中國禁澳煤遭反噬 引爆全國性限電

Anakin

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天然气不是说主要从俄国跟几个中亚斯坦那里来的吗?怎么又跟澳洲扯上了?
你想什么呢?煤,气,铁都是大头在澳大利亚
 

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茶马盐铁

我想看看自定义头衔到底能有多少字。继续加,看系统什么时候把这个字符串截断。呃,居然还有?那就继续吧。
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你想什么呢?
天然气啊。 我记得前几年一直在宣传从俄国与某个斯坦进口天然气啊。 所以有“西气东输”的说法嘛。 中国的天然气管道也是从新疆往东部沿海输送的。

没听说过从澳洲还进口过天然气的。 怎么突然眼睛一眨, 中国天然气主要从澳洲进口了???
 

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前几天看分析说孟回去以后,加拿大可以出口农产品和煤炭木材到中国,你们天天拿澳洲说话,难道不是对加拿大利好吗?加拿大也是优质煤,最近加拿大煤出口大增,可能跟中国禁止澳洲煤有关:

煤都卖中国去了
Canada's shipments to China were stable on a monthly basis at 893,243t, registering an annual increase of 246pc. But shipments to traditional Asian markets India, Japan, and South Korea fell by 46.2pc, 44.2pc, and 81pc to 173,497t, 281,900t, and 59,400t, respectively, as buyers looked to Australian coal rather than competing with undersupplied Chinese mills, and in line with Teck's intention to focus on spot trade with China after the fire damage to its rail lines.



Secondly, he said Canadian thermal coal has a high energy output, so one tonne may produce equivalent energy to a larger amount of coal produced elsewhere. That helps offset shipping costs.
天天为打击土共拿澳洲说事,咱们的煤炭是高级优质煤



别说什么“对加拿大利好”了。为了一个孟晚舟,不仅抓了两个马克,还无中生有地编造谎言诬陷加拿大农产品有质量问题,用限制加拿大农产品进口来打击加拿大。这么无赖,谁还敢信任你,和你做生意?这样做只会逼着别人逐步实行产品转型和转市场。等你以后想买时,可能要通过第三者高价购买,或可能根本买不到。
 
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ottawatiger

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这个扯啊。某个地方停电,跟你们有关系吗?

如果怕自家没电,买个发电机备着就好了。一千刀的事。
 

billwanhua

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别说什么“对加拿大利好”了。为了一个孟晚舟,不仅抓了两个马克,还无中生有地编造弥天大谎说加拿大农产品有质量问题,用限制加拿大农产品进口来打击加拿大。这么无赖,谁还敢信任你,和你做生意?这样做只会逼着别人逐步实行产品转型和转市场。等你以后想买时,可能要通过第三者高价购买,或可能根本买不到。
你觉得可以完全中断联系?或者保持对抗?等下次选举保守党上台吧,如果保守党能上台。
目前情况大部分产品都中国产的,你切断联系咱们民生通胀呢?现在孟跟两个麦克不是解决了,完全不做生意了?好像现政府不是这么说的。

美国天天还要去跟中国做生意
 

DavidWuu

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只要允许挖煤,全国私营煤矿遍地开花,不出1个月就解决了。 污染么再说了, 活命要紧
 

Anakin

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天然气啊。 我记得前几年一直在宣传从俄国与某个斯坦进口天然气啊。 所以有“西气东输”的说法嘛。 中国的天然气管道也是从新疆往东部沿海输送的。

没听说过从澳洲还进口过天然气的。 怎么突然眼睛一眨, 中国天然气主要从澳洲进口了???
中国第一个LNG项目就是和澳大利亚。
土共动了煤,现在还没敢动气。
能源安全都保证不了,就别一天动不动禁这个禁那个。最后全部回到全国大炼钢铁时代?
 
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ert0000

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一个比较可靠的关于中国进口动力煤的报道,那是今年第一季度,中国海关统计动力煤进口和2020年同比数据。

2020年12月禁止澳洲煤炭后的2021年第一季度,中国2021年第一季度三个月进口的这类煤炭总数是去年2020年同期的54% (11254/20799), 几乎减半。
正常年份比如2020年第一季度,这类发电厂用煤的进口量,澳洲占全部进口的70.89% (14745/20799)

考虑报道的时候是今年4月远远早于目前煤炭危机的爆发,和数据采自中国海关数据,可信度还是挺高的。

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China's March coking coal imports rose to a five-month high as a rebound in shipments from Mongolia and surge from US and Canada offset much of the shortage from banned Australian imports.

China imported 4.91mn t of coking coal in March, down by 13pc from last year but up by 52pc from a 13-month low in February, according to Chinese customs data.

January-March imports declined by 46pc to 11.25mn t. China has banned coal imports from Australia since October.

