Graphitization market: prices have entered a declining stage

Graphitization market: prices have entered a declining stage

Data shows that since the third quarter, due to the release of production capacity, graphitization price has entered a downward stage. At present, anode graphitization average price is 19000 yuan/ton, down 32% from the first half of this year.

Anode graphitization is a key process in the processing of artificial graphite, and its effective capacity affects the actual supply of artificial graphite. As graphitization is a link of high energy consumption, the production capacity is mostly distributed in Inner Mongolia, Sichuan and other places where the electricity price is relatively cheap. In 2021, due to the Double Control and Power Restriction policies, the production capacity of main graphitization producing areas such as Inner Mongolia has been affected, and the growth rate of supply is far less than that of downstream demand, resulting in a serious shortage of supply and high processing costs.

According to the survey, graphitization price has been falling since the third quarter, mainly because graphitization has entered the release period of centralized capacity since the second half of 2022, and graphitization supply gap has gradually narrowed.

The planned capacity of graphitization is expected to reach 1.46 million tons in 2022 and 2.31 million tons in 2023.

The capacity planning of main graphitization production areas from 2022 to 2023 is as follows:

Inner Mongolia: The new graphitization capacity will be increased in 2022. The effective capacity is expected to be 450000 tons in 2022 and 700000 tons in 2023.

Sichuan: The new graphitization capacity will be put into production from 2022 to 2023. The effective capacity is expected to be 140,000 tons in 2022 and 330,000 tons in 2023.

Guizhou: The new graphitization capacity will be put into production from 2022 to 2023. The effective capacity in 2022 is expected to be 180,000 tons, and the planned capacity in 2023 is 280,000 tons.

According to the current statistical projects, the new anode capacity in the future will mainly be the integration of artificial graphite, mainly concentrated in Sichuan, Yunnan, Inner Mongolia and other regions.

Graphitization has entered the capacity release period from 2022 to 2023. In the future, the production of artificial graphite is not expected to be restricted, and the price will continue to return to a reasonable level. About the latest anode graphitization price in China, feel free to contact us.