Chine : l'ascension du charbon ... puis stagnation

[mahiahi]

des dérapages ont été supprimés, merci de rester dans la charte, c'est à dire courtois

[Raminagrobis]

lien Le géant du charbon chinois Yanzhou rachète, pour 2.2 milliards, la société minière de charbon Gloucester Coal en australie.

il y a 2 ans ils rachetaient un autre charbonnier australier, Felix ressources.

Si ils achètent des mines en australie, c'est qu'ils ont du mal à produire assez chez eux pour répondre à la demande chinoise. sinon quel intérêt de se "délocaliser" dans un pays ou la main d'oeuvre est 10 fois plus chère?

Par ailleurs, la Chine avale désormais 44% des exportations de charbon de l'Afrique du Sud.

[energy_isere]

Plus fort que la centrale Polonaise de Belchatow

La plus grande centrale à charbon d’Asie construite en Chine

27 Dec 2011 Usine Nouvelle

Pour satisfaire ses besoins en énergie colossaux, la Chine va construire sur les cinq prochaines années la plus grande centrale thermique d’Asie.

Selon l’agence de presse Chine Nouvelle, c’est la société Shenhua qui devrait construire cette centrale thermique de 8 gigawatt.

Elle sera située dans la ville portuaire de Beihai, dans le sud du pays. Il s’agit avant tout de pallier aux fréquentes pénuries d'électricité causées par la sécheresse.

Avec cette centrale, la Chine espère enfin étancher sa soif d’électricité. En effet, sa croissance démesurée a fait exploser ses besoins en énergie.

http://www.usinenouvelle.com/article/la ... ne.N165575

[energy_isere]

La Mongolie intérieure augmente ses réserves de charbon de 17 milliards de tonnes.

Inner Mongolia reports rise in coal reserves

Inner Mongolia autonomous region, China's leading coal producer, on Friday reported a rise of 17 billion tons in coal reserves in 2011, bringing the total coal reserves to a record 770.3 billion tons.
Inner Mongolia holds China's largest coal reserves. It surpassed neighboring Shanxi province to become the largest coal producing region in 2010. Its coal output reached 908 million tons in the first 11 months last year, rising 26.6 percent from a year earlier.
The autonomous region's reserves of molybdenum, copper, and gold also grew by 37 percent, 25 percent, and 14 percent, the regional land and resources department said.
Inner Mongolia spent 5.86 billion yuan ($938 million) on exploration work last year and discovered 71 new mine sites, it added.

http://www.chinadaily.com.cn/bizchina/2 ... 579812.htm

[energy_isere]

La croissance de la consommation de charbon en Chine n' est plus que de 2.8 % sur le premier semestre.

Les projection sur fin 2012 amènent maintenant la consommation annuelle au chiffre ahurissant de 4 milliards de tonnes de charbon !

China's coal consumption rose 2.8% YoY to 1.97 billion tonnes in the first half of this year, but such a growth rate was still 6.6% points lower than the same period of 2011.

Meanwhile, coal prices continued to fall since November last year. The China Coal Price Index (CCPI), published by China National Coal Association (CNCA) and China Coal Transport and Distribution Association (CCTD), slid by 16.8 points to 186.2 points as of June 29 compared to the peak it hit in early November.

China's coal consumption will continue to increase in line with the development of the Chinese economy, which is expected to reach around 4 billion tonnes for the whole year of 2012. But the demand growth will slow from a year ago.

Source - http://www.steelhome.cn/en

http://www.steelguru.com/raw_material_n ... 76063.html

[Raminagrobis]

Selon le BP stat report, le charbon chinois en 2012 c'est 3520 Mt, et 1956 Mtep (million de tonnes équivalent pétrole).

Soit un pouvoir calorifique de 0.55 par rapport au pétrole.

Si cette année ils consomment 4 milliards de tonnes, ça nous fait donc 2.22 Gtep, soit l'équivalent de 16 milliards de barils de pétrole (1 tonne = 7.2 barrils). Plus qu'à diviser par 365 pour se rendre compte que le charbon chinois représente l'équivalent calorifique de 42 millions de barrils/jours de pétrole ! Quatre fois la production saoudienne!

La chine produit et consomme autant de charbon que tous les autres pays du monde réunis. La province de Mongolie intérieure en extrait à elle seul plus que les Etats-Unis, 2e producteur mondial.

Ces dernières années les producteurs avaient du mal à suivre la demande et le prix du charbon avait beaucoup augmenté, mais là avec le ralentissement de l'économie il est retombé.

[Hakim]

Et le charbon est aussi de plus en plus utilisé en Chine en tant que matière première pour l'industrie chimique :

http://www.theoildrum.com/node/9371

"In doing this research, to my surprise, I found that the Chinese chemical economy is advancing rapidly in its use of coal as a chemical feedstock, as opposed to crude oil in other countries. In many cases, coal already represents 20% or more of chemical feedstocks, and in special cases such as PVC, the country already sources virtually all of its input from coal. Since China produces 20% of the world's PVC, such transitions have a substantial impact on the global energy system."

