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As an important gas storage facility, gas storage is an important part of the natural gas supply chain. When gas consumption is low, the gas storage can store the excess gas in the natural gas pipeline system. When gas consumption is peak, natural gas can be extracted from the gas storage to supplement the shortage of pipeline gas supply. In my country's natural gas regulation It plays an important role in ensuring peak supply and energy supply. "In the 17 years since the Jintan gas storage was put into operation, a total of 40 gas injection and production wells have been put into production, with a cumulative gas injection and production of 13.2 billion cubic meters and a cumulative gas production of 5.8 billion cubic meters. This has effectively balanced the pipeline transmission pressure of the natural gas main pipeline network and ensured natural gas in East China. Stable supply." Zhao Gang, executive director and party secretary of the National Pipeline Group Energy Storage Technology Company, said that so far this year, the company's Wen 23 gas storage, Jintan gas storage and Liuzhuang gas storage have accumulated gas injection. It exceeded 3.49 billion cubic meters, a year-on-year increase of 21%. The completion rate of gas injection tasks exceeded 100%, and the warehouse has been fully stocked for winter. Zhu Yafeng, Secretary of the Party Committee of Jiangsu Datang International Jintan Thermal Power Company, said that as a downstream gas company, Jintan gas storage effectively guarantees the smooth operation of power plant units and ensures reliable supply of electricity and heat during critical periods such as peak summer and winter supply guarantees. . As the 2024-2025 heating season is approaching, the energy industry is currently increasing natural gas production and supply, making good use of peak-shaving resources such as gas storages and liquefied natural gas (LNG) storage tanks, as well as the role of "one national network" to consolidate energy security. Provide "confidence". ——Increase natural gas reserves and production. Since October 20, more than 20,000 gas wells in PetroChina Changqing Oilfield have been operating at full capacity, with the average daily natural gas production maintained at 130 million cubic meters, preparing resources for the upcoming energy supply guarantee; in the first nine months of this year, Tarim Oilfield has put 39 gas wells into production safely and efficiently. As of October 23, the gas well operating rate increased by 2.56 percentage points year-on-year, reaching the highest level in the past eight years. ——Raise liquefied natural gas resources from multiple parties. CNOOC takes advantage of the mutual guarantee and supply of imported LNG and domestic gas to carry out ship transportation and unloading, and its medium and high-level tank storage enters winter. On October 22, the cumulative export volume of liquefied natural gas from Yancheng's "Green Energy Port" exceeded 5 million tons, which can meet the gas needs of 39 million households for a year and help ensure the supply of natural gas in East China; Sinopec negotiates with foreign resource suppliers The LNG long-term delivery plan ensures stable performance of the contract, and economical LNG spot purchases are made in advance based on market demand. - Give full play to the role of "one nationwide network". At present, the Xinjiang section of the Fourth West-East Gas Pipeline (Turpan-Zhongwei) has been completed and put into operation. This pipeline is another east-west strategic energy channel following the first, second and third line pipelines of the West-East Gas Pipeline. It has an annual designed gas transmission capacity of 15 billion cubic meters, which will effectively enhance the overall gas transmission capacity of the West-East Gas Pipeline system. According to data from the National Bureau of Statistics, in September, the output of industrial natural gas above designated size was 19.3 billion cubic meters, a year-on-year increase of 6.8%; the average daily output was 640 million cubic meters; imported natural gas was 11.99 million tons, a year-on-year increase of 19%. From January to September, the output of industrial natural gas above designated size was 183 billion cubic meters, a year-on-year increase of 6.6%; the imported natural gas was 99.08 million tons, a year-on-year increase of 13%. Liu Wuxing, director of the Price Monitoring Center of the National Development and Reform Commission, recently stated at the Sixth Chongqing Oil and Gas Forum Winter Summit that since the beginning of this year, the construction of my country's natural gas production, supply, storage and marketing system has been continuously improved, and the work of ensuring natural gas supply has a good foundation, but it also faces many pressures. Effectively leverage price leverage to promote the orderly flow of resources and ensure safe and stable supply of natural gas. The National Energy Supply Guarantee Conference for the 2024-2025 Heating Season recently organized by the National Development and Reform Commission pointed out that during the 2024-2025 heating season, the national energy supply and demand are expected to be generally balanced, and energy supply can be effectively guaranteed. Significant results have been achieved in increasing oil and gas reserves and production. Natural gas resource preparations are relatively sufficient. Peak-shaving gas storage capacity has increased by 8 billion cubic meters compared with 2023. Gas storage facilities have completed gas injection tasks ahead of schedule. The above-mentioned meeting requires that all regions, relevant departments and enterprises must make every effort to ensure energy production and supply, continue to improve peak supply capabilities, do a good job in signing and implementing medium- and long-term energy contracts, strengthen energy supply guarantees for people's livelihood, and make every effort to ensure that the people have a warm winter.

