Electricity curtailment + new regulations on hazardous chemical logistics Anhui Epoxy and Sichuan Phosphorus Lithium Titanium have changed

Huizheng Information reported on August 23 that since August, the impact of macro-level power restrictions, the release of new regulations on the logistics of hazardous chemicals and the shortage of natural gas in Europe has had a significant impact on the supply side of upstream chemicals

On August 8, the Development and Reform Commission of Hefei City, Anhui Province, and the State Grid Hefei Power Supply Company issued the "Proposal to the City's Electricity Users to Save Electricity", saying that the city's electricity supply and demand situation is tight this summer, and advocating industrial enterprises to avoid peaks and yield electricity through planned maintenance and other methods.

On August 12, Nanjing City, Jiangsu Province also issued a power-saving proposal, requiring government agencies and institutions to take the lead in power-saving, industrial enterprises to strictly use electricity scientifically, to strengthen the rational use of electricity in public places, and to promote the conservation of electricity in family life

Due to the advent of extreme weather, the contradiction between power supply and demand in Sichuan Province is extremely prominent.

According to the official website of State Grid Zhejiang Electric Power Company, Zhejiang has ushered in the third round of extremely hot and high temperature weather recently

Entering August, many provinces across the country have officially put into effect new restrictions on travel and travel bans

In addition, overseas markets are also in turmoil

The above factors have all become the driving force behind the increase in raw materials during the peak season in September

Anhui:

Hefei, Anhui Province advocates industrial enterprises to avoid peaks and yield electricity through planned maintenance and other methods, and to use high-energy-consuming equipment in an orderly manner

Epoxy resin: The production is mainly concentrated in Huangshan, Anhui.

Sichuan:

Sichuan requires that from August 15th to 20th, all industrial power users (including whitelisted key guarantee enterprises) in the orderly power consumption plan of Sichuan Power Grid will implement a total production shutdown (except for security loads)

Titanium dioxide: The production of titanium dioxide in Sichuan accounts for 22%.

Industrial silicon: The monthly production capacity of industrial silicon in Sichuan Province is 92,250 tons, accounting for 15.

Polysilicon: Sichuan has a total annual production capacity of over 210,000 tons of polysilicon.

Yellow phosphorus: The production capacity of yellow phosphorus in Sichuan accounts for about 23% of the country's total.

Lithium salt: Sichuan has a lithium salt production capacity of 274,200 tons, accounting for 29% of the total domestic production capacity

Urea: basically all urea plants in Sichuan have been shut down, including downstream compound fertilizer plants
.
It is estimated that the total theoretical supply loss of urea is 71,700 tons, with an average daily loss of 14,300 tons
.