Stable on the market, relying on coal

Putting coal as an energy supply point is a special adjustment in a special period, which is not the same as my country's energy medium and long -term low -carbon development strategy.

Recently, the State Council held a executive meeting to point out that due to the excellent expectations of the new round of epidemic and changes in the international situation, the economic downturn pressure in April 2022 further increased. The meeting pointed out that it is necessary to focus on the economic market and provide the foundation for the work of all work. Energy, as the "food" of economic operation, has a stable supply and stable price is a prerequisite for stabilizing the economic market. Regarding energy, the executive meeting of the State Council attaches great importance to the supply of coal and the stability of coal power. It is required to support coal -to -electric enterprises through the budget injection of state -owned capital operations to support the rescue and multi -power generation of coal power enterprises. Hard requirements for power limit. The supply of energy involves a variety of types of coal, petroleum and gas, and non -stone energy. Why do the conferences make special requirements for coal, the reason is the following aspects.

The phenomenon of preventing the gates of the barriers appears again

Due to the practical factors of energy supply and demand and the urgent factors of preventing risks, coal guarantee is provided as a focus on energy work at this stage. my country is a country with energy consumption mainly for coal. The proportion of coal in one energy consumption has been at a high level for a long time. More than 60%of the consumed coal are used for power generation, and coal is the main contributor to my country's power supply. Just in the past 2021, affected by extreme weather and European energy shortage, the global large -scale gas shortage and even energy crisis occurred in the world. In many places in my country, the phenomenon of long -lost power lock restrictions. The fluctuation of power supply affects all aspects and brings major losses to economic and social development.

If the electricity limit is restricted in 2022, it is unimaginable for my country with downward pressure on the economy. Therefore, the executive meeting of the State Council emphasizes that it must prevent and eliminate the phenomenon of eliminating power limit. Now that the production of electricity mainly relies on coal, it is due to the reappearance of the phenomenon of preventing the power limit in 2021, then considering the protection of coal supply as the top priority is logical logic.

Overseas supply of oil and gas overseas uncertainty

The position of oil and gas in my country's energy structure is also indispensable. However, unlike coal, my country's oil and gas supply to a large extent rely on the international market. At present, the exterior of crude oil and natural gas is above 72%and 43%, respectively. Oil and gas safety has always been the core of my country's energy security guarantee. In recent years, the focus of discussion on energy safety in recent years is mainly concentrated on oil and gas. At present, it is necessary to stabilize the economic market, and the supply of oil and gas also needs to be stable, which is beyond doubt. But compared to coal, the risk of oil and gas supply is largely from price fluctuations. In the past few years of the new coronary pneumonia's epidemic, there have been many incidents of black swan and gray rhinos in the world, which has led to a fluctuation chain reaction in the international energy market from time to time. The Russian -Ukraine conflict that broke out since the beginning of the year is a living example.

After the conflict broke out, Russia's global oil and gas share supply decreased due to factors such as sanctions and embargo, which exacerbated the expected shortage of oil and gas supply in the international market, which then caused large extent that oil and gas prices have been operating high at a high level.

As a major oil and gas importing country, my country is therefore facing the pressure of high -cost oil and gas imports. In this situation, it is obviously very passive to pin the hope of energy supply in oil and gas overseas. Taking natural gas power generation as an example, the proportion of natural gas accounted for the operation of the entire project is generally 70%, which is extremely sensitive to gas prices. According to the current global high -gas price level and domestic electricity price level, the economy of project operation cannot be guaranteed.

If you want to make the cost to the end user, it will significantly increase the user's economic burden. This phenomenon has long existed in the gas and electricity industry, and has not been properly resolved.

It is difficult to maintain gas and electricity under high gas prices, let alone expand space. Because of this, my country has always emphasized the increase in domestic oil and gas exploration and development, and formulated and vigorously implemented the seven -year action plan relying on the oil and gas exploration and development of the three major oil companies to improve the domestic supply capacity as much as possible.

If domestic oil and gas exploration and development will make breakthroughs in the future, the autonomy of oil and gas supply will increase, and more oil and gas can be used for power generation in addition to transportation and chemical industry, the emergency energy role and status of oil and gas will naturally be formed.

The main position of non -fossil energy needs to be accumulated

The formation of the main position of non -fossil energy energy requires the accumulation and growth of the industry's own development. The development of non -chemical stone energy in China has been in a rapid development stage in recent years. Among them, the scale of wind power, solar energy, and hydropower development have been leading the world, and nuclear power has also begun to make again. my country's energy revolution strategy proposes that the proportion of non -fossil energy will reach 25%of the first energy sources by 2030. However, in terms of the current development level, non -fossil energy needs to be accumulated by the main power energy sources. It also needs to solve many practical problems such as collaboration between different types of electricity, energy storage, and abandoning wind and light, to form a new type of power system.

In 2021, the reason why "qi shortage" occurred in Europe has a lot to do with the decline in wind power supply capacity under its extreme weather. my country ’s wind power production area also decreased to varying degrees in 2021. Similar problems may continue to occur in future practice. Essence According to the latest evaluation results, in addition to the establishment of new power systems such as a few provinces such as Hainan, the construction of new power systems in other provinces needs to continue to promote. Due to the accumulation and practical experience of non -chemical rock energy, the current stage of solving the real power supply guarantee problem that solves realistic power supply still needs to rely on mature coal electricity. The State Council executive meeting of the State Council is a special adjustment of coal as the current energy guarantee of energy. It is not the same as my country's established energy medium and long -term low -carbon development strategic direction.

From a long -term perspective, the development of non -fossil energy is the world trend and an important energy support for my country's achievement of "double carbon" goals. The great development of non -fossil energy will objectively form an alternative to coal, and the proportion of coal in one energy is destined to decline. But in this process, the rebound of coal demand on individual time is also normal. In addition, from the supply of coal itself, although my country's coal resources have relatively strong supply capacity, it does not mean that the coal supply system can be impeccable in terms of confession.

The supply of coal in 2021 still has uncertainty, and the shortage of electric coal has occurred. It is necessary to solve the smooth supply of coal and support the basic goal of stabilizing the economic market. In particular, the government and the industry need to make articles in the supply of upstream coal supply. It is necessary to increase investment to ensure stable production in the main production area of ​​coal, and to ensure that the transportation channels are smooth.

The most critical and basic measures should be to reduce the burden of coal enterprises through tax and fees in special periods to ensure the stable and stable pressure of coal power in the upstream supply side. Essence

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