"Energy consumption dual control" is good for the existing coal chemical industry

Author: Chen Danjiang

Author unit: Zhongxin Energy and Chemical Technology Co.

The regional development and reform work conference in Inner Mongolia held a few days ago mentioned that, in principle, no new coal chemical projects will be approved during the 14th Five-Year Plan period in Inner Mongolia.

Looking at the whole country through Inner Mongolia, under the background of carbon neutrality, "dual energy consumption control" (energy consumption intensity control and total energy consumption control) has become a spreading trend, and it is inevitable that the coal chemical industry will cool down again.

It is precisely because of the rush of coal chemical projects and the over-exploitation of coal resources that the pressure of "dual control of energy consumption" in Inner Mongolia is under pressure today.

At present, not only Inner Mongolia is facing the dilemma of "dual energy consumption control", other areas where a large number of new industrial projects are planned, coal control and energy conservation are also facing huge risks.

The "dual control of energy consumption" constitutes a positive for the existing coal chemical companies, and relevant companies need to seize the policy dividend and realize the "chain extension" as soon as possible.

Imagine that if we do not implement "dual energy consumption control" and continue to vigorously develop coal chemical and coal power projects, it will inevitably further aggravate the coal supply tension.

Under the current situation, what coal chemical companies can do is to adapt to the local government's "dual control of energy consumption" regulation, recognize the general trend of carbon neutrality, attach great importance to energy conservation and emission reduction, reduce carbon emissions through various means, and adhere to the direction of green development , Don’t be targeted by local governments as negative models of large energy consumers.

　　As the saying goes, he who knows the current affairs is a good man.