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This week, a new round of refineries under PetroChina was unveiled, and the overall ** was lowered again. CNOOC refinery as a whole is relatively stable, Binzhou coke shipments are relatively smooth, and the shipment of coke is relatively smooth, with a slight increase of 100 yuan tons. The coke price of local refineries has partially recovered, ranging from 10 to 50 yuan tons. Affected by the cold and snowy weather, logistics and transportation in many regions in the north have been blocked, and some refineries have poor delivery. Towards the end of the year, the downstream market replenishment mentality is not strong, and the willingness of anode manufacturers to stock up is not high, mainly to control the inventory, and the preparation of coke is biased towards rigid demand.
Calcined and charred
In the calcined coke market, steel mills have successively reduced or stopped production, and the demand for graphite electrodes and carburizers may continue to declineThe new calcined coke production capacity has been put into operation one after another, and the calcined coke production reduction is still not obvious, the market is still at a high level, the negative electrode market has not improved, and the contradiction between supply and demand of medium and high sulfur calcined coke has not been alleviated. In December, the purchase of calcined coke in some aluminum plants has been released, and the calcined coke of medium and high sulfur has been decided.
Needle coke
This week, the needle coke market was stable, with 5,200 yuan of oil-based needle coke and 8,000 yuan of calcined cokeCoal measure needle coke raw coke ** 5200 yuan ton, calcined coke ** 8000 yuan ton;In terms of cost, the international trend, the oil slurry was affected by the sluggish downstream demand, and the coal pitch ran smoothly during the week**In terms of the overall starting load of needle coke enterprises, the output of needle coke was flat compared with last week, and the inventory of needle coke manufacturers was still at a high level.
Coated with asphalt
The coated asphalt market maintains a weak operation, the downstream anode market demand is flat, there are no obvious positive factors for the time being, and the anode manufacturers maintain rigid demand for procurement, and the willingness to hoard goods is not high, mainly to control the inventory, and the demand for raw materials is general.
Natural graphite anode
The natural graphite market is running smoothly this week. At the end of the year, natural graphite plants were shut down one after another, and the market was relatively shrinking, but the previous inventory was enough to survive the shutdown period. Natural graphite mills produce on a sell-to-sell basis to avoid hoarding excess inventory. At present, the overall market demand for refractory materials is weak, enterprises are mostly based on production and procurement, the enthusiasm for stocking is not high, the foreign trade export business is less than expected, and the overall market transaction is slightly deserted. The domestic refractory raw material market is still in a state of strong supply and weak demand, and there is no obvious positive support for market transactions in the short term. The superimposed anode material market is currently in a weak position, and the willingness to receive goods is not good. On the whole, the natural graphite market continues to be weak and stable, and it is difficult to increase demand in the short term.
Artificial graphite anode
Towards the end of the year, some listed battery cell factories this month are shipping for performance, and the production line is almost running at full capacity, and it is expected that the operating rate of battery companies will be less than 40% in January. Recently, large factories in the anode market have been bidding, and the overall winning bid is low, and some anode enterprises are not highly motivated to participate in the bid. The competition in the graphitization market is fierce, and the whole year revolves around "weak start-up", "half-open and half-stop", "overcapacity", "limit cost" and "limited production and shutdown". The overall market order volume is small, and the integration degree of anode enterprises is constantly improving, the demand for graphitization processing has decreased again, and the living space of graphitization manufacturers has been compressed.
Anode materialBottoming out is not expected to come,".High performance, low costThe direction is the future
Throughout the year, whether it is the rise and fall of raw materials, the fluctuation of graphitization processing fees, or the downstream wave after wave, the consistent low price of anode materials, but also due to the peak season is not prosperous "Golden Nine Silver Ten", August bottoming out is not expected.
This article is excerpted from the 46th issue of Shanghai Ganglian 2023 Anode Raw Materials and Materials Weekly Report For more details, please click **Weekly Report: MySteel Anode Raw Materials and Materials Industry Chain Weekly Report (20231222) Disclaimer: MySteel strives to use accurate information, objective and fair content and opinions of the information, but does not guarantee whether it needs to be changed. The information provided by MySteel is for the customer's decision-making reference only, and does not constitute a direct recommendation for the customer's decision-making, and the customer should not replace its own independent judgment, and any decision made by the customer has nothing to do with mysteel. The copyright of this report belongs to mysteel, without permission, prohibited**, violators will be prosecuted.