SMM, March 29 / PRNewswire-Asianet /-
[power limit time axis]
For more information on the effect of previous power limit, please see: [SMM February 21: SMM analysis: effect of Inner Mongolia power limit on ferronickel, taking October power limit as an example https://news.smm.cn/news/100877391]
[recently, in the process of communicating with the market, SMM found that in the near future, the number of restricted movies has been relatively small.]
First of all, from the point of view of previous years, power restrictions in previous years are generally limited to March. On the one hand, based on the impact of environmental protection, wind power generation takes precedence over thermal power generation, non-heating thermal power generation has stopped a large part, while wind power generation and solar power generation can not protect all residential and industrial electricity consumption, the government needs to give priority to residential electricity consumption; On the other hand, due to the cold weather in Inner Mongolia in winter, civil power consumption has increased significantly. Therefore, January to March is often the peak period of power restriction in Inner Mongolia. After entering March, the weather gradually warms up. On the one hand, the amount of electricity used by the public is reduced; on the other hand, due to the increase in wind power generation in spring, it can cooperate with thermal power to make up for part of the power gap. Since mid-March, the power limit has been alleviated, with little impact, including Fengzhen, where the previous power limit was the most severe.
[will there still be a power limit in April and May, as previously mentioned? ]
The widespread concern about the impact of the power limit this year is that Wulanchabu announced the unit maintenance plan, which affected power generation during the maintenance period, so the power limit time was extended to April to May, when there was no power limit in the past. According to the factory, the unit has not yet begun maintenance. At present, the effect of power limitation is small.
[possibility] some factories said that they had been notified of the power limit from April to May, so SMM believes that although there is no gradual weakening of the power limit, the possibility of another power cut still exists.
[degree] but in view of the fact that so far, the impact of the power limit has been relatively small, some factories are relatively optimistic that the impact of the power limit will not exceed October (that is, 700 metal tons), but some factories believe that the unit has not yet begun maintenance. Not enough to assess the impact.
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