Since the beginning of the second quarter of 2013, PetroChina's purchase of natural gas in North China has not improved. Due to the rapid growth of downstream users, the scope of gas restriction has been further expanded to spread from North China to the northwest, south China, and southwest. According to the latest monitoring by the market organization, PetroChina recently reduced its supply of raw gas to the liquefaction project of Sichuan Cangxi Datong Natural Gas Investment Co., Ltd. in Sichuan.
In response to an interview with reporters on June 23, CNPC officials said that this year's downstream consumer demand has greatly exceeded the supply plan for this year, and they have to consider limited air in the off-season to protect the gas usage this winter. Industry analysts believe that because downstream power plants, industrial users, and boilers all switch to natural gas, the consumption volume has been growing rapidly, and supply growth has been limited. The intensification of contradictions between supply and demand has also forced gas reforms to accelerate.
PetroChina: The company is not interested in "limited supply"
Since the beginning of April this year, due to the rapid growth of downstream users, CNPC has reduced the supply of natural gas to North China, and for the first time, there has been a “season limit†situation. Since then, Zhou Jiping, chairman of CNPC, said to the outside world that CNPC does not intend to “limit supply†for natural gas, and that “limit gas†in the most recent period was due to the contradiction between supply and demand.
Since then, users in Guangzhou, Dongguan, Foshan and other places have also received notification from PetroChina that they will be limited to gas. On June 3, PetroChina met with some local gas companies in Guangdong and said that it will reduce the supply of pipeline gas to customers such as Dongguan Xin'ao, Guangzhou Gas, and Foshan High Voltage. At present, the pipeline gas supply from CNPC Guangzhou Gas Group Co., Ltd. and Dongguan Xinao Co., Ltd. has declined, which is a drop of about 50% year-on-year.
In addition to the northwest and south China, PetroChina recently reduced its supply of raw gas to the liquefaction project of Cangxi Datong Natural Gas Investment Co., Ltd. in Sichuan Province. Since last week, the output of the Cangxi Chase LNG project with a designed capacity of 300,000 bps/day has fallen by 150,000 bps/d, a drop of 50%, due to the reduction in air supply. PetroChina officials responded that due to the tight supply of upstream gas sources and the rapid growth of downstream consumption, the consumption needs of this year have greatly exceeded this year's supply plan. In the first quarter, over 1.8 billion cubic meters of excess gas supply had to be Consider the use of limited air in the off-season to protect the use of gas this winter.
Industry: Consumption increased by more than 20% in the first quarter
Recently, the National Development and Reform Commission issued the "Notice on Further Improving Current Natural Gas Supply Support Work," requiring relevant enterprises to rationally arrange overhaul and maintenance of production facilities while maintaining stable production and ensuring the current needs of residents and fertilizer production. , Make overall plans for domestic and imported resources, increase gas injection to gas storage, and increase emergency peak shaving capacity.
The National Development and Reform Commission said: "Since the implementation of coal-fired boiler conversion projects in many areas since last year, combined with the concentration of denitrification in thermal power units in some areas, gas-fired power generation has increased significantly. Natural gas consumption has remained at a relatively high level since the end of March. Gas field maintenance and gas injection gas injection schedules have been delayed, and supply and demand in some regions have been delayed. According to industry sources in a gas company in North China, in the past two years, many power plants, industrial users, and boilers in the northern region have switched to natural gas, causing downstream users to consume gas. improve dramatically. In the first quarter of this year, downstream user demand grew at least 20%.
The growth in natural gas consumption in 2011 and 2012 was 20 billion and 16 billion cubic meters respectively, while in 2013, the increase in supply of upstream gas sources (imported and domestically produced) was only around 10 billion cubic meters, which could not meet the rapid growth in demand. The National Development and Reform Commission stated that priority must be given to ensuring people’s livelihood needs. When promoting clean energy and expanding the use of natural gas, localities must make a good connection with resource suppliers in advance to meet the needs. According to the implementation of resources, the strict implementation of natural gas utilization policy is a balanced and orderly process. The development of gas-fired boilers, CNG vehicles, and natural gas power generation will prevent excessive growth in demand for gas and avoid unreasonable substitutions intensifying the contradiction between natural gas supply and demand.
Agency: Ex-factory price of LNG rose by 8.57% in June
Affected by the tight supply of resources, many domestic LNG plants have raised the factory price of LNG in June. According to An Xun Sixiuwang Energy Monitoring, the ex-factory price has risen nationwide, with an average increase of 8.57%, on the comparison of domestic LNG ex-factory prices on May 31st and June 20th.
Analysts of the above-mentioned institutions believe that although several LNG projects will resume production in the near future, several LNG production facilities such as Yanchang Petroleum, Jingbian West Blue, Dazhou Huixin and Xingxing Energy are scheduled to start repairs from the end of June to the beginning of July. Therefore, it is expected that the increase in domestic LNG resource supply will be limited in July. Although the price of domestic LNG has far exceeded the ex-factory price in December 2012, if the supply situation does not improve, the price of LNG in July may continue to strengthen.
According to forecast, domestic consumption of LNG reached 9.95 billion cubic meters in 2013, an increase of 72% from the 2012 data. Due to the tight gas resources in the north and the limited gas of PetroChina, many customers have already increased their LNG purchases to southern China. Moreover, with the continuous rise in the prices of northern gas, the price advantage of imported LNG in South China gradually emerged.
Some market participants speculated that due to the good sales of imported LNG resources and the rising trend of northern gas, Shenzhen Dapeng LNG access station intention to exit the station in July may rise, the increase may be 0.10-0.15 yuan / square, approximately 135-203 yuan / ton. However, the fundamental solution to the supply and demand issue lies in the reform of gas prices. The gas price reform may now be closer to the current reform history of the refined oil price mechanism.
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