搞得跟你看了“那篇文章”一样， 那文章是说开始offload几条船上的煤炭和最近煤炭涨价而已， 又没有预测要大量进口或者说缺电危机要解除， FT文章还是很严谨的，不比得中文新闻 https://www.ft.com/content/eae7454f-60de-4b76-a2b5-b61a2b63ee47 China unloads Australian coal despite import ban amid power shortage Factories face energy rationing, threatening economic growth and global supply chain Primrose Riordan in Hong Kong and Neil Hume in London OCTOBER 4 2021 92 Print this page China has started unloading a small number of Australian coal shipments despite an unofficial import ban, analysts said, in a move underscoring the intensity of the power crunch facing the world’s second-largest economy. Nick Ristic, lead dry cargo analyst at Braemar ACM Shipbroking, said a handful of Australian cargoes waiting outside Chinese ports since a ban came into force a year ago had headed into berth last month and draft change had been observed, indicating that the coal had been unloaded. He said 450,000 tonnes of coal had been discharged. Energy research company Kpler also said a total of five vessels waiting offshore had discharged 383,000 tonnes of Australian thermal coal into China last month. It is possible the discharged coal had been resold to other countries, but traders said this was unlikely because of signals from Chinese authorities that it would be allowed to clear customs. Last year Beijing reportedly ordered state-owned energy companies and steel mills to stop importing Australian coal immediately, in a blow to the country’s A$55bn ($39bn) a year coal export industry. Australia shipped 35m tonnes of thermal coal to China in 2020 and closer to 50m tonnes in 2018 and 2019, according to Argus Media, a commodity price assessment group. After November 2020, overall coal exports to the Asian nation dropped to “effectively zero”, according to Wood Mackenzie. Recommended Chinese economy China manufacturing activity contracts as power shortages bite But since then, Chinese provinces have been hit with power rationing so severe that in some places factories have been allowed to operate for only two days a week, threatening economic growth and the global supply chain. On Tuesday, China’s banking and insurance regulator called on financial institutions to increase their risk tolerance for loans to coal plants “to ensure that the people live warmly through the winter”. It also banned banks from withdrawing loans to plants and mines that were otherwise in compliance and warned them against speculating on bulk commodities including coal and steel. Lara Dong, who leads Greater China power and renewables research at IHS Markit, said the move to allow a few shipments to start being delivered was unlikely to be a sign of a broader policy reversal. “I see it as a sign of policy loosening, it doesn’t seem to mean a big difference in coal imports from Australia,” she said. The shortages, which have also hit some household users, gathered steam in large part owing to coal supply shortages and higher domestic and international prices. This has made coal-fired power generation uneconomic because of price controls. The most actively traded coal contract on the Zhengzhou Commodity Exchange was near a record high of Rmb1,393.60, or $216 a tonne, on Thursday, the last day before a week-long public holiday in China. It has risen by almost 75 per cent in the past month. Provinces including Jilin have in recent days called for increased imports of coal from Indonesia, Russia and Mongolia. Reports on Monday said China’s Zhejiang province had brought in its first shipment of thermal coal from Kazakhstan. Dong said it was unclear whether imports would also be a cure for the country’s power woes. “It’s so expensive now. The government is encouraging imports but who will pay?” Coal shipped from Indonesia — China’s biggest supplier — jumped sharply last week. Medium quality Indonesian coal was changing hands at a record high of $166.5 a tonne, the highest level since Argus started assessing Indonesia coal in 2004. While China’s biggest coal miners have pledged to increase production and go all out to help beat the power crisis, analysts are sceptical they can respond quickly enough to make a difference this winter. Goldman Sachs last week cut its 2021 