The 'Stop Work Order' Is Here Again! Operating Rate Dropped To 10% Everywhere

Recently, the domestic fertilizer giant Hubei Yihua Group issued an announcement stating that on December 20, 2021, it received a notice from its subsidiary Inner Mongolia Ordos United Chemical Co., Ltd. that due to the limited supply of natural gas in winter, the United Chemical’s synthetic ammonia and urea plant will be completed in 2021. All production will be discontinued from December 20th.

The dual control of energy consumption has become stricter, more than 30 areas have curtailed power, and the operating rate has dropped to 10%

There is only less than a week before the end of the year, and the chemical industry people are most concerned about the issue of the end of this year's "dual energy consumption control". In the third quarter, the National Development and Reform Commission reported on the severe situation that energy intensity of 9 regions did not decrease but increased, and energy intensity of 10 provinces had not reached progress. Many regions have adopted strict measures to reduce energy consumption, and the control period generally lasted until the end of this year.

Yunnan requires that the average monthly output of the yellow phosphorus production line from September to December should not exceed 10% of the August output (ie a 90% reduction in output); the average monthly output of industrial silicon companies should not exceed 10% of the August output (ie a 90% reduction in output) ;Fertilizer manufacturing, basic chemical raw material manufacturing, coal processing, ferroalloy refinery and other 4 industries, enterprises whose value-added energy consumption of 10,000 yuan is higher than the industry average level adopt key enterprise energy use control measures, which are 1-2 times higher than the average level Of enterprises limit production to 50%, and enterprises that are 2 times or more above the average limit production to 90%.

Jiangsu area has reduced the production of soda ash enterprises, and the operating rate has been reduced by about 20%. Xuzhou, Taizhou, Suzhou and other places have successively stopped production and restricted production, and carried out special energy-saving supervision for enterprises with comprehensive energy consumption of more than 50,000 tons.

Hundreds of textile companies in Zhejiang stopped production and work, and thousands of chemical companies started work in rotation.

In Guangdong and other regions, there has even been a situation of "open, stop, six", requiring only security power to be reserved, and the total load is below 15%.

More than 30 regions, including Heilongjiang, Jilin, Liaoning, Shandong, and Fujian, began to adopt electricity curtailment measures, and "double limit" became the key word of industrial enterprises in the second half of the year. Although some regions no longer "issue a document a day" for double restrictions after the "Eleventh Minor Holiday", many places still adopt strict power and production restrictions at the end of the year to manage high-energy-consuming industrial chains such as chemical and steel. , To avoid being "named" in the comprehensive examination at the end of the year.

Staggered production during the heating season, and the 6-month "stoppage order" continues to exert force

In addition to the sudden double control of energy consumption, this year's chemical companies are still facing off-peak production in the heating season. Weather conditions in winter cause heavy pollution to occur frequently. Therefore, the Ministry of Ecology and Environment issues a response document every year, which is the "stop work order" faced by industrial enterprises. According to the "Letter of Opinions on the Comprehensive Treatment Plan for Air Pollution in the Autumn and Winter of 2021-2022 in Key Areas (Draft for Solicitation of Comments)" issued by the Ministry of Ecology and Environment, a six-month environmental shutdown order will be carried out from the fourth quarter of this year to the end of March next year. ", involving 65 cities in 7 provinces across the country.

This year’s scope is broader, directly adding 26 prefecture-level cities, and the environmental protection "shutdown order" will last until the end of March 2022, which will directly affect many environmental pollution such as chemicals, construction, coal, and metal processing. Industries with more serious impacts. This also means that industrial enterprises in 65 regions will face production suspension during the heating season. If they want to start production, they will have to wait until the beginning of the spring next year.