Typhoon transit, Shandong coal price impact geometry?

In the early morning of August 10, this year's super typhoon No. 9, Lichma, landed on the coast of Taizhou City, Zhejiang Province, with a maximum wind force of 16 degrees near the center, accompanied by heavy rains. At present, "Lichma" is hovering in front of the Bohai Bay. According to the analysis of meteorologists, "Lichma" will have less cycles when it enters the Bohai Bay. Therefore, it is expected that the impact on Shandong will be longer and greater. In addition, there were more high temperature weather and less precipitation in the previous period. Some areas of Shandong Province would have a drastic change in drought and flood, and some areas had a higher meteorological risk of geological disasters. According to Shandong Coal Mine Safety Supervision Bureau, by 8:00 on November 11, a total of 21,757 people had been evacuated from 106 coal mines in the whole province. All coal mines had been shut down, and all the coal mines were fighting against "Lichma" to ensure the safety of coal mines during the transit of typhoon in Shandong Province. It is reported that Shandong mainly produces gas-coal and gas-fertilizer-coal, of which gas-fertilizer-coal capacity is about 57.83 million tons and gas-coal capacity is about 67.63 million tons. Based on this, it is estimated that the typhoon will affect gas-fertilizer-coal production of about 700,000 tons and gas-coal production of about 820,000 tons. In a short time, the supply of gas coal and 1/3 coke in Shandong is limited. Industry analysts point out that the available days of local state-owned power plant inventory are basically maintained in the vicinity of 25-30 days, some enterprises own power plants because of high inventory, there is no procurement plan at the beginning of this month. The purchasing price of electricity and coal in power plants has stabilized as a whole this month. The purchasing price of individual power plants has been lowered by 50 yuan per ton. In the latter part, the demand of power coal downstream in Shandong is weak, and it is expected that the price will continue to operate under pressure in the latter part.
2026-09-10
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