In the past two years, affected by the COVID-19 epidemic, a large number of domestic power plants purchased a large number of imported coal to fill the gap, making the demand for coal much higher than in previous years. However, in July-165438+ 10, China strictly controlled the total amount of imported coal and reduced the amount of imported coal. Electricity consumption peaks in summer and coal consumption peaks in winter, and the imported coal supply policy has not been adjusted, resulting in tight coal market and rising prices in many places.
2, 202 1 coal price rise reason 2: the reduction of coal production in Inner Mongolia.
Inner Mongolia is one of the provinces with relatively large coal production in China. However, due to the influence of coal management and safety inspection, the coal production in Inner Mongolia has been seriously reduced. According to national statistics,1-1This month, the coal output in Inner Mongolia was 900 million tons, which was several thousand tons less than that in previous years, which made China's coal supply system suffer a lot. At that time, coal prices rose.
3. 202 1 Reasons for the increase of coal price: the demand for electricity in summer is high, while the demand for coal in winter is high.
Last September-65438+10, the climate in many places in the south will gradually turn cold, and the demand for electricity is not high, but this year is different. Many places are still hot season, and the temperature is over 30 degrees every day. For example, in Hunan, the highest daily temperature at the end of September is around 37 degrees, so it is impossible to spend every day without air conditioning and fans, so the daily electricity consumption has increased a lot.
In China, electricity is mainly generated by coal, so the demand for coal will increase. In addition, some areas in the north have entered low temperature, so they have to turn on heating, and the coal supply will increase, which will lead to a tight coal market and a rise in coal prices.