CCTV online review: there are not so many "big chess" in switching on and limiting power

Financial Associated Press, September 28 - CCTV commentator's article pointed out that in recent days, "power rationing and work stoppage" has swept more than 10 provinces across the country, especially in many places in Northeast China, and the relevant news of "power rationing" has been on the hot search several times. Some of the hot spots must be rubbed. The media took advantage of the situation to peddle the so-called "big chess theory", describing power rationing as "the country is in the next big chess game", saying that behind this is "an international competition for commodity pricing power" and "a financial war between countries". In fact, as long as you know some professional knowledge, some basic understanding, believe in common sense and return to rationality, you won't pull out so many "big chess". This round of multi place power rationing is mainly affected by national coal shortage, serious inversion between coal cost and benchmark electricity price, decline of net capacity of connecting line and other factors. At present, the production capacity of domestic power coal and coking coal has shrunk significantly, coupled with the reduction of coal import, the customs clearance of Mongolian coal is low, and the supply of power coal is in obvious shortage. This obviously does not match the high power demand associated with China's economic recovery. In addition, some local emergency power rationing is related to not grasping the rhythm of industrial upgrading, not doing a good job in normal energy management, and not jumping out of the sports carbon reduction pattern.