With the continuous progress of the times, the rapid development of the building materials industry, and the difficulties and obstacles encountered in the development of the new building materials industry, new energy-saving building materials mainly include new wall materials, chemical building materials, new thermal insulation materials, building decoration materials, etc. Although there is market demand, in fact, the development of new energy-saving building materials is currently difficult due to cost and market restrictions and technical barriers. In fact, people's choice of building materials directly affects the development of energy-saving building materials. At present, in interior decoration, many owners are reluctant to spend money to use new energy-saving and environmentally friendly building materials products due to lack of awareness of energy conservation and environmental protection. As a result, the formaldehyde content in the decorated rooms exceeds the standard, which not only harms the owners' health and causes economic losses, but also causes Huge waste of material. Although new energy-saving building materials have the advantages of high technological content, low resource consumption, long service life, and less environmental pollution, the cost of use is not higher than that of ordinary building materials. However, in terms of market price, they do not have a competitive advantage. The production cost of energy-saving building materials is too high, making it difficult for these new products to lower their prices and become the darling of the market. For example, the new insulation material polyurethane rigid foam currently only accounts for less than 10% of its use in exterior wall insulation. Only a few large-scale real estate development companies that focus on brand building use polyurethane rigid foam exterior wall insulation systems. At this stage, the competition among most new building materials companies in my country is concentrated on mid- to low-end products. There are relatively few products with higher technical content, and competition in the high-end field is not fierce. The most obvious one is the plastic pipes and doors and windows industry. Currently, there is overcapacity and slowdown in market growth in mid- to low-end products across the country. Domestic plastic water pipes and pipe fittings are mostly general-purpose products. Pipes and pipe fittings with high usage requirements and high added value are rarely produced, which greatly limits their market application. The application of plastic pipes in high-end fields is only in its infancy. The main reason is that the industry lacks scientific and technological investment and insufficient technological innovation in saving energy and resources, which affects the improvement of the overall level of the entire industry. As for the PC transparent board market, which is favored by the market, due to high technical requirements, domestic companies are unable to achieve technological breakthroughs, and most of the market positions are occupied by foreign companies. At present, in the production and sales of plastic building materials such as wall interior and exterior insulation panels and roof waterproofing materials with high profit margins, production companies have short-sighted behaviors that are eager for quick success and quick gains, laying hidden dangers for the development of the industry. In addition, building energy-saving materials such as cement hollow bricks that replace clay solid bricks and clay hollow bricks have been widely promoted. However, such products also have problems such as insufficient strength and large construction differences that affect the quality of the project. In addition to the two major bottlenecks mentioned above, the relevant encouraging and supporting policies are incomplete, the building materials industry itself has problems such as low threshold for development, low concentration, disordered market competition, and the pressure on enterprises to move to high-tech and high-end markets. These are all important reasons why it is difficult for new energy-saving building materials to develop rapidly in a short period of time, and to grasp important development pulse and market opportunities. Promotion of thermal insulation materials cannot be “one size fits all” In recent years, fires caused by polyurethane foam, the exterior wall insulation material, have continued. Zong Licheng, a member of the National Committee of the Chinese People's Political Consultative Conference and vice chairman of the Shandong Federation of Industry and Commerce, submitted a proposal this year, suggesting not to fully promote polyurethane foam insulation materials. "Polyurethane insulation materials are extremely flammable and will produce highly toxic gases after burning." Zong Licheng said that polyurethane foam can be found in the CCTV building fire, the "11·15" fire in Shanghai, and the Shenzhen Dance King Club fire. . Zong Licheng said that since 2001, my country has made it mandatory for residential buildings to have exterior wall insulation. In 2007, it was stipulated that buildings without exterior wall insulation will not be inspected and accepted. “Relevant departments will not accept acceptance of buildings using other insulation methods. The one-size-fits-all approach promotes the use of polyurethane foam materials," Zong Licheng said. However, this insulation material is easy to deform, crack, and fall off, and may not necessarily be energy-saving and thermal insulation. In developed countries in Europe and the United States, the use of flammable insulation materials such as polyurethane foam has long been banned. Therefore, he suggested that it is not appropriate to promote the use of polyurethane foam boards for building exterior wall insulation and interior decoration to reduce building fire hazards. Various regions can achieve thermal insulation and energy saving by thickening walls, sandwiching perlite between walls, and sandwiching foam between walls according to the thickness of the local frozen layer.

