Price Comparison of Low-Sulfur Coke, Needle Coke, and Negative Electrode Materials

Market Analysis

1. Low-sulfur Petroleum Coke

Currently, the demand for new energy power market is recovering slowly, and the procurement of low-sulfur coke by negative electrode is still limited. The graphite electrode market is experiencing poor trading and slowing production pace. The shipment of low-sulfur calcined coke is under pressure and many companies have a bearish sentiment. The demand for low-sulfur petroleum coke market is recovering at a limited pace.

2. Needle Coke

Today, the Chinese needle coke market is weakly stable, with poor demand in the terminal market and high and low prices. Basic transactions are made on a one-to-one basis and downstream purchases are mainly made on a demand basis.

3. Graphitization

Today, the mainstream transaction price of graphitization processing fee is between 11,000-13,000 yuan/ton, and some enterprises offer a graphitization processing fee of 10,000 yuan/ton. Due to the high production cost of graphitization enterprises, the market price cannot keep up, and many places are in the stage of production reduction and shutdown.

4. Negative Electrode Material

Today, the price of lithium battery negative electrode materials in China is stable. The upstream raw materials needed for enterprise production are mostly accumulated high-priced inventory from previous periods. Negative electrode material enterprises are under cost pressure. Coupled with weak downstream demand, orders for negative electrode materials are insufficient, resulting in sales being hindered. Contact us to get the latest updates on the negative electrode material market.