High prices, insufficient supply, structural imbalances
According to Li Junfa, director of the petrochemical division of the Institute of Petroleum and Chemical Industry Planning, unlike the '85', '95' and '15' plans, there is no plan for any natural gas chemical project in the '11th Five Year Plan'. design. Li Junfa said that under normal circumstances, when the natural gas per cubic meter is above 0.85 yuan, the planning department will not be able to access or say that it is inconvenient to arrange a planned project for natural gas chemical industry, because 0.85 yuan is currently a red line, exceeding it, chemical industry. It is difficult for the project to be profitable. In fact, the natural gas industry projects in the eastern region have no more than 0.85 yuan. The price of natural gas in large-scale fertilizer companies such as Hebei Cangzhou Dahua Group and Liaoning Panjin Chemical Group has reached 1.10 yuan per cubic meter, and the planned gas consumption is already around 1.20 yuan, of which the planned natural gas prices of Zhongyuan Dahua Group have reached 1.28 yuan per cubic meter.
In addition to price factors, the lack of gas also hinders the development of natural gas chemical projects. It is understood that although the amount of natural gas planned for large-scale nitrogen fertilizer enterprises this year is 10 billion cubic meters, in fact, the annual supply of gas accounts for only 80% of the plan. This year, only Daqing Fertilizer Plant and Cangzhou Dahua Group basically reached 100% of the gas supply volume. The large-scale fertilizer plant of Sichuan Nuclear Power Group, a subsidiary of China National Nuclear Corporation, supplied 97% of the gas, and Yuntianhua and Chuanhua had a large number of The gas supply rate of fertilizer plants is maintained at 80%. Panjin Chemical Group Liaohe Chemical Fertilizer Plant has the lowest supply of natural gas. The average annual gas consumption is only 43.9% of the plan, which seriously affects the normal production of the company. The mobilization of forces to find the source of bargaining power has increased the company’s production costs.
According to analysis by industry insiders, the deep-seated contradiction in the heat of natural gas chemical industry is that China's natural gas consumption structure is irrational, and the proportion of natural gas used for energy consumption is high. For example, of Xi'an's 480,000 natural gas users, civil and heating accounts for 86%, gas stations are 7%, and industry is only 2%. This greatly reduces the value of natural gas and also affects the development of natural gas chemical industry.