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Coal capacity reserve system established the National Development and Reform Commission and the National Energy Administration issued implementation opinions, planning to initially establish a coal capacity reserve system by 2027, with the goal of forming a schedulable capacity reserve of about 300 million tons per year by 2030. This measure aims to enhance the flexibility of coal supply, reduce the impact of cyclical fluctuations in the industry, improve emergency support capacity, and ensure a stable energy supply.
"Reserve capacity" non-new coal mine project reserve capacity is reserved on the basis of conventional capacity, which is used for peak regulation. It will be released according to the national unified dispatch in the state of emergency, synchronized with conventional production capacity. The proportion of reserve capacity in coal mine design capacity is divided into 20%, 25% and 30%, in order to meet different needs.
The reserve capacity needs to meet specific conditions. The mining area should have convenient external transport conditions and sufficient transport capacity, and the products are mainly used for power generation, heating and energy use for people's livelihood. Give priority to supporting large-scale modern coal mines in the five major coal supply guarantee bases. Commercial coal produced by coal mines with reserve capacity will be uniformly dispatched by the state.
Release of reserve capacity according to the change of supply and demand in the balance of supply and demand, the reserve capacity of coal mines is produced according to conventional production capacity. When supply and demand are tight, the relevant state departments will uniformly dispatch reserve capacity and determine the release area and scale, so as to ensure security and balance between supply and demand.
The forward-looking capacity reserve policy of the capacity reserve policy reflects the judgment that the current capacity utilization has reached its limit and is formulated to cope with future demand changes. The enhancement of supply elasticity helps to reduce price fluctuations, improve the stability of the industry, and promote the valuation of the coal industry.
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