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This post was last edited by jordan569 at 2013-1-6 23:25 Coal Chemical Industry: Leading methanol gasoline into a new era In the next few years, my country's coal chemical industry, especially the coal gasification branch industry, will enter a stage of rapid development. Alternative energy and industrial chain extension will provide unprecedented development opportunities for companies in the industry. In the coal-based alcohol ether industry, we are optimistic about companies with rich experience in chemical production and relatively advanced coal gasification polygeneration technology. With the introduction of methanol gasoline standards, we predict that 2008 will likely be the first year of the methanol alternative energy era in my country, and some regions will be the first to enter the methanol alternative energy era. The demand for methanol gasoline and traditional downstream chemicals will drive my country's methanol consumption to an average annual growth rate of 16.6% from 2007 to 2012, while domestic supply is growing rapidly. Although domestic methanol may face oversupply in 2008, supported by high natural gas prices in the international market and rising domestic coal costs, we expect domestic methanol prices to remain relatively high. Since the methanol content in M85 high-proportion methanol gasoline for vehicles reaches 85%, the car's engine and gas station facilities must be modified accordingly. And according to the coal-based alcohol ether industry association, my country's M85 product standards will be launched before M15, so we expect that M85 high-proportion methanol gasoline for vehicles will be used in specific vehicle ranges, such as urban bus lines. Since the M15 methanol gasoline standard was only launched in the second half of 2008, it is expected that M15 may be gradually promoted in my country in 2009. There are many investment opportunities in the coal-based alcohol ether industry. Facing good development opportunities such as methanol, we believe that the following three types of companies engaged in the development of these products may have investment opportunities.: Large coal companies, such as China Shenhua, Yanzhou Coal, etc. Relying on their abundant and low-cost coal resources and abundant funds, these leading coal companies have the strength to carry out large-scale coal chemical plant construction (including millions of tons of coal-to-liquid projects and more than 200,000 tons of coal-to-methanol projects). Once successfully operated and produced qualified products, their performance will improve to a certain extent. Companies with rich experience in chemical production and relatively advanced coal gasification polygeneration technology, and close to upstream resources, such as Hualu Hengsheng, Liuhua Co., Ltd., and Yunwei Co., Ltd. also have greater opportunities. In addition, new entrants relying on local abundant coal resources and low-cost advantages, such as Lanhua Science and Technology, Shanxi Coking, Antai Group in Shanxi Province, and Yuanxing Energy in Inner Mongolia, etc. (source: China Finance Network) .Note $ #, $ $