Railways
In the month, the Daqin Railway transported a total of 3,766 coal310,000 tonsMonth-on-month growth of 812%
In November this year, the Daqin Railway, the energy channel of "West-to-East Coal Transportation", transported a total of 3,766 coal30,000 tons, an increase of 812%, of which the daily volume of 26 days exceeded 1.28 million tons, fully guaranteeing the demand for coal for power generation and heating this winter and next spring. In the first 11 months, the coal transportation volume of Daqin Railway reached 38.8 billion tons, a year-on-year increase of 75%, a four-year high.
58 in the Shenyang BureauCoal storage in key railway direct power supply plants can consume 26days
From November 1 to December 4, Shenyang Bureau Group Co., Ltd. shipped a total of 1,381 thermal coal60,000 tons, 987 coal stocks in 58 key railway direct power supply plants in the pipe40,000 tons, with an average of 26 days of consumption, to ensure the stability of thermal coal and production coal of the enterprise.
Ports
In January, the coal operation volume of Yantai Port Ore Company exceeded one million tonsThis represents a year-on-year increase of 133%.
On December 5, it was learned from Yantai Port, Shandong Port, that the "Pario" ship berthed in the West Port Area of Yantai Port of Shandong Port was successfully completed 740,000 tons of coal unloading operations, the ore company's coal operation volume in November exceeded 1 million tons, a year-on-year increase of 133%. According to statistics, from January to November, the coal operation volume increased by 23% year-on-year, and the business increment momentum was surging, providing a strong guarantee for smoothing the coal logistics channel and meeting the national energy requirements.
National
Standing Committee of the People's Republic of China: Discuss and adopt in principle the Mineral Resources Law of the People's Republic of China (Revised Draft).
On December 1, Premier Li Qiang presided over an executive meeting. The meeting discussed and adopted in principle the "Mineral Resources Law of the People's Republic of China (Revised Draft)" and decided to submit the revised draft to the Standing Committee of the National People's Congress for deliberation. The meeting pointed out that mineral resources are an important material basis for economic and social development, and it is necessary to revise the mineral resources law in a timely manner according to changes in the situation to develop and protect mineral resources in accordance with the law and ensure the security of national strategic resources. It is necessary to accelerate the exploration and development of reserves and production, deepen international cooperation, strengthen the construction of the reserve system, and consolidate the foundation for the guarantee of mineral resources. It is necessary to vigorously carry out technological and equipment innovation, promote the green and intelligent development of the industry, and enhance the resilience and competitiveness of the mineral resources industry chain.
National *** Comments: By 2027A coal mine energy reserve system was initially established
On December 6, the state issued a notice on the "Implementation Opinions on the Establishment of a Coal Mine Energy Reserve System (Draft for Comments)" for public comment. It is mentioned that by 2027, a coal mine energy reserve system will be initially established, and a number of coal mine projects with capacity reserves will be approved in an orderly manner to form a certain scale of dispatchable coal capacity reserves. By 2030, the capacity reserve system will be more sound, the capacity management system will be more perfect, and strive to form a dispatchable capacity reserve of 300 million tons, the national coal guarantee capacity will be significantly enhanced, and the supply elasticity and resilience will continue to improve.
Strictly and reasonably control the total amount of coal consumption
**Recently, the "Action Plan for Continuous Improvement of Air Quality" was issued, which mentions that the total coal consumption should be strictly and reasonably controlled. On the premise of ensuring energy security, key areas will continue to implement total coal consumption control. By 2025, coal consumption in the Beijing-Tianjin-Hebei region and surrounding areas and the Yangtze River Delta region will drop by about 10% and 5% respectively compared with 2020, and coal consumption in the Fenwei Plain will achieve negative growth, focusing on reducing non-power coal. For new reconstruction and expansion of coal-using projects in key areas, the same amount or reduced amount of coal shall be replaced in accordance with the law, and the imperfect alternative shall not be approved; The use of highly polluting fuels such as petroleum coke, coke, and blue charcoal shall not be used as an alternative measure for coal reduction. Improve the alternative management methods for coal consumption reduction in key areas, and coal gangue and raw material coal will not be included in the total coal consumption assessment。 In principle, no new self-provided coal-fired units will be added, and clean energy substitution will be supported for self-provided coal-fired units. Coal-fired power projects and their coal consumption that support power stability, safe operation of power grids, and large-scale grid-connected consumption of clean energy should be reasonably guaranteed。
The General Administration of Customs announced 11Monthly import and export coal data
According to data released by the General Administration of Customs on December 7, in November 2023, China imported 4,350 coal60,000 tons, compared with 3,231 in the same period last year30,000 tons, an increase of 111930,000 tons, an increase of 3464%；This is up from 3599 in October20,000 tons, an increase of 75140,000 tons, an increase of 2088%。From January to November 2023, China imported a total of 42,713 coal90,000 tons, a year-on-year increase of 628%。
The annual National Coal Trade Fair opened in Tangshan
From December 5th to 8th, the 2024 National Coal Trade Fair was successfully held in Tangshan City, Hebei Province. At the opening ceremony, the China Coal Industry Association and the China Coal Transportation and Marketing Association jointly issued a proposal to do a good job in the connection between warmth and supply and coal production and transportation this winter and next spring; The people of Tangshan City signed a strategic cooperation framework agreement with the China Coal Transportation and Marketing Association; 32 large-scale coal supply and demand enterprises signed medium and long-term coal contracts for 2024 on the spot, with a total contract volume of 4about 000 million tons; An entrepreneur forum was held, during which China Energy Group, Jinneng Holding Group, Shaanxi Coal Chemical Group, and Kailuan Group shared good ideas, experiences, and practices for enterprises to implement new development concepts, deepen reform and innovation, and accelerate green and low-carbon transformation and high-quality development.
