be careful! Domestic mining enterprises should pay attention to market trends and respond well

Time:2023-02-20   Views:194

At a regular press conference held on August 17, the national development and Reform Commission responded to issues related to "double carbon" and dealing with commodity price fluctuations.

On how to implement the requirements of "correcting the campaign of 'carbon reduction' and first establishing and then breaking" mentioned at the recent meeting of the Political Bureau of the CPC Central Committee, Meng Wei, spokesman of the national development and Reform Commission, said that since this year, all regions and departments have actively promoted the work related to carbon peak and carbon neutralization, and achieved certain results. However, in the work, some places, industries and enterprises do have "Deviation" in their work focus, and the action measures taken do not meet the requirements of seeking truth from facts, respecting the law, proceeding step by step and breaking first, mainly in three aspects:

First, the goal setting is too high and divorced from reality. Second, the action to curb the "two highs" is weak. Third, the foundation for energy conservation and emission reduction is not strong. "These phenomena can be said to run counter to the original intention and requirements of carbon peak and carbon neutralization, and must be resolutely corrected." Meng Wei said that the national development and Reform Commission is working with relevant departments to formulate and improve the carbon peak carbon neutralization "1 + n" policy system. In the next step, we will establish correct guidance, refine policy requirements, pay close attention to work implementation, strengthen supervision, find and correct relevant problems in time, and ensure that the decision-making and deployment of the Party Central Committee and the State Council are not deviated and out of shape.

It is reported that the 2021 national energy conservation publicity week will be held from August 23 to 29 this year, with the theme of "energy conservation, carbon reduction and green development". During this period, we will promote energy conservation and carbon reduction of enterprises in key industries, make due contributions to promoting the comprehensive green transformation of economic and social development, carry out 100 activities to improve energy conservation and low-carbon standards, accelerate the formulation and revision of energy conservation and low-carbon standards covering energy efficiency, energy consumption quota, energy foundation and management, and provide strong support for energy conservation and carbon reduction and helping to achieve carbon peak and carbon neutralization.

On how to curb the blind development of the "two high" projects, Meng Wei said that the national development and Reform Commission has carried out special inspections with relevant departments to urge all localities to reduce more than 350 "two high" projects to be launched, reduce the new energy demand of 270 million tons of standard coal, and achieved preliminary results, but some prominent problems still need to be solved. In the next step, we will further improve and strengthen the "double control" system of energy consumption, formulate and issue a three-year work plan, guide all localities to do a solid, powerful and orderly job, resolutely curb the blind development of "two high" projects, resolutely take down the "two high" projects that do not meet the requirements, and accelerate the comprehensive green transformation of economic and social development.

After Japan, South Korea will double its rare metal reserves. Domestic mining enterprises should pay attention to the market trend and respond well!

Recently, the South Korean government held the 42nd Central Emergency Economic Countermeasures headquarters meeting and issued "rare metal industry development countermeasures version 2.0". The government has decided to double the reserves of important rare metals such as tungsten, molybdenum and rare earths to ensure 100 Angel consumption, and will excavate and cultivate 100 large core enterprises of rare metals by 2025. Previously, the average reserve of rare metals in the country could only be used for 57 days.

It is understood that the main rare metals imported by South Korea include silicon, nickel, lithium, palladium, molybdenum and titanium. The prices of these rare metals have increased by about 1.5-2.5 times in recent year. A relevant person from the Ministry of industry of South Korea said that at present, the demand for rare metals is rising sharply. There is fierce competition in the world to ensure these metals, but the storage and production are concentrated in some regions, and there has always been the risk of imbalance between supply and demand. Therefore, the government focuses on the establishment of a stable supply system for the development of rare metals industry.

Tektronix resources suspended the operation of Hailan Valley copper mine project after the resumption of production of trail smelter

Affected by the local wildfire risk, Tektronix resources suspended the highland Valley copper project in South Central British Columbia. The company evacuated its employees and said the wildfires did not pose a threat to the project's infrastructure.

Hailan Valley copper mine project is located 17 kilometers west of Logan lake. The project produces copper and molybdenum concentrates, and the guiding output this year is 128000 tons to 133000 tons.

Smoke from wildfires also affected the operation of the Terrell smelter. Previously, due to the poor air quality around, Tektronix resources closed the oxygen workshop of Terrell smelter on August 4 and stopped the lead smelting operation. The lead refining operation was carried out normally, and the zinc refining operation was carried out at 70% of the normal production capacity. At present, Terrell smelter is gradually resuming full capacity production. However, Tektronix warned that as long as the wildfire continues, there is still the possibility of further shutdown of the oxygen plant.