Hassan Montazer Torbati, director of the Planning Department of the National Iranian Gas Company, said that Iran plans to increase its natural gas production capacity by 71% between now and 2025. According to the report, Torbati said that currently, Iran’s annual natural gas production capacity is 180 million cubic meters per day, ranking third in the world. The country will increase production capacity to 400 million cubic meters per day within four years. According to the report, Torbati said that the country will vigorously build its natural gas pipelines and plans to increase the length of natural gas pipelines from the current 36,000 kilometers to 45,000 kilometers in 2025. He said the country's natural gas industry requires $62.5 billion in investment.

Statistics from organizations such as the International Gas Union (IGU) and Wood Mackenzie show that a total of seven liquefied natural gas (LNG) projects around the world are scheduled to be completed and put into production this year. Among them, the production capacity of new LNG projects in Australia such as Gorgon, Gladstone and Asia Pacific alone exceeds 40 million tons. The increase in LNG production capacity will continue to reduce LNG prices in Asia, and at the same time bring intense pressure to compete for market share in the Asian market. For China, the continued growth of LNG production capacity may have more benefits than disadvantages and will reduce operating costs for domestic oil companies. international impact The seven LNG projects are: Algerian National Petroleum Company's Alze project in the country, ExxonMobil's Papua New Guinea project's second liquefaction production line, ExxonMobil's Australian Gorgon project's first liquefaction production line, British Gas Group The second liquefaction production line of the Queensland-Curtis project in Australia, the first liquefaction production line of the Gladstone project of Australia's Santos Company, the first liquefaction production line of the Australia Asia-Pacific project of ConocoPhillips and other companies, and the Donggi Senoro project in Indonesia. These seven projects will have a greater impact on the global natural gas supply market in 2015. From the perspective of supply and price, the seven major LNG projects have huge production capacity after being put into operation, which may lead to an oversupply of LNG in the future. Against the background of relatively weak LNG market demand due to the current weak global economic recovery, the growth of LNG market supply will inevitably lead to lower prices. The market generally believes that the Asian LNG market price may drop by as much as 30% in 2015. From a market perspective, with the exception of the Alzer project, other LNG projects are mainly concentrated in Australia and Southeast Asia, and their supply target markets are China, Japan, South Korea, India and other countries. However, the LNG import volume of major Asian consumer countries has shown a weak growth in 2014: South Korea's LNG import volume fell sharply by 9% compared with 2013; China's LNG import growth rate dropped from 23% in 2013 due to factors such as economic slowdown. It dropped to 14% in 2014, which is far lower than market expectations; India's LNG imports increased slightly by 2% compared with 2013. The lack of receiving devices is the main reason that limits the substantial growth of its LNG imports. Therefore, the new LNG production capacity will bring fiercer market share and price competition to the Asian natural gas market. From the perspective of oil companies, the continued increase in global LNG production capacity will have an impact on the adjustment of their production operations and development strategies. First of all, the continued growth of newly built production capacity has caused the global LNG market price to show a downward trend. Petroleum companies are facing greater market pressure in developing LNG resources, and their enthusiasm for investing in LNG in the future has been significantly reduced. British Gas Group has announced a significant reduction in investment in LNG projects; Petronas has also repeatedly stated that it will work hard to reduce expenditures on its Canadian Northwest Pacific LNG project. Secondly, the continued increase in global LNG production capacity will amplify its disadvantages such as large initial investment and long return cycle. During the current