"Look back" by the central environmental supervision inspectors in the 10 provinces and regions
The role of central environmental inspectors in "looking back" is continuing to consolidate environmental responsibility, promote rectification of problems, strengthen accountability, and focus on rectification and actual effect.
At present, 6 central environmental protection inspectors have been set up, respectively responsible for Hebei, Henan, Inner Mongolia, Ningxia, Heilongjiang, Jiangsu, Jiangxi, Guangdong, Guangxi, Yunnan and other provinces (autonomous region) to carry out "look back" inspectors and stationed work.
At the same time, according to the decision of the Party Central Committee and the State Council on making a good fight against the prevention and control of pollution, in accordance with the seven landmark campaigns and other key areas, and in combination with the specific circumstances of the provinces inspected, each province synchronously arranges 1 special supervision inspectors of environmental protection, and adopts the unified implementation supervision, the unified report feedback, and the separation. The way of transfer will further strengthen the deterrent, compacting responsibility and implement it, so as to provide a strong support for the fight against pollution.
According to the Yulin Coal Trade Center Market Research: Shaanxi Yuyang District Hangzhou Bay coal mine is suspended from production in conjunction with environmental inspection. Up to now, the total of 5 coal mines in Yuyang district have been suspended. Shenmu area safety and environmental inspection go hand in hand, the scope of inspection involves coal mine, coal logistics park and coal washing plant, many coal enterprises stop production and rectification, more perfect enterprises are also reducing production. In addition, Inner Mongolia Zhungeer Qi environmental inspection mainly caused a certain impact on the operation of open pit and coal washing plant, because of the environmental inspection of coal production capacity reduction, the current coal mine production rate is insufficient, Inner Mongolia is less than 60%.
"Environmental protection" has become the main theme of the recent coal market, the coal mine stopped, the coal yard stopped, and the logistics park was renovating.
At present, the coal mine production rate is insufficient and the coal price is rising.
At present, the coal mine production rate is insufficient and the price of coal is soaring. According to the relevant data, the coal mine operation rate in Inner Mongolia area is less than 60%, the average daily output is reduced by about 200 thousand tons, the price of individual coal mines is up to 30 yuan per ton, the Shenfu coal mine, coal yard are more, about 2/3 of the coal mine in Fugu area are stopped, the coal price is up 5-10 yuan per ton, and the coal price in Yuyang is stable, and the price of coal is stable and stable. Other coal mines have adjusted their prices. At present, the price of coal is rising and falling.
Inner Mongolia coal mine insufficient coal prices continue to rise sharply
Under the influence of environmental protection and safety inspection, the phenomenon of forced demolition, stop production, dark investigation, rectification, fines and so on has occurred one after another, leading to a sharp reduction in the supply of coal at present.
According to a trading center, the coal production capacity in Inner Mongolia area is seriously reduced, Ordos in the daytime shutdown of the coal mine to about 90%, many large mines are also within the scope of production.
"At present, many coal mines in Ordos region have raised the price, and the number of coal cars still undiminished after the price adjustment, and the coal price is likely to rise even now." A coal trader in Ordos said more coal mines were shut down, and many of the Ordos transportation and information departments were in a dismal business and even suspended operations.
According to market information, in July, the Ordos coal mine will receive a safety check. It is expected to end in September 10th, and Inner Mongolia coal price will be stronger.
"Environmental protection" has become the main theme of the recent coal market, the coal mine stopped, the coal yard stopped, and the logistics park was renovating.
Coal mine production is affected by all factors
11 districts in Shanxi have been designated as "coal ban areas"
On the 21 day, the office of the Shanxi provincial government issued the notice of the office of the people's Government of the Shanxi provincial government on the 2018 action plan for the prevention and control of air pollution in Shanxi ("the notice"), to clear the targets of a number of pollutant emission reduction targets, such as the average concentration of PM2.5, sulfur dioxide and so on. During this period, Shanxi was urged to strengthen the "forbidden coal area" construction.
Before the end of September 2018, 11 districts in Shanxi should designate the urban built-up area as the "coal ban area", and integrate the urban suburban area into the area of "coal ban area" and carry out the joint management and control in combination with the air quality improvement requirements. Except for coal electricity, central heating and raw material coal enterprises, the "forbidden coal area" shall prohibit the storage, sale and use of coal.
In addition, Shanxi Area coking enterprises strictly implement the peak production requirements, the overall start rate is below 80%, in June Jiyuan launched 100 days of air attack and defense action, local coke enterprises have different levels of production, the current start rate only maintain the low level of 60-70%.
Although the demand for coal in Shanxi has been reduced, the capacity of coal mines can hardly be released due to environmental impact checks. At present, the coal industry in Shanxi is in a tight balance.
"Environmental protection" has become the main theme of the recent coal market, the coal mine stopped, the coal yard stopped, and the logistics park was renovating.
