Core Insights - The local power supply in the Democratic Republic of the Congo (DRC) is insufficient to meet the growing energy demands of the mining industry, leading to frequent power outages and limitations on production [2][4][5] - The KFM copper-cobalt mine, operated by Luoyang Molybdenum, has a production capacity of over 650,000 tons of copper annually and is exploring alternative power sources to ensure stable operations [2][8] - The DRC-Zambia copper-cobalt belt is the largest sedimentary copper-cobalt mineralization area globally, with significant reserves of copper and cobalt [2] Power Supply Challenges - Since 2021, local mining capacity has surged from 1 million tons to over 3 million tons, but the power grid cannot support this demand [3] - The copper and cobalt extraction processes are highly energy-intensive, with electricity consumption accounting for 60%-70% of the production process [3][7] - The DRC's electricity generation heavily relies on hydropower, with installed capacity increasing from 2,700 MW in 2021 to approximately 3,200 MW in 2023 [3] Mining Operations and Costs - Mining companies are facing challenges due to the inability to secure hydropower, leading to reliance on costly diesel generators and solar storage systems [5][10] - The cost of electricity for mineral development accounts for 20%-30% of total operating costs, with metal mining electricity costs ranging from 15%-25% [7] - Luoyang Molybdenum's KFM mine reported a revenue of approximately 31.4 billion yuan in the first half of the year, with a projected annual revenue of 50.6 billion yuan for 2024 [8] Equipment and Maintenance - KFM has implemented a strategy to optimize equipment selection and develop production plans based on varying power loads to mitigate the impact of power outages [11][12] - The mine has procured 13 diesel generators to ensure power supply during outages, with diesel generation costs being 2-3 times higher than normal electricity costs [10] - Equipment management includes maintaining a safety stock of critical components and utilizing local production capabilities to reduce operational costs [16] Talent and Training - There is a significant shortage of skilled personnel for operating electrical equipment in the DRC, necessitating the import of both equipment and expertise [17][18] - Luoyang Molybdenum is investing in local talent development through training programs led by Chinese technical staff [18] Future Developments - To address long-term power supply issues, Luoyang Molybdenum is constructing a 200 MW hydropower station near the mining area, expected to begin operations in 2028 [18]

据了解，为积极应对迎峰度夏大负荷用电需求，国网重庆市电力公司密切关注气象变化，滚动研判电力 供需形势，全力统筹内发外购资源，从川渝、疆渝、鄂渝等通道输送外购电近1000万千瓦，全力保障电 力供应。 （文章来源：新华社） 记者从国网重庆市电力公司获悉，8月5日下午，重庆电网负荷达到3028万千瓦，为今夏以来第四次创历 史新高，较去年最高用电负荷提升191万千瓦，增长了6.7%。 据悉，重庆最大用电负荷从2010年突破1000万千瓦到2018年突破2000万千瓦，花了8年时间，从2000万 千瓦到突破3000万千瓦，又花了7年时间，15年间的用电负荷稳步提升，折射出重庆经济社会稳定发展 的良好态势。 ...

央视网消息：在8月1日召开的国家发展改革委新闻发布会上，相关负责人介绍，今年以来，全国最高用电负荷已经连续四次创历史新高，最高达到 15.08亿千瓦，较去年极值提高5700万千瓦，相当于一个福建省的用电负荷。 下一步，国家发展改革委将指导各地做好电煤产运需衔接和发电用气协调，保障一次能源供应充足稳定。持续加强各类常规电源运行管理，统筹新能源 发电支撑作用和火电兜底保障作用。积极通过电力中长期合同、现货市场、应急调度等方式开展跨省跨区电力调度。 面对迅速攀升的电力需求，国家发展改革委已会同各地方和重点企业提前布局，采取一系列有力措施。全国跨区输送电力最高达到1.48亿千瓦，再创历 史新高。组织电网企业跨经营区互济，高峰期通过闽粤直流互济、江城直流反送实现两网间320万千瓦支援电力。目前，全国电力供应平稳有序，各地用电 需求得到较好保障。 ...

Group 1 - The national power load has reached new highs since July, indicating a strong demand for electricity during peak summer temperatures [1] - Various supporting and adjustable power sources are being fully utilized, ensuring a stable and orderly electricity supply across the country [1][12] - The overall electricity supply is expected to remain secure in early August, despite forecasts of continued high temperatures [1][13] Group 2 - New installed power generation capacity has exceeded 27 million kilowatts, contributing to the stability of the power supply [12] - The increase in cross-regional transmission channels has enhanced the ability to transmit electricity across different regions [12] - Measures are being taken to ensure that the power supply-demand situation remains controllable, especially in regions experiencing peak loads [14][13]

