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The prospect of natural gas chemical industry is bleak

Business news on November 18: troubled by factors such as lack of gas and rising gas prices, and these factors have a growing momentum, the prospect of natural gas chemical industry is becoming increasingly bleak. In winter, affected by the temperature drop, the tense situation of natural gas supply has appeared in some places, and the words "lack of gas", "gas shortage" and other words describing the tight natural gas supply are popular again. Gas shortage is not only a season. Authoritative data shows that the gap between domestic natural gas supply and demand is expanding year by year. It is estimated that the gap between China's natural gas supply and demand in 2010 will be about 30 billion cubic meters, and that in 2015 will be more than 40 billion cubic meters. The main goal of the policy is to give priority to civil use. Under the increasingly severe situation of gas supply, the supply of industrial natural gas is more tight. According to the natural gas utilization policy issued and implemented by the national development and Reform Commission in 2007, it is encouraged to give priority to the development of urban gas, restrict the use of chemical gas, and prohibit the production of methanol from natural gas; prohibit the construction of base load gas power station in the area where large-scale coal bases are located; prohibit the construction of LNG projects from natural gas from large and medium-sized gas fields. The policy also curbs the demand for industrial gas by increasing the price of industrial gas and reduces the proportion of natural gas consumption in the fields of chemical industry, industrial fuel and power generation. The most seriously affected enterprises are gas fertilizer enterprises. Compared with other natural gas chemical enterprises, the price of natural gas used by gas head chemical fertilizer enterprises is lower than that of residential gas, so the gas supply enterprises themselves are reluctant to supply gas to these enterprises. "No matter whether the gas consumption is really tight or not, PetroChina, Sinopec and other gas supply enterprises are reluctant to supply gas to chemical fertilizer enterprises, and in winter, they can completely cut off the gas supply in a fair way." "At present, there is a serious overcapacity in the nitrogen fertilizer industry. Only relying on coal fertilizer enterprises can meet the domestic demand for agricultural fertilizer, so the policy will not incline to gas fertilizer enterprises," said one chemical industry analyst Recently, Liaotong chemical announced that due to the serious shortage of natural gas supply of Liaohe oil field, the main gas supplier this winter, from November 10, 2010 to March 25, 2011, the synthetic ammonia and urea units of Liaohe Chemical Fertilizer Plant under the company were shut down for maintenance. According to the reaction of gas fertilizer enterprises such as Yuntianhua, Chitianhua and Sichuan Meifeng, the degree of gas shortage this winter is no less than last year. One company even reported that even in normal times, the operating rate of production units was insufficient. In addition to the lack of gas, natural gas chemical industry also faces the problem of gas price increase. On November 12, Beijing, China's largest natural gas consumer city, held a hearing on the adjustment of residential gas prices, following the hearings held in Shenyang, Hefei, Changsha and other cities. Under the current supply and demand pattern, natural gas price increase has become an inevitable trend. Analysts believe that the price of gas for chemical fertilizer should at least double on the current basis, and even match the price of gas for residents. In the future, it will basically lose its market competitiveness, and other natural gas chemicals that do not enjoy preferential policies will not have cost advantages. This means that natural gas chemical industry is likely to step into a "desperate situation" in the near future. "The development of natural gas chemical industry is obviously not China's advantage, and it is not as good as importing low-cost products from abroad. China's natural gas should be used in more valuable fields, such as civil use and vehicle use. The Middle East and other regions have the advantages of natural gas resources, and China has no obvious advantages in natural gas chemical industry, especially in the field of primary processing. " Yan Beina, a researcher at Guosen Securities, told China Securities News. It seems that China's natural gas chemical industry should really consider the future. Notice of the meeting: the government of Changji Prefecture, Xinjiang and China chemical industry network, which is the business treasure of netsheng, will hold the "2010 China Xinjiang coal to natural gas / coalbed methane (International) Summit Forum" in Changji, Xinjiang in November 2010( )。 Zhundong District of Changji, Xinjiang, as a key coal, electricity and coal chemical industry base, has made remarkable achievements during the 11th Five Year Plan period. Zhundong coalfield is the largest integrated coalfield in China, with a predicted coal resource reserve of 390 billion tons. In the coming "12th Five Year Plan", Zhundong will vigorously develop new coal chemical industries such as coal to oil, coal to natural gas and coal bed methane, relying on the advantages of rich coal resources. Wise men take the lead! High end summit with you in November Changji, Xinjiang! 

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