1. Reasons for national power curtailment —: rising coal prices
Thermal power generation generally requires coal. I believe many people don’t understand how exaggerated the price of coal this year is. In May, it was 500 yuan/ton, and by September it had risen to 1,400 yuan/ton. Due to the excessive increase in coal prices, a thermal power plant will now have a net loss of several million a day. The price of coal has been at a high level this year, and power plants have less coal. The lack of coal storage in power plants leads to limited power generation capacity, and there is a situation of tight power supply.
2. The second reason for the national power restriction: dual control of energy consumption
Recently, the National Development and Reform Commission issued a notice to further improve the dual control of energy consumption, clarifying the overall arrangement for dual control of energy consumption, and requiring all regions to take effective measures to ensure the completion of the annual energy consumption dual control target, especially the reduction of energy consumption intensity. Target task. Therefore, in order to complete the energy consumption reduction target, the first-level and second-level early warning provinces and cities have implemented them from the top to the bottom, and continue to increase the number, so that power rationing and production suspension become a reality.
3. Reason 3: Economic Transformation
Power curtailment can also accelerate the elimination of outdated production capacity and accelerate the upgrading of the industrial structure. During the critical period when global trade is increasingly dependent on China, it can also force foreign trade companies to actively raise prices, increase their bargaining power, prevent the disorderly expansion of production capacity, and maintain strategic determination during the critical period of severe inflation in other countries.