About thermal coal **2412Announcement of matters relating to the contract
On the 6th, the Zhengzhou Commodity Exchange issued the "Announcement on Matters Related to the Thermal Coal **2412 Contract", and decided to adjust the trading margin standard of the thermal coal **2412 contract to 50%, and the price limit to 10%. The maximum number of open trades for non-** corporate members or clients in a single day is 20 lots.
Ministry of Commerce: Last week, the country rose steadily every day
According to the monitoring of the Ministry of Commerce, last week (November 27 to December 3) the country's coal ** rose steadily, of which thermal coal was 850 yuan per ton, the same as the previous week, and No. 2 anthracite lump coal and coking coal were 1318 yuan and 1376 yuan per ton, respectively3% and 02%。
Shanxi
Shanxi has set a target for carbon peaking in the coal industry
Recently, the Shanxi Provincial Development and Reform Commission and the Provincial Energy Bureau issued the "Implementation Plan for Carbon Peak in the Coal Industry in Shanxi Province". The plan proposes that during the "14th Five-Year Plan" period, the stable capacity of coal will be significantly enhanced, the level of green and low-carbon development will continue to improve, the energy consumption per unit of product will be effectively reduced, the clean and efficient utilization of coal will make positive progress, and the level of comprehensive utilization of resources will be further improved. By 2025, the comprehensive energy consumption per ton of raw coal production in the mine will be reduced by more than 10% compared with 2020, and the utilization rate of coal mine gas extraction will strive to reach 50%.
Inner Mongolia
Inner Mongolia Coal ** Index Operation Report (2023).officially released
On December 3, the "Inner Mongolia Coal ** Index Operation Report (2023)" was officially released. The total coal index of Inner Mongolia includes three sub-indexes, namely the Ordos coal index, the western coking coal index and the eastern lignite index.
The task of ensuring the supply of coal sources under the medium and long-term contract of Ordos thermal coal has been completed 100%.
In 2023, in accordance with the national overall thermal coal supply guarantee arrangement, Inner Mongolia will issue the task of ensuring the supply of medium and long-term thermal coal in Ordos City6.8 billion tons, accounting for about 26% of the country, a total of 67.3 billion tons, with a task completion rate of 1008%；At the same time, it will strive to undertake the task of guaranteeing 11.2 million tons of coal for winter heating and heating in 7 league cities in the region. From January to October, Ordos City produced and sold a total of 700 million tons of coal, an increase of 8.21 million tons year-on-year, an increase of 12%。
The output of raw coal above designated size in Hohhot increased by 156 year-on-year4%
According to the news of Hohhot City, from January to October, the raw coal output of Hohhot City was 91130,000 tons, a year-on-year increase of 177%, an increase from the previous three quarters (8.).6%), an expansion of 91 percentage point compared with the first half of the year (-2.).2%), an expansion of 199 percentage points. In October, the industrial production of raw coal above designated size was 12230,000 tons, a year-on-year increase of 1564%, up 347%。
Manchuria imported coal 5275710,000 tons, an increase of 275 year-on-year710,000 tons
As of November 27, 75,522 cars and 527 cars of coal were imported through Manzhouli Station570,000 tons, an increase of 39,514 vehicles and 275 vehicles year-on-year70,000 tons, which effectively guarantees the heating needs of thermal power enterprises and ordinary people in the three northeastern provinces and the eastern half of Inner Mongolia.
As of 12May 5On the same day, the port of Ganqimaodu imported 3343 coal4210,000 tons
As of December 5, the total import and export freight volume of Ganqimaodu Port has reached 3467880,000 tons. Among them, 3,343 imported coal420,000 tons.