US and Canadian coking coal imports surged to the highest levels since 2013. US imports gained nearly fivefold to 663,000t on the year, the highest since August 2013, while Canadian imports doubled to 1.2mn t on the year, the highest since September 2013. March seaborne imports tumbled by 51pc to 2.74mn t from a year earlier but rose by 84pc from February.

Mongolian imports recovered to 2.17mn t in March from 50t a year earlier when Covid lockdowns closed the border with China. Mongolian imports increased by 25pc from February as Chinese mills ramped up offtake after the lunar new year holiday, but a resurgence of Covid cases in the middle of March near the Ganqimaodu border is expected to weigh on imports in April. January-March imports from Mongolia rose by 123pc to 6.08mn t from a year earlier.

There were no Australian cargoes cleared by customs in March. Customs authorities allowed some Australian coal vessels to unload at major Chinese ports such as Caofeidian and Jingtang after the lunar new year, but only for humanitarian reasons and without granting customs clearance.

Spot seaborne trade slowed in early February before the lunar new year but rebounded as state-controlled mills resumed restocking after the holiday particularly for premium low-volatile grades. This came as hopes of Beijing lifting the import ban on Australian coal faded on increasingly strained ties between the countries.

The Argus premium low-volatile hard coking coal price delivered on a cfr China basis hit a two-year high of $220/t on 26 February but retreated to $214.95 on 31 March, as Chinese buyers held back because of higher cfr offers. The Argus premium low-volatile hard coking coal price on a fob Australia basis fell by 13pc to $110.50/t over the same period, with cfr China prices maintaining a premium of more than $100/t above fob Australia.

By Dylan Wong



China's coking coal imports000t
OriginMar-21Mar-20± %Jan-Mar 2021Jan-Mar 2020± %
Australia-4,370-100.0-14,745-100.0
Russia59037059.51,4321,3228.4
Canada1,200568111.21,9721,49831.6
US663134396.51,239238420.7
Other28514595.952927095.9
Seaborne total2,7395,587-51.05,17118,073-71.4
Mongolia2,167504,270.56,0832,726123.2
Total4,9055,637-13.011,25420,799-45.9
Source: China customs
 
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gocanoeing

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一个比较可靠的关于中国进口动力煤的报道,那是今年第一季度,中国海关统计动力煤进口和2020年同比数据。

2020年12月禁止澳洲煤炭后的2021年第一季度,中国2021年第一季度三个月进口的这类煤炭总数是去年2020年同期的54% (11254/20799), 几乎减半。
正常年份比如2020年第一季度,这类发电厂用煤的进口量,澳洲占全部进口的70.89% (14745/20799)

考虑报道的时候是今年4月远远早于目前煤炭危机的爆发,和数据采自中国海关数据,可信度还是挺高的。

Share:​

China's March coking coal imports rose to a five-month high as a rebound in shipments from Mongolia and surge from US and Canada offset much of the shortage from banned Australian imports.

China imported 4.91mn t of coking coal in March, down by 13pc from last year but up by 52pc from a 13-month low in February, according to Chinese customs data.

January-March imports declined by 46pc to 11.25mn t. China has banned coal imports from Australia since October.

US and Canadian coking coal imports surged to the highest levels since 2013. US imports gained nearly fivefold to 663,000t on the year, the highest since August 2013, while Canadian imports doubled to 1.2mn t on the year, the highest since September 2013. March seaborne imports tumbled by 51pc to 2.74mn t from a year earlier but rose by 84pc from February.

Mongolian imports recovered to 2.17mn t in March from 50t a year earlier when Covid lockdowns closed the border with China. Mongolian imports increased by 25pc from February as Chinese mills ramped up offtake after the lunar new year holiday, but a resurgence of Covid cases in the middle of March near the Ganqimaodu border is expected to weigh on imports in April. January-March imports from Mongolia rose by 123pc to 6.08mn t from a year earlier.

There were no Australian cargoes cleared by customs in March. Customs authorities allowed some Australian coal vessels to unload at major Chinese ports such as Caofeidian and Jingtang after the lunar new year, but only for humanitarian reasons and without granting customs clearance.

Spot seaborne trade slowed in early February before the lunar new year but rebounded as state-controlled mills resumed restocking after the holiday particularly for premium low-volatile grades. This came as hopes of Beijing lifting the import ban on Australian coal faded on increasingly strained ties between the countries.

The Argus premium low-volatile hard coking coal price delivered on a cfr China basis hit a two-year high of $220/t on 26 February but retreated to $214.95 on 31 March, as Chinese buyers held back because of higher cfr offers. The Argus premium low-volatile hard coking coal price on a fob Australia basis fell by 13pc to $110.50/t over the same period, with cfr China prices maintaining a premium of more than $100/t above fob Australia.

