September Lithium Power Industry Chain Power Limitation Impact Tracking
time is approaching the end of the third quarter. The electricity consumption in many places across the country remains high. In some provinces, the inventory of thermal power and coal and the water level of reservoirs have both fallen, and the power supply is unstable. Under this background, many places have recently issued energy consumption dual control policy documents., Strengthenclass"double"the control of the industry, encourage off-peak electricity consumption, to protect the daily life of residents mainly,SMMunderstands that the current round of energy consumption control policies has involved Hunan, Jiangsu and other provinces, and some high-energy-consuming and high-polluting enterprises are required to stop work and reduce production from time to time. To this,SMMalso urgently launched a new round of special research to explore the overall impact of this round of power rationing on the production and sales of my country's new energy industry.
Hunan:SMMunderstand that the current Hunan area of thermal coal inventory and water level decline is more serious, greatly limiting their own hydropower and thermal power supply capacity, superimposed on the current province electricity consumption long-term high, the current storagein300-600million kilowatts of power supply gap, the form of power supply is severe. Most of the local new energy enterprises are also affected by it. Some large ternary materials factories are located in urban areas. The local government is subject to stricter power restrictions in order to protect people's livelihood. It is expected that some production lines will be closed this month and monthly output is expected to decrease.production40%, the overall production and sales have been seriously affected, while some enterprises with factories located in the suburbs have been relatively less affected.
Jiangsu:the situation of positive electrode material enterprises in Jiangsu is more differentiated. Among the positive electrode material enterprises investigated, some large positive electrode material factories are more seriously affected by this round of power rationing, saying that they will stop production directly until after the National Day, which is expected to affect the supply of lithium cobalt oxide and ternary materials. In addition, the local iron and lithium plant said it would shut down a production line, which is expected to be reduced.production10%. Although the other enterprises have received the notice of power rationing, the document does not specify the implementation time for the time being, so the temporary impact is still relatively limited.
Inner Mongolia:the current power supply situation in Inner Mongolia is grim, and it happens to be the production capacity gathering area of many domestic anode material manufacturers, among which the power consumption of graphitization is extremely high,SMMresearch, local negative electrode enterprises have also received clear power rationing notices one after another, and it is expected that production will be reduced one after another in the next period of time, and most of the reduction will bein40%-50%or so.
Sichuan:At present, the impact on lithium battery enterprises in Sichuan is relatively limited. However, it is reported that in order to support the rest of the provinces, Sichuan is expected to send local hydropower to the east, and only the local thermal power supply will be retained. It is expected that a new round of power rationing will not be ruled out in the future.
as far as the current situation is concerned, this round of power rationing has a more obvious impact on some new energy enterprises in Hunan and Inner Mongolia, and there are many leading manufacturers in the industrial chain to stop work and reduce production. However, considering that the energy consumption level of most lithium battery industry chain enterprises is still relatively low compared with some high energy consumption industries such as steel and non-ferrous metal smelting, and there are still certain preferential policies for enterprises in the new energy related industry chain, except for a few provinces, the impact of this round of power rationing on the overall production and sales of the new energy industry is still within the controllable range,andSMMwill also continue to track the subsequent impact of this round of power cuts.
Reprinted from SMM Cobalt Lithium New Energy
