Research on needle coke market in china the double carbon background

Under the background of "double carbon", the development of needle coke industry has two propositions. First, how to transform and upgrade to a greener and low-carbon direction; Second, how to support other industries to achieve green and low-carbon.

(1) Formulate policies to encourage and support qualified petrochemical enterprises to transform from petroleum processing to oil product needle coke co production

Many needle coke units in China belong to the downstream industries of oil refining enterprises. When formulating the action plan for energy conservation and carbon reduction in the oil refining industry, we should recognize the important role of needle coke industry in the downstream steel and battery industries, and fully consider the actual contribution of needle coke production and application to energy conservation and carbon reduction in the whole society. Therefore, the energy consumption and emission indicators of oil refining enterprises with needle coke capacity or planning new needle coke projects should be appropriately relaxed, Encouraging qualified oil refining enterprises to build, renovate and expand needle coke projects, and transforming the industrial structure from simple oil processing to oil product needle coke co production can not only reduce energy consumption and emissions of oil refining enterprises, but also provide important raw materials for energy conservation and carbon reduction in downstream industries.

(2) Achieve the transformation and upgrading from fuel to materials under the goal of carbon peaking and carbon neutralization

In March 2021, the Fourteenth Five Year Plan for National Economic and Social Development of the People's Republic of China and the Outline of Vision Goals for 2035 adopted at the Fourth Session of the 13th National People's Congress clearly set forth the "Fourteenth Five Year Plan" development goals: "reduce energy consumption per unit of GDP and carbon dioxide emissions by 13.5% and 18% respectively", "improve the double control system of total energy consumption and intensity, and focus on controlling fossil energy consumption".

Industry and transportation are the low-carbon transformation fields clearly proposed in the "Fourteenth Five Year Plan" development goals. In order to achieve the goal of carbon peak and carbon neutralization, the focus is on energy conservation and emission reduction of fossil energy. The goal of traditional petroleum refining and coal tar processing is to improve the quality and yield of oil products, but this is the energy conservation and emission reduction of fossil energy. The goal of traditional oil refining and coal tar processing is to improve the quality and yield of oil products, but only this proportion can truly realize the energy conservation and emission reduction of oil refining and coal tar processing enterprises.

(3) Forming the whole industry integration of raw materials, needle coke and downstream products

The production raw materials and consumer market of needle coke are concentrated in China, and the downstream products of the entire industrial chain have strict standards and customization requirements for upstream products. The production efficiency of each product in the industrial chain needs to be improved. Therefore, the industrial chain should be integrated to form a full industrial production enterprise of stone oil refining/coal tar processing needle coke graphite electrode/lithium ion battery cathode, and eliminate industrial barriers between upstream and downstream, Further improve overall efficiency and benefit.

(4) Attach importance to scientific and technological innovation, optimize the industrial structure, and strengthen the dominant position of enterprises in innovation

The Decision of the Third Plenary Session of the 18th Central Committee of the Communist Party of China clearly pointed out: "Establish a collaborative innovation mechanism between industry, university and research, strengthen the dominant position of enterprises in technological innovation, give play to the role of large enterprises as the backbone of innovation, stimulate the innovation vitality of small and medium-sized enterprises, promote the market-oriented and entrepreneurial reform of applied technology research and development institutions, and build a national innovation system." We should support needle coke enterprises with innovation ability to develop better through policies such as incentives and subsidies, tax incentives, talent introduction, school enterprise cooperation, encourage needle coke enterprises to carry out research and development of high-end products and new products, gradually cultivate enterprises' awareness and ability of scientific and technological innovation, establish their own innovation team and scientific research platform, and truly give play to enterprises' dominant position of innovation.

(5) Strive to achieve green, low-carbon and environmental protection in the production process

In June 2019, the Ministry of Ecology and Environment issued the Comprehensive Treatment Plan for Volatile Organic Compounds in Key Industries, It is mentioned that "effectively implement the treatment of VOCs in catalyst regeneration waste gas and oxidation tail gas, and strengthen the treatment of VOCs in sour water tank, delayed coking, synthetic rubber, synthetic resin, synthetic fiber and other process processes", "promote the transformation of delayed coking units in key areas to implement closed decoking (including closed coke cooling water and coke cutting water)", in order to avoid such criticisms as "emissions first and then emissions reduction", "large emissions and small emissions reduction", The needle coke industry should pay attention to the pollution emission and energy consumption in the production process, especially in view of the past problems such as open coking, dust emission, insufficient CO combustion of heating furnace gas, sudden increase in electricity consumption for intermittent operation, etc., the closed coke removal, remote detection of full flow emissions, negative pressure collection of powder and multi-stage dust removal, online analysis of CO content in heating furnace gas Intermittent operation, off peak power consumption and other technical transformation and upgrading. The needle coke market policy guidance and analysis, welcome to pay attention to us.