Tektronix resources has indicated that it will update the production guidance if necessary after the fire risk subsides.

Which of CPI and fed determines the final trend of gold?

The United States announced that retail sales fell 1.1% in July, which was lower than the expected and previous value. Unexpectedly, the short-term US dollar index quickly rose more than 50 points, while spot gold broke through the US $1780 / ounce mark, down more than US $15 from the daily high. Although gold fell in the short term, more and more people are bullish on gold.

Daniel pavilonis, senior market strategist at rjo futures, said that the strength of the US dollar has put some pressure on metals. What really affects the long-term trend of gold is inflation expectation.

The US consumer price index rose at an annual rate of 5.4% in July, consistent with the data in June. Seema Shah, chief strategist of principal global investors, believes that investors have been worried that the Fed is too relaxed about inflation pressure, and the latest CPI data will help investors alleviate this concern. Us CPI data pushed down US dollar and US Treasury bond yields, which helped push up gold prices.

"Refinement + intelligence" standardized management of hazardous wastes in Southeast copper industry takes advantage of "cloud"

Since the revision and implementation of the new solid waste law, Southeast copper has strengthened the standardized management of on-site hazardous wastes in line with the information management idea of "changing the system into a process, the process reflects the post, the post generates data, and the data determines the behavior". The exploration was organized in combination with such issues as how to make the site management of hazardous wastes more efficient, how to make the production and waste warehousing data more accurate, how to make the standing book records more standardized, and how to reduce the burden of the standing book of post operators.

By "learning from the Department of ecological environment of Fujian Province", Southeast copper actively benchmarked and inspected surrounding enterprises, made great efforts to promote the construction of the company's hazardous waste standardized management terminal by relying on the digital Fujian "ecological cloud 2.0" information construction project, and completed the installation of on-site facilities and equipment, data and information collection, networking to the platform, etc. in June 2021, Achieve the goal of intelligent environmental management of hazardous waste. Through two months of operation and use, hazardous wastes have realized "refinement + intelligence" in management in five links: generation, storage, transportation, reception, utilization and disposal.

One object, one code, whereabouts can be checked by "code". With the help of hazardous waste standardized intelligent terminal, Southeast copper has realized intelligent weighing, label standardization and account automation. The first step of hazardous waste generation is to weigh and code. Each package of hazardous waste is equipped with a unique bar code label. From generation, warehousing and storage to transfer and delivery, the whole link whereabouts and operation information are included in this small "code", forming a real, transparent, traceable and logical hazardous waste data chain. If a package of hazardous wastes is separated from the large team and is left in a corner or "lost contact" for no reason, the corresponding operator and flow route of hazardous wastes can be locked in one second by scanning the code or viewing in the management background, so that the "lost contact missing" hazardous wastes have nowhere to hide.

Ministry of ecological environment: promote the promulgation of the Interim Regulations on the administration of carbon emission trading as soon as possible

On August 18, the State Council Information Office held a press conference on building a beautiful China with harmonious coexistence between man and nature. In view of the operation of the national carbon market that has attracted much attention, Huang Runqiu, Minister of ecological environment, said that since its launch, the national carbon market has operated smoothly. In the month since the opening of the market, the cumulative trading volume of the national carbon market emission quota has reached 7.02 million tons, and the cumulative trading volume is 355 million yuan. He revealed that in the next step, the Ministry of ecological environment will work with relevant departments to further improve the system and promote the promulgation of the Interim Regulations on the administration of carbon emission trading as soon as possible.

Huang Runqiu said that carbon emission trading is a market means to control and reduce greenhouse gas emissions by using the market mechanism. It is also an institutional innovation and important policy tool to implement China's carbon peak goal and carbon neutralization vision. A month ago, the national carbon market officially launched online trading. In the first performance cycle, 2162 enterprises in the national coal-fired power generation industry have been included in the scope of the carbon market, covering a total of 4.5 billion tons of carbon dioxide emissions.

"Practices at home and abroad have shown that, compared with traditional administrative means, the carbon market can not only compact the responsibility of greenhouse gas emission control to enterprises, but also provide economic incentive mechanism for carbon reduction, reduce the emission reduction cost of the whole society, drive green technology innovation and industrial investment, and provide effective policy tools for dealing with the relationship between economic development and carbon emission reduction." Huang Runqiu pointed out that in order to steadily promote this work, local carbon market pilot projects have been carried out in Beijing, Tianjin, Shanghai, Chongqing, Hubei, Guangdong and Shenzhen since 2011, mainly to explore the institutional system of carbon market management. Through many years of pilot, we have accumulated valuable experience in carbon emission accounting, quota allocation, verification, performance and payment, and laid a good foundation for the start of the national carbon market.