Weekly News Digest

1. The National Development and Reform Commission has solicited opinions on the signing of the 2022 coal long-term association. The benchmark price may be raised to 700 yuan/ton, and the coal sector will rise.

The National Coal Trade Fair held on December 3 announced the draft for the implementation of long-term coal contracts in 2022. The draft was formulated by the National Development and Reform Commission, which clarified that the scope of signing the long-term coal agreement in 2022 will be further expanded, and coal production enterprises with an approved capacity of 300,000 tons and above will be included in the signing scope in principle; on the demand side, power generation and heating enterprises are required to 100% of coal consumption except imported coal has signed a long-term agreement.

2. Australia is also facing a shortage of urea, "there will be a big problem in February next year"

After South Korea, Australia is also facing a shortage of urea for vehicles. Vehicle urea is a necessary raw material for the exhaust gas emitted by diesel vehicles to meet environmental protection standards. The lack of vehicle urea solution (DEF, usually referred to by the brand name AdBlue) will prevent diesel vehicles except for some old models from going on the road, affecting the country's freight. , crop harvesting, power generation and other work.

3. International fertilizers are soaring, the Indian government panics: it is rumored that fertilizer subsidies will double next year

In order to avoid a fertilizer shortage in the country, the Indian government plans to increase fertilizer subsidies for 2021/22 to a record level of more than 1.55 trillion rupees (about 20.64 billion U.S. dollars) from March 31 next year, people familiar with the matter said. The number was almost double the previous fiscal year.

4. The international price of synthetic ammonia continues to rise

The natural gas shortage in Europe, the "power outages" and even the shutdown of factories have exacerbated the continuous shortage of global synthetic ammonia supply, and the price has continued to rise.

In the past one or two months, the production of synthetic ammonia in Southeast Asia will rebound, and the discussions in Northwest Europe will also increase. Although the international price may still hover at a high level, the increase is expected to slow down or even stop.

5. The United States postpones the imposition of sanctions on white potassium

The U.S. Treasury Department ordered on December 2 that the effective date of U.S. sanctions on imports of Belarusian potash fertilizers will be postponed from December 8 this year to April 1, 2022. Belarus Potash Corporation (BPC), one of the country's largest state-owned companies, was explicitly placed on the sanctions list. According to foreign media, the United States, the United Kingdom, the European Union and Canada have simultaneously increased sanctions on individuals involved in or involved in Belarusian potash exports, and further details are unclear.

6. National Development and Reform Commission: Do not regard fertilizer production enterprises as high-energy-consumption enterprises, and must not implement orderly electricity consumption!

Recently, the General Office of the National Development and Reform Commission issued a notice requesting that the demand for coal, electricity and gas for fertilizer production be effectively guaranteed. The notice proposes that coal enterprises should increase the supply of coal for fertilizer production, strictly honor existing contracts, and actively re-sign fertilizer coal contracts; except for force majeure factors, orderly use of electricity should not be implemented for fertilizer production enterprises, and fertilizer production enterprises should not be regarded as high energy consumption. Enterprises; strive to increase the supply of natural gas to fertilizer production enterprises.

7. Ministry of Industry and Information Technology: Strictly control new production capacity in urea, caustic soda, yellow phosphorus and other industries

Recently, the Ministry of Industry and Information Technology issued the "14th Five-Year Plan for Industrial Green Development" (referred to as the "Plan"). The plan pointed out that the new production capacity of urea, ammonium phosphate, calcium carbide, caustic soda, yellow phosphorus and other industries should be strictly controlled, and new projects should implement the same or reduced capacity replacement; Industrial energy-saving equipment such as waste heat and pressure recovery and utilization.

8. Domestic think tanks released the report "Ten Questions about American Democracy" to expose the hypocritical mask of American democracy

On December 6, the research report release and seminar of "Ten Questions about American Democracy" hosted by the Chongyang Institute for Financial Studies of Renmin University of China was held in Beijing. Representatives from more than 30 embassies in China, including the United States, and nearly 20 foreign countries in Beijing The media and more than 40 domestic media reporters attended the meeting. The research report "Ten Questions about American Democracy" has a total of 23,000 words. By combing and analyzing many American documents, it proposes ten questions about American democracy from the aspects of American institutional practice, national governance, social status, human rights and freedom, and international influence.

9. The United States, Australia, India and Japan did not sign the Olympic truce resolution, the Chinese representative to the United Nations: it can only make them more isolated

The 76th United Nations General Assembly unanimously adopted the Olympic Truce Resolution for the Beijing Winter Olympics, and 173 countries participated in the proposal, setting a new high in the number of countries proposed for the truce resolution in recent Winter Olympics. But the United States, Australia, India and Japan did not sign the Olympic truce resolution. China: Unpopular, it can only make them more isolated.

10. Be vigilant! At least 38 countries and regions appear

On December 3, local time, Maria van Kerkhove, technical director of the World Health Organization's health emergency program, said in Geneva that from what she had learned, the new coronavirus mutated virus Omicron strain has been found in at least 38 worldwide. Countries and regions have appeared, and related cases have been reported in six regions under the WHO.

The WHO recently pointed out that the risk of a global surge in infections caused by the Omicron strain is "very high" and could have "serious consequences" in some regions.