[SMM Analysis] can the second round of environmental protection "look back" be able to withstand the full supply of nickel?

According to documents released on the website of the Ministry of Ecological Environment, the second batch of central ecological environmental protection supervision and inspection "looking back" was officially launched on October 30, 2018, covering ten provinces (autonomous regions), including Shanxi, Liaoning, and Shandong, according to documents released on the website of the Ministry of Ecological Environment. As of the afternoon of November 6, the Central second Ecological Environment Protection Supervision Group to carry out the "look back" work mobilization meeting was held in Taiyuan. At this point, the second batch of central eco-environmental protection inspectors "look back" all the inspectors stationed.

Shandong

Since the arrival of the Shandong regional inspection team, two of the three 25000KVA furnaces in a nickel-iron plant in Shandong have been shut down. The normal output of the plant is about 900 metal tons, which is expected to affect 600 metal tons. The impact in November accounted for about 1.4% of the national nickel and iron production in October. Other factories in Shandong have not been affected for the time being. A large nickel-iron plant in Shandong has a capacity of 9000 metal tons a month, accounting for 25 per cent of domestic high-nickel pig iron production in October (excluding imports). SMM will continue to pay attention to whether the plant has been affected, but as far as the upstream and downstream are concerned, it has not been affected much.

Liaoning

The inspection team in Liaoning Province has been stationed since October 20, and as of 12.4, the inspection has been completed. When the environmental protection inspection team just settled in, some factories stopped production and limited production, but the overall volume was not very large. After the arrival of the Central Environmental Protection Group on November 4, some factories said they would affect production for a week. At present, it is expected to affect about 500 metal tons, accounting for 1.2% of the national high nickel pig iron production in October. At present, although the impact on this area is not great, but the late production restrictions to maintain what rhythm, still need to pay close attention to.

The general idea of the second round of environmental protection "looking back" is to fully implement Xi Jinping's thought of socialism with Chinese characteristics in the new era and the Party's ten or nine major spirits, and firmly establish the "four consciousness" under the guidance of Xi Jinping's thought of ecological civilization. We should adhere to the guidance of the problem, dare to deal with the hard work, cure both the symptoms and the root causes, follow the regulations in accordance with the law, pay close attention to the feedback of the first round of central environmental protection inspectors, focus on the end, and strengthen the co-responsibility of the party and government and the double responsibility of one post in the protection of the ecological environment. We will resolutely investigate and deal with formalism and bureaucracy in the field of ecological environment protection. At the same time, through special inspectors in key areas of ecological and environmental protection, we will further tighten the screws and strengthen the shock and awe, so as to provide a strong help in the fight against pollution.

The main leading comrades of the 10 provincial party committees all made mobilization speeches, emphasizing the need to resolutely implement Xi Jinping's thought of ecological civilization and the decision-making arrangements of the CPC Central Committee and the State Council, firmly establish the "four consciousness", and practice the new concept of development. We will resolutely shoulder the political responsibility for the construction of ecological civilization and the protection of the ecological environment, and require all departments at all levels in their provinces to earnestly unify their thinking, raise awareness, fully cooperate with inspectors, resolutely promote rectification and reform, and persist in tackling both the symptoms and the root causes. To ensure that the work of "looking back" is progressing smoothly and achieving tangible results.

According to the arrangement, the second batch of "looking back" will be stationed for one month. During their stay, each inspection team set up special duty telephone calls and post office boxes to accept letters and reports from the ecological environment protection of the supervised provinces. As of November 6, each inspection team had accepted 4132 letters and letters to report. And handed over to the local authorities as required.

List of the second batch of Central Ecological Environmental Protection inspectors "looking back"