China's coal-rich provinces lift coal chemical industry boom

In recent years, under the influence of high crude oil price fluctuations in the world, coal-rich provinces in Inner Mongolia, Xinjiang, Ningxia, and Shanxi have invested huge amounts of money to build deep processing and conversion projects for coal, converting coal into oil and gas energy and chemical raw materials in situ. However, behind the upsurge of “every coal must be”, the crisis of “excess” production capacity has also followed suit.

In early May, Shenhua Ningmei Coal Group produced an annual output of 500,000 tons of coal-based olefins and successfully produced terminal qualified polypropylene products. Wang Huan, chairman of Shenhua Ningxia Coal Group, said: “In the next 10 years, Ningxia will achieve the goal of deep processing of more than 100 million tons of coal, and its coal conversion capacity will be greatly enhanced. Coal-rich Ningxia may instead suffer from coal shortages, and it will need to be from other provinces and regions. The introduction of coal can meet the needs of coal chemical development."

Not only Ningxia, but now China's rich coal provinces have turned their attention to the coal chemical industry. In the "Golden Triangle" region of Shaanxi, Ningxia, and Meng, a large number of coal chemical industry projects have been covered and become a coal chemical base group with a special concentration in China. Ningxia Ningdong 850,000 tons of coal to methanol, 520,000 tons of coal to olefins have been completed; Inner Mongolia Erdos 1.08 million tons of coal direct liquefaction has been put into production, the annual transformation of coal capacity of more than 60 million tons; Shaanxi Yulin Jinjie Tianyuan Chemical Co., Ltd. 500,000 tons of medium-temperature coal The tar lightening project has also been completed and put into operation.

At present, China has already voiced the "overcapacity" of coal chemical production. The development of projects such as methanol and dimethyl ether has been overheated, and projects with tens of billions of yuan have been found everywhere. According to statistics from the National Development and Reform Commission, as of now, there are 30 new coal chemical projects under construction in China with a total investment of over 80 billion yuan, 8.5 million tons of new methanol, 900,000 tons of dimethyl ether, and 1 million tons of olefins. 1.24 million tons of oil. The capacity of the registered methanol project reached 34 million tons, 3 million tons of olefins, and 3 million tons of coal oil.

Why does China have an upsurge of "every coal must be"? According to industry analysts, China’s energy landscape is quietly changing. On the one hand, western provinces with large resources are no longer satisfied with digging coal to sell coal, but rather want to increase the added value of coal; on the other hand, it is because China’s energy resources are characterized by “oil shortage, low gas, and rich coal” in the short term. Unable to change, we must find new ways to reduce our dependence on petroleum resources and increase the energy security factor.

Some coal companies believe that from the simple sale of coal to deep processing, the space for economic improvement has greatly expanded. According to Yan Yongsheng, general manager of Shenhua Ningxia Coal Group, the average selling price per ton of raw coal is about 180 yuan, which can be used to generate electricity. The value of coal can be increased by 2 times; the value of coal to ammonia and fertilizers can be increased by 3 times; the value of coal to methanol to dimethyl ether can be increased. 4 times, further deep processing of methanol for olefins and other products can add 8 to 10 times. According to the coal chemical industry chain, coal processing is a process in which profits are doubled.

However, although China has a large number of coal chemical projects and large investments, it is gradually becoming a major coal chemical country in the world, but it is still not a coal chemical powerhouse. The crux of the problem lies mainly in the fact that China's coal chemical industry core technology and equipment are imported from foreign countries, and China has become a world coal. Test site for chemical technology.

In addition to not mastering core technologies, China is also faced with the difficult problems of controlling coal chemical projects. Liu Tianming, vice president of Ningxia Academy of Social Sciences, said that modern coal chemical industry is mainly an oil substitute product. In order to occupy the commanding heights and occupy coal resources, modern coal chemical industry is naturally sought after by investors. However, due to the lack of unified planning, all regions in China are currently rushing to A large number of energy and chemical projects have caused a highly similar industrial layout, disorderly competition, and repeated construction. In some areas, even coal-fired chemical projects have seized coal resources.

How to scientifically develop coal chemical industry has become the top priority for China to adjust its energy development strategy. Zhu Hongjun, head of the raw material industry division of the Ningxia Economic and Credit Commission, said that coal chemical industry has high technological content and high investment intensity. It is also an industry with high energy consumption, high pollution, and high water consumption. If it is blindly planned, low-level repeated construction is likely to result in The consequences of wasteful resources, environmental pollution, and increased economic operating risks must be planned scientifically and steadily developed.

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