Coal chemical planning is developing the NDRC to open an investment channel

After a wave of investment in coal-to-liquid and coal-to-methanol in 2006, a new boom is emerging, but the battlefield has shifted. The newspaper was informed that the National Development and Reform Commission, the Energy Bureau, the Ministry of Industry and Information Technology and other departments are jointly formulating the "Coal Deep Processing Demonstration Project Plan", which is regarded by the market as the 12th Five-Year Plan for the coal chemical industry. According to this newspaper, unlike the ban issued by the National Development and Reform Commission in the past few years, this document will give hope to both local and market. According to informed sources, in addition to coal-to-liquids, coal-made dimethyl ether and pure coal-based methanol, the planned plan will open a clearer channel for coal-based ammonia synthesis and coal-based natural gas in some areas. At the same time, coal-based methanol will be directed to chemical products such as olefins. This will not only provide further development space for the coal-to-methanol project that has already been launched, but also provide space for investment in places with coal resources and downstream demand. It is still based on experiments. According to the different fields of division of labor, the lead unit of the above plan is the National Development and Reform Commission. The Ministry of Industry and Information Technology is responsible for the project planning of coal-to-methanol, coal-to-olefins and coal-to-synthesis ammonia. The National Energy Administration is responsible for coal-to-liquid and coal-based systems. Project planning for energy products such as natural gas and coal to dimethyl ether. People in the relevant departments said that “the documents in the development are called demonstration project planning, and it is clear that in the next three to five years, the coal chemical industry is mainly based on experiments. Because the investment is too large, and energy consumption Huge, technical and commercial aspects are facing many challenges, so it will not be allowed to spread widely.” Li Baoqing, a researcher at the State Key Laboratory of Coal Conversion in Shanxi Institute of Coal Chemistry, Chinese Academy of Sciences, said that the coal chemical industry is still in the world. At the stage, the government will not allow China to become a testing ground for the entire world, and the price will be very large. The "Coal Deep Processing Demonstration Project Plan" was born out of the "Medium and Long-term Development Plan for Coal Chemical Industry" formulated by the National Development and Reform Commission in 2006. This plan has been discussed for more than three years. However, due to the controversy, it has already been aborted. Those involved in the mid- and long-term planning of the year said that the plan at that time clearly restricted the development of coal chemical projects to seven provinces with concentrated coal resources such as Shanxi, Shaanxi, Inner Mongolia and Xinjiang, and plans to build eight major cities nationwide since 2011. Coal chemical industry base. This caused great dissatisfaction in other places. In addition, he later joined the Ministry of Industry and Information Technology and other departments, and hoped that the approval authority for some coal chemical projects will be transferred from the Development and Reform Commission to the industry management departments such as the Ministry of Industry and Information Technology and the Energy Bureau according to the principles of the three-set plan. However, local governments have proposed that the approval authority for coal chemical projects should be directly decentralized on the grounds that the investment approval authority is not in line with the reform direction of the state investment system. The result of the controversy surrounding the coal chemical project is that the project approval authority is bounded by the investment scale, and the larger one is still approved or filed by the National Development and Reform Commission. Some of the approval powers are decentralized, and the National Energy Administration and the Ministry of Industry and Information Technology respectively do according to their own duties and responsibilities. Relevant industry planning guides work. It is understood that according to the "Coal Deep Processing Demonstration Project Plan" jointly formulated by the three departments, those areas lacking water will be first restricted to the Shangma Coal Chemical Project, and the areas where the coal is transferred will be strictly controlled to develop the coal chemical industry. At the same time, it will also stipulate that the new coal chemical project must strictly calculate the cost and conversion efficiency from coal to final product. The coal price will be calculated according to the market price, and the new project must also have certain carbon reduction measures. The new plan encourages larger and longer chain coal chemical projects. The coal chemical industry is required to implement parks and be built in areas where coal and water resources are available; Shangmao Coal Chemicals enterprises and localities must have funds, technology and resources. In principle, a company undertakes a demonstration project, and regions that have the conditions to develop coal chemical industry also have strict quantitative restrictions on products and demonstration projects. After the completion of the project, it is necessary to strictly check and accept the summary. To this end, in April this year, the National Development and Reform Commission Industry Department and the Science and Technology Department of the National Energy Administration also held a symposium on the development of the 12th Five-Year Plan for the coal chemical industry in Beijing. More than 20 units and enterprises participated in the discussion. The