Liao Tong Chemical announced yesterday that due to the serious shortage of natural gas supply from the main gas supplier Liaohe Oilfield this winter, from November 10, 2010 to March 25, 2011, the ammonia and urea plants of its subsidiary Liaohe Chemical Fertilizer Plant were shut down for maintenance.
"It should be to protect residents' gas." Liao Tong Chemical relevant person in charge told reporters that parking has no effect on the operation of the listed company itself, because the cost of parking and the current low-load fertilizer production costs are basically the same.
Afterwards, they interviewed a number of listed fertilizer companies in Southwest China. The situation reflected is also not optimistic.
“Tense is more intense than last year, and we may have to stop at a later stage.†Cao Zaikun, a representative of Yuntianhua Securities, told reporters that the natural gas supply situation is more tense this year than last year. This is mainly because the output of southwest oil and gas fields has been decreasing year by year. In addition, the growth rate of civil natural gas has increased. Faster.
“The time for suspending maintenance this year may be extended from the past two months to three months,†said Yang Chengxiang, the secretary of Chitianhua. According to his analysis, the reasons for lack of gas, in addition to factors such as the growth of civil gas, may be that the price of natural gas has not risen in place.
The gas supply situation in Dahua, which is located in the north, is also very serious. The representative of Chenzhou Dahua Securities Affairs recently admitted to the media that the current situation of natural gas supply has been very tight. Due to the impact of the gas shortage last year, Ganzhou Dahua once suspended production. The situation this year is still not optimistic.
During the interview, Sichuan Meifeng indicated that there has been no significant change in the supply of natural gas in the near future. The company’s securities affairs representative Liang Guojun told reporters that since the beginning of this year, the company’s production line has not been fully produced and the company has not yet communicated with the gas supply authority. “Since the current temperature in Sichuan is a bit higher than in previous years, we have not yet seen the growth in natural gas usage.â€
At the beginning of November, Hu Weiping, deputy director of the Department of Oil and Gas under the National Energy Administration, stated that by expanding the scale of imports and increasing domestic exploitation efforts, the total domestic natural gas supply will increase by more than 20 billion cubic meters this year. Despite this, the shortage of chemical fertilizer companies is still understandable, because the use of natural gas by chemical fertilizer companies does not fall within the scope of policy encouragement. Civilian natural gas is the sector that is strongly supported and guaranteed by policies.
The gas shortages that occurred in many provinces throughout the country in 2009 are still fresh in our memory. Since natural gas accounted for more than 60% of the production cost of “head†urea enterprises, data showed that the operating rate of fertilizer companies using natural gas as raw materials was less than 50%. Many listed companies, including Yuntianhua, Chitianhua, Lutianhua, and Jianfeng Chemical, have been affected to varying degrees.
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