[energy_isere]

La Chine lance un 2iéme programme de stockage d' urgence de charbon.

Le premier proramme permettait de stocker 5 millions de tonnes, distribué sur 8 ports.

C 'est pour se couvrir des variations saisoniéres de consommation.

China approves 2nd emergency coal reserve sites

12 Oct 2012

57SX Coal reported that China has nailed down the storing sites for the second batch of emergency coal reserve, and announced this year’s storing task

According to a circular recently released by National Development and Reform Commission and the Ministry of Finance “Four places including Caofeidian port (Hebei), Rizhao port (Shandong), Luoyuanwan coal storing base (Fujian) and Jiangyou area (Sichuan) are approved as the second batch emergency coal reserve bases.”

Earlier this year, five companies including Kailuan Caofeidian thermal coal Reserve Co, SDIC Caofeidian Port Co., Shenhua Bashu Power Co, Shenhua (Fujian) Energy Co, and Shandong Rizhao Port Group were initially selected to undertake the storing task.

Meanwhile, China has planned to store 6.2 million tonnes emergency coal in 2012, most of which will be at ports along the coast and rivers, in central and South Western China areas.

China so far has announced two batches of emergency coal reserve bases. The first batch of 5 million tonnes emergency coal finished last year is stored in eight key ports including Qinhuangdao and Huanghua and 10 companies including Shenhua and China Coal. These reserves will be used to ensure supply in provinces mainly relying on imports from distant provinces and in areas in face of seasonal coal shortage.

Source – en.sxcoal.com

http://www.coalguru.com/china/china_app ... sites/4300

[energy_isere]

La Chine à importé 150 millions de t de charbon sur les 8 premiers mois de l' année 2012.
44% d' augmentation en volume sur l' année d' avant.

BEIJING, Sept 21 (Reuters) - China imported 17.28 million
tonnes of coal in August, up 4.94 percent compared with the same
month of 2011 but down 14.5 percent from July, official data
from the country's customs authority showed on Friday.

Imports stood at 150.34 million tonnes over the first eight
months of the year, up 44 percent from the year-ago period.

China's coking coal imports reached 2.57 million tonnes in
August, down 21.78 percent compared with last year. Year-to-date
imports of the key steel-producing raw material stood at 34.14
million tonnes, 28.85 percent higher than last year.

http://articles.chicagotribune.com/2012 ... globalcoal

en extrapolation linéaire sur 2012 ca finirait à 225 millions de t de charbon importé.

[energy_isere]

suite du post ci dessus.

Sur les 10 premiers mois de l' année la Chine à importé 220 millions de t de charbon.

Les exportations de charbon sont faibles à hauteur de moins de 8 millions de t. Plus un petit millions de t de coke.

Chinese coal imports up by 33.5pct

14 Nov 2012

According to the General Administration of Customs, China's coal imports rose by 33.5% from a year earlier to 220 million tonnes in the first ten months at an average price of USD 103.3 per tonne.

The import figures for October have yet to be released.

Over January to October, China exported 7.89 million tonnes of coal, down 38.9% or 5.02 million tonnes from the same period last year. The export value amounted to USD 1366.958 million, down 42.7% from a year earlier.

Exports of coke and semi coke in the first ten months totaled 910,000 tonnes, down 70.8% from 3.11 million tonnes in the prior year. The export value of coke and semi coke during the period plunged 71.4% YoY to USD 401.774 million.

In October alone, China exported 440,000 tonnes of coal, down 17% MoM and down 44.3% YoY. The export value stood at USD 68.527 million.

Exports of coke and semi coke in October were 50,000 tonnes with a total value of USD 18.746 million.

http://www.coalguru.com/china/chinese_c ... _5pct/5224

[energy_isere]

La production de charbon en Chine vers 3.7 milliards de t en fin d' année.
+ 250 millions de t importées.

Chinese coal output in 2012 to cross 3.7 billion tonnes

20 Dec 2012

Xinhua reported that China's coal production in 2012 will reach more than 3.7 billion tonnes this year and imports should reach 250 million tonnes despite sagging market demand

Mr Wang Xianzheng chairman of the China Coal Industry Association at a forum said that although coal output, imports and stocks continue to increase, the consumption of the mineral remains slack

Despite the overproduction, Mr Wang forecast supply shortages in the long term. He estimated that coal consumption would reach between 4.8 billion tonnes and 5.3 billion tonnes by 2020.

According to the association, in the first 11 months of 2012, coal output totaled 3.51 billion tonnes and coal imports stood at 245 million tonnes

In contrast, coal consumption expanded at a slower pace, chipping away at corporate profits. Consumption reached 3.72 billion tonnes from January to November, with annual growth rate in the period down 5.6 percentage points compared to the pervious year.

