Experts talk | Overseas coal prices are soaring in domestic coal power guarantee level significantly increasing coal production and insurance supply and stability.

Author:National Development Reform Co Time:2022.07.25

Since the beginning of this year, the supply and demand in the overseas power coal market has further intensified, and overseas power coal prices have soared.

Researcher of Xi Jinping's Economic Ideological Research Center, hair and reform British talent Xiao Xinzhu

Xiao Xinjian, a researcher at Xi Jinping's Economic Ideological Research Center, said in an exclusive interview with the CCP reporter that the current peak summer comes, and the protection of coal power supply will have a certain pressure. The policy of increasing coal production insurance is still an important policy direction.

The effect of power coal insurance stability price is obvious

Since the beginning of this year, the price of overseas power coal has continued to rise. Taking the price of Power Coal 1#(5,500 calories at the heat value of 5,500 calories, 20%of the ash) as an example, the price of the Port Port in Australia is an example. About tons, rose by about 80%. In contrast, the price of power coal in China, although the overall oscillation is up, the overall increase is significantly smaller than overseas.

Xiao Xinjian proposed that since September last year, my country has strived to maintain the safety of the energy supply chain industry chain, promote the release of high -quality coal production capacity, strengthen the development of domestic fossil energy resources, prioritize the development of clean power, introduce a series of energy supply stability policies, energy supply guarantee guarantee The ability is significantly enhanced.

Since the beginning of this year, in the face of the domestic epidemic, and the impact of the Ukrainian crisis on the impact of the world economy and supply chain, my country's external environment has become more complicated, economic and social development is overall, and energy, especially coal and power supply guarantee, stable energy sources Price is not only an important part of stable economic growth, but also supporting conditions.

Stable energy prices, support economic stable growth

Xiao Xinjian proposed that to ensure the safety of coal safety and stable coal prices, it can ensure power and energy safety, and can also basically stabilize energy prices and support stable economic growth.

Recently, the State Council issued the "A Policy and Measures for the Economy", which includes policies to ensure energy security, and clearly proposed the orderly release of high -quality coal production capacity under the premise of ensuring safety, cleaning and efficient use, and promoting the implementation of a number of water and electricity, wind power, wind power, wind power, wind power, wind power, wind power, wind power, wind power, wind power, wind power, wind power, Energy projects such as photovoltaic power generation and power grid construction improve the capacity and level of coal reserves, and strengthen energy resource reserve capabilities such as crude oil. In early June, the executive meeting of the State Council further proposed to ensure the stable supply of coal power and support the stability of prices.

Xiao Xinjian suggested that the high -quality coal production capacity should be continued in order to stabilize the price of coal; to ensure smooth coal freight channels to stabilize and safe operation; to improve the scale of coal reserves to strengthen emergency protection capabilities; The role and increase the construction of water storage to ensure the safety of power operation; vigorously develop clean low -carbon power such as wind power and photovoltaic, so as to steadily promote green energy replacement and enhance essential security capabilities.

Domestic coal prices and stable electricity price measures

In terms of specific response measures, Xiao Xinjian stated that the first is to continue to release high -quality coal production capacity and maintain sufficient supply of coal. Growth of coal is the basis for stabilizing coal prices and ensuring the safe operation of power.

The second is to strengthen the supervision of the signing of contracts for medium- and long -term contracts to ensure the safe and stable supply of heating coal for power generation.

The third is to enhance the capacity of coal reserves. Including increasing coal inventory and power storage of power plants.

The fourth is to stabilize the scale of imports. As an important supplement to the guarantee of my country's coal supply and electric coal ratio, imported coal also requires a certain scale, which is not conducive to guarantee.

Fifth, do a good job of rapid recovery of coal mines under emergency accidents. Last year, the large -scale heavy rainfall weather in Henan, Shanxi and other regions had influenced my country's coal supply and coal prices in a short period of time. This year, various emergency plans, including mining production, coal transportation facilities, and comprehensive renovation of road transportation. Strengthen the inspection of coal safety production, prevent heavy production safety accidents, and ensure the stable operation of coal mine production.

In terms of ensuring the safety of coal consumption of power plants, first strengthen the protection of electric coal supply. Mainly increase the amount of electric coal reserves. Second, we must strengthen the protection of emergency funds. Corresponding to emergency guarantee power enterprises to make emergency subsidies to ensure that the government starts new expenditures for emergency measures.

In addition, policy guarantees must be strengthened. It can be studied and formulated a subsidy method for additional costs such as increasing and storing coal of power generation companies. At the same time, strengthen unblocked operations, and accelerate the preferential deployment and priority of transportation capacity of coal transport railways and port freight. (Reporter Zhang Xiaoyu)

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