conclusion is that moderate development of coal chemical industry is necessary, but it needs orderly and standardized development. Policy tilting direction On March 21, 2011, the National Development and Reform Commission issued the “Notice on Regulating the Orderly Development of the Coal Chemical Industry”, clarifying that before the introduction of the new policy, it is forbidden to build coal with an annual output of 500,000 tons and below. Project, coal-to-methanol project with an annual output of 1 million tons and below, coal-to-dimethyl ether project with an annual output of 1 million tons and below, coal-to-liquids project with an annual output of 1 million tons and below, with an annual output of 2 billion cubic meters and below. Natural gas project, with an annual output of 200,000 tons and below coal-to-glycol project. It is also said that large-scale coal processing and transformation projects above the above standards must be submitted to the National Development and Reform Commission for approval. However, the local investment boom under the new coal chemical concept seems to be making the above notice slowly become a piece of paper. According to statistics, there are currently about 30 new coal chemical projects under construction in China, with a total investment of more than 80 billion yuan, including 8.5 million tons of new methanol production capacity, 900,000 tons of dimethyl ether and 1 million tons of olefins. Coal-to-liquids added 1.24 million tons. These new coal chemical projects have invested tens of billions, but not every major project has been approved by the National Development and Reform Commission. By the end of June this year, the Shenhua Ning coal-to-olefins project with Siemens equipment will be inspected and accepted after more than three months of operation. The relevant report will be reported to the National Development and Reform Commission, which is currently one of the few coals approved by the National Development and Reform Commission. One of the chemical demonstration projects, the government hopes to first consider whether to promote through project demonstration. However, local governments with huge coal chemical investment impulses can't wait for these demonstration results. Some time ago, Siemens has shipped two sets of coal chemical equipment to Jincheng, Shanxi. The local orchid group will use this to launch a coal chemical project of “300,000 tons of synthetic ammonia and 520,000 tons of urea” – although these projects have not yet obtained the National Development and Reform Commission. Approval. Nowadays, the equipment manufacturing giant Siemens is eager to cater to local investment enthusiasm. In China, it is recommended to large-scale coal chemical equipment, and those small equipments are no longer available. Liu Yun, a equipment engineer at Siemens Jessfike Gasification Technology Co., said that the country will focus on encouraging large-scale coal chemical projects in the next step, and competition in related technologies and equipment is fierce in small coal chemical projects. At present, many places are talking about coal chemical projects with Siemens, most of which are concentrated in the western region represented by Xinjiang. The relevant technology mastered by the Clean Coal Technology Institute of East China University of Science and Technology is one of the most mature technologies in the domestic coal chemical industry. Zhou Zhijie, a researcher at the institute, said that there are 23 coal chemical projects that have been determined to use their technology in China, of which 8 have already been in operation, and the smallest investment in these coal chemical projects has exceeded 2 billion. From Xinjiang, Inner Mongolia to Anhui, Shandong, and then Jiangsu, Zhejiang and other places have coal chemical projects. According to the situation of the National Development and Reform Commission, the current capacity of some coal chemical products is seriously overcapacity. Among them, the operating rate of the national methanol plant is only about 50%, and the dimethyl ether plant is also largely idle, and a considerable number of enterprises are facing bankruptcy. The newly launched coal chemical projects are no longer focused on coal-to-liquids, coal-made dimethyl ether, and simple coal-to-methanol, but instead turn to coal-to-olefins, coal-based natural gas and synthetic ammonia. Zhou Zhijie, a researcher at the Clean Coal Technology Institute of East China University of Science and Technology, said that from the current situation, the next step in the development of coal-to-olefin and coal-to-gas industries may be a general direction of policy encouragement. Among them, coal-based natural gas may be subject to geographical restrictions, while coal-to-olefins are less likely to be geographically restricted. Zhou Zhijie believes that coal-to-liquids cannot be allowed to be launched in the future, because coal-to-liquids projects are not only more invested, but also more affected by fluctuations in oil prices. Although the coal-to-liquids project piloted by Shenhua has been in operation for several years, it is difficult to say that commercial success has been achieved. Li Baoqing, a researcher at the State Key Laboratory of Coal Conversion in Shanxi Institute of Coal Chemistry, Chinese Academy of Sciences, agrees with this view. He said that coal chemical industry is still in the demonstration stage, and the government hopes that these demonstration projects will be summarized and promoted after a period of operation. Zhou Zhijie also said that the current view of coal-based methanol is surplus, but the government's encouragement of downstream chemical products such as olefins will help digestion of methanol. Since methanol is an intermediate product of coal to olefins, the encouragement of the development of olefins is in fact equal to encouraging coal to methanol.  

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