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This week, the coke prices of the main refineries remained stable, and some refineries shipped smoothly, with a slight adjustment. In terms of refining, the refineries in Shandong increased slightly after the holiday, with an increase of 20-100 yuan tons. In the first week after the Spring Festival holiday, the overall trading situation of the low-sulfur petroleum coke market was acceptable, and the enthusiasm of aluminum carbon enterprises to prepare warehouses was acceptable, supporting the rise of domestic coke prices. Recently, due to the rain, snow and freezing weather in many places, road transportation has been partially blocked, and the shipment speed of some refineries has slowed down.
Calcined and charred
This week, the price of low-sulfur calcined coke in Northeast China was 3,900 yuan, which was stable compared with last week. After the holiday, the downstream willingness to receive goods has improved, the market sentiment is good, and the calcined coke has been running smoothly. The low-sulfur calcined coke market is generally traded, the wait-and-see mood is strong, and the enthusiasm for signing orders is not high. The overall start of the market has not changed much, except for a slight adjustment in the production schedule of individual calcined coke plants, other devices are running smoothly, and the overall performance of the market is average. The mainstream market is dominated by the execution of orders, and the downstream phases in some areas have been basically completed.
Needle coke
This week, the needle coke market was stable, with 5,000 yuan of oil-based needle coke and 7,500 yuan of calcined coke; Coal measure needle coke raw coke ** 5000 yuan ton, calcined coke ** 7500 yuan ton; During the Spring Festival, most of the needle coke enterprises shipped and produced normally, and the start of needle coke after the holiday rose slightly. The demand for needle coke in the downstream market continues to be flat.
Coated with asphalt
Coated asphalt is weakly maintained, the oil system is stable to 11,500 yuan tons, and the coal measure is stable to 10,500 yuan tons. In the first week after the holiday, some negative electrode enterprises started slowly, the overall new orders were less, and some manufacturers responded that the overall market was relatively sluggish compared with previous years, and the downstream procurement sentiment was not high, and the overall market was calm.
Natural graphite anode
This week, the natural graphite market was running weakly and steadily. Production in the northern region is limited by environmental protection and cold weather, and the main producing areas of Heilongjiang and Jixi are gradually started at the end of March, while the flotation line in Luobei area is different due to the different environmental protection acceptance, and it was commissioned and started in May, and at the end of June, the start of construction returned to normal levels. Due to the basic completion of pre-holiday stocking, the market demand after the holiday is weak, the support of natural graphite is weak, and it is difficult to pull up, and the market as a whole is weak, and it is in a state of low consolidation.
Artificial graphite anode
The anode material market is running weakly and steadily, and the reserve goods during the Spring Festival holiday are still dominated by rigid demand, and the head manufacturers are based on sales and production according to the amount of orders in the early stage. The inventory of anode materials is at a high level, and some enterprises carry out production line maintenance to maintain basic production during the Spring Festival, and some small enterprises stop production and maintenance. As the mainstream of the market, artificial graphite anode materials have a high degree of market concentration in the industry, and the head enterprises occupy most of the market share, and the subsequent competition among small and medium-sized enterprises is still relatively cruel. The production capacity of new anode materials is in the expansion stage, but the technical difficulties of new anode materials still need to be overcome urgently, and they cannot rise to the mainstream position in the short term.
1.7 Weekly Hot Spot Roundup
The overall market in January was sluggish, and dealer sampling surveys showed that dealer inventories reached a high point at the end of January. In the first half of February, in the case that most manufacturers have not yet adopted further policies, dealer inventories have shown a downward trend.
This article is excerpted from the 54th issue of Shanghai Ganglian 2024 Anode Raw Materials and Materials Weekly Report For more details, please click **Weekly Report: MySteel Anode Raw Materials and Materials Industry Chain Weekly Report (20240223) Disclaimer: MySteel strives to use accurate information, objective and fair content and opinions described in 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.