Raw materials price rose, petroleum coke and needle coke prices skyrocketed

Raw materials price rose, petroleum coke and needle coke prices skyrocketed

The ex-factory price of Daqing Petrochemical petroleum coke increased by 300 yuan/ton from February 18, with the implementation of 7000 yuan/ton. Northeast low sulfur coke market price increased widely, and regular quality 1# coke the price range was 5600-5700 yuan/ton. High quality 1# petroleum coke pricing was 6600-7000 yuan/ton. UHP graphite electrode made of high quality imported needle coke in stock. Tight supply continued, the epidemic affected shipments to a certain extent, and market prices rose.

Needle coke market price was stable and strong, the overall inventory was medium and low, the shipment was stable, and the operation was lower than that in January. Oil-series needle coke: 10000-13500 yuan/ton, oil-series raw coke was 8000-9000 yuan/ton, the supply was limited, and the oil-series head enterprises rose again, stable in the strong trend. Coal-series needle coke was 9000-10500 yuan/ton, coal-series raw coke was 7000-7500 yuan/ton, and Japan Mitsubishi needle coke quotation was increased by $200, and the imported coke resources are tight.

The overall graphitization has little impact, and the operation proportion is more than 85%

The impact of environmental protection and production restriction of the Winter Olympic Games was mainly small factories in Ulanqab. The integrated capacity of mainstream negative pole plants was in full capacity, and the operation proportion of graphitization industry was more than 85%, with little fluctuation. The long-term cooperative orders quotation was 22000-23000 yuan/ton, and that of small factories was 24000-25000 yuan/ton. Previously, the dual-control capacity of energy consumption was not fully liberalized. At present, the approval projects of graphitization new construction and production expansion are still under the control of energy consumption intensity and orderly expansion under the control of the government.

Negative electrode materials cost is under pressure, artificial and graphitization are expected still in short supply

It is understood that the negative electrode material is affected by the rise of raw materials petroleum coke and needle coke, and the front-end process cost of some enterprises is under pressure, especially the negative profit production of graphitization outsourcing enterprises; Some negative electrode enterprises try to use medium sulfur petroleum coke as raw material to squeeze the cost. It is expected that the capacity of graphitization and high-end artificial negative electrode will still be in short supply in 2022. This year under the dual wheel drive of power market and energy storage, battery demand will continue to grow rapidly, and the negative electrode enterprises with a high proportion of self supply and guaranteed shipment will take the lead to seize market share, contact us to read more coke market information.