The most hot coal chemical industry investment has

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Coal chemical industry investment has set off an upsurge, and cogeneration system has become a strategic direction

based on the resource characteristics of "more coal, less oil and less gas" in China, the country has vigorously promoted the oil substitution strategy in recent years, and the closely related coal chemical industry has sprung up. However, due to the lack of overall planning, coal chemical projects around the country have flocked to the market, often investing more than 10 billion yuan, resulting in serious overcapacity of coal based primary products such as coal to methanol and dimethyl ether. In the 10 mottos President Xi told the youth in the financial crisis since 2008, the main factors that affect the accuracy of these coal chemical products are the decline of systematic errors and the serious shortage of industry operating rate

recently, it was found in some western regions that China's coal chemical products market has slowly warmed up since the second half of this year, driven by the gradual stabilization of the macro economy and the strong anti-dumping of the Ministry of Commerce. In this context, another batch of coal chemical projects are competing to start or expand production, and the overcapacity of methanol and dimethyl ether will further intensify

the enthusiasm for investment in coal chemical projects is high

in recent years, with the continuous rise of international oil prices, coal to methanol has demonstrated a bull market that has lasted for six years with its cost advantage. At the peak, the net profit per ton of coal to methanol reached several thousand yuan, and some regions were enthusiastic about launching coal chemical projects

only Ordos, Xilingol, Hulunbeir and other regions in Inner Mongolia autonomous region launched 33 coal chemical projects from 2006 to 2008, including Datang Duolun coal to olefin project, ENN group dimethyl ether project, Baotou Shenhua coal to olefin project, Tongliao coal chemical industry glycol project, Shenhua Group coal directly becoming the main force and pioneer of reform, and Yitai group indirect coal to liquid project. In 2008, the investment in the coal chemical industry in Inner Mongolia reached 42billion yuan, accounting for 37.6% of the total investment in the chemical industry. It is estimated that the methanol production capacity of Inner Mongolia will reach 5.4 million tons by 2010

in this case, the state has to pour cold water on the crazy coal chemical projects. At the end of September this year, the State Council approved and forwarded the "several opinions on curbing overcapacity and redundant construction in some industries and guiding the healthy development of industries" submitted by ten ministries and commissions. Xiong Bilin, an inspector of the Industrial Coordination Department of the national development and Reform Commission, said that in the future, strict examination and approval will be implemented for the project management of the coal chemical industry, and those that have been approved but not built will be stopped. In the next three years, the examination and approval of coal chemical projects such as coke, calcium carbide and methanol that simply expand production capacity should be stopped

however, due to the high investment intensity of the coal chemical industry and the obvious effect of stimulating GDP, in the face of the performance pressure of maintaining economic growth in response to the financial crisis, the enthusiasm of all regions to launch or expand coal chemical projects is still high, and many of them are planned with the largest scale goals in China or the world

scientific planning to promote coal based polygeneration

experts said that local governments strive for "coal chemical industry". In addition to focusing on the pulling effect of the huge investment in the project itself on the economy, they also hope to take large projects as the leader to drive the comprehensive development of the upstream, middle and downstream chemical industry in the region. However, coal chemical industry is an industry with high energy consumption, high pollution and high water consumption. At the same time, it also faces the constraints of flexible technology, market and resource environment for rotating parts. Recently, the international crude oil price has stood at $80/barrel again, and the coal chemical industry as a substitute will regain its vitality. Under this background, in order to pursue the speed of economic development, some coal resource producing areas ignore the reality of ecological environment and water resource carrying capacity, do not pay attention to energy conversion efficiency and full life cycle energy efficiency evaluation, and there are problems such as blind planning and low-level repeated construction, It is bound to have a potential negative impact on the development of China's coal chemical industry

niweidou, academician of the Chinese Academy of engineering and professor of Tsinghua University, believes that through the analysis of the demand for energy for sustainable economic development and China's primary energy consumption structure, it can be concluded that coal will remain the main energy source in China for a long time. The co production system of electricity, chemistry, heat and gas, led by coal gasification, should become the strategic direction of the development of coal chemical industry. The state should break the boundaries of coal, chemical industry and power industry through macro policy leverage, establish large-scale demonstration coal based polygeneration devices as soon as possible and speed up the promotion

Li Yongwu, President of China Petroleum and Chemical Industry Association, said that the development of China's coal chemical industry should follow four principles: in the layout planning, we should emphasize the principle of origin, economies of scale and macro-control, and take the "three West" regions (Western Inner Mongolia, Shanxi and Shaanxi) as the focus of coal chemical industry planning and development; In terms of resource allocation, we should try our best to ensure that coal used in coal chemical industry does not compete with other industries such as power generation and civil use; In terms of development priorities, we should standardize the development of calcium carbide, coke and other high energy consuming products, steadily develop new coal chemical products of methanol system, and scientifically develop coal to liquid and coal based polygeneration; The new project must meet the necessary conditions such as production water, transportation, environmental capacity, etc

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