After the Qinghua Xinjiang Yili coal to natural gas project was approved by the national development and Reform Commission in August, there was news recently that another large-scale coal to natural gas project, Inner Mongolia Hulunbuir Huaneng Yimin Coal Power Company's 4billion cubic meters/year coal to natural gas (SNG) project, has won the road of the National Development and Reform Commission, becoming the fifth coal to natural gas project approved by the national development and Reform Commission in nearly 14 months
although the coal to natural gas project has not developed for a long time in China, its development momentum is quite rapid. With the encouragement of national policies, many domestic energy enterprises are very optimistic about the development prospect of coal to natural gas industry and have high investment enthusiasm. However, in the short term, coal to natural gas is only a supporting role in the market after all. For enterprises, only by clarifying national policy trends and industrial development ideas can they avoid blind investment and truly have a definite purpose
coal to natural gas strategy is greater than economy
recently, liuzhiguang, deputy chief engineer of the Institute of petroleum and chemical planning, said in an interview: "from a national perspective, the national regulation of coal to natural gas projects focuses more on social benefits than the economy of the project itself. 3.175mm steel is easy to wear balls."
from the perspective of coal chemical industry, among various clean conversion and utilization methods of coal, the conversion energy efficiency of coal to natural gas is the only utilization method that exceeds 50%; The water consumption per unit calorific value of coal to natural gas is basically equivalent to only 1/2 of coal to oil and 1/4 of coal to methanol and dimethyl ether. Compared with other coal chemical projects, coal to natural gas projects have the lowest water consumption, which is undoubtedly a huge advantage for the water shortage and coal rich areas in Western China
from the perspective of products, coal to natural gas is an energy product. Today, with the rapid development of domestic natural gas industry and the rapid growth of market demand, the development of coal to natural gas is of more special significance than other coal chemical routes
according to the prediction data generally agreed by the industry, by 2020, China's natural gas market demand will be about 300billion cubic meters, while the domestic natural gas volume will only be about 150billion cubic meters. At that time, the external dependence of natural gas may reach 50%. Liu Zhiguang said, "from the perspective of ensuring the security of energy supply, we must develop some coal to natural gas as an important supplement to natural gas resources." However, the development of coal chemical industry is expensive and expensive after all, so we should act according to our ability, and reasonably determine the industrial scale based on the carrying capacity of water resources and ecological environment, so as to avoid blind development. According to Liu Zhiguang, "by 2020, the capacity of coal to natural gas will reach 60billion cubic meters, which should be a suitable scale."
at the same time, song Zhichen, a researcher in the energy industry of CIC, also reminded that the focus of coal to natural gas should be on the transformation and utilization of coal, that is, the efficient and clean utilization of the limited coal resources that have been extracted. If we pay too much attention to the market supply and demand of natural gas, it will inevitably promote the increase of the exploitation of coal resources, which is contrary to the original intention of reducing the proportion of coal in China's energy consumption structure
key areas of Xinjiang and Inner Mongolia Dongcheng layout
at present, the five projects that have been approved by the national development and Reform Commission are: Datang International Inner Mongolia Chifeng Keshikten banner 4billion cubic meters/year; Huineng Ejin Horo Banner, Ordos, Inner Mongolia, 1.6 billion cubic meters/year; Datang International Liaoning Fuxin 4billion cubic meters/year; Qinghua Yining County, Yili City, Xinjiang, 5.5 billion cubic meters/year; Huaneng Yimin Coal Power Company, Ewenki Autonomous Banner, Hulunbuir City, Inner Mongolia, has an annual output of 4billion cubic meters, mostly distributed in Xinjiang, Inner Mongolia and other coal rich western regions
liuzhiguang said, "coal to natural gas projects should be mainly located in Xinjiang, Eastern Inner Mongolia and other regions. Due to their remote geographical location, it is difficult to transport coal and the coal price is low; due to the west to east gas pipeline, the development of coal to natural gas projects has inherent transportation advantages."
song Zhichen said that the development of coal to natural gas projects should be strictly restricted geographically. First of all, the coal zoning should be tested according to the demand for materials. The development of coal to natural gas projects should be strictly prohibited in the coal transfer area. The coal resources in the coal transfer area should be used to ensure the supply of energy in the area, not for the development of coal chemical industry; Secondly, the development of coal to natural gas projects should be strictly prohibited in areas with weak environment, because coal chemical projects have high requirements on the environment, so coal to natural gas projects should not be developed when environmental conditions do not permit
in addition, from the perspective of ensuring energy security, the country can also consider appropriate development of coal to natural gas projects in other areas where small matters are regarded as major tasks. "For example, in East China, which is far away from the source of west east gas transmission, it is possible to make strategic reserves or supplements." Liu Zhiguang suggested. Professor Liu Yijun, a natural gas expert at China University of petroleum, also gave suggestions. The appropriate development of coal to natural gas in areas such as Shanxi will play a greater role in realizing the local transformation of coal resources and promoting regional economic development, especially in developing effective channels for the development and utilization of low-grade resources. Of course, it can also alleviate the ground traffic pressure caused by a large amount of coal transportation in Shanxi and reduce the cost of coal transportation
private enterprises will borrow coal to natural gas to test the upstream
from the current enthusiasm of enterprise investment, the five coal to natural gas projects approved by the national development and Reform Commission involve Datang and Huaneng Power groups. The other three of the five major power groups, China Power Investment Corporation, Guodian and Huadian, have also launched coal to natural gas projects. Among them, the coal to gas project with an investment of 28billion yuan and an annual output of 6billion cubic meters by China Power Investment Co., Ltd. has laid the foundation in Huocheng County in Northern Xinjiang in November last year; In June, Huadian Group signed the strategic cooperation agreement in the field of energy economy with the Xinjiang Autonomous Region government, saying that it would invest more than 100billion yuan to build a coal power and coal chemical energy base in Xinjiang and develop coal to natural gas projects; The coal to natural gas project with an annual output of 2billion cubic meters invested and constructed by Guodian Inner Mongolia Power Co., Ltd. is planning to apply to the national development and Reform Commission for approval. In addition, at the "Energy Expo" in Taiyuan, Shanxi Province in mid September, CNOOC signed a high-profile contract with the Shanxi provincial government and said that it plans to invest 50billion to 100billion yuan in the next five years to build a coal to natural gas project with an annual output of 10billion cubic meters in Shanxi
but it is worth mentioning that the five projects also involve two private enterprises, Huineng and Qinghua. This is undoubtedly a positive signal for private enterprises that intend to get involved in the development of resources upstream of the industrial chain. Liu Yijun said, "at the national level, the approval of coal to natural gas projects of private enterprises is one of the ways for the state to actively promote private enterprises to indirectly get involved in the upstream field of energy." He believes that the diversification of coal to natural gas investment subjects can, on the one hand, improve the investment enthusiasm of enterprises, make the demonstration projects more broadly representative, and strengthen the empirical test of the project economy. On the other hand, it can make the downstream market of coal to natural gas more dynamic and competitive, which is conducive to promoting the long-term development of the industrial chain
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