【Graphite Anode Materials】Mid-June Industrial Chain Price Trends

I. Petroleum Coke

June 12, 2023, Low Sulfur Petroleum Coke Price Trends: Daqing Petrochemical 1#A price is 4,300 yuan/ton, unchanged from the previous trading day; Fushun Petrochemical 1#A price is 4,200 yuan/ton, unchanged from the previous trading day; Dagang New Energy 1#A price is 3,100 yuan/ton, unchanged from the previous trading day; Jinzhou Petrochemical 1#B price is 3,150 yuan/ton, unchanged from the previous trading day; Jinxi Petrochemical 1#B price is 3,200 yuan/ton, unchanged from the previous trading day; Jilin Petrochemical 1#B price is 2,720 yuan/ton, unchanged from the previous trading day; CNOOC Huizhou 1#B price is 2,780 yuan/ton, unchanged from the previous trading day; Qingdao Petrochemical 1#B price is 2,550 yuan/ton, unchanged from the previous trading day; CNOOC Taizhou 2#A price is 0 yuan/ton, unchanged from the previous trading day; CNOOC Asphalt (Binzhou) 2#A price is 3,000 yuan/ton, unchanged from the previous trading day. 

 II. Needle Coke

1. Domestic Needle Coke Prices

June 12, 2023, Domestic Needle Coke Price Trends: Shandong Jingyang (cooked coke) price is 10,000 yuan/ton, unchanged from the previous trading day; Shandong Jingyang (green coke) price is 6,500 yuan/ton, unchanged from the previous trading day; Shandong Yida (cooked coke) price is 10,500 yuan/ton, unchanged from the previous trading day; Shandong Yida (green coke) price is 6,500 yuan/ton, unchanged from the previous trading day; Baowu Carbon Material (green coke) price is 6,500 yuan/ton, unchanged from the previous trading day; Baowu Carbon Material (cooked coke) price is 8,000 yuan/ton, unchanged from the previous trading day; Ningxia Baichuan (cooked coke) price is 9,000 yuan/ton, unchanged from the previous trading day; Tangshan Dongri (green coke) price is 6,500 yuan/ton, unchanged from the previous trading day.

2. Imported Needle Coke Prices

June 12, 2023, imported needle coke prices: PCJ Mizushima price range is $900-1000/ton, with a midpoint price of $950/ton, unchanged from the previous trading day; Phillips 66 green coke price range is $800-1000/ton, with a midpoint price of $900/ton, unchanged from the previous trading day; Phillips 66 calcined coke price range is $1100-1200/ton, with a midpoint price of $1150/ton, unchanged from the previous trading day; Mitsubishi Chemical price range is $900-1100/ton, with a midpoint price of $1000/ton, unchanged from the previous trading day; PMC Korea price range is $1000-1200/ton, with a midpoint price of $1100/ton, unchanged from the previous trading day.

Ⅲ. Calcined Coke Prices

Zhuangda Carbon low-sulfur calcined coke price is 5200 CNY/ton, unchanged from the previous trading day; Fushun Fangda low-sulfur calcined coke price is 6650 CNY/ton, unchanged from the previous trading day; Heilei Machine Charcoal low-sulfur calcined coke price is 5200 CNY/ton, unchanged from the previous trading day; Huludao Wuchang low-sulfur calcined coke price is 5500 CNY/ton, unchanged from the previous trading day; Huayu Carbon low-sulfur calcined coke price is 5000 CNY/ton, unchanged from the previous trading day; Jinzhong Carbon low-sulfur calcined coke price is 5100 CNY/ton, unchanged from the previous trading day; Liaoning Shunlong low-sulfur calcined coke price is 5000 CNY/ton, unchanged from the previous trading day; Rongda Industrial low-sulfur calcined coke price is 5300 CNY/ton, unchanged from the previous trading day; Rongda Carbon low-sulfur calcined coke price is 5100 CNY/ton, unchanged from the previous trading day; Weiye Carbon low-sulfur calcined coke price is 5000 CNY/ton, unchanged from the previous trading day; Zhizhu Carbon low-sulfur calcined coke price is 5200 CNY/ton, also unchanged from the previous trading day. Zhonghai Binzhou low-sulfur calcined coke price is 4800 CNY/ton, maintaining the same level as the previous trading day.

Ⅳ. Natural Graphite Anode

Price trends of natural graphite anode materials on June 12, 2023: -195 mesh natural flake graphite is priced at 4750 yuan per ton, remaining unchanged from the previous trading day. 10μm natural flake graphite is priced at 16500 yuan per ton, also unchanged from the previous trading day. Mid-range natural flake graphite is priced at 41000 yuan per ton, maintaining the same level as the previous trading day.

Ⅴ. Artificial Graphite Anode

On June 12, 2023, the price trends of artificial graphite anode materials were as follows: The price range for single particles (-1/Petroleum Coke) was 14,000 to 18,000 yuan per ton, with a mid-range price of 16,000 yuan per ton, remaining unchanged compared to the previous trading day. The price range for secondary particles (Power/Petroleum Coke) was 18,000 to 26,000 yuan per ton, with a mid-range price of 22,000 yuan per ton, also holding steady from the previous trading day. The price range for single particles (Power/Needle Coke) was 18,000 to 23,000 yuan per ton, with a mid-range price of 20,500 yuan per ton, remaining unchanged from the previous trading day. The price range for secondary particles (Power/Needle Coke) was 27,000 to 32,000 yuan per ton, with a mid-range price of 29,500 yuan per ton, showing no change compared to the previous trading day. The price range for energy storage 280Ah was 17,000 to 28,000 yuan per ton, with a mid-range price of 22,500 yuan per ton, remaining unchanged from the previous trading day. The price range for G49 was 65,000 to 80,000 yuan per ton, with a mid-range price of 72,500 yuan per ton, also holding steady compared to the previous trading day.

Ⅵ. Graphitization

Regarding graphitization, the price trends on June 12, 2023, were as follows: The price range for lightweight materials was 11,000 to 13,000 yuan per ton, with a mid-range price of 12,000 yuan per ton, remaining unchanged compared to the previous trading day. The price range for heavyweight materials was 11,000 to 12,000 yuan per ton, with a mid-range price of 11,500 yuan per ton, also holding steady from the previous trading day. The market price ranged from 10,000 to 12,000 yuan per ton, with a mid-range price of 11,000 yuan per ton, showing no change compared to the previous trading day. Graphite Anode Materials Industry Chain Market Insights - Further Discussion with Us.