Transportation is blocked! The power rationing is basically over! Raw materials are rising

Zhejiang cancels electricity rationing, and raw materials are up again

On November 7, it was learned from the State Grid that, through the joint efforts of all parties, the current power supply and demand situation in the operating area of the State Grid has returned to normal, ensuring power supply and people's livelihood has achieved initial results, and the supply of thermal coal has increased significantly.

The thermal coal inventory in the company's operating area rose to 99.32 million tons, the available days of thermal coal rose to 20 days, and the grid-connected power generation capacity was significantly improved. The company’s operating area failed to rush to repair coal power units and the blocked capacity of coal power plants both decreased, and the coal power generation capacity of coal power plants was greatly improved. The scale of orderly electricity consumption has decreased significantly, the largest orderly electricity consumption scale of the entire network has dropped significantly, and the power gap has been significantly reduced.

On the same day, the Zhejiang Provincial Energy Administration issued the "Notice on Suspension of Orderly Power Limit Measures". The "Notice" stated that according to the recent actual situation of electricity supply and demand in Zhejiang Province, after research, it has decided to suspend the province's orderly utilization from November 8. Electricity.

As of November 6, with the exception of individual provinces and local time periods for high-energy-consuming and high-polluting enterprises, the scale of orderly power consumption on the entire network is close to zero. This also means that the nationwide power rationing since September has basically ended!

The elimination of "power curtailment" successively in major provinces of plastics and plastics is undoubtedly good news for plastics companies. PVC, which has been falling for nearly a month, has recently bottomed out and rebounded. Futures closed up 2.8% for two consecutive days, and the spot on the East China market rose for two consecutive days, with a single-day rise of 275 CNY/ton.

Transportation is blocked! Suspended and suspended! One night into winter!

The weather report showed that the cold wave continued to go south, most of the highest temperatures in the south bottomed one after another, and the strong snow center shifted to the northeast. Heilongjiang, Jilin and other localities may have severe blizzards. The Central Meteorological Observatory issued a blizzard orange warning and a cold wave blue warning.

According to the Ministry of Transport, as of 7:00 on the 8th, affected by snow and road icing, a total of 184 road sections in 9 provinces and cities including Beijing, Tianjin, Hebei, Shanxi, Liaoning, Jilin, Heilongjiang, Shandong, and Shaanxi were closed.

Among them, there are 7 highways and 7 sections in Beijing, 24 highways in Tianjin, 24 sections, 37 sections in Hebei, 47 sections, 18 sections in Shanxi, 33 sections in Shanxi, 26 sections in Liaoning, 14 sections in Jilin, 22 sections in Heilongjiang 13 highways and 13 sections, 12 Shaanxi highways and 12 sections are closed, and the time to resume traffic is to be determined.

A historically rare blizzard occurred in the Northeast, and ports and highways stopped

On November 6th, Liaoning suffered a continuous and rare blizzard, which had a greater impact on the production and life of Liaoning Province. Affected by this, the expressway in Liaoning Province was closed, and the “Pause Button” was pressed for port operations.

According to the news from the Liaoning Provincial Department of Transportation, this round of heavy snowfall, the Liaoning Provincial Department of Transportation attaches great importance to it, and quickly issued the "Notice on Effectively Strengthening Safety Precautions During Heavy Snowstorms, Strong Cold Waves, and Strong Winds." According to the relevant disclosure of the current main work progress, as of 11 o'clock on November 8, the Liaoning Provincial Department of Transportation announced that all expressways in Liaoning province have been closed, ports (Yingri, Jinzhou, Dalian, Dandong, Panjin, Huludao) Waiting for ports) have all stopped production operations, land islands and inter-provincial ro-ro passenger ships have been suspended.

According to the blizzard blue warning issued by the Central Meteorological Observatory at 6 o'clock on November 9th, it is expected that from 8 o'clock on November 9th to 8 o'clock on the 10th, there will be some areas in northeastern Inner Mongolia, central and northern Liaoning, southern Jilin, and western Heilongjiang. Heavy snow, local blizzard (10 ~ 13 mm). In some of the above-mentioned areas, the depth of new snow cover is 3-8 cm, and the local area can reach more than 10 cm.

The blizzard weather caused the collapse of many factories in the northeast, which had a greater impact on the normal production of the manufacturers. At the same time, it also has a significant impact on logistics and transportation. In addition to the difficulty of finding vehicles and transportation, some goods are pressed under the collapsed factory building and cannot be shipped immediately.

On November 8, many pictures of the production workshops and warehouses were circulated on the Internet. The pictures from the scene showed that some warehouses and workshop frames of many factories in Liaoning collapsed and were covered by heavy snow, causing heavy losses.

Liaoning is an important chemical and plastic province in my country, with Hengli Petrochemical (Kanghui New Materials), North Huajin, Fushun Petrochemical, Liaoyang Petrochemical, Liaotong Chemical, Polaris, Dalian Organic, Youxian Technology (Dandong) and other chemical plastics Dachang.

On October 26, the National Development and Reform Commission issued the "High-quality Development Plan for the Liaoning Coastal Economic Zone", which showed that as the main sea route in Northeast China and an important window for opening up, the Liaoning Coastal Economic Belt is a potential international shipping area in Northeast Asia. The center is an important area that supports the comprehensive revitalization of the Northeast.

The "Plan" proposes that the Liaoning Coastal Economic Belt should focus on optimizing the industrial structure and building a world-class petrochemical and fine chemical industry base.

In the petrochemical industry, the "Plan" requires strict control of new refining capacity, and optimizes the industrial layout in accordance with the principle of regional concentration and main body concentration, promotes oil reduction and increase, improves the level of refining and chemical integration, and builds Changxing Island (Western Island) petrochemical Industrial base, Liaodong Bay Fine Chemical Industry Belt. Promote the upgrading of the industrial chain to high-end, focus on cultivating and improving the industrial chain of olefins, aromatics, fine chemicals, and actively develop new chemical materials, catalysts, pharmaceutical intermediates and other industries, and focus on the development of high-performance synthetic resins, special engineering plastics, special synthetic rubbers, etc. High-tech and high value-added fine chemical products such as high-end lubricants.