煤炭行业将取消生产和经营许可证 加深市场化 - 人民网/中国广播网 | Summary: Coal production and business licensing to be canceled, deepening reach of market forces. At end of June, NPCSC Standing Committee of Nat'l People's Congress (led by Zhang Dejiang) decided to change the coal laws by canceling the production and business licenses. The concrete revisions could come out in a month. Industry insiders say cancelling the double license will increase the extent to which coal industry is driven by market forces. 据经济之声《天下财经》报道,全国人大常委会上月底通过了修改《煤炭法》的决定,将取消煤炭的生产和经营许可证。有消息说,具体修改措施最早将在一个月内出台。业内人士认为,煤炭行业取消双证,煤炭市场化程度会进一步加深,这有利于行业的良性发展。
下半年煤炭需求难以明显好转 国内产量将进一步下滑 - 新华/中国能源报 | 2nd half outlook for coal production is not good (prices probably heading down too, despite the output decrease) 1) Chinese domestic economy lagging, the govt and HSBC PMI stats are trending down (HSBC's is in contraction range - less than 50), 2) protectionism risks and global economy, Europe may double dip, 3) weak domestic fixed capital investment due to overcapacity and local government indebtedness / financial risk ... 国内煤价之所以迟迟不能止跌企稳,原因之一是去库存过程缓慢,在煤炭需求持续疲软的情况下,尽管上半年供应量同比出现了小幅下降,供给还是相对较多。如果下半年煤炭需求继续疲软,煤炭进口仍保持较高水平,想要让煤价尽快止跌企稳,唯有将国内原煤产量进一步压缩。... 今年三月份之前,除了重点电煤之外,其他煤炭价格完全是由市场决定,供求关系是影响煤价走势的根本性因素。3月22日炼焦煤期货合约正式上市交易之后,除了供求关系之外,商品期货市场的整体表现成为影响煤价的另一重要因素。因此,未来判断煤价走势不仅要看供求关系,还要看整个商品市场的表现。
中国石油或上调天然气价 部分气价升至2.48元-人民网 | Summary: According to CNPC subsidiary, some gas customers will have their prices adjusted between 1.2 and 2.48 rmb per cubic meter as a result of the new price policies affect on LNG source prices.记者从中国石油集团下属企业了解到,为了落实国家6月底调高天然气价格的通知,该企业正下文要求其旗下各地工厂,将液化天然气的源头价上调至各地非居民用气的最高水平,并且做好进一步的调价准备。据该企业员工透露:按照新的计价方式,部分客户的用气价格将由原来的1.2元上升到2.48元每立方米,价格上调的幅度较大。但该企业落实调价通知的信息传出后,似乎“利好出尽”,中国石油的周五股价并无向好变化,反而跌了0.62%。
Controversial pipeline to begin sending gas to China this week - Myanmar Times | The controversial pipeline that will ship natural gas from Rakhine State to China will begin operating this week, after an official opening ceremony at a control station in Mandalay Region on the evening of July 28, local officials said on July 26. Note: This is not news, trials started last week, but it is a good summary of the project.
风电企业走出去需“软硬”兼备 走的好需要软实力 - 新华/中国能源报| Summary: Chinese wind power needs both soft and hard power to compete globally. Advocating for softer touch in addition to government support seizing a strategic oppty to make Chinese wind energies competitive in international market and become globally dominant players. Global market is 3X the size of domestic. Already world's leader in mfg scale, installed capacity and in speed of expansion, but not in technology. ...一位风机行业资深人士表示,我国的风电企业“走出去”所面临的重要问题就是技术壁垒森严,中国企业的技术条件是否能适应当地产业发展需要成为进入市场的一道“门槛”。在硬件具备的条件下,软件能不能跟上形势的发展也成为一大问题,例如对合同的理解和执行需要我们以国际化的思维去处理,金风在北美和欧洲项目就特别注意这一点,以本土化适应当地企业的发展。同时,企业还要注意外部环境的营造,适应所在国的政策、法律、法规的要求,尽可能的避开贸易壁垒。中国风电产业的规模和发展速度已在全球位居前列,但中国风电产业标准体系缺乏与之相称的国际地位。中国风电“走出去”的市场定位在广大的发展中国家,但由于这些国家自身缺乏通行的标准,而主要依据欧洲标准对产品进行检测和认证,对中国风电标准尚不认可,形成了中国企业进入市场的技术壁垒,对中国风电“走出去”很不利。
广东发现两处罕见巨型铷矿 资源量达360万吨 - 人民网/羊城晚报 | Summary: Guangdong discovers two unusually massive rubidium mines - deposits of 3.6 million tonnes. Sounds like a lot to me - 3.6 million tonnes of Rubidium, value of 1 Tn Rmb according to article. Purple fireworks, rockets and clean energy uses.记者从广东省国土资源厅召开的“找矿突破战略行动调研汇报会议”上获悉,经过近3年的努力,广东地质勘查部门相继在武夷成矿带广东南段的紫金县、蕉岭县发现罕见巨型铷矿产地,两处估算铷资源量达360万吨以上。有专家称,潜在经济价值以上万亿元计算。