1. Reason 1: Power supply and demand are tight.
As we all know, Northeast China is dominated by heavy industry and is rich in mineral resources such as oil and iron ore, but at the same time, smelting these minerals requires a lot of electricity. With the recent attack of cold air in Northeast China, residents need to turn on the air conditioner to adjust the indoor temperature, and the electricity consumption will be overloaded. In addition, the Northeast State Grid also indicated that the electricity consumption in Northeast China is in danger of collapse, and the situation is rather urgent, and there may be cases where the power limit cannot be notified to households in advance.
2. Reason 2: High coal price.
Since mid-August, the national coal price has been rising, and the power generation in China is mainly based on thermal power generation. For example, many large power plants generate electricity by buying coal, and new energy power generation has not been fully popularized. Due to the excessive increase of coal price, the power plant is losing money every day, which leads to the reduction of coal storage in the power plant. Autumn and winter are the peak periods of electricity consumption in Northeast China, and there is a shortage of power supply.
3. Reason 3: Short-term coal shortage
After entering the autumn, the golden period of industrial electricity consumption is ushered in, and the available days of power plants are still at a very low level, and the replenishment of power plants still has strong support for demand. According to the data of China Coal Transportation and Marketing Association, in recent months, China's coal imports have increased significantly year-on-year. In August of 20021year, China's coal import increased by 35.8% year-on-year to 28.05 million tons.
4. Reason 4: It is related to the development goal of "carbon neutrality"
In September, 2020, at the United Nations General Assembly, China's leaders put forward the 30-60 targets of "peak carbon dioxide emission" and "carbon neutrality", that is, peak carbon dioxide emission in 2030 and carbon neutrality in 2060. On March/March/2002 15, General Secretary Xi Jinping presided over the ninth meeting of the Central Financial and Economic Committee, one of which was to study the basic ideas and main measures to achieve the peak of carbon dioxide emission and carbon neutrality. The meeting pointed out seven aspects of work to be done during the 14 th Five-Year Plan period. Experts in the industry said that this meeting made clear the orientation of peak carbon dioxide emissions and carbon neutrality, and especially planned a clear "construction drawing" for the peak carbon dioxide emissions in the next five years.
To achieve "carbon dioxide emission peak" and "carbon neutrality", it is necessary to limit carbon dioxide emission, and the use of coal is an important direction. At present, the power supply in China is mainly thermal power, of which coal-fired power accounts for 99%. Although China is a big coal producer, it has been exporting coal until 2008, accounting for more than half of the world's coal production and five times that of the United States. However, the cost of transporting coal from Shanxi and Inner Mongolia to the southeast coast is similar to that of importing coal from overseas, so coal has been imported since 2008.
This year, due to the extremely hot coal market and rising prices, China stopped importing from Australia, resulting in a decrease in the domestic coal quantity. However, in the past, power generation in Northeast China had a surplus to support other places. Now, if it will cause huge losses, residents in Northeast China will have to be restricted from using electricity.
The purpose of carbon neutrality is to replace the use of fossil energy such as coal and oil with new energy and reduce the import of fossil energy. So as to truly realize the development goal of green city and green life.
The goal of "double carbon" is not just a slogan, but a real landing, improving the current energy industry structure, production and lifestyle, and taking the development path of ecological priority, green and low carbon. Therefore, in order to achieve the political goal of carbon neutrality, enterprises and individuals need to cooperate with each other.