Core Viewpoint - The National Energy Administration reports that during the peak summer electricity supply period, the national power load has repeatedly reached new highs, indicating a stable and orderly electricity supply despite high temperatures [1][3]. Group 1: Electricity Load and Supply - The maximum national electricity load has set a historical record four times since the beginning of the peak summer period, exceeding 1.5 billion kilowatts, with a peak of 1.508 billion kilowatts, an increase of 0.57 million kilowatts compared to last year's maximum load [3]. - A total of 19 provincial power grids, including Jiangsu, Shandong, and Guangdong, have experienced 46 instances of load surpassing historical highs [3]. - The national electricity load is expected to potentially exceed 1.55 billion kilowatts if multiple regions experience high temperatures simultaneously [3]. Group 2: Coal Supply and Inventory - Coal inventory at national regulated power plants has been steadily increasing, currently exceeding 200 million tons, which is sufficient for 30 days of use [7]. - The price of coal remains stable, with the spot price of Qinhuangdao 5500 kcal thermal coal recorded at 646 yuan per ton as of July 28 [7]. Group 3: Future Outlook and Challenges - The Deputy Director of the Electricity Department of the National Energy Administration, Liu Mingyang, anticipates that high-temperature weather will continue into early August, which may increase pressure on electricity supply if extreme weather conditions persist [5]. - Although the overall national electricity supply is secure, there are tight supply conditions during peak hours in some provinces in East China, Central China, and Southern regions, which can be managed through relevant measures [5]. Group 4: Coal Production Management - The National Energy Administration emphasizes the importance of ensuring coal production and supply, conducting inspections in key coal-producing provinces such as Shanxi, Shaanxi, Inner Mongolia, and Xinjiang to ensure compliance with production capacity regulations [9].

Core Insights - The peak summer electricity supply period is critical, with the National Energy Administration reporting that electricity load has repeatedly hit new highs since the start of summer 2025 [1][3] - A total of 19 provincial power grids, including Jiangsu, Shandong, and Guangdong, have broken historical load records 46 times [3] - The maximum national electricity load has reached 15.08 billion kilowatts, an increase of 0.57 billion kilowatts compared to the maximum load in 2024 [4] Electricity Supply and Demand - The National Energy Administration anticipates that if extreme weather persists, electricity supply pressure will increase, particularly in East China, Central China, and Southern regions [6] - Despite tight supply during peak hours in some provinces, overall national electricity supply is deemed secure [6] Coal Supply and Inventory - Coal inventory at national regulated power plants has exceeded 20 million tons, sufficient for 30 days of operation [8] - Coal prices remain stable, with the spot price for Qinhuangdao 5500 kcal thermal coal reported at 646 yuan per ton as of July 28 [8] Production Oversight - The National Energy Administration is actively ensuring coal production and supply, conducting inspections in key coal-producing provinces such as Shanxi, Shaanxi, and Inner Mongolia [10] - Companies are urged to adhere strictly to production capacities and avoid overproduction to maintain orderly production [10]

Group 1 - Tianjin's power grid load has reached a historical peak of 19.37 million kilowatts on July 28, surpassing the previous summer record of 19.22 million kilowatts [1] - The State Grid Tianjin Electric Power Company has implemented emergency response measures, including operational drills and optimizing power supply in high-demand areas to ensure stable electricity supply [1] - A total of 174 key projects for summer peak load management have been completed, significantly enhancing the power supply capacity [1] Group 2 - The "external electricity into Tianjin" initiative has successfully imported power resources from regions such as Xinjiang, Gansu, and Shanxi, with a cumulative transaction volume of 1.634 billion kilowatt-hours, representing a year-on-year increase of 329% [2]

Core Viewpoint - The central theme of the article highlights the record high electricity demand in China's central and eastern regions due to extreme heat, with the maximum power load reaching 1.465 billion kilowatts on July 4, setting a historical peak [1] Group 1: Electricity Demand - The extreme heat has led to a rapid increase in electricity load across the central and eastern regions of China [1] - On July 4, the national maximum electricity load reached 1.465 billion kilowatts, marking a historical high [1] Group 2: Power Generation Capacity - The Zhejiang Beilun Power Plant, the largest coal-fired power plant under construction in China, successfully commenced operation of its Unit 8 after 168 hours of full-load trial operation [1] - The commissioning of this power unit is expected to enhance electricity supply during the ongoing high-temperature weather [1]

预计今年夏季浙江省最高用电负荷将达1.33亿千瓦、同比增长7.8%，较去年增加1000万千瓦。今年一季 度，浙江全社会用电量增长5.5%、高于全国3个百分点。据预测，今年浙江盛夏高温过程偏多偏强，高 峰电力需求将进一步加大。为保障今夏电力供应平稳有序，浙江省电力行业加强政企和厂网协同，正统 筹推进前期准备工作。(浙江发布) ...

在优化电网网架结构的同时，浙江电力企业积极拓增挖潜能源供应。浙江省内电力自给能力持续增强， 迎峰度夏前预计投产300万千瓦煤燃机组，并网800万千瓦新能源。省间电力互济力度进一步加大，签订 福建、宁夏、新疆、青海、四川等省(区)送浙中长期协议，目前中长期交易外购电量2050亿千瓦时，较 上年增加50亿千瓦时，夏季晚峰争取最大外购电力4000万千瓦，较上年增加100万千瓦。 此外，浙江各发电、电网企业切实强化机组状态管理，抢抓度夏前的窗口期，开展主力电源和电网的检 修消缺，发电机组计划检修目前已全面开展，累计安排消缺容量3400万千瓦，确保机组以健康状态接受 夏季持续高负荷运行考验。(完) （文章来源：中国新闻网） 中新网杭州5月26日电(鲍梦妮张悦)据浙江省电力行业协会26日消息，在正常气温、常规经济增长等边 界条件下，预计今年夏季浙江省最高用电负荷将达1.33亿千瓦、同比增长7.8%，较去年增加1000万千 瓦，电力供需趋紧。 一季度，浙江GDP增长6.0%、高于全国0.6个百分点，全社会用电量增长5.5%、高于全国3个百分点。据 预测，今年浙江省盛夏高温过程偏多偏强，高峰电力需求进一步加大。为保障今夏电力 ...