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With the drop of air temperature, natural gas ushered in the peak period of supply, coupled with the promotion of "coal to gas", natural gas has appeared in a situation of short supply. In this context, a number of local governments have raised the non resident prices of natural gas recently.
In November 24, 2017, the price of non resident gas was raised by the Shaanxi Provincial Bureau of prices. From November 25, 2017 to March 31, 2018, the provincial natural gas company provided the non resident gas station settlement price of the city gas enterprises and direct users in the province up to 0.06 yuan per cubic meter on the basis of the current price. The sales price of natural gas in different cities in Shaanxi province is regularly adjusted by the price departments in different districts and cities. The price increase is not higher than 0.05 yuan in principle, with a difference of 0.01 yuan, which is borne by city gas enterprises.
In November 23, 2017, the Guizhou provincial development and Reform Commission issued a circular. It decided to raise the price of non resident gas in the 1 orders and one March 31, 2018 period in November 2017, adjust the implementation level in detail, and increase the price of the three tier ladder according to the local gas consumption. No more than the gas volume part of the gas base volume, the price of the gate station will float 10%. If the gas volume exceeds the gas base volume, but the gas volume that does not exceed the agreement volume, the price of the gate station will rise by 15%, and the price of the gate station will float 20%.
In addition, Beijing, Qingdao, Qigihar, Xianyang and other areas have increased the price of natural gas in a number of more than 10%.
"Coal to gas" continued to advance, part of the "die" phenomenon
This year is the first year of the implementation of "coal to gas". The demand for natural gas is increasing, and the supply of natural gas in the upper reaches is insufficient, and the contradiction between the supply and demand of natural gas is highlighted. At present, many City North gas station in breathe state.
Since the State Council issued the action plan for the prevention and control of air pollution, the policy of "coal to gas" has been published on the national level and the "2+26" urban area level. Beijing, Tianjin, Hebei, Shanxi, Inner Mongolia and other 18 provinces and cities have promulgated the "coal to gas" "coal to electricity" related policies.
In Hebei only, 20379 units and 35398 steam tons of coal-fired boilers were eliminated in the province in 1-7 months of this year. According to the requirements of Hebei Province, the elimination of coal-fired boilers mainly includes the elimination of closes, the replacement of central heating, and the implementation of electric generation instead of gas to replace coal, so as to reduce the consumption of coal and the amount of pollution. Before the end of October this year, Hebei province built area will be fully eliminated 35 tons of steam and coal-fired boilers, cities and urban high county and eliminated 10 tons of steam and coal-fired boiler.
As the end of the first phase of the action plan for air pollution control, the state has made unprecedented efforts to solve the outstanding environmental problems including air pollution, especially in Beijing Tianjin Hebei region. In order to reduce heavy pollution in autumn and winter, a series of policy landing and cross regional environmental protection institutions are important opportunities for accelerating the prevention and control of air pollution in Beijing Tianjin Hebei region.
In this context, natural gas, as a clean energy source, has been paid more and more attention and promoted. Compared with traditional energy such as coal and oil, natural gas is clean and efficient. Compared with renewable energy, natural gas has a relatively high performance price ratio and the model is more mature. Since this year, domestic natural gas consumption has increased significantly, reappearing the two digit growth. In the first 8 months, domestic natural gas apparent consumption was 155 billion 99 million cubic meters, up 14.75% over the same period.
Along with the implementation of "coal to gas", the demand for gas in the North has increased rapidly. The consumption of natural gas has increased significantly, showing a shortage of supply. This problem is especially evident in the implementation of "coal to gas" area. At present, although the limited supply of gas has begun to appear in some areas, the limited volume and the scope of impact are relatively small, but this symptom is worth more attention and research. Because of the high pressure of environmental supervision this year, "coal to gas and gas to coal generation" is also being promoted rapidly. The growth rate of natural gas consumption terminal is very fast. It is very easy to cause tight supply and even gas shortage because of imbalance between supply and demand. In view of the lack of demand for natural gas, more and more provinces and cities will increase the price of natural gas.
Under the background of "clean energy", we need to speed up the reform of the system
With the coming of heating period in winter, especially in the case of continuous low temperature weather, the pressure of natural gas supply is more serious, and the contradiction between supply and demand will be more prominent. Under such circumstances, some places have increased the price of natural gas. The purpose of adjusting the supply and demand balance of natural gas market by price levers is natural.
However, the simple price increase, in the short term, can be seen as the adjustment of the market supply and demand to seek a balance, in fact, to curb market demand. Under the background of "green low carbon clean" in winter heating, natural gas is a basic and resource product. It is a kind of "just need", which is related to the people's livelihood.
Therefore, it is impossible to change the situation in essence by raising the price. In the long run, the marketization of weather prices is the trend of the times. Only accelerate the system reform, the competition of the link to the market, to encourage more social participation, the implementation of fair and open, to reduce costs by increasing competition, is to deal with the natural gas shortage or the fundamental way to promote pile up in excess of requirement, the popularity of natural gas utilization.
A month ago, the notice issued by the NDRC on the work of the winter peak of natural gas in 2017 was announced. It is expected that during the winter season, the demand for natural gas will continue to boom, and the new demand for coal to gas will be released. CNPC, Sinopec, CNOOC and other enterprises need to optimize the mining plan, increase production under the condition of ensuring safety, and strive to meet the peak degree during the winter.
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