Qatar, the hottest electrical equipment, will quit

2022-08-04
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Electrical equipment: Qatar will withdraw from opec

[petrochemicals] in January 2019 to pay attention to the impact of the OPEC Conference on oil and gas prices. The upcoming OPEC Vienna conference on the 6th of this month will put the limited production share in 2019 on the sub room. If the limited production share exceeds 1.2 million barrels per day last year, the oil price is expected to return to the US dollar range, and the capital expenditure of oil companies in 2019 will not be affected by the short-term oil price correction. The LNG price in East Asia is positively correlated with the international oil price. Since October, the LNG spot price has also dropped due to the decline of oil price. At the same time, affected by the easing of the tight trend of natural gas supply and demand in winter this year, the LNG spot price in the heating season this year is also expected to be lower than that in the same period last year, which is good for natural gas consumer enterprises

[electricity] in the third quarter of 2018, the market-based transaction price continued to rise, up 6% over the same period last year, and the market-based scale continued to expand. In late September, a large-scale meeting was held in Chongqing; In terms of transaction price, the average price of transaction sensors in the coal power market has increased for four consecutive quarters. With the gradual liberalization of the user end, the supply-demand relationship in the power market will continue to improve, and the market-oriented transaction price is expected to continue to rise. The national development and Reform Commission recently issued a notice to encourage coal power enterprises to sign early, sign more, and sign medium - and long-term contracts. If the policy is implemented in place, it can reduce the overall coal price fluctuation and benefit high-quality thermal power enterprises

[coal] the third round of coke decline has been basically implemented. With the arrival of the heating season, the daily coal consumption of the power plant has risen slightly, but it is still at a low level. The situation of high coal inventory and low daily consumption of the power plant continues. Under the background of high inventory, the power plant has poor enthusiasm for procurement. Considering that near the end of the year, the annual production tasks of some coal mines have been basically completed, and the incremental coal resources in the later period are limited, but the short machinery and equipment are essentially the same, it is still the repair of the coal consumption level of the power plant in the heating season and the consumption of the coal inventory of the power plant that determine the coal price trend in the period, and the power coal price will still operate weakly. In terms of coke, the overall outlook of the coal, coke and steel industry chain is downward, which suppresses the coke price. Under the background of high start-up of coking plants, it is difficult to change the excess supply of coke in the short term. Under the background of seasonal decline in steel demand, the coke price has continued to fall back. After the full implementation of production restriction in the heating season, the short-term disturbance of the implementation of production restriction in coke ovens and blast furnaces to the supply and demand and market sentiment is concerned. In the medium and long term, with the gradual implementation of environmental protection and capacity reduction, The long-term focus of coking profit is expected to move up, and focus on coking enterprises with large capacity and complete environmental protection facilities

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