period of continued low international oil prices, in order to recover funds, maintain good financial performance, and attract the attention of investors, some oil companies have also chosen to divest LNG projects as non-core assets. Apache Petroleum Company withdrew from the Kitimat LNG project in British Columbia, Canada in 2014. Impact on China While China's economy continues to develop rapidly, the energy to support the economy is relatively scarce and the structure is relatively simple. Global LNG production capacity continues to grow and prices continue to fall, which will help China increase LNG imports and consumption. It will also play an important role in optimizing the energy structure, solving the dual problems of energy supply security and ecological environmental protection, and achieving sustainable economic and social development. At the same time, the growth of global LNG production capacity provides a good external environment for China to further introduce and utilize LNG resources, and is also conducive to the diversification of natural gas imports. From a price perspective, China's LNG import costs have been relatively high in recent years, putting great pressure on oil companies. The increase in global LNG production capacity and the lowering of Asian market prices will reduce the burden on Chinese LNG importing companies and make profits. Taking CNOOC as an example, the actual LNG import volume in 2013 was as high as 13.01 million tons, and the LNG import capacity will reach 40 million tons in 2015. Lower LNG prices can save the company a lot of costs. In addition, the average LNG import price of PetroChina in 2013 was US$846.89/ton. Due to the inversion between domestic gas prices and imported gas prices, PetroChina suffered a loss of 20.281 billion yuan in imported LNG that year. Lower imported LNG prices in the future will make up for the losses to a certain extent. China imports natural gas mainly through two methods, namely maritime and onshore pipeline transportation. In 2014, China imported 31 billion cubic meters of pipeline gas, accounting for 52.5% of total natural gas imports, mainly natural gas from Turkmenistan, with a small amount imported from Uzbekistan, Myanmar, and Kazakhstan. From the perspective of imported resources, imported pipeline natural gas and LNG are equally matched; from the perspective of import prices, the pricing of the two also refers to each other. During the most critical period of China-Russia natural gas negotiations on the eastern route in 2014, Russia repeatedly blew the whistle, claiming that its price was far lower than the LNG import price along the eastern coast. In fact, due to the homogenization of natural gas market consumption, there are differences in the pricing mechanisms of pipeline gas and LNG. Changes in one of the prices will inevitably lead to changes in gas prices in the entire consumer market. Therefore, the increase in global LNG production capacity will lead to a lower price of imported LNG in China, which will be transmitted through the internal pricing mechanism of the consumer market, which will help promote the overall reduction of China's natural gas market price. In recent years, with the success of the U.S. shale gas revolution and the active promotion of its experience around the world, China has also attached special importance to the development of shale gas resources. However, in terms of development costs, China is much higher than the United States, and it needs to rely more on national policy support and a relatively high natural gas market price environment. As global LNG production capacity growth drives down imported gas prices, China's natural gas market prices are expected to continue to fall, which is not conducive to creating a market environment suitable for the development of shale gas. In addition, consumption areas such as Guangdong and Shanghai are currently important gas transmission target markets for resource areas such as Sichuan and Chongqing in the future. However, international LNG prices continue to fall. The former prefer to import LNG with flexible purchase and sales. The market space for the future development of shale gas may be affected by Influence. Therefore, in order to reduce the adverse impact of global LNG production capacity growth on China's shale gas development, attention must be paid to coordinating supply resources and market demand.