Coal storage place
Enterprises in Shanxi fail to meet the requirements of emission: light production is stopped and heavy business is suspended.
Recently, the Shanxi provincial environmental protection office and the Shanxi Provincial Quality Supervision Bureau jointly issued a bulletin on the implementation of the special emission limits of air pollutants in the whole province. The announcement requires that 2+26 cities (Taiyuan, Yangquan, Changzhi, Jincheng) carry out special discharge limits for atmospheric pollutants in March 1, 2018, and other cities in Shanxi province from 2018 Since July 1st, special emission limits for the implementation of EIA construction projects have been accepted.
In the existing enterprises, the industries and boilers that have specified the special emission limits of air pollutants in the national emission standards are required as follows: thermal power, steel, petrochemical, chemical, nonferrous (non alumina), existing enterprises in the cement industry, and the use of boilers in the implementation of sulfur dioxide and nitrogen oxidation since October 1, 2018. The special emission limits of the substances, particles and volatile organic compounds are given, and the existing enterprises in the coking chemical industry have carried out special emission limits for sulfur dioxide, nitrogen oxides, particles and volatile organic compounds since October 1, 2019.
In the existing enterprises, the industries and boilers that have specified the special emission limits of air pollutants in the national emission standards are required as follows: thermal power, steel, petrochemical, chemical, nonferrous (non alumina), existing enterprises in the cement industry, and the use of boilers in the implementation of sulfur dioxide and nitrogen oxidation since October 1, 2018. The special emission limits of the substances, particles and volatile organic compounds are given, and the existing enterprises in the coking chemical industry have carried out special emission limits for sulfur dioxide, nitrogen oxides, particles and volatile organic compounds since October 1, 2019.
The existing enterprises should take effective measures to achieve the special emission limits of atmospheric pollutants within the prescribed time limit. If the overdue is still not available, the relevant departments shall strictly order to correct or restrict production, stop production and regulation in accordance with the relevant legal requirements and impose a fine on them. If the circumstances are serious, the people's government with the right of approval shall be ordered to stop and shut down.
Environmental protection does not stop: Yijinhuoluo Coal Logistics Park 7 unclosed transportation stations stop transporting Caofeidian Port Logistics Park, coal is prohibited from open-air stacking.
According to the Yulin coal trade center, recently, the Yijinhuoluo Coal Logistics Park Management Committee issued a notice about the shutdown of the coal collection station. The enterprises which have not completed the construction of the environmental protection and the outstanding dust pollution problems have been stopped and rectified until the environmental requirements are met. Production, at present, Yijinhuoluo coal logistics park has 7 unclosed container terminal stop shipment.
"These stations have been closed for more than 1 weeks, mainly because there is no coal shed. However, the 7 transport stations have not a large impact on the coal transport, and the supply of coal is relatively small and the car plan is limited. A shipper in Yijinhuoluo said.
At present, environmental protection inspection is becoming more and more intense. Besides Yijinhuoluo, Caofeidian port logistics park also manages coal and other bulk storage yard.
In June 27th, the Caofeidian Port Logistics Park Management Committee issued a notice on the further improvement of environmental protection facilities by the Caofeidian Port Logistics Park Management Committee on coal and other bulk cargo yard. Barn and other environmental protection facilities are forbidden to pile up in the open air. Before the closed hopper is put into use, the dust net should be built before it is put into use. The height of the dust net should be 2-3 meters higher than that of the material, and the surrounding area is completely closed and seamless. The pore size of the mesh should be in accordance with the environmental protection requirements. At the same time, the bare ground should be all hardened, and the cover, sprinkler, spray, and dust can be reduced.
"Environmental protection" has become the main theme of the recent coal market, the coal mine stopped, the coal yard stopped, and the logistics park was renovating.
Downstream coal enterprises affected by environmental remediation demand decline
In the comprehensive market situation, the environmental inspectors not only set off production and reduce production in the producing areas, but also in the lower reaches of the coal industry. With a large number of cement and chemical enterprises shutting down and reducing the demand for coal, there is still a big pressure to reduce prices in the short term of Yuyang coal prices.
Cement: conch, southern and other cement enterprises, the 17 production lines are completely shut down.
In June 25th, due to the total emission of air pollutants in Wuhu in the two quarter, the cement enterprises stopped production. It is understood that all the clinker production lines, including the south, the conch and the LDA, have all been shut down, except for the normal production of a 5000t/d clinker production line. The output was stopped at the end of June, with a length of 6 days.
According to rough estimates, a total of 17 clinker production lines have been shut down in Wuhu, and 6 days have been shut down, and the supply of clinker is estimated to be about 500 thousand tons. In addition, there are three production lines in Tongling conch because of the closure of the terminal.
