60 coal mines are forced to stop! More than a dozen chemical plants 'self-help' increase prices!

Recently, Shanxi has encountered heavy rainfall. Due to flood control needs, many production projects in Shanxi have been closed. According to information from the Emergency Management Department of Shanxi Province, affected by the heavy rainfall, 54947 people were transferred from various parts of Shanxi during the flood, 60 coal mines, 372 non-coal mines, 14 hazardous chemical enterprises were suspended, 1,035 construction projects were suspended, and scenic spots were closed. 166.

According to public information, Shanxi is the province with the largest coal production in the country. Last year, coal production reached 1.063 billion tons, accounting for more than a quarter of the national output. The province currently has announced more than 600 production coal mines, which plays an important role in ensuring the national energy supply. Ballast stone" role. Before the November holiday, Shanxi signed a medium and long-term coal supply guarantee contract for the fourth quarter with 14 provinces (autonomous regions and municipalities) including Hebei, Shandong, Jiangsu, Zhejiang and Tianjin to guarantee energy supply, involving 55 million tons of guaranteed supply. The global energy shortage is a foregone conclusion, coal prices are still expected to rise beyond expectations in October, and the gap in the dynamic peak season for thermal coal will be further enlarged.

The gap is enlarged, coal supply is tight, and the cost of the chemical industry chain is rising

The increasing coal gap has also simultaneously pushed forward the high coal price. As of the end of September, the price of 5,550 kcal of blended coal at Qinhuangdao Port has set a new record of 1,700 CNY/ton, and the price of blended coal with a calorific value of 5,000 kcal is 1,540 CNY/ton, an increase of 140 CNY/ton on a week-on-week basis. Crazy Stone". The current coal price has surpassed the high value of previous years, and policy risks have increased. In the spot market, there has been a recent sell-off situation, but the recent supply is still tight. Transportation is affected by the weather and the Daqin line maintenance or limited, and the demand is still strong. Under circumstances, coal prices may remain high.

According to public information, the downstream of coal is mainly electric power, steel, chemicals, building materials, etc., of which chemicals and building materials together account for about 19%. As the source-end raw material of the chemical industry chain, the trend of coal has always been the top priority of many chemical workers. Therefore, the tight supply of coal has a vital impact on the downstream industry chain.

The most direct impact is that the prices of coke, methanol, FORMALDEHYDE, Ethylene Glycol, PVC, and olefins in the coal chemical industry chain have all recently increased in price. In addition, in the intricate chemical industry chain, the relationship between a variety of chemical products is close and interlocking. The tight price of products in the coal chemical industry chain will have a "butterfly effect" for the entire chemical industry chain. Under the action of, it gradually spreads to all links.

Double controls are becoming stricter, coal tightening promotes intensified power and production restrictions

In addition to acting on the chemical industry chain, leading to price increases for some chemicals, the tight supply of coal has also aggravated the tension in electricity in various places. According to incomplete statistics from the Paint Purchasing Network, at present, more than 20 provinces, cities and regions in my country have encountered dual control and dual restrictions. Since September, a total of 24 listed companies have issued 39 announcements on power curtailment and production suspension, involving 12 industries, chemical industry Listed companies account for about 30% of all discontinued companies, a total of 11 companies. Judging from the geographical distribution of the announced listed companies, Jiangsu Province has the largest number, with 12 companies in total, of which 6 are in the chemical industry; Shandong Province and Zhejiang Province follow closely behind, with 5 companies each.

Previously, the Coatings Purchasing Network reported that due to the dual control of energy consumption, the operating rate of many major chemical provinces has fallen, tens of thousands of chemical companies have been affected, and the production of organic silicon, yellow phosphorus and other products in Yunnan has been reduced by 90%. The 9 provinces, cities, and regions where energy intensity has not fallen but increased, include dozens of chemical products, of which 35 chemical products account for more than 50% of the national production capacity, including some varieties of pesticides, potassium chloride, polyester, nylon, yellow phosphorus, Industrial silicon, phosphorus trichloride, CALCIUM carbide and other varieties.

While everyone was expecting that some areas would be able to relieve some of the "double limit" pressure in October, the "black swan" incident in Shanxi, a large coal province, once again pushed the power plant to its peak with voltage. Some electric power companies even stated that they have already faced the dilemma of "distributing one kilowatt-hour of electricity and losing a dime", which can't help but make more chemical workers worry about the current situation. According to the information of the paint procurement network intelligence officer, at present, companies have received notices of power rationing after the November holiday. That is to say, in the last two months of the end of the year, the situation of double limit will become more severe, and the operating rate of chemical companies It will also face continued low levels.

More than a dozen chemical companies "self-help" price increases, the future may face the dilemma of out of stock

Whether it is the shortage of coal at the source, or the sluggish market caused by production line restrictions and continued low operating rates, it is fatal to chemical companies. Under the rapid increase in costs, chemical companies can only choose to increase prices to pass the pressure on to the downstream and "self-help". Since the fourth quarter, the pace of price increases by chemical companies has not stopped. Some companies even remind customers to confirm availability and stocking cycle before purchasing.

Yiyang Zhenbang calcium products: Starting from October 10th, the price of light calcium will be increased by RMB 50/ton. The price of high volume will be negotiated separately, and 10% tax will be charged for invoicing.

Nantong Dongli New Material Technology: From October 10, the sales price of each model (erucamide, oleic acid amide and other amide products) will be based on the original price: the domestic market will be increased by 3000 CNY/ton, and the foreign market will be raised by US$400/ton.