Meanwhile, combined profits at 90 major Chinese coal producers plunged 22.2 percent from a year earlier between January and October

Source - Xinhua

http://www.coalguru.com/china/chinese_c ... onnes/6146

[energy_isere]

Chine : une usine polluante contrainte de cesser ses activités

25 Janv 2013 thegreenweb
.........................

En attendant, les activités des usines les plus polluantes semblent davantage suivies et sanctionnées, ainsi qu’en témoigne la fermeture – certes provisoire – avant-hier d’une unité de gazéification du charbon accusée de participer activement à la pollution atmosphérique. Appartenant au groupe Shenhua, située à Baotou, en Mongolie intérieure, ladite unité représente un investissement colossal de deux milliards sept cents millions de dollars (environ deux milliards d’euros).


Condamnée pour non-respect des normes écologiques, sa direction a dû s’acquitter d’une amende de cent mille yuans, soit grosso modo douze mille euros, rapporte le Quotidien national des affaires. Surtout, l’usine ne pourra redémarrer que lorsqu’elle sera mise en conformité avec les standards « verts » en vigueur.

............

http://www.zegreenweb.com/sinformer/chi ... ites,62877

[energy_isere]

La production de charbon en Chine au Q1 2013 aurait diminué de 1 % !
Ceci jette le doute sur la prétendue croissance économique actuelle de 8.1% du PIB de la Chine ....

China coal production down in Q1

01 May 2013

Radio Free Asia reported that China's coal production has posted a rare decline, raising new questions about the strength of the economy.

Production of China's main fuel fell 0.95% in the Q1 from the year-earlier period to 830 million tonne while consumption increased only 1.5%, the China Coal Industry Association said that.

The results may raise concerns that China's slowdown has been more serious than the 7.7% growth rate of China's gross domestic product, an estimate of the market value of a country’s goods and services reported for the first quarter of the year.

Coal output dropped 1.7% in March as sales dipped 2.1% from a year before, the industry group said. Last year, production rose 4% to 3.66 billion tons.

The power sector has also been unusually weak. Quarterly electricity consumption grew 4.3%, the official Xinhua news agency reported, citing the National Energy Administration.

In the corresponding quarter of 2012, power use rose 6.8% as GDP grew at an 8.1% pace.

This year's slowdown appears pronounced in the primary sector, covering production and extraction of resources, with its quarterly electricity use rising just 0.3%.

Total power use also stagnated as the quarter progressed. Electricity consumption edged up 2% in March. Power use grew at a 5.5% rate last year.

Analysts often look to power consumption as a more reliable indicator of economic activity, particularly in China where official GDP figures have been subject to doubt.

China's official data has come into question twice in recent weeks with reports that the General Administration of Customs overstated exports for several months due to widespread tax rebate fraud.

The National Bureau of Statistics report of first quarter GDP then fell short of analysts forecasts but the power and coal figures now suggest that growth may have been even lower than NBS estimates.

For China's coal companies, the drop in output may bring more pressure on an industry that doubled in the past decade to produce more than half of the world's high polluting fuel.

http://www.coalguru.com/china/china_coa ... in_q1/9307

[energy_isere]

Un signe qui trahi la croissance Chinoise.
Le prix du charbon thermique en Chine au plus bas depuis 4 ans. A cause de la contraction du secteur manufacturier.

China Coal Falls to Lowest in Almost Four Years on Manufacturing

By Bloomberg News - May 27, 2013

Chinese power-station coal fell to the lowest price in almost four years as the nation’s manufacturing shrank for the first time in seven months and hydropower output increased.

Spot coal with an energy value of 5,500 kilocalories per kilogram at the port of Qinhuangdao, the benchmark grade for the country, slid to a range of 600 yuan ($97.96) to 615 yuan a metric ton as of yesterday, according to data today from the China Coal Transport and Distribution Association. That’s the lowest since Oct. 12, 2009, data compiled by Bloomberg show.

Manufacturing, which accounts for about 70 percent of China’s electricity demand, is contracting this month for the first time since October, according to the preliminary reading of a Purchasing Managers’ Index by HSBC Holdings Plc and Markit Economics on May 23. The nation’s hydropower output in the first four months of 2013 expanded 20 percent from a year earlier to 181 billion kilowatt-hours, data from the Beijing-based National Bureau of Statistics showed May 16. Thermal electricity generation climbed 1.6 percent to 1.34 trillion kWh.

“The low coal price is mainly because of sluggish domestic demand, especially from the heavy industrial sectors,” said David Fang, a Beijing-based director at the China Coal Transport and Distribution Association. “Sufficient rainfall in southern China is squeezing China’s demand for burning thermal coal. The price will stay at a low level throughout this quarter.”

China’s stockpiles of coal at major power plants were enough for 20 days of use as of the end of April, according to a statement on the National Development and Reform Commission’s website on May 24. The typical level for this time of year is about 14 days, according to Fang

http://www.bloomberg.com/news/2013-05-2 ... turing.htm

[energy_isere]

Peak coal de la demande en vue en Chine.

Usine Nouvelle du 12 Sept 2013