近期电煤供需偏紧的原因分析

Analysis of the Origins of the Recent Tight Supply Situation of the Electricity Coal Market

分析了近期电煤供需偏紧的直接原因,一是经济企稳回升,用电量大幅增长;二是水力发电量明显下降,电力电量平衡对火力发电的依赖程度加深;三是电煤供应持续低于需求。但电煤供需偏紧的根本原因一是煤电价格机制不顺,二是我国能源运输体系不合理。根据当前电力生产形势,对电力公司和政府提出了相关建议。

Whereas this study points out three factors directly responsible for the recent electricity coal shortage, namely, the economic recovery and increase of electricity consumption, increased reliance on thermal power and substantial drop ofhydropower generation, and prolonged coal supply failure to meet the demand, it conducts a deeper analysis which reveals the root causes： the defective coal pricing mechanism and the irrational national energy transportation system. In the end, the author puts forward some countermeasures for government and electricity corporations according to the current situation of electricity production.