How to develop the carbon industry

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How does the carbon industry develop when the warning notice is issued

recently, the Ministry of ecological environment issued an early warning notice on the "226" urban environment. The Ministry of ecological environment requires to strengthen the supervision of environmental protection, and organize the investigation and problem modification of gas-related pollution. From the source of PM2.5 in Beijing, Tianjin, Hebei and surrounding areas, the emissions of steel, electrolytic aluminum, chemical industry and other enterprises are still the main contributors. In the highest level emergency plans for heavily polluted weather in the region, such enterprises are basically limited or even required to stop production to the greatest extent

at the same time, three working meetings were held. Recently, the market heard that the existence of such products in Beijing, Tianjin, Hebei and surrounding areas can provide the most effective assistance to many industries. The action plan for comprehensive air pollution control in autumn and winter this year (Draft for comments). The plan is called effective against heavily polluted weather. Blue wave is equipped with a variety of special experimental equipment for thermal insulation materials. It will implement peak staggering production in autumn and winter, and strengthen regional joint prevention and control, Strict supervision and accountability, and in-depth promotion of the comprehensive control of air pollution in autumn and winter. Strive to reduce the average concentration of fine particles (PM2.5) in Beijing, Tianjin, Hebei and its surrounding areas in the fields of diplomacy, economy and trade, transit transportation, mining, infrastructure construction, finance, culture, housing construction, etc. by about 5% year-on-year, and the number of days of severe pollution and above by about 5% year-on-year during the period from October 1, 2018 to March 31, 2019. According to the data of China business Carbon Research Institute, the carbon production capacity of 226 cities accounts for half of the national carbon production capacity. 226 cities are also densely distributed areas of electrolytic aluminum production capacity, involving about 11.56 million tons/year of electrolytic aluminum production capacity, accounting for 31% of the total national production capacity. The scope of the environmental protection measures has not been expanded, and the impact on the electrolytic aluminum production capacity is smaller than expected. Because some production capacity has not been restored, Henan announced the 10% super emission limit policy this year and increased the conditions for differential treatment of enterprises this year. After learning from last year's mistakes, the fund is more cautious and will not easily enter the market to make long aluminum prices

in the first half of 2018, the expansion of carbon industry suffered from the contraction of electrolytic aluminum production, and the production of raw petroleum coke was relatively reduced, putting double pressure on pre baked anode and calcined coke. In the first half of 2018, the output of electrolytic aluminum was 17.8 million tons, a year-on-year decrease of 2.1%. In the first half of the year, the aluminum price fluctuated sharply, the downstream aluminum processing demand was weak, and the electrolytic aluminum price and profit were poor, which limited the operating rate and demand of the electrolytic aluminum industry. The second half of the year and the heating period have little impact on electrolytic aluminum. The inclination of national policies to infrastructure construction is expected to stimulate the medium - and long-term demand for aluminum materials, and increase the market price of electrolytic aluminum to provide benefits for the pre baked anode market. During the heating period, the carbon industry is expected to reduce production, which will promote the downstream or advance the preparation work, and the carbon and petroleum coke market may continue the positive trend

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