Graphite electrode: This week, the graphite electrode market has remained stable. Raw material prices continue to rise to boost market confidence. Some companies have begun to increase electrode quotations. However, as a whole, the market is mainly wait-and-see, and most manufacturers are still stabilizing prices. The upstream raw material market is operating well as a whole. Petroleum coke continues to rise, and calcined coke follows the upward adjustment. Although coal tar pitch has dropped particularly strongly, needle coke remains strong. On the whole, raw materials provide strong support for electrode costs. Downstream steel prices are mainly fluctuating and downward adjustments. The steel market is still in the off-season, market consumption is still light, and the operating rate of electric furnace steel is basically stable. With the consumption of stocks in the early stage of steel mills, the recent increase in purchases by steel mills in the market has formed a certain support for electrode manufacturers’ price increases. .
Recarburizer: Affected by the price increase of petroleum coke and calcined coke, the prices of calcined coke recarburizer and graphitized recarburizer went up this week. As the price of coke continues to rise and the supply is tight, the output of recarburizer is also at a low level. However, automobile transportation is restricted under the control of the epidemic in many places, and market liquidity is weak. In terms of general calcined coal recarburizers, prices are consolidating at a high level due to the strong coal market. Environmental inspections in Ningxia, under the dual-carbon target, the production of carbon companies continues to be limited, and coal supply is tight. Quotations continue to be firm. Demand is dominated by rigid demand. Due to insufficient market supply, companies currently focus on maintaining long-term cooperation orders and orders from old customers. Under the condition of small margins, the acceptance of new orders is not high. Under the situation of tight supply and stable demand, the company has a market outlook mentality. positive.
Needle coke: The needle coke market has been operating steadily this week, the production of enterprises has been started steadily, and downstream purchases are carried out on demand, and the industry as a whole is operating well. Recently, the price of petroleum coke, the raw material, has continued to rise, and the cost pressure of oil-based needle coke companies has increased. Superimposed companies have sufficient orders to ship well, so the price-setting psychology has gradually increased. In terms of coal-based needle coke, the raw material coal tar pitch is operating weakly. Under the influence of various factors such as the epidemic, weather, electricity curtailment, and production restrictions, market supply and demand are both weak, and support for coal-based needle coke is limited, but downstream demand has performed well. Therefore, The prices of coal-based needle coke manufacturers have stabilized. The strong operation of the downstream graphite electrode and anode material market provides strong benefits to the needle coke market, and the needle coke market is more enthusiasm for production when the demand of the downstream industry is expected to be better.
Anode materials: The anode material market continued to perform well this week. The current local graphitization operating rate is about 10% due to the continuous increase in Inner Mongolia's production restriction policy. Under the condition of limited graphitization capacity, the cost of substituting processing continues to rise, and the production cost of anode manufacturers continues to increase. Increase. Downstream demand continues to improve, power market demand continues to be high, the supply side is affected by limited graphitization capacity, the release of negative electrode capacity peaks, short-term output increase is limited, and the supply is stable and the demand continues to be strong. It is getting stronger, but the current price increase is still in the process of negotiation under the long-term cooperation.
Post time: Aug-12-2021