At the end of the 12th Five-Year Plan, coal consumption or over 4 billion tons of main energy status is difficult to change

Under the pressure of international climate change and carbon emission reduction, during the "Twelfth Five-Year Plan" period, China's coal industry faced dual constraints on resources and the environment, and structural adjustment had to be done. The path proposed by the “Twelfth Five-Year Plan” for the transformation of the coal industry is “developing safe and efficient coal mines, promoting the integration of coal resources and mergers and acquisitions of coal mining enterprises, and developing large coal enterprise groups”.   “The core of the structural adjustment of the coal industry is here.” Wang Xianzheng, member of the Standing Committee of the National Committee of the Chinese People’s Political Consultative Conference and deputy director of the National Committee of the Chinese People’s Political Consultative Conference, said: “The increase in the proportion of non-fossil energy consumption will make room for the adjustment of coal structure. In the longer period, the proportion of coal consumption will decline and the growth rate will fall, but the total volume will continue to grow. The status of coal's main energy is difficult to change.” In 2010, China's coal output reached 3.24 billion tons, while coal consumption continued to grow. Wang Xianzheng predicts that by 2015, the total coal consumption in the country will reach 4 billion tons. Coal consumption at the end of the "Twelfth Five-Year Plan" or over 4 billion tons "21st Century": During the "Twelfth Five-Year Plan" period, the state encourages the development of clean energy, and the proportion of non-fossil energy is expected to increase by 3.1 percentage points. The proportion of coal in the primary energy structure has declined, and has the interests of the coal industry been reduced? Wang Xianzheng: On the contrary, the proportion of non-fossil energy increased from 8.3% to 11.4%, which is a good thing for the coal industry. China's primary energy dependence on coal is more than 70%, bringing a series of resources and environmental issues. The rise in the proportion of non-fossil energy will free up time and space for structural adjustment of the coal industry. During the “Eleventh Five-Year Plan” period, the number of coal mines nationwide decreased from 24,800 to more than 15,000, the average single well size increased from 96,000 tons to 200,000 tons; the output of large coal bases reached 2.6 billion tons, accounting for 87% of the country; The number of enterprises with output exceeding 10 million tons has increased from 30 to 810 million tons to 45 and the output has reached 1.8 billion tons. This is the result of structural adjustment. "21st Century": Since 2011, the state will control the total amount of energy consumption and implement energy structure adjustment. What level of domestic coal consumption is expected to reach at the end of the 12th Five-Year Plan? Wang Xianzheng: Under the condition of 7% GDP growth, it is estimated that by 2015, the total coal consumption in the country will reach 4 billion tons. If the economic growth exceeds 7%, coal consumption will increase accordingly. According to the recent planning and summary of local reports, by 2015 the total national energy consumption will greatly exceed the planned 4 billion tons. "21st Century": Under the high demand, what kind of adjustment will be made to domestic coal production and consumption? Wang Xianzheng: First of all, earnestly implement the “Twelfth Five-Year Plan” for energy development and the “Twelfth Five-Year Plan” of the national coal industry, adhere to the principle of tight coal balance, strengthen the medium and long-term planning management of the coal industry, and control the total coal production and consumption in the country. In particular, it will strengthen the coal demand side management, and incorporate the total coal consumption control into the national main functional area planning. According to the resource and environmental carrying capacity, existing development intensity and development potential of different regions, the regional coal consumption ceiling will be scientifically set. In the development of coal resources, in accordance with the idea of ​​“controlling the eastern region, stabilizing the central region, and accelerating the western region”, the pattern of resource cascade development and utilization will be formed as soon as possible. Guide local governments and enterprises to establish the concept of coal science production capacity, plan and develop projects according to scale, steps and plans to prevent large-scale, super-environmental capacity and disorderly development. Coal marketization must first resolve the contradiction between coal and electricity in the "21st Century": At present, the market position of coal enterprises is basically established, and the coal order market mechanism of independent and negotiated pricing is basically formed. However, China's coal prices have not yet fully marketed, and the “dual track system” of thermal coal prices still exists. In 2010, the state issued two intervention measures for temporary coal prices, and issued guidance on key coal prices. How to treat the state's macro-control policies on thermal coal prices? Wang Xianzheng: Due to historical reasons, the “dual-track system” of thermal coal prices still exists, resulting in two or more prices for the same coal-fired coal. Establishing and improving a price formation mechanism that truly reflects the relationship between market supply and demand, resource scarcity and environmental damage costs requires continuous efforts. At present, the price difference between the key thermal coal contract price and the market electricity coal is increasing. Compared with the closing price of the Qinhuangdao market in the annual key order of Datong 5500 kcal, the price difference between the two is basically 47 yuan/ton in 2006, and the maximum price difference in 2008 is 260 yuan/ton. It has shrunk, but in 2010 it was still around RMB 147/ton. "21st Century": What are the suggestions for the reform of coal market? Wang Xianzheng: Coal and electricity are strategic partnerships. Coal marketization must first resolve the contradiction between coal and electricity. The state should choose the time and window for price adjustment, adjust the price of electricity, and promote the reform of the power system. It is suggested that according to the principle of qualitative price and homogeneity, the coal price will be gradually merged, the price of key coal contract and non-key contract price will be eliminated, and the key contract price in the province and the key contract price outside the province will be eliminated. Divided into a market-oriented coal price system that is linked to the domestic and international markets and the price of key thermal coal contracts and non-key thermal coal contracts. "21st Century": At present, the problem of weak management of the coal industry is outstanding. In the new round of government restructuring, some major coal-producing provinces have adjusted their coal management responsibilities and divided the industry management functions of the former Coal Industry Bureau into multiple departments. Is it necessary to set up a special coal industry management department? Wang Xianzheng: It is necessary. At present, the coal industry has multiple management and overlapping duties. The Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Land and Resources, and the Safety Supervision Department all manage coal. It is recommended that the state further rationalize the coal management system and effectively strengthen the management of the coal industry. At the national level, it is necessary to establish a unified, streamlined and authoritative industry management system. It is recommended to set up the Ministry of Energy and establish the State Coal Industry Administration. In the reform of local government institutions, it is recommended to set up or restore specialized coal management institutions according to different situations in various coal-producing provinces, and configure specialized coal management personnel to clarify their management of coal industry standards, development planning, scientific and technological progress, and production safety. Function.  

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