The power outage has not only crippled people’s normal lives, but the electricity company has extended its reach to production plants and the flow of liquidity and the economic vein. In recent days, we have witnessed widespread power outages in cement and steel factories. These power outages destroy arc furnaces. With each power outage of steel factories, the losses of billions of tomans will be the income of these groups. If these producers are the private sector, which is a bad thing, the unemployment and economic crisis will erupt in the country. Looking at the market these days is accompanied by confusion and anger, as if no one is thinking about the steel chain and the prosperity of this market in this critical period of the country. We will deal with this issue in the following. Please be with Artan Press.
*** The problem of industrial power outage after residential units
Tavanir Company, which considers the power outage project of residential units as successful, has reached the electricity of steel and industrial factories in a strange action. In this regard, the order to stop the activity of receiving steel and cement factories from the electricity network has been notified to the electricity distribution companies and regional electricity companies. This issue has been done without the possibility of damaging the volume of damages to the economic enterprises in this field.
This will increase the accumulated losses of steelmakers and lead to the growth of steel prices in that inflamed market. The question is, who wants to buy steel at these prices? Is the project profitable enough for someone to enter it and get all these overhead costs out of it? This severe restriction has been applied since July 6, and Tavanir has announced that those companies that do not comply with the restriction will lose their electricity. Will be disconnected until further notice. This is a top-down approach to an institution that in these circumstances unties the knot of the system’s economic problems.
*** Tavanir expressed concern about the power outage in the current situation
Tavanir has announced this issue in a letter to industrialists and economic activists in the field of steel and cement. According to the letter, it is necessary to stop the main process of steel and cement subscribers with a maximum power received from the network of 10% from Tuesday. If these industries do not cooperate, their power will be cut off until further notice. will be. The steel and cement industries can stop their production and make repairs for the current period of 2 to 3 weeks, on the other hand, they can benefit from the facilities of the electricity industry after the peak load time.
The question is, has anyone thought about how much the 10 percent capacity of steel production in the current situation can disrupt the market order? Why should the market be emptied for companies like Khuzestan Steel, which has its own power plant and claims that it can supply domestic steel? What is the guarantee for the offered prices of Mobarakeh Steel in the Commodity Exchange and Steel Market that they will not use this opportunity to compensate for their losses until the end of the summer? These are questions that have occupied the minds of many people in the market.
*** Voluntary right to cut off industrial power!
Before entering the peak period, it was planned for the industries to voluntarily reduce their consumption during the peak period. It depends on what we mean by volunteering. Which company is willing to cut off its electricity at the peak of global steel market prices? Does this approach have an operational aspect to it? It is clear that this model of planning is doomed to failure.
It is worth mentioning that we have heard that most of the major steel producers in the country have their own power plants, and in this regard, there is not much to worry about in terms of steel shortages in the country; Only in the middle of the major industries that will suffer from the order to stop 90% of Tavanir electricity consumption; Apparently, most of the smaller producers in the sector will be really private. This issue can create an energy rent in Iran’s steel industry.
*** Offer maintenance to industries in the event of a power outage
Mostafa Rajabi Mashhadi asked the steelmakers to include the maintenance phase in their production program. Mostafa Rajabi Mashhadi, spokesman for the electricity industry, while pointing out that the distance between electricity production and consumption has become very large, said: “It was planned before entering the peak load period that the industries would voluntarily consume their consumption during the peak consumption period.” The spokesman of the electricity industry, stating that some industries did not voluntarily reduce consumption to the required ceiling, stressed: In this regard, the facilities and repairs provided to the maximum electricity sent to the industry to 10%. Reduce consumption.
Rajabi Mashhadi in the end, noting that this project will be implemented for all large, medium and small industries of steel and cement, said: the scope of the project is related to all steel and cement industries and both public and private sectors should use their electricity consumption in the form of Reduce this plan from 3 Saturday.
*** Changing the commercial game of marjoram under the pretext of energy crisis
Limiting the working hours of steel and cement companies in the current situation and in the summer season, which is the peak of the market boom of these two industries, is an oppression that has been imposed on this area due to the power outage problem. These days, steelmakers are required to reduce electricity consumption by up to 80 percent during peak hours, from 12 noon to 9 p.m. This 80% limit for steel industry activists means a complete cessation of the production cycle. However, the electricity company has announced that it will provide energy subsidies to these industries later, which is not attractive to producers with the change of government in the summer. On the other hand, the peak of construction activities in It is summer. Missing this opportunity could seriously challenge the recession in the housing and construction sector.
*** For a power outage crisis, one must look for its source
It seems that the problem of power outages and inefficiency of consumption is outside the industrial and steel factories. Wrong monitoring and bias in the hypotheses about electricity consumption have caused policymakers to go astray. Continuation of this process will cause the producers to waste time and bear the costs of this wrong decision. While fixed production costs remain stable; In such cases, such costs will be imposed on the company’s performance. Iran Electricity Network Management Company informs about the power outage in advance, but the companies are in an imposed situation and it is not possible to achieve a planned action from this information. Although there is no doubt that a sudden power outage will cause far more serious damage to the industry, it must be emphasized that information is not the answer.
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