By Dylan Wong



China's coking coal imports000t
OriginMar-21Mar-20± %Jan-Mar 2021Jan-Mar 2020± %
Australia-4,370-100.0-14,745-100.0
Russia59037059.51,4321,3228.4
Canada1,200568111.21,9721,49831.6
US663134396.51,239238420.7
Other28514595.952927095.9
Seaborne total2,7395,587-51.05,17118,073-71.4
Mongolia2,167504,270.56,0832,726123.2
Total4,9055,637-13.011,25420,799-45.9
Source: China customs
与去年同比,三个月内就少进口了超过900万吨煤
 

茶马盐铁

我想看看自定义头衔到底能有多少字。继续加,看系统什么时候把这个字符串截断。呃,居然还有?那就继续吧。
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别说什么“对加拿大利好”了。为了一个孟晚舟,不仅抓了两个马克,还无中生有地编造谎言诬陷加拿大农产品有质量问题,用限制加拿大农产品进口来打击加拿大。这么无赖,谁还敢信任你,和你做生意?这样做只会逼着别人逐步实行产品转型和转市场。等你以后想买时,可能要通过第三者高价购买,或可能根本买不到。
无所谓, 你加拿大总得往外卖吧, 中国肯定要买吧, 中间肯定会有人愿意搭桥赚钱。 而中国根本不差这几个钱。

这头花出去了钱,买加拿大的农产品; 那一头十倍百倍的从加拿大又给赚回来了,因为加拿大要从中国买工业品。

对不起, 工业国对农业国的剪刀差就是这么无情。
 
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ert0000

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与去年同比,三个月内就少进口了超过900万吨煤

这也是侧面验证中国20年12月彻底禁止澳煤而留下的巨大缺口,可以看到在其他的煤炭出口国都增加了出口,但依然留下50%的缺口无法填补。

老G做决策的时候确实没有多看几步,在没有找到替代的情况下,错误地在自己处于绝对弱势的地方发动了反击。。。。 :buttrock:
 

茶马盐铁

我想看看自定义头衔到底能有多少字。继续加,看系统什么时候把这个字符串截断。呃,居然还有?那就继续吧。
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中国第一个LNG项目就是和澳大利亚。
土共动了煤,现在还没敢动气。
能源安全都保证不了,就别一天动不动禁这个禁那个。最后全部回到全国大炼钢铁时代?
标题是“每年对华出口380亿方!俄罗斯天然气价格降了”。主要内容是:Gazprom财务部负责人亚历山大·伊万尼科夫近日在接受采访时表示,该公司预计2020年天然气平均出口价格为133美元/千立方米,与2019年相比明显下降。中俄东线天然气管道每年对中国出口高达380亿立方米天然气,对我国这一天然气进口大国而言这无疑是一个好消息。

1633047382946.png


中俄有天然气管道。 应该就是为了取代澳洲的船运LNG。
 

ert0000

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和世界闹翻以前先得想想有那些命门在别人手里。不然打起来禁运也能把你拖垮

知道铜矿吧,大家都知道智利是世界最大的铜矿出口国, 但很少有人注意日本几大商社在智利铜矿中的投资和地位。。。。。

看看煤炭,铁矿,天然气,石油等等的大宗商品在世界经济仍然远远低于疫情前经济活动任然暗淡的时候 价格却飞涨

一场经济绞杀战正在进行中,,,,,,老G 正得清醒一点,,,,该斗的时候可以去斗,不该斗的时候别冒进。。。。
 

茶马盐铁

我想看看自定义头衔到底能有多少字。继续加,看系统什么时候把这个字符串截断。呃,居然还有?那就继续吧。
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知道铜矿吧,大家都知道智利是世界最大的铜矿出口国, 但很少有人注意日本几大商社在智利铜矿中的投资和地位。。。。。

看看煤炭,铁矿,天然气,石油等等的大宗商品在世界经济仍然远远低于疫情前经济活动任然暗淡的时候 价格却飞涨

一场经济绞杀战正在进行中,,,,,,老G 正得清醒一点,,,,该斗的时候可以去斗,不该斗的时候别冒进。。。。
人家日本人在智利有大量后裔。

当年也邀请中国人移民了, 我大清断然拒绝了。
 

阿土仔

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知道铜矿吧,大家都知道智利是世界最大的铜矿出口国, 但很少有人注意日本几大商社在智利铜矿中的投资和地位。。。。。

看看煤炭,铁矿,天然气,石油等等的大宗商品在世界经济仍然远远低于疫情前经济活动任然暗淡的时候 价格却飞涨

一场经济绞杀战正在进行中,,,,,,老G 正得清醒一点,,,,该斗的时候可以去斗,不该斗的时候别冒进。。。。
习大大一定要坚持到底,不用澳洲一块煤!坚持就是胜利!澳洲已经顶不住了,这时候谁能咬牙挺住,谁就能胜利!习大大千万不要受投降派的蛊惑!:evil:
 
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