Coal industry ushered in the elimination of the season

This year, coal has entered the “winter season”. Some economists think this is the relationship between spear and shield, but the author confirms that it is more often that they are in conflict with each other, and that the components of mutual conversion are mostly. And in the middle there is still a "failure of elimination at the end of the weak." When production dominates, disadvantaged consumers are eliminated; when consumption dominates, weaker producers are eliminated. This benign law is conducive to the ultimate development of the market.

This year, as the "golden period" for coal development is gradually eroding its halo, the market has gradually changed to a demand-led direction, and not only domestically, but even the international coal market has also been severely hit. International coal companies are Reducing the country’s storage capacity is eager to choose exports, and China is also among them. However, exporting regardless of actual market demand will inevitably lead to a new round of crazy decline in coal prices, and the final result of the price war will inevitably be a bloodshed. However, even with such cruel results, many coal companies have to choose to continue their battles, because now there is no way to go beyond clearance.

With the large-scale exploitation of shale gas in the United States, the next step will inevitably be large-scale export. In the same way, a series of new energy sources such as natural gas and solar energy gradually emerge on the stage. Do you still think this is just a simple energy conversion? Wrong, this is already a new round of energy, or the fourth industry. The once-pervasive coal, under such impact, had no choice but to leave the altar.