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In January, the low-sulfur petroleum coke market continued to rise, affected by the rise of the main refineries, the local refineries followed the rise, and some of the early petroleum coke fell slightly to a reasonable range. PetroChina's refineries in Northeast China and North China have switched to pricing sales, and Sinopec's shipments are smooth and inventory is low. CNOOC refinery pre-sale before the Spring Festival, at the end of the month, the actual transaction of some refineries fell slightly. This month's stocking is mainly for aluminum carbon enterprises, and the overall market has more inquiries, but the coke price continues to rise, the acceptance of downstream enterprises is average, and the wait-and-see mentality of some enterprises is gradually rising.
Calcined and charred
This month, the price of low-sulfur calcined coke in Northeast China was 3,900 yuan, 900 yuan ton compared with the previous month. After the New Year's Day holiday, the raw material low-sulfur petroleum coke in Northeast China rose significantly, pushing up the downstream procurement enthusiasm of low-sulfur calcined coke compared with the previous period. And the raw material petroleum coke has changed from the original insured sales to priced sales, which is a good support for calcined coke. The shipment of medium sulfur calcined coke is acceptable, and with the raw material petroleum coke, the calcined coke of medium sulfur general goods in individual calcined coke plants has been pushed up one after another.
Needle coke
In January, the needle coke market continued to run flatly, with oil-based needle coke raw coke at 5,000 yuan ton, 200 yuan ton, cooked coke at 7,500 yuan ton, and 500 yuan ton; Coal measure needle coke raw coke ** is 5000 yuan ton, cooked coke ** is 7500 yuan ton, **500 yuan ton. Due to the approaching Spring Festival holiday in the month, some enterprises had pre-holiday stocking, and the overall output of needle coke increased slightly, but the demand was still sluggish, and the raw material end continued to be under pressure, and the profit margin of needle coke was further reduced.
Coated with asphalt
This month, the coated asphalt was weakly maintained, the oil measure was stable to 11,500 yuan tons, and the coal measure was stable to 10,500 yuan tons. The new orders in the negative electrode market are scarce, the overall enthusiasm for starting is not high, and as the Spring Festival approaches, some manufacturers have taken a holiday in advance, and their willingness to stock up and purchase raw materials is low.
Natural graphite anode
The natural graphite market was weak this month. At present, the graphite industry is suspended, the production of the Heilongjiang market is limited, and most of the natural graphite plants in Luobeidi in Northeast China have been closed, and it is expected that the market production will gradually return to normal from March. Due to the different environmental protection acceptance conditions, the flotation production line in Luobei District could not be fully restored until the end of June, and the overall industry capacity utilization rate was not high. The refractory market was affected by the output reduction of downstream steel mills, and the number of market orders declined. However, there is no good news in the anode material market for the time being, the purchase intention is generally weak, and the overall market orders are also declining. On the whole, the natural graphite market is trading cold, and the market is weak.
Artificial graphite anode
In January, the raw material low-sulfur petroleum coke showed an obvious trend, the cost pressure of anode manufacturers increased, and profits were compressed to a certain extent. Approaching the Spring Festival, some small factories have been on holiday in advance, the market start is running at a low level, the landing speed of the newly expanded anode production capacity has slowed down, and the structural surplus of the anode market is difficult to change in the short term. The bidding in 24 years is low, the cost pressure of anode manufacturers is greater, and the inventory of semi-finished products and finished products of battery factories is still partially in storage, and the anode materials are maintained in rigid demand. The overall operating sentiment of the negative electrode market is not high, and the sentiment of some manufacturers is more pessimistic.
This article is excerpted from the first issue of Shanghai Ganglian 2024 Anode Raw Materials and Materials Industry Chain Monthly Report For more information, please click **Weekly Report: MySteel Anode Raw Materials and Materials Industry Chain Monthly Report (202401) 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.