New orders will be canceled coal troubles, forcing the two sides resumed admonition to the government

From the NDRC plans to hand control of price increases is still much debate whether the market trend of the coal dispute was underway. Elusive and repeated discussion of the coal price, coal prices this year to make full breakdown of the talks from the shadow of the coal industry began negotiations for the coming year ahead. September 23, reporters from sources close to the National Development and Reform Commission was informed, in view of the situation and the coal industry, the uncertainty of price movements, many people in the coal industry to the Government's proposal to restart coal orders, that the meeting was canceled in 2009, leading to the coal become scattered and complicated negotiations, the talks broke down one of the factors.

Proposals to restart coal coal ordering

 Since 1993, in accordance with established practice, in late December each year, the domestic coal, electricity, steel, chemical and other industries and enterprises will gather together to hold the annual coal ordering. With the rising price of coal market in recent years, conflict in the coal coal will gradually upgrade orders and repeatedly so caught in the dilemma which the NDRC.

 December 2009, the National Development and Reform Commission issued "on improving the transportation of coal production guidance for the work to be convergence", the abolition of traditional coal orders, the government withdraw from coal negotiations, arrangements are no longer focused on the coal supply and demand sides, "focused on convergence", the use of "Online Summary" approach, the price negotiated by the two sides independently, and clearly pointed out that "government departments and industry organizations have not provided the interface between business methods, not force enterprises to focus on convergence." This means that for Development and Reform Commission and the coal enterprises in coal suffering for several years will finally ordering the stage of history.

But the reporter was informed from the sources, although the order will be canceled coal, but coal deadlocked dispute over the years but did not result in the end, but because there is no centralized ordering will lead to fragmentation of the negotiations, and a lot of trouble , the first time, ordering coal this year to break in the end. "The government wants the end of the planned economy inherited from the coal ordering mode, but the end orders will obviously brought a lot of problems. At present, some coal companies have suggested that the order would be to restart the coal, the Government may fade, but should focus on negotiations to coal enterprises opportunities. "The source told reporters.

The reporters also learned that the negotiations because the next year some time yet, the current recommendations relevant government departments are yet to give conclusive.

 A person in charge of electricity prices, told reporters that it is the current price of coal and electricity price trends elusive, so that coal companies have begun for the next year's coal price negotiations ahead.

Repeated discussion of whether price increases are still

Rampant price increases in the news recently, mainly due to a report released by Citigroup.

The report noted that the State Development and Reform Commission on September 14 and Huaneng, Datang, Huadian, State Power, China Power Investment met with representatives of five major power groups to raise electricity prices 7 provinces of the program for advice. 7 provinces including Hebei, Shandong, Shanxi, Shaanxi, Qinghai, Gansu and Hainan. The report said, the National Development and Reform Commission proposed seven provinces, coal-fired power plants in raised 15-25 million / MW, it will increase gas power plants in uniform 30 yuan / MWh. Equivalent thermal power tariff raise 1.5-2.5 cents / kWh, natural gas generator sets price increases 3 / kWh. Citibank said in a report that seven provinces have the opportunity to raise electricity prices from next month.
Subsequently, the reporter learned from sources close to the Development and Reform Commission was informed that this message is accurate, the National Development and Reform Commission and the five major power indeed been raised repeatedly discussed the issue price. "But whether it will increase schedule pricing also elusive because the Development and Reform Commission is currently facing great pressure of public opinion." The source told reporters.
According to one official told reporters that electricity prices this year, power companies because the majority of high coal cost pressures, has been in debt, the government shut down small thermal power with a great degree, the power companies to reduce power output, it is fuel. Coal prices due to the slowdown in the second half, slightly eased, but some coal-producing province yield by controlling the price of coal has not really callback. Now it seems that the government raised electricity prices about 1.5 cents per kWh, in order to barely maintain the survival of power enterprises, more than 1.5 cents per kWh in order to give businesses a small profit.
Coal price trend
Differences between government and enterprise storage
The trend of the original market price of coal is as affected by the policy, but the trend of the next step and unpredictable, and will also allow the government and coal companies had differences of opinion.
Development and Reform Commission announced on September 19 in August of coal supply and demand show that in August the national coal production operation needs to continue to grow, but the growth rate has come down. Month, the national railway shipped 169 million tons of coal, an increase of 18.29 million tons, up 12.2%; of key power plant coal 3,372,000 tons daily, an increase of 18.1%.
From a price perspective, energy saving and emission reduction in pressure, the iron and steel, cement companies were limiting the production of high energy consumption, production, coal consumption is expected to decrease, coal prices are expected to decline. 8 the end of 5500 kcal high-quality power Qinhuangdao Port coal price 725 yuan / ton, in late September for the 715 yuan / ton. As of September 16, key power plants increased to 59.2 million tons of stored coal can be used 18 days.
Accordingly, the Development and Reform Commission is expected to increase the intensity of energy saving, high energy consumption enterprises to reduce coal consumption, coupled with efforts to increase water and electricity in summer, is expected to supply the next phase of the overall national coal market tends to loose, coal prices are expected to decline .
But a senior expert told reporters power enterprises, with the basic completion of the great integration of coal, small coal is eliminated, the coal industry to strengthen the monopoly of the main coal-producing province, is easier to regulate the coal output by controlling the supply of coal, so as to control coal prices . "Part of the coal-producing province, has been not how or coal. And as the weather cools, the next stage of coal prices continue to Zoudie hopeless."
Since the third quarter of this year to fully on the "five" pre-completion of assessment objectives and the completion of emission reduction targets difficult areas, early warning and timely launch control program, therefore, not yet completed the task of recent energy saving have coercive limited production, limited power cuts.
Li Chaolin coal experts believe that this work is expected to continue and strengthen, the compressed period of time Future domestic demand for electricity and coal consumption, particularly in coastal areas will be the domestic market price of thermal coal supply and demand and greater impact. But a comprehensive analysis of domestic thermal coal market operation that the various factors to support the market thermal coal prices have risen or decreased were significantly less power, supply and demand in the coming period and domestic thermal coal prices should stabilize.
Li Chaolin also believes that because of the trend of coal prices to electricity price increase will inevitably affect expectations, this may be all of the coal price trend of the main reasons for disagreement. (Mi Dan)