Since the beginning of August, the country has entered the summer peak, with strong demand for coal in various places, and the situation of coal supply and demand has become tight. At the same time, the rapid growth of global energy demand and the continuous expansion of domestic coal supply and demand gaps have catalyzed the rise of coal prices and put pressure on some downstream power plants. Keeping coal supply and price stable is a "reassurance" to ensure that the electricity peaks in the summer.

Ensure supply and stable price, cultivate and build coal storage base

On July 30, the Political Bureau of the CPC Central Committee held a meeting to analyze and study the current economic situation and plan economic work in the second half of the year. "Doing a good job in ensuring the supply of bulk commodities and stabilizing prices" and "Doing a good job in ensuring that the power peaks in the summer" are listed as key points.

"Doing a good job of ensuring the supply and stabilization of bulk commodities requires guiding the upstream and downstream of the industrial chain to stabilize the supply of raw materials and supporting the coordination of production, supply and marketing, and coordinate to respond to the risk of market price fluctuations." Huang Libin, spokesperson of the Ministry of Industry and Information Technology and Director of the Operation Monitoring and Coordination Bureau in the country The new office stated at a press conference held on July 16 that maintaining stable production and increasing production and strengthening energy reserve management can not only cope with the rising cost pressures of energy-related commodity premiums on enterprises, but also help stabilize energy peaks in the summer. sequence.

On July 23, the National Development and Reform Commission issued the "Notice on Doing a Good Job in the Energy Peak Summer of 2021", requiring the enhancement of energy supply security capabilities, the use of energy reserves, flexibly adjusting the balance of energy supply and demand, and ensuring the power consumption for social production and life during peak hours . Among them, "strengthening the construction of coal storage facilities and increasing the level of thermal coal inventory" is an important starting point for giving full play to the role of energy reserves. The notice requires coal companies to actively integrate resources, improve coal storage facilities, implement a minimum and maximum inventory system, and ensure the basic demand for coal for power generation during the peak summer.

The reporter learned from the National Development and Reform Commission that in 2021, the nation will be required to form a government dispatchable coal reserve capacity of more than 120 million tons, and strive to form a commercial coal reserve capacity of about 400 million tons nationwide by the end of 2021, including 200 million tons of power companies. , 100 million tons of coal enterprises, 100 million tons of circulation links. To achieve this overall goal, localities and enterprises with conditions are encouraged to establish coal product reserves in coal production areas, consumption areas, railway transportation hubs, and major transit ports, and cultivate and build a number of coal storage bases in accordance with a reasonable radiation radius.

Respond quickly to solve the national emergency of burning "coal"

The energy and chemical "Golden Triangle" area with Ningdong in Ningxia, Ordos in Inner Mongolia, and Yulin in Shaanxi as the core is a rare energy enrichment area in the country and a bridgehead for the construction of national energy security reserves.

The reporter learned that the current coal storage and transportation ports and reserve bases in the energy "Golden Triangle" area are operating at a high level. Among them, the inventory capacity of Ningdong Coal Storage and Transportation Port is more than 2 million tons, and the existing coal storage capacity is more than 1.4 million tons, providing reliable guarantee for downstream power plants; the Mengdong National Coal Reserve Base has now formed a coal storage capacity of 780,000 tons, effectively radiating Northeast and eastern Inner Mongolia. According to public information from the National Development and Reform Commission, the country has established a government-schedulable coal reserve capacity of more than 100 million tons, and the reserve base currently stores about 40 million tons of coal.

According to the coal supply and demand situation, since this year, coal reserve bases in Hebei, Jilin, Shandong, Hubei and other provinces have put more than 5 million tons of national coal reserves into the market. At the same time, a large number of coal reserve bases with wide radiation coverage and strong guarantee capacity are under construction. It is expected that about 30 million tons of new government coal reserve capacity will be put into use before the peak of coal consumption in winter. , Will give full play to the important role of ensuring coal supply and stabilizing the coal market.

The reporter learned from the National Development and Reform Commission that in the newly constructed coal reserve base management model, the reserve management information system and reserve utilization and release mechanism will be used to realize the dynamic monitoring and dispatch management of reserve bases. Nodes can play the role of increasing supply, stabilizing prices, and ensuring urgent needs in a timely and effective manner.

Technological innovation to improve coal reserve capacity

In order to quickly respond to national requirements and improve the resource allocation efficiency of the coal reserve capacity in the circulation link, coal enterprises actively participate in the wave of supply-side structural reforms and explore the path of high-quality development.

Shaanxi Coal Group leverages the "5G+smart mining area" technology scenario to build an industrial Internet ecology and promote industrial chain innovation. Xiaobaodang Coal Mine of Yubei Coal Industry has built "3 large platforms and 2 centers of smart coal mines" to realize the intelligent operation of various systems in the mine; Zhangjiamao Coal Mine of North Shaanxi Mining adopts 5G + industrial vision + Internet of Things and other technologies to realize the underground VR panorama Display, 5G+PLC remote centralized control and key data self-processing functions. The "smart mining area" has ensured production safety, increased production and improved quality.

Zhu Zhi, Director of the Office of the Coal Business Department of Shaanxi Coal Group, said in an interview event "Focus on the high-quality development of state-owned enterprises" held on July 19: Since the 13th Five-Year Plan, Shaanxi Coal Group has taken the initiative to eliminate outdated production capacity while actively releasing high-quality production capacity. The high-quality production capacity was increased by 60 million tons, and the second 10 million-ton mine cluster was formed in northern Shaanxi, which contributed to the improvement of coal reserve capacity.

Ningdong Coal Storage and Transportation Port started the layout of a digital supply chain management platform a few years ago, and cooperated with Rui Maotong Supply Chain Management Co., Ltd., which has been deeply involved in supply chain management for nearly 20 years, to establish Ningdong Energy and Chemical Supply Chain. Management Co., Ltd., to create a multi-variety, full-chain, one-stop coal and chemical product supply chain management platform-Ningdong Energy Chain.

Yang Tao, General Manager of Ningdong Energy and Chemical Supply Chain Management Co., Ltd. said: “Relying on big data, blockchain, Internet of Things and modern logistics concepts and technologies, the'Ningdong Energy Chain' uses electronic signatures, visualized logistics, electronic delivery, Digital functions such as electronic settlement have shortened the cycle of coal procurement, processing, transportation, and power plant settlement from 70 days in the past to less than 20 days, and the turnover efficiency has increased by more than three times. "The digital supply chain management platform not only regulates the coal transaction process. , To reduce costs and increase efficiency for regional enterprises, but also to increase the speed of emergency response.

Using advanced technology and a digital supply chain management platform, we can grasp the production data, supply and marketing situation and logistics dynamics of coal in the first time. Relying on the perfect supply and marketing network, the dynamic processing of the raw coal in the digital coal blending plant can meet the daily needs of customers. Operational needs can meet the country's emergency requirements at critical moments. It can be said that the industrial Internet ecology and the supply chain management platform complement each other and provide a systematic and sustainable solution for improving the coal reserve capacity.

Ensuring energy security is related to economic and social stability and national security. The construction of coal reserve capacity as the main energy source of our country is related to the overall situation. Strengthening scientific and technological innovation and the resilience of the supply chain of the industrial chain, and establishing a short-term dynamic and complex strategic coal reserve in production and circulation is a long way to go.