
In Shanxi, on the one hand, coal enterprises have increased production and stabilized supply, on the other hand, they have stabilized prices through the implementation of the annual long-term price agreement mechanism, and have carried out the strategic professional reorganization of provincial enterprises in a big way to promote the optimization of the layout and structural adjustment of state-owned capital. In Shaanxi, all coal mines are operating at full capacity to ensure supply, and state-owned enterprises are also required to take the lead in strictly performing medium- and long-term contracts, take the initiative to reduce the price of coal traded in the market, and promote the coordinated development of upstream and downstream industries. In Shandong, after the joint reorganization of Shandong Energy Group, the benefits of integration and restructuring have emerged, and multiple measures have been taken to "increase reserves and ensure supply". In Inner Mongolia, some small and medium-sized mines will be closed at any cost, and all efforts will be made to promote the nuclear increase of coal production capacity and the release of production capacity...
We found that in the "double carbon" era, coal enterprises around the world firmly withdrew from old coal mines, and really did "subtraction"; in terms of improving production efficiency and intelligent transformation, they continued to do "addition" to cultivate and develop new industries, new products and new formats. According to the latest data released by the National Energy Administration, as of the end of August this year, 71 of the country's first batch of intelligent demonstration coal mines have successfully started construction, with a construction investment of nearly 6 billion yuan, and 47 are expected to be completed and put into operation within the year; about 500 intelligent mining work surfaces have been completed nationwide, which has effectively promoted the reduction of coal production and efficiency.
With the landing of the carbon peak action plan before 2030, with the digital, intelligent and green transformation of coal mines, the situation of coal mine safety production in China has continued to improve steadily, and the production efficiency has improved significantly. We applaud the coal enterprises that take the initiative to "survive with a broken arm"! Praise for the "veterans" who shoulder the responsibility of building a modern energy power!