[focus today]
The reporter learned from China Petroleum & Chemical Corporation(600028) on the 26th that the company has newly discovered a 100 million ton oil and gas area in Shunbei oil and gas field in Tarim Basin. According to preliminary estimates, the region will increase resources by 88 million tons of condensate and 290 billion cubic meters of natural gas. This is of great significance for China to further improve its energy supply capacity and ensure national energy security.
Agricultural Bank Of China Limited(601288) signed a strategic cooperation agreement with the National Energy Administration
at the end of 2021, the installed capacity of national power generation increased by 7.9% year-on-year
Shanxi will build 20 intelligent coal mines this year
crude oil: international oil prices rose significantly on the 25th due to the continuous geopolitical tension that made investors worried about market supply. As of the close of the day, the price of light crude oil futures for March 2022 delivery on the New York Mercantile Exchange rose by US $2.29 to US $85.60 a barrel, or 2.75%. London Brent crude oil futures for delivery in March 2022 rose $1.93, or 2.24%, to close at $88.20 a barrel
Chart: international crude oil futures price trend (unit: USD / barrel)
refined oil: China’s wholesale prices of gasoline and diesel showed that on January 25, China’s wholesale prices of gasoline and diesel were “stable and stable”. The average wholesale price of national 92# gasoline was 8346 yuan / ton, the same as the previous day; The average wholesale price of diesel (including low freezing point) was 7600 yuan / ton, down 6 yuan / ton from the previous day. In terms of the overall market situation of the day, the international oil price fell significantly on the 24th, and the expected increase range of China’s refined oil price narrowed; In terms of demand, the Spring Festival holiday is approaching, diesel demand has dropped to the freezing point, gasoline demand is still supported, the market wait-and-see mood is strong, and the overall trading atmosphere is flat
Chart: change rate of package crude oil price in this cycle
coal: coal supply is tightened, and the overall demand is not high. In terms of origin, at present, the coal supply in Shaanxi region is tightened, and the overall sales of coal mines in production is general. The coal supply in Inner Mongolia Eerduosi Resources Co.Ltd(600295) region has tightened slightly, and the coal shipment in the region is in good condition. In terms of ports, the port inventory continues to decline, the market quotation is high, the downstream inquiry is less, and the overall demand is not much. On January 26, the coal inventory of Qinhuangdao port was 4.02 million tons, a decrease of 80000 tons compared with the previous day
Chart: Qinhuangdao Port coal inventory (unit: 10000 tons)
[highlights perspective]
Agricultural Bank Of China Limited(601288) signed a strategic cooperation agreement with the national energy administration. learned from Agricultural Bank Of China Limited(601288) that on January 24, China Agricultural Bank Of China Limited(601288) signed a strategic cooperation agreement with the national energy administration. The two sides will deepen banking and government cooperation, establish a cooperation mechanism, accelerate the cultivation of clean energy system and promote the transformation of rural energy through green financial support. During the 14th Five Year Plan period, China Agricultural Bank Of China Limited(601288) plans to provide financing support of 3 trillion yuan to the energy field, including 1 trillion yuan to the county energy field.
At the end of 2021, China’s installed power generation capacity increased by 7.9% year-on-year. According to the national power industry statistics for 2021 released by the national energy administration, by the end of December, the national installed power generation capacity was about 2.38 billion kw, a year-on-year increase of 7.9%. Among them, the installed capacity of wind power was about 330 million KW, a year-on-year increase of 16.6%; Cecep Solar Energy Co.Ltd(000591) the installed capacity of power generation was about 310 million KW, with a year-on-year increase of 20.9%.
Shanxi will build 20 intelligent coal mines this year. according to the news of China Central Television, the instruction manual for intelligent construction of coal mines in Shanxi Province was officially released on January 25. This year, Shanxi will build 20 intelligent coal mines and 500 intelligent mining faces, synchronously promote the application of 5g scene in coal mines, and promote the coal mines to carry out unattended chambers and centralized belt control, with the goal of reducing personnel and improving efficiency. It is understood that in 2021, Shanxi will build 10 national intelligent demonstration coal mines and 328 intelligent mining faces, and 21 coal mines will realize 5g entry. A total of 972 people have been reduced in 178 mining faces that have passed the grade assessment in Shanxi, accounting for 37.8%.
[intelligence overview]
It is reported that on January 25 local time, General Motors announced that it plans to invest $7 billion in Michigan by 2024, mainly to increase the production capacity of electric pickup trucks and build a new electric vehicle battery plant.
It is reported that recently, shell announced its official name change and deleted the word “Royal Netherlands” from the company’s name. Previously, shell planned to abolish its dual ownership structure and move its headquarters from the Netherlands to the UK. The London and Amsterdam stock exchanges reflected the name change on January 25, while the New York Stock Exchange will reflect it on January 31.
The Ministry of electricity of Iraq announced in a statement on the 25th that Iraq and Saudi Arabia signed a memorandum of understanding on grid interconnection that day, allowing Saudi Arabia to supply power to Iraq to alleviate the serious power shortage.
Jiangsu electric power operation Bulletin shows that from January to December 2021, Jiangsu Province added 13.549 million kw of power generation capacity, including 3.2171 million kw of thermal power, 1.118 million kw of nuclear power, 6.8856 million kw of wind power, 2.3269 million kw of photovoltaic power generation and 1400 kW of hydropower.
Recently, Ningdong modern coal chemical pilot base successfully introduced the organic liquid hydrogen storage project of Beijing Haiwang Hydrogen Energy Technology Co., Ltd. the project equipment has officially entered the pilot workshop, the installation of utilities has been completed, and the conditions for joint commissioning are available. It marks that the organic liquid hydrogen storage pilot project with a total investment of 30 million yuan has officially settled in Ningdong pilot base.
(Editor: Wang Sheng 010-88053712)
