Open one stop six! Power rationing and shutdown have swept across many provinces, and China is playing a big game

2021-09-25 打印
Power rationing and shutdown swept many provinces

According to relevant reports, there has been a phenomenon in many provinces these days: power supply is tight, superimposed energy consumption double control, resulting in power rationing and shutdown. For example, in at least 10 provinces including Jiangsu, Zhejiang, Shandong, Guangdong, Guangxi and Yunnan, a number of listed companies have issued the announcement of "power restriction and shutdown".

Especially in the Pearl River Delta, there has been an unprecedented "power rationing tide". The range of power rationing in some areas is quite terrible, and even the situation of "one start and six stop", that is, one day of construction and six days of shutdown. Of course, there are also "two starts and five stops", "three starts and four stops" and "four starts and three stops". The power limit range will be different according to the scale, industry and nature. Basically, the situation of "four starts and three stops" is quite good. It is also said that the phenomenon of "opening zero and stopping seven" has appeared in Chenghai area of Shantou.

I believe many people have not experienced "power failure" for a long time. When they see this news, they will feel incredible and even wonder: Well, why is there a sudden power shortage? Let's talk about it this time.

Why power rationing and shutdown?

On the surface, there are two core problems in power rationing and shutdown. One is that the price of coal is too high, and the other is that energy consumption is under dual control pressure. What exactly is going on?

As we all know, many power plants rely on coal to generate electricity, so the cost of power generation is closely related to the price of coal.

This year, coal prices have soared, even reaching record highs, raising the cost of power generation, but the electricity price can not rise arbitrarily, so that power plants have lost money, and thermal power plants have lost more than 10 cents per power generation for a long time. This makes it impossible for the power plant to expand the power supply.

As for the second reason, "dual control pressure of energy consumption", the barometer for the completion of dual control targets of energy consumption in various regions in the first half of 2021 issued by the national development and Reform Commission shows that:

The energy consumption intensity of nine provinces (regions) in Qinghai, Ningxia, Guangxi, Guangdong, Fujian, Xinjiang, Yunnan, Shaanxi and Jiangsu rose instead of falling in the first half of the year, which is a level I early warning.

In order to achieve the goal of carbon peak and carbon neutralization, the dual control pressure of energy consumption in these provinces has become very large, and they can only limit power and stop production. In particular, Guangdong Province is not only a first-class early warning, but also thermal power generation accounts for about 70% of the power generation structure of the province. Under the superposition of the two reasons, power restriction and shutdown become inevitable.

Source: Tencent