China growth forecast to 7.8 per cent from 8.2 per cent, citing “significant downside pressures” from energy shortages. Conflicting policy signals have also contributed to the crunch, as the country implements so-called “dual control” regulations aimed at decreasing both energy consumption and energy intensity. Provinces have been racing to meet strict consumption targets under the rules, after a large number failed to reach the goals in the first half of the year. Last year Xi Jinping, China’s president, vowed that the world’s biggest polluter would reach peak carbon emissions by 2030 and carbon neutrality by 2060. Additional reporting by William Langley in Hong Kong
《金融时报》报导，船舶经纪公司Braemar ACM Shipbroking首席分析师Nick Ristic指出，在中国港口外等候的几艘澳大利亚煤炭货船终于在上个月靠港，且船只的吃水位有所改变，表明船上的煤炭已卸货，估计约有45万吨已完成卸货。分析师表示，尽管有非正式的进口禁令，中国仍开始卸除澳大利亚煤炭，此举突显了世界第二大经济体面临的缺电的严重程度。 能源研究公司Kple也指出，上月共有5艘在港外等候的货船，已卸下38.3万吨的澳洲动力煤，至于卸下的煤炭是否已转卖给其他国家，贸易商认为不太可能，因为中国当局已暗示允许清关。 一周时间，6300卡澳煤从180美元飙升至280美元。
口子一打开，后面不就好办了吗？
买了好多煤矿股准备发灾难财。
哈萨克斯坦那个真是绝了
呵呵，楼主想多了。 那文章也想多了。 就和前年猪瘟一来，说中国十年猪短缺一样。
为了省钱和省资源。挖煤每年有个红线，防止污染
挖出来比别人贵，燃烧值还低。还停产了很多，安全环保考虑。 没想到澳夷不服天朝教化，今上断其朝贡。
跟断供也没关系。 和环保指标有关。
搞得跟你看了“那篇文章”一样， 那文章是说开始offload几条船上的煤炭和最近煤炭涨价而已， 又没有预测要大量进口或者说缺电危机要解除， FT文章还是很严谨的，不比得中文新闻
https://www.ft.com/content/eae7454f-60de-4b76-a2b5-b61a2b63ee47
China unloads Australian coal despite import ban amid power shortage Factories face energy rationing, threatening economic growth and global supply chain
Primrose Riordan in Hong Kong and Neil Hume in London OCTOBER 4 2021 92 Print this page China has started unloading a small number of Australian coal shipments despite an unofficial import ban, analysts said, in a move underscoring the intensity of the power crunch facing the world’s second-largest economy.
Nick Ristic, lead dry cargo analyst at Braemar ACM Shipbroking, said a handful of Australian cargoes waiting outside Chinese ports since a ban came into force a year ago had headed into berth last month and draft change had been observed, indicating that the coal had been unloaded.
He said 450,000 tonnes of coal had been discharged. Energy research company Kpler also said a total of five vessels waiting offshore had discharged 383,000 tonnes of Australian thermal coal into China last month.
It is possible the discharged coal had been resold to other countries, but traders said this was unlikely because of signals from Chinese authorities that it would be allowed to clear customs. Last year Beijing reportedly ordered state-owned energy companies and steel mills to stop importing Australian coal immediately, in a blow to the country’s A$55bn ($39bn) a year coal export industry.
Australia shipped 35m tonnes of thermal coal to China in 2020 and closer to 50m tonnes in 2018 and 2019, according to Argus Media, a commodity price assessment group. After November 2020, overall coal exports to the Asian nation dropped to “effectively zero”, according to Wood Mackenzie.
Recommended Chinese economy China manufacturing activity contracts as power shortages bite But since then, Chinese provinces have been hit with power rationing so severe that in some places factories have been allowed to operate for only two days a week, threatening economic growth and the global supply chain.
On Tuesday, China’s banking and insurance regulator called on financial institutions to increase their risk tolerance for loans to coal plants “to ensure that the people live warmly through the winter”. It also banned banks from withdrawing loans to plants and mines that were otherwise in compliance and warned them against speculating on bulk commodities including coal and steel.
Lara Dong, who leads Greater China power and renewables research at IHS Markit, said the move to allow a few shipments to start being delivered was unlikely to be a sign of a broader policy reversal. “I see it as a sign of policy loosening, it doesn’t seem to mean a big difference in coal imports from Australia,” she said.
The shortages, which have also hit some household users, gathered steam in large part owing to coal supply shortages and higher domestic and international prices. This has made coal-fired power generation uneconomic because of price controls.
