[focus today]
On January 18, the State Council issued the notice on the development plan of modern comprehensive transportation system in the 14th five year plan, which clearly promoted low-carbon facilities and equipment. It is planned to build a convenient, efficient and moderately advanced charging and replacement network, focus on promoting the construction of regional charging facilities and equipment such as transportation hub stations, parking facilities and highway service areas, and encourage the rational layout of photovoltaic power generation and energy storage facilities along transportation hub stations, roads and railways. Promote the low-carbon and diversified development of transportation energy, actively promote new energy and clean energy transportation vehicles, steadily promote the transformation of railway electrification, promote more use of clean energy by inland ships, and further reduce the energy consumption of transportation vehicles. We will continue to promote the construction of shore power facilities at ports and terminals and alternative facilities for airport aircraft auxiliary power units, promote the transformation of ship power receiving facilities, and continuously improve the utilization rate of shore power.
National Development and Reform Commission: clean and efficient utilization of coal is related to national energy security
CLP: the power consumption of the whole society will increase by 10.3% year-on-year in 2021
Jinneng holding group’s gas power generation remains the first in China
crude oil: international oil prices rose significantly on the 18th because the attack on the United Arab Emirates triggered concerns about the escalation of geopolitical risks in the Middle East. As of the close of the day, the price of light crude oil futures for February 2022 delivery on the New York Mercantile Exchange rose $1.61 to close at $85.43 a barrel, or 1.92%. The price of London Brent crude oil futures for delivery in March 2022 rose by US $1.03 to close at US $87.51 a barrel, or 1.19%.
Chart: international crude oil futures price trend (unit: USD / barrel)
refined oil: China’s wholesale prices of gasoline and diesel showed that China’s wholesale prices of gasoline and diesel rose on January 18. The average wholesale price of national 92# gasoline was 8238 yuan / ton, up 103 yuan / ton from the previous day; The average wholesale price of diesel (including low freezing point) was 7554 yuan / ton, an increase of 105 yuan / ton compared with the previous day. In terms of the overall market situation of the day, the international oil price rose on the 17th, and the price increase of China’s refined oil fell to the ground. The news boosted the market, and the refined oil market rose steadily. However, due to the replenishment of most operators, the purchase and sales atmosphere in the market was flat.
Chart: change rate of package crude oil price in this cycle
coal: the supply is tight, and the coal price continues to rise. In terms of place of origin, the number of coal mines in Yulin, Shaanxi Province has increased, the downstream procurement is active, and the coal price has been increased by 10-50 yuan / ton; The operating rate of coal mines in Inner Mongolia Inner Mongolia Eerduosi Resources Co.Ltd(600295) area was 75%, which was flat on a weekly basis, and the coal price was mainly stable. In terms of ports, due to the continuous rise of coal prices in origin, the market bullish sentiment is heating up. On January 19, the coal inventory of Qinhuangdao port was 4.09 million tons, an increase of 10000 tons over the previous day.
Chart: coal inventory of Qinhuangdao port (unit: 10000 tons)
[highlights perspective]
National Development and Reform Commission: clean and efficient utilization of coal is related to national energy security. Li Yunqing, director of the economic operation regulation Bureau of the national development and Reform Commission, said that the clean and efficient utilization of coal is related to national energy security and is of great significance to achieve the goal of carbon peak and carbon neutralization. We should strengthen top-level design, pay close attention to formulating guidance for promoting the high-quality development of coal, put forward phased key objectives and main measures based on China’s basic national conditions and development stages, and promote the safe, green development, clean and low-carbon utilization of coal resources. Put forward the benchmark and benchmark level of clean and efficient utilization of coal for major coal industries, and guide enterprises to accelerate the transformation and upgrading of clean and efficient utilization of coal. Make good use of the supporting policies for clean and efficient utilization of coal, support qualified clean and efficient utilization projects of coal, and accelerate the promotion of market-oriented application of mature technologies.
CLP: the power consumption of the whole society will increase by 10.3% year-on-year in 2021. on January 18, the China electricity union released a report showing that from January to December 2021, the power consumption of the whole society in China was 8312.8 billion kwh, a year-on-year increase of 10.3% and an average increase of 7.1% in the two years. The whole society’s electricity consumption in all provinces in China has achieved positive growth, and the growth rate of electricity consumption in 18 provinces has exceeded the national average; Industrial and manufacturing power consumption maintained steady growth; In the manufacturing industry, the growth rate of power consumption in high-tech and equipment manufacturing industry remains ahead.
the gas power generation of Jinneng holding group remains the first in China. Jinju coal electrification company of Jinneng holding equipment manufacturing group completed 2.12 billion kwh of gas power generation and 542 million standard cubic meters of gas in 2021, continuing to rank first in China. It is understood that Jinju coal electrification company of Jinneng holding equipment manufacturing group currently has an installed capacity of 325.4 MW, and the annual effective utilization hours of units reach more than 7000 hours, which is at the leading level in the industry. During the “14th five year plan” period, the company will build and plan a number of gas power generation projects. It is expected that the total installed capacity of gas power generation will reach more than 400 MW by the end of the “14th five year plan”.
[intelligence overview]
On January 19, the miner BHP Billiton (BHP) released a quarterly production report. From October to December 2021, the company’s thermal coal production was 2.967 million tons, a year-on-year decrease of 8% and a month on month decrease of 30%.
On the 18th, the rotor of No. 9 water turbine generator unit on the right bank of Baihetan Hydropower Station, the second largest hydropower station in the world, was successfully hoisted, which was the last rotor of Baihetan Hydropower Station. So far, the rotors of 16 million KW water turbine generator units of Baihetan Hydropower Station have been hoisted.
On January 17, the bipolar DC system and some AC equipment of Jinping station of State Grid Sichuan power in Liangshan Prefecture, Sichuan Province were started, marking the full launch of UHV annual maintenance of ± 800kV Jinping converter station.
In order to promote the realization of the goal of “carbon peak and carbon neutralization”, in 2021, Jiangxi focused on supporting the construction of clean energy enterprises from the source, online consumption of power generation and outsourcing of clean energy. The annual clean energy power consumption reached 54.729 billion kwh, a year-on-year increase of 47.68%, accounting for 29.38% of the total social power consumption in Jiangxi.
It was learned from Petrochina Company Limited(601857) Chemical Group Co., Ltd. on the 18th that China Petroleum & Chemical Corporation(600028) Jianghan Oilfield has been deployed in Hongye 2hf well, a shale gas pre exploration well in Lichuan Hongxing area, Enshi Prefecture, Hubei Province. It has been put into production for 20 consecutive days, and the daily output of shale gas has remained stable. At present, Jianghan Oilfield has submitted the first batch of predicted reserves of shale gas in the region of 105.103 billion cubic meters.
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