Jiangsu raises chemical industry park environmental protection storm, many chemical enterprises stop production regulation
Recently, because of odor pollution, sewage discharge and other problems, Changzhou Jintan Pei Feng chemical concentration area is required by the central environmental protection inspection team to rectify. The local government is still unable to meet the requirements of environmental protection for the sustainable development of the park. It is determined to eliminate the environmental hazards from the root and completely shut down all the chemical production enterprises in the garden.
It is reported that at present, most of the enterprises in the park are closed, the natural gas source and production power needed for production have been cut off, the whole park can not hear the roar of equipment production and can not smell the pungent smell.
In May 30th this year, Jintan, Hong Kong and China cut off the natural gas sources needed for the production of enterprises in the concentrated area of the Pei Feng chemical industry. In May 31st, the Jintan power supply company stopped the production of the chemical production enterprises of the park.
At present, among the 18 enterprises in the concentrated area of Pei Feng chemical industry, 2 chemical enterprises closed last year have thoroughly dismantled production equipment and cleared residual dangerous goods; 5 enterprises have signed off agreements and are gradually removing production equipment. Next, the Jintan district will further accelerate the shutdown, relocation, transformation or relocation of chemical production enterprises into the salt chemical industry park to ensure that 5 enterprises listed in the annual "263" shutdown target before the end of September 30th and other enterprises close by the end of this year.
It can be seen that environmental inspection will continue for a long time in the future, and the intensity of inspections will not be weakened. (source: Yulin coal trade center)
"Environmental protection" has become the main theme of the recent coal market, the coal mine stopped, the coal yard stopped, and the logistics park was renovating.
Production site of open pit coal mine
What is the effect of the delayed release of coal from the main producing area?
Since June, under the dual influence of environmental inspection and safety inspection, coal production enterprises, open pit coal fields and open-air parks have been put into environmental protection measures, so coal production and transportation are limited to a certain extent. After the release of coal production, the impact of the market operation is gradually deepened.
First of all, it affects the operation of the coal market in the place of origin.
The production rhythm of coal production in Shanxi, Shanxi, Jin and Mongolian areas was disturbed by different degrees, of which the output of Shaanxi and Inner Mongolia was relatively obvious, and the production and transportation of coal enterprises had different changes.
On the one hand, the reduction of coal output in the main producing area affects the operation of the producing areas. The production of open-pit coal mines in Ordos is decreasing obviously from production to production. From the daily sales volume of the coal mines in Ordos, the sales volume is less than 1 million 100 thousand tons in the past week, which is about 20-40 tons lower than the sales level in May. The tight supply of coal resources in the producing areas has prompted the imbalance of market structure, and the upsurge in the buying and selling of coal trade has supported the continued strong upward trend of market prices.
Second, with the support of positive trade psychology, the coal transportation volume of the main producing areas of Ordos is maintained at a high level. From the case of the park, the total traffic volume of four parks, such as Hamlet, northern Sichuan, Xinjie, Battuba and West yingzi, has maintained over 1 million 600 thousand tons. As the number of open-air transport stations has been reduced, the total inventory of the park has continued to decline, falling to around 1 million tons in the year. Judging from the dispatch volume of HCR, the total shipment volume was 8 million 62 thousand tons in May, of which 7 million 612 thousand tons to the port, accounting for 94.4% of the total volume.
Second, it will affect the supply of Hong Kong - the coal to port volume is hard to grow in the short term.
At present, the stock market in the port market is high, and the level of downstream coal consumption has dropped to about 700 thousand tons. Therefore, the downstream purchasing rhythm has been a negative restraint on port link price operation. However, with the peak summer approaching, the forecast of coal consumption will accelerate the process of inventory digestion, and the demand for market replenishment will increase again. And until the beginning of July, with the gradual improvement of environmental protection facilities, the production release of the production market gradually resumed. During this period, the low position of the supply of producing areas will continue, and the stock of the coal mine and the park is low. In this process, there is uncertainty in the process of inventory digestion and the speed of production release process in the producing area, and the market supply and demand game market is derived. And the price of origin continues to rise, lower prices in the lower reaches, and the risk of market upside down is still increasing, which may also be an incentive for the shortage of late arrival.
Thirdly, it affects the price operation of the coal market, which is a strong support for the price of producing coal.
The situation of the market price of producing area has been maintained for a continuous four weeks. The price of 5500kcal/kg heat value coal pit in Ordos mining area is 370-380 yuan per ton, and it rises to about 10 yuan per ton per week, up to about 40 yuan per ton at the beginning of the month. The increase was 11.8%. In the lower reaches of the port, the high running situation of coal prices continues, although the price has declined in the last two weeks, the price has declined from 700 yuan / ton to 680 yuan / ton. On the contrary, the negative factors of the decline in the port price have a weak effect on the market price of the market. On the contrary, the market price of the producing area is rising to the cost of the port trade and increasing the resistance of the downstream market price.