The situation of "dump trucks" that raise dust and seriously pollute the environment when driving may be improved in Shenzhen in the future! Shenzhen will take 2-3 years to eliminate all open diesel dump trucks currently operating on the road and replace them with sealed ones intelligent muck trucks, and will encourage the use of LNG (liquefied natural gas) vehicles through government subsidies and other means. This reporter learned this from the recent LNG new environmentally friendly muck truck technology exchange meeting jointly hosted by Shenran Clean Energy Company and Shaanxi Automobile Heavy Truck. According to preliminary statistics, there are currently more than 7,000 dump trucks in Shenzhen. After dump trucks use LNG, the emission of harmful gases can be reduced by 85% compared to diesel. If each vehicle travels 200 kilometers per day, the emission of harmful exhaust gases can be reduced by 40 tons per year, and the consumption of diesel can be reduced by 30,000 liters per year. As early as September 2013, Shenzhen proposed to promote the use of LNG trucks in the Shenzhen freight industry. The relevant person in charge of the Shenzhen Municipal Transportation Commission revealed to reporters on May 31 that there are currently close to 2,000 LNG trucks in Shenzhen. "Currently, all the dump trucks running on Shenzhen's roads are diesel trucks, which bring many problems to the environment." The person in charge said that through inspection and research, they found that sealed intelligent muck trucks, especially sealed intelligent ones, LNG muck trucks are the future promotion direction of Shenzhen. The domestic manufacturer Shaanxi Automobile Heavy Truck has launched the "LNG urban construction enhanced version of the muck truck". According to reports, this new LNG environmentally friendly muck truck has an environmentally friendly folding top, "no spilling during the entire process", "self-cleaning without dust accumulation", and improved exhaust emission standards, which can effectively reduce air pollution sources and is specifically designed to improve and enhance Shenzhen's atmospheric environment. Launched for quality, it is the first of its kind in China. The person in charge of the above-mentioned Transportation Commission said, "We will strive to use 2-3 years to eliminate all open diesel muck trucks currently operating on Shenzhen's roads and replace them with sealed intelligent muck trucks. It is recommended to use LNG models." According to him, in order to encourage the use of LNG vehicles in the road freight industry, Shenzhen will subsidize newly purchased LNG trucks this year at a standard of 20,000 yuan/vehicle, plus a subsidy of 15,000 yuan/vehicle from the Ministry of Transport. Will receive a subsidy of 35,000 yuan/vehicle. However, it should be reminded that Shenzhen’s subsidy of 20,000 yuan covers a total of 15,000 subsidized vehicles on a “first come, first served” basis. Shenran Clean Energy Co., Ltd. is a wholly-owned subsidiary of Shenzhen Gas Group. Xia Ronggang, general manager of the company, said that they will speed up the Shenzhen dump truck oil-to-gas project. In the near future, skid-mounted liquefied natural gas refueling stations will be constructed in the residual sludge storage sites, landfills and incineration plants to facilitate refueling of LNG vehicles.

In the heavy truck market since 2015, good news has been hard to find. From January to April, the year-on-year decline of the entire market reached 34%, and the decline of the gas vehicle segment reached an astonishing 50%. The table below shows that the output of the natural gas heavy truck market from January to April was only 5,400 units, a 50% decrease from 10,800 units in the same period last year. Moreover, since the cumulative decline of the natural gas heavy truck market from January to March is 45%, this means that the decline of the natural gas heavy truck market continues to expand. Analysis by the First Commercial Vehicle Network believes that the decline of the natural gas heavy truck market is mainly due to two reasons. The first is the decline of the "broad market". In 2015, the domestic heavy truck market can be said to have suffered the most severe decline since 2013. From January to April, the cumulative sales of the heavy truck market were 193,300 units, a significant decrease of 34% from the 290,800 units in the same period last year. A net decrease of Sales volume is close to 100,000 units. There are many reasons for the sharp decline in the heavy truck market. The most important ones are the continued deceleration of the macro economy and the continuous decline in the growth rate of fixed asset investment. The author has made a detailed analysis before and will not go into details here. As a market segment of the heavy truck industry, the sharp decline of natural gas heavy trucks