It is reported that the Development and Reform Commission of Yunnan Province recently issued a document, in order to strictly curb the blind development of high energy consumption and high emission projects, strictly control energy consumption emissions, steel, cement, coal power, chemical and other industries will be subject to key control.
Among them, iron and steel production requirements in September adjustment (proportion of not less than 30%) to November-December production.
Cement production in September was required to compress by 80% compared with August. No less than 40 days off peak from November to December.
Yellow phosphorus production from September to December should not exceed 10% of August production (i.e. 90% reduction).
The output of green aluminum enterprises from September to December was not higher than that of August.
Industrial silicon requires that the monthly output from September to December shall not exceed 10% of the output of August (i.e., 90% reduction).
Coal power optimization reduces startup time.
In the four industries of fertilizer manufacturing, chemical industry, coal processing and ferroalloy smelting, enterprises whose energy consumption per 10,000 tons of added value is 1-2 times higher than the average level will be limited to 50% production, and those whose energy consumption is more than 2 times higher will be limited to 90% production.
Contradiction between supply and demand! Raw materials shot up 2,700 yuan/ton per day!
It is understood that Yunnan is the main output of yellow phosphorus and industrial silicon in China, with yellow phosphorus production capacity accounting for more than 40% and silicon production capacity accounting for 20% of the country. The policy of production reduction will affect the supply of chemical raw materials and intensify the contradiction between supply and demand.
Yellow phosphorus: Prices are skyrocketing!
Affected by the production limit news, yellow phosphorus rose more than 46% on 16th Sept., the latest price is 60,082 yuan/ton.
With the withdrawal of small-scale enterprises, the policy barriers of yellow phosphorus industry are obviously increased, the inventory is obviously low, the downstream has the support of rigid demand, and the price of yellow phosphorus will maintain high prosperity.
Industrial silicon: Prices are skyrocketing too.
From January to August this year, the total output of industrial silicon in Yunnan Province is 248,000 tons, including 65,000 tons in August. After the implementation of the policy, the total output of Yunnan Province this year will not be more than 280,000 tons, down 230,000 tons year-on-year.