The most actively traded coal contract on the Zhengzhou Commodity Exchange was near a record high of Rmb1,393.60, or $216 a tonne, on Thursday, the last day before a week-long public holiday in China. It has risen by almost 75 per cent in the past month. Provinces including Jilin have in recent days called for increased imports of coal from Indonesia, Russia and Mongolia. Reports on Monday said China’s Zhejiang province had brought in its first shipment of thermal coal from Kazakhstan.
Dong said it was unclear whether imports would also be a cure for the country’s power woes. “It’s so expensive now. The government is encouraging imports but who will pay?” Coal shipped from Indonesia — China’s biggest supplier — jumped sharply last week. Medium quality Indonesian coal was changing hands at a record high of $166.5 a tonne, the highest level since Argus started assessing Indonesia coal in 2004.
While China’s biggest coal miners have pledged to increase production and go all out to help beat the power crisis, analysts are sceptical they can respond quickly enough to make a difference this winter.
Goldman Sachs last week cut its 2021 China growth forecast to 7.8 per cent from 8.2 per cent, citing “significant downside pressures” from energy shortages.
Conflicting policy signals have also contributed to the crunch, as the country implements so-called “dual control” regulations aimed at decreasing both energy consumption and energy intensity. Provinces have been racing to meet strict consumption targets under the rules, after a large number failed to reach the goals in the first half of the year.
Last year Xi Jinping, China’s president, vowed that the world’s biggest polluter would reach peak carbon emissions by 2030 and carbon neutrality by 2060. Additional reporting by William Langley in Hong Kong
褐煤真是太差了。
为啥绕这么一大圈？海运装得多是吗？
运输量不是一个档次，海运一趟够陆运上百趟
挖煤有污染？挖煤污染大还是烧煤污染大？烧煤的时候咋不嫌污染呢？
煤炭这么重当然只能海运啦
别造谣，山西哪里下雨了
帮你补充点数据
从山西省能源局传来消息，2020年，山西省化解煤炭过剩产能关闭退出山西煤炭运销集团天池店煤业有限公司等32座煤矿，退出产能2074万吨/年。 “十三五”前四年(2016年—2019年)，山西省累计化解煤炭过剩产能11586万吨/年，提前一年超额完成“十三五”去产能目标任务(11380万吨/年)，退出总量居全国第一，连续两年受到国务院督查通报激励
也就是说，光山西一个省，过去几年缩减产能就达到每年1亿3600万吨
他们根本不知道国内的有多大产量。
什么粮食不够，煤炭不够，铁矿石不够，猪不够。
那是经济效益的不够，是绝对的太多。国内现在是计划的避免美国1933年情况，也就是资本家无节制扩张。
陆运煤太贵了。澳大利亚的煤走海运，就算绕地球一圈，运费都比从山西到东南沿海便宜很多。
何况山西的煤污染太厉害（含硫高）。雾霾刚好点，这是要回解放前吗？
中共的操作也是够骚。去年便宜煤不买，特硬气。今年拉闸限电，上赶着买新鲜涨价的。呵呵。
这个怎么说呢，那你别买啊
人还有资源可卖，墙国供应链一跑，还有啥吧，环境完了，资源匮乏，有订单有钱买，没订单全体喝西北风。说好听推出产能，其实是容易挖的优质煤，都挖的差不多了，煤老板拿钱走人了
买啊，石油不也得买，有谁会羡慕沙特呢？
没办法，无知小白是这版上的主流 他们根本不在乎事实是啥，他们只是随便找个理由喷而已
截至2020年底全国退出落后煤炭产能10亿吨/年以上 中国积极实施应对气候变化国家战略，大力推进构建清洁低碳能源体系，加快产业结构转型升级，构建绿色交通运输体系，完善低碳发展政策体系等，基本走出了一条符合中国国情的绿色低碳发展道路， 截至2020年底，全国累计整顿煤矿约5500处，退出落后煤炭产能10亿吨/年以上。
这叫杀敌800，自损18000，中共最拿手的，反正屁民韭菜
废 真的废
赶紧计划，抓紧计划，看看还有多少大棋在下。。。 加油哦
欧洲的天然气价格已经翻了7倍了。 主要原因是pandemic 之前大家紧缩产量，结果现在恢复的快，供应一时间跟不上。再加气候变化各国缩小carbon, renewable 产量还不够堵上缺口。 俩个原因一结合，就成了现在局面