For crying out loud! Winter Olympics shutdown and production restrictions! Power restrictions continue! Shortage storm escalation is set!

A real storm is crying! Winter Olympic and Paralympic Games stopping and limiting production has been set! Provinces notice will be issued one after another, this one, did not wait for the price reduction, waiting for another stop production restrictions, myocardial infarction to!

A, the winter Olympic and Paralympic Games Beijing to host

Early 2022 Beijing will host two important Olympic events, the Winter Olympics will be held on February 4-20, the Paralympic Games will be held on March 4.

The country usually uses special measures during the hosting of the Olympic Games, including production restrictions on highly polluting industries and restrictions on transport and construction, to ensure a good Games.

Meanwhile, winter air pollution control has been going on in parallel!

According to the State Ministry of Environmental Protection: the air in many places such as North China, Huabei and West China is seriously polluted. In order to achieve carbon neutral compliance, all heavy industries in the heavily polluted areas of North China, Huabei and West China will be shut down by 1 January 2022, focusing on the following areas: Tangshan, Tianjin, Shijiazhuang, Zhangjiakou and Chengde in Hebei, Jinan, Weihai and Weifang in Shandong, Taiyuan, Datong and Changzhi in Shanxi, and Luoyang and Zhengzhou in Henan.

The closure period is from January 1 to March 8, 2022!

The Winter Olympics control is certainly adding to the woes!

Second, the big upstream provinces control?

What has been in the limelight since October are the production restrictions in the upstream and downstream industries of petroleum coke in and around Beijing, Tianjin and Hebei. Following Henan, Hebei part of the region in the form of documents or verbal notice to enterprises to convey the 2021-2022 heating season and the Winter Olympics during the enterprise production restrictions policy, in November 18, 2021 Shandong a place also out of the Winter Olympics production restrictions news.

The general content of the message reads:

Dongying City, Shandong Province, agricultural high zone in January 27, 2022 - March 15, during the period, the environmental assessment C and below enterprises to stop work, environmental assessment C above enterprises to reduce production by 50%. It is understood that carbon enterprises in the region have received verbal notification of the production stoppage and restriction, but refineries have indicated that they have not yet received a clear notice.

According to market-related responses, the scope of this production restriction will be expanded, on the basis of the original autumn and winter production restrictions, most areas in Shandong and Liaoning will be restricted, of which the refining industry will be restricted from mid-November or early December to the end of mid-March, during which production cuts may be near 30%.

In particular, Shandong and Liaoning, as the two major concentrations of local refineries, will have a significant impact on market supply if the scale of production cuts is large in the latter part of the year. There is a certain degree of uncertainty about the policy in the later period, and the final implementation strength of the refining industry production cuts remains to be seen.

Shandong is the gathering place of domestic private refineries, among which there are 31 local refineries with delayed coking units, and another 5 enterprises with delayed coking units and 1 enterprise of Sinopec and CNOOC. The existing delayed coking plant capacity in Shandong accounts for approximately 36% of the country's total production.

In addition, there are a large number of petroleum coke downstream enterprises in Shandong, mainly including calcined coke and pre-baked anode enterprises, accounting for about 44% of the total domestic production capacity. Therefore, the policy issues around Shandong in the coming months are the main influencing factors on the direction of the domestic petroleum coke market.

Second, these provinces control has been set

Hebei

In order to implement the Ministry of Ecology and Environment "Beijing 2022 Beijing Winter Olympic Games and Winter Paralympic Games air quality protection implementation plan" and "Hebei 2022 Beijing Winter Olympic Games and Winter Paralympic Games air quality protection implementation plan", recently, Tangshan City, the leading group office of air pollution prevention and control issued on the solicitation of "Tangshan 2022 Beijing Winter Olympic Games and Winter Paralympic Games air quality protection implementation plan" comments Notice (hereinafter referred to as the "Draft Opinion"), the content of which is mainly to suspend and restrict the production of cement, steel and other enterprises in different proportions, and to prohibit the transportation of national five and below heavy trucks, from the date of release of the program to March 13, 2022.

Shanxi

The Department of Ecology and Environment of Shanxi Province released news on August 4 that Shanxi is continuing to step up its efforts to prevent pollution in order to guarantee "good air" for the 2022 Beijing Winter Olympics and Winter Paralympics.

Inner Mongolia

The Beijing Winter Olympic Games and the Winter Paralympic Games will be held in the Inner Mongolia Autonomous Region, Erdos City, Dalat Banner and Junger Banner as a collaborative air quality protection area, focusing on reducing the impact of transmission through elevated sources of emissions, and effectively preventing and controlling pollution risks in the core area during the competition period through heavy pollution emergencies.

Among them, the management of industrial enterprises is the focus. Program requirements, to strengthen the operation and management of all gas-related emissions enterprises pollution control facilities to ensure stable emissions; the event period will be the original major pollutants exceed the standard emissions weekly notification mechanism to daily notification; the city's range of coal-fired boilers without the installation of online monitoring equipment for pollutants, calcium carbide ferroalloys, building materials and other key industry enterprises to carry out random checks and monitoring; increase the penalty for exceeding the standard, the continuous exceedance of the standard enterprises ordered to immediately stop production. Strictly implement the requirements for staggered production in the cement industry and other enterprises.

Strictly control the annual task list of environmental protection and complete the tasks of various transformation projects on schedule; among them, the annual tasks of air pollution prevention and control in key control areas need to be completed by the end of November 2021, and unfinished projects need to take stop-work and shutdown measures during the event.

Henan

Three, electricity restrictions continue

Originally thought that electricity restrictions, production restrictions will soon become a thing of the past, the market is about to resume normal production, but we have underestimated the determination and strength of the state for energy consumption double control, and to give you a blow to the head!

Previously, the news of "a famous printing and dyeing factory in Zhejiang Province has taken a notice to stop production due to the exhaustion of annual electricity consumption" has been on the screen of friends. The notice showed that the company's total annual production electricity consumption was used up and had to temporarily shut down production, the production of restricted output will be restored after January 1, 2022.

On November 20, Shaoxing Qianqing Street Electricity Control Office took a compulsory pull of the switch on the three companies with the highest daily excess electricity rates.

In addition, Shaoxing also issued a gas restriction program notice, in which 56 enterprises chose to restrict gas by 15% per day, and 70 enterprises chose to "do seven off one" gas restriction method.

Xiaoshan District in Hangzhou also released the work arrangements for energy saving and emission reduction, and some factories were "forced" to ask to stop and limit production.

Fourth, the shortage of goods storm or will escalate

The impact of electricity restrictions we have long glimpsed, if the long-term power production restrictions, I am afraid that will directly affect the survival of the enterprise factory, and shortages will become the norm! And the Winter Olympics environmental control is undoubtedly to make the shortage of goods storm escalated again! If you want to ask me how to do, in a word!

There is no skill in buying goods, it's all about buying early!

Stock up if you have to!

(Content reprinted/sourced from: China Plastics Online/ Global Plastics)

Disclaimer: This article is from other media and does not represent the views or position of this website.