Affected by the peak of summer electricity consumption, many places have recently experienced a sudden increase in power load and a shortage of coal use. Some provinces have adopted power rationing measures, and chemical enterprises have no choice but to peak production or arrange maintenance. Production and operation have been greatly affected.

Data from the State grid show that in July, the national electricity load and average daily power generation exceeded the peak of last summer, 15 provinces issued a notice of irregular peak orderly electricity consumption, and the abnormal peak power limit has a greater impact on the production and operation of chemical enterprises in various regions. According to incomplete statistics of the Inner Mongolia chlor-alkali Industry Association, only from May 8 to July 18, the region's calcium carbide industry has affected the production of 53,900 tons of calcium carbide, calcium carbide supply shortage caused PVC equipment parking or production reduction. And so far, although the price of electricity has risen, but there is no substantial change in power generation enterprises, and the situation of insufficient power is still.

Henan Petrochemical Association also reflected that fertilizer prices have soared this year, and the National Development and Reform Commission requires key fertilizer enterprises to actively fulfill their social responsibilities, fully organize production and operation, and ensure China's fertilizer market supply. However, at present, fertilizer enterprises suffer from electricity shortage and urgent coal transportation, and it is impossible to maintain normal production.

Henan Jinshan Chemical, Zhongyuan chemical, etc., due to limited electricity, water and other impacts, the operating rate dropped to below 70%, the recent soda ash futures price once again hit a record.

In addition, affected by the recent power restriction in Yunnan, the price of yellow phosphorus rose sharply, and the quotation of phosphoric acid enterprises was raised one after another. The average price of mono-ammonium phosphate and diammonium phosphate rose 76.84% and 47.54% respectively compared with the beginning of the year.

Open source securities analysts pointed out that the current round of power rationing is different from any power rationing in history, in the face of industrial production boom is at the highest point since 2017, and superimposed carbon neutral policy restrictions, metallurgy, building materials, chemical and other production will be affected by power rationing.

Li Hongling, market director of a chemical enterprise in Shandong, said that frequent power cuts are bound to increase the production cost of enterprises, while affecting the supply of raw materials and market conditions, and the price of related chemicals may usher in a new round of rise.

China Power Equipment Management Association experts pointed out that at this stage coal power is still China's main power supply, regulating power supply and cover the bottom of the power supply source, is the national energy security "ballast stone "" stabilizer", functional departments at all levels should create a healthy operating environment for coal power, to ensure that coal power units "top, adjust down", to ensure the safety and reliability of power supply grid.

Long-term research on the power market of a chemical enterprise thermal power expert Zhu Deqiang suggested that to deepen the market-oriented reform of coal and electricity, such as the provincial pooling part of the coal power consumption indicators, the introduction of bidding system on the basis of the benchmark price, the choice of energy to enterprises, support the use of energy efficiency, good momentum of development of enterprises to use more energy, good energy.

The dispatch data of the National Development and Reform Commission on August 10 shows that the situation of coal supply and demand is improving. In terms of production, the daily output of Jinshaan-Mongolian coal increased by nearly 800,000 tons compared with the same period in July. On the demand side, the "seven down and eight up" summer coal use peak is coming to an end, and the overall coal demand has continued to fall. It is expected that in the later period, with the release of coal production capacity, production will continue to increase, and the situation of coal supply and demand will be further improved.