Natural gas power generation or resistance

The unusually high temperatures this summer have swept East China, but the peak gas usage of gas-fired power plants is encountering an upsurge in gas prices. The market agency Anxun SiShengWan energy survey, the price of non-residential natural gas stations across the country has been gradually increased, leading to the cost of major gas power plants increased, deepening the survival difficulties. The agency believes that the future development of East China Gas Power Plant may encounter resistance.

Encounter

According to data from the National Electric Power Control Center, on July 25th, the national daily power generation amounted to 16.86 billion kwh, and seven provincial-level power grids in northern Fujian, Shanghai, Jiangsu, Zhejiang, Anhui, Fujian, and Hunan all hit record highs. In provinces such as Jiangsu, Zhejiang, and Fujian where gas-fired power plants are relatively concentrated, the gas consumption of local gas-fired power plants has risen significantly compared with the same period of last year.

At the peak of power plant gas use, it coincides with the National Development and Reform Commission's adjustment of natural gas prices. In spite of the gas price adjustment notice, the government will try to support the gas supply links of power generation companies and government subsidies. However, in gas-fired power plants such as Zhejiang and Jiangsu, where gas-fired power plants are relatively concentrated and have large electricity consumption, gas-fired power plants often do not have subsidies. The cost pressure is still very obvious, and the loss situation may further increase. Among them, the number of gas-fired power plants in Zhejiang Province ranks first, and the pressure of gas-fired power generation is particularly evident.

After this price reform, Zhejiang province has earlier introduced a province to adjust natural gas sales prices for gas-fired power plants. Its sales price range for gas-fired power plants ranges from 3.13 to 3.28 yuan per cubic meter, which is approximately 29% higher than the previous 2.41 yuan per cubic meter. At the same time, the on-grid tariff was also adjusted from 0.744 yuan / kWh to 0.904 yuan / kWh, an increase of 21.5%, aimed at passing part of the cost.

However, according to a gas-fired power plant in Zhejiang province, although the on-grid tariffs have followed the upward trend, they still cannot fully cover all costs. The relevant person of the Zhejiang Provincial Development and Reform Commission stated that the government has correspondingly subsidized the power generation of gas-fired power plants. The price of natural gas purchased by the power plant has risen sharply, and the pressure on the government has gradually increased.

It is understood that gas-fired power plants in Jiangsu Province are also facing the same problem. A local gas-fired power plant source in Jiangsu Province stated that after this gas price adjustment, the gas consumption of the power plant will remain unchanged at 2.42 yuan/square, while the incremental part will be calculated at 3.30 yuan/square. The 3.30 yuan/party incremental gas price is unbearable for the power plant. Only hope that the government can adjust the on-grid tariff as soon as possible to reduce the cost pressure on the power plant. A person at the plant said.

The relevant person of the Jiangsu Provincial Price Bureau stated that the on-grid electricity price of gas-fired power plants in Jiangsu province is still maintained at around 0.605-0.656 yuan/kWh, because there are many factors to consider, including who will bear the rising electricity price, so for the time being there is no Adjust the plan for on-grid tariffs.

Analysts believe that for most gas-fired power plants, the mismatch between the gas price and the on-grid tariff has always existed, and this price reform may lead to further intensification of the contradiction. In the future, local governments will be more cautious when approving natural gas power generation projects, and the launch of natural gas power generation projects may show signs of slowing down.

The survival of gas-fired power plants relies mainly on the support and subsidies of the local government. In order to reduce the cost of gas-fired power plants, only the on-grid electricity price is currently increased. If the on-grid tariff does not move, then the government may have to pay for the increase in procurement costs. The above-mentioned Jiangsu Provincial Price Bureau official said.

According to the plan of Zhejiang Province, by 2015, the natural gas power generation in Zhejiang Province will need to increase by 8 to 9 million kilowatts. The addition of gas-fired power plants means more investment. A person from the Zhejiang Provincial Development and Reform Commission pointed out that due to the natural gas price reform leading to rising procurement costs, coupled with the large demand for natural gas from gas-fired power plants, it is difficult for local governments to have sufficient funds to strongly support the development of gas-fired power plants. The approval of gas-fired power plants may increase in the future. strict.

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