Natural gas is arrogant, the NDRC has taken the opportunity to change the air source of coal.

PubDate:2017-12-07Author:Jinlun CompanySources:Heat pump industry informationViews:849

On February 1, the LNG listing price hit a record high of 9,400 yuan / ton, and the average price of LNG in various places also exceeded 7,000 yuan / ton. It is reported that the National Development and Reform Commission issued the "Notice on the Notice of the Deployment of Liquefied Natural Gas Price Regulations and Policies" to regulate the abnormal fluctuation of the price of liquefied natural gas (LNG) and ensure that the price of the LNG market is basically stable during the peak winter. The NDRC will be today ( On December 4th, the relevant pricing departments of the relevant provinces, autonomous regions and municipalities immediately convened a reminder meeting on natural gas price regulations and policies, reminding all liquefied natural gas production and circulation enterprises and relevant social organizations in the jurisdiction to strengthen price self-discipline and regulate price behavior.

LNG price is arrogant, NDRC intervenes

The Development and Reform Commission stressed in the notice that it is not allowed to fabricate information on walking price increases, not to hoard maliciously slap prices, not to swindle prices, to collude with each other, to manipulate market prices, to abuse market dominance, to achieve monopoly agreements, or to implement other people’s situations. Price violations and price monopolistic behavior, otherwise the competent pricing department will seriously investigate and deal with the relevant provisions of the Price Law and the Anti-Monopoly Law.

Since September, the gas pipelines in the terminal pipelines in North China and East China have been tightened. PetroChina has imposed gas restrictions, involving Henan, Shandong, Shanxi, Shaanxi, Inner Mongolia and other regions. In addition to gas restrictions, due to the shortage of natural gas, entering the heating season, Beijing, Shanxi and Jiangxi have successively raised the price of non-residential natural gas gate stations, with a range of about 10%.

The National Development and Reform Commission data show that from January to October this year, natural gas consumption was 186.5 billion cubic meters, an increase of 18.7%. During the same period, natural gas production was 121.2 billion cubic meters, up 11.2% year-on-year; natural gas imports were 72.2 billion cubic meters, up 27.5%. Relevant persons said that since the beginning of this year, due to the increase in air pollution prevention and control and the clean heating in the north, natural gas consumption has rebounded significantly, and the growth rate has been faster since entering the winter.

LNG price rises, "coal to gas" is the root cause

The price of LNG has been rising because of the shortage of natural gas. "The main reason for the surge in LNG prices is that the gas is tight and the demand is strong." The relevant analysts said that there are also some factors such as rising costs. “The NDRC’s direct intervention in price is difficult, and LNG is a market-oriented product after all,” he added.In addition, Zhao Chen, an analyst at Orient Securities, believes that the root cause is the rapid growth of natural gas from “coal to gas”, especially the growth rate of LNG imports is much higher than the growth rate of domestic consumption. He also pointed out that industrial coal-fired boilers still need to be reconstructed by 148,000 tons, which is 3.6 times of the amount of renovation this year. There are still 27 million households in the north of China, which have not been rebuilt, which is 9 times of the amount of renovation this year. Sexual Hypothesis This part of the transformation will be completed in the next 5 years. This will bring a total increase of 11.8 billion cubic meters per year, which will drive the overall consumption growth of North China's natural gas in the future to exceed 15%. In the context of future domestic supply shortages, demand will not be a problem, and even in the long run, LNG prices are expected to enter a rising cycle.

Solve the problem, the coal to air source is reliable

On the one hand, it is the price of arrogant natural gas. On the one hand, it is a safe and stable air source heat pump. Now more and more voices call for coal to change clean energy to coal-to-air source heat pump. Because there are many channels for the source of electricity, scenery and water coal can provide power resources. The supply of natural gas is mainly dependent on imports, which is a great constraint to China's economic development and the improvement of national life. In the northern coal-to-clean energy, the air source heat pump is not only stable in operation, but also has received favorable comments from users and the government. In the case of coal-to-gas barrier, the call for coal to change the air source is getting higher and higher.

Under the pressure of environmental governance, the “coal-to-clean energy” in various regions will enter a peak period in 2018. By then, there will be a larger gas shortage. If the comprehensive reform of multiple energy sources is not implemented, the consequences will intensify. The wide range of applications of air source heat pumps has become the most effective solution that many local governments can think of. In the madness of gas prices, the air source will also usher in the best development opportunities.