Recently, the Ministry of Ecology and Environment issued a notice on the issuance of the “Comprehensive Air Pollution Control Plan for the Autumn and Winter of 2021-2022”. Based on the new characteristics of air pollution, urban pollution characteristics in autumn and winter, and regional transmission patterns, the focus was on 59 cities from 80 prefecture-level and above cities last year. On the basis of the 39 cities in the Beijing-Tianjin-Hebei and surrounding areas and the Fenwei Plain, a total of 20 cities in northern Hebei, northern Shanxi, southeastern Shandong and southern Henan were added. Implement differentiated emission reductions in key industries based on PM2.5 control concentration and heavy pollution days targets.
The production will be suspended for 60 days and the peak will be shifted for 180 days! The “shutdown wave” is coming
Environmental protection pressure has become stricter, and dozens of regions across the country have begun to tighten control. Some companies said that local areas have begun to conduct environmental inspections on key industries, such as petrochemicals, coking, etc. The company also started off-peak production for six months. It is understood that the chemical industry has been facing pressure recently, in addition to environmental protection, there is also pressure to reduce production due to dual control of energy consumption.
The Jiaxing area of Zhejiang Province will launch the D-level plan for orderly electricity consumption from October 28, and the texturing enterprises in the Tongxiang area will start from October 28 to November Full suspension on the 4th, polyester companies will operate with reduced load from 17:00 every day to 9:00 the next day from October 28 to November 18; listed companies in the chemical and plastics industry chain such as Tongkun, Jushi, and Xinfengming are explicitly required to restrict energy used.
In addition to being forced to suspend production and limit production, some chemical companies also actively choose to suspend production, take holidays, or arrange centralized maintenance plans to minimize shutdowns. The impact of production restrictions. Among them, Japan’s Mitsui MIBK unit has been shut down for maintenance for 60 days, and Henan Junhua’s DMF unit has been shut down for nearly 2 months and has not yet resumed production.
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The arrival of the “suspension order” not only led to tight supply and rising prices in the chemical market, but also indirectly led to the cold demand in many downstream chemical industries, which also It has brought greater pressure to the chemical industry chain. Today, product prices continue to compete with market supply and demand.
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