is understandable due to the downturn in the logistics and transportation market and the extremely low demand for car purchases. The second reason for the decline in the natural gas heavy truck market is that the spread between gas prices and oil prices does not have a clear advantage for the time being. According to statistics, from the beginning of 2014 to the present, domestic oil prices have been adjusted a total of 27 times, including 9 upward adjustments (5 occurred in 2015 and 4 in 2014) and 18 downward adjustments. Overall, the price of oil has increased The level is much lower than at the beginning of 2014. Taking No. 0 diesel in Beijing as an example, the diesel price after the reduction on January 11, 2014 was 7.71 yuan/liter, and the diesel price after the reduction on October 18, 2014 was still above 7 yuan (7.04 yuan/liter); arrive On January 27, 2015, the lowest price of No. 0 diesel reached 5.40 yuan/liter. On May 12, 2015, the latest round of price increases was 6.33 yuan/liter, which was still lower than the price in most of 2014. Although the price of vehicle LNG has also been adjusted during the same period, it is relatively stable compared with oil prices. You must know that the purchase price of natural gas heavy trucks is much higher than that of diesel heavy trucks. The greater the price difference between LNG and diesel (the higher the price of diesel, the lower the price of LNG), the stronger the driving force for users to purchase natural gas vehicles. In 2014, the overall price of diesel was still relatively high. The price difference between gas and diesel was large. Users recovered the purchase cost quickly. In addition, factors such as the general increase in the price of National IV diesel vehicles drove the natural gas heavy truck market to increase by 37% year-on-year in 2014; by 2015 In 2016, the price difference between gas and diesel has narrowed, and users’ desire to buy natural gas heavy trucks has naturally been greatly reduced. Shaanxi Automobile continues to top the list, and the market is unlikely to see much improvement throughout the year. From the perspective of the market structure, Shaanxi Automobile continues to maintain its position as the No. 1 natural gas heavy truck market. The company has been the leader for many consecutive years. From January to April, Shaanxi Automobile produced 1,396 gas vehicles, with a market share of 25.7%; it was followed by Dongfeng and FAW, which produced 1,043 and 698 vehicles respectively, with a market share of 19.2% and 12.9%. However, the production and sales entities in Dongfeng Motor's system are relatively complex. Some natural gas trucks are small-tonnage medium-heavy trucks and medium-light trucks. If these factors are excluded, the performance of Dongfeng's large-tonnage gas-fired heavy trucks is still not as good as that of FAW. The fourth-placed Foton Motor (including Foton Daimler) produced 443 natural gas heavy trucks from January to April, ranking fourth with China National Heavy Duty Truck, with both market shares of 8.2%. The cumulative output of Valin Xingma is 257 units, with a market share of 4.7%; the output of JAC natural gas heavy trucks is 190 units, with a market share of 3.5%. Overall, judging from the current situation, it is difficult for the natural gas heavy truck market to see a major turnaround in 2015. A double-digit decline for the whole year is almost certain, and the extent of the decline will depend on whether the overall market can pick up in the second half of the year. , as well as the speed and number of diesel price increases.

From May 7th to 9th, 2015, the 16th China International Natural Gas Vehicles and Gas Station Equipment Exhibition (hereinafter referred to as NGV China) was grandly held at the China International Exhibition Center (New Hall). It has been successfully held for 16 times so far. This exhibition has 600 companies from more than 30 countries and regions participating, 40,000 professional visitors, and an exhibition area of ​​90,000 square meters. This exhibition showcases the latest developments and development trends in the international natural gas vehicle and gas station equipment industries in the 21st century. The booth of Nanjing Dingri New Materials Co., Ltd. is located at booths 4166 and 4167 in Hall E3. Our company displayed a variety of exhibits at this exhibition to attract a wide range of exhibitors. There was an endless stream of new and old customers, and the scene was lively.

Nanjing Dingri New Materials Co., Ltd. will participate in the China International Natural Gas Vehicles and Gas Station Equipment Exhibition at the China International Exhibition Center (New Hall) in Shunyi District, Beijing from May 7th to 9th. The booths are located at 4166 and 4167 in Hall E3. The booth area is 24 square meters in total. Everyone is welcome to visit.