Analysis of The Current Situation of Needle Coke Industry!

1. Lithium battery anode application fields:

At present, the commercialized anode materials are mainly natural graphite and artificial graphite. Needle coke is easy to be graphitized and is a kind of high-quality artificial graphite raw material. After graphitization, it has obvious fibrous structure and good graphite microcrystalline structure. In the direction of the long axis of the particles, it has the advantages of good electrical and thermal conductivity and small thermal expansion coefficient. Needle coke is crushed, classified, shaped, granulated, and graphitized to obtain artificial graphite material, which has a high degree of crystallinity and graphitization, and is close to a perfect graphite layered structure.

The new energy vehicle industry has developed rapidly in recent years. From January to September 2022, the cumulative output of power batteries in my country is 372GWh, a year-on-year increase of 176%. The China Automobile Association predicts that the total sales of electric vehicles will reach 5.5 million in 2022, and the penetration rate of electric vehicles throughout the year will exceed 5.5 million. 20%. Influenced by the international "red line of banning combustion" and the domestic policy of "dual carbon goals", the global demand for lithium batteries is expected to reach 3,008GWh in 2025, and the demand for needle coke will reach 4.04 million tons

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2. Graphite electrode application fields:

Needle coke is a high-quality material for manufacturing high/ultra-high power graphite electrodes. Its appearance has a well-developed fibrous texture structure and a large particle length-width ratio. During extrusion molding, the long axis of most particles is arranged along the extrusion direction. . The use of needle coke to produce high/ultra-high power graphite electrodes has the advantages of low resistivity, low thermal expansion coefficient, strong thermal shock resistance, low electrode consumption and high allowable current density. Coal-based and oil-based needle cokes have their own characteristics in performance. In the comparison of needle coke performance, in addition to the true density, tap density, powder resistivity, ash content, sulfur content, nitrogen content, In addition to the comparison of conventional performance indicators such as aspect ratio and particle size distribution, attention should also be paid to the thermal expansion coefficient, resistivity, compressive strength, bulk density, true density, bulk expansion, anisotropy, uninhibited state and Analysis and evaluation of characteristic indicators such as expansion data in the restrained state, temperature range during expansion and contraction, etc. These characteristic indicators are very important to adjust the process parameters in the production process of graphite electrodes and to control the performance of graphite electrodes. On the whole, the performance of oil-based needle coke is slightly higher than that of coal-based needle coke.

Foreign carbon enterprises often choose high-quality oil needle coke as the main raw material for producing large-scale UHP and HP graphite electrodes. Japanese carbon enterprises also use some coal-based needle coke as raw materials, but only for the production of graphite electrodes with specifications below Φ600mm. Although the industrial production of needle coke in my country is later than that of foreign companies, it has developed rapidly in recent years and has begun to take shape. At present, my country's high-power graphite electrode aggregates are mainly coal-based needle coke. In terms of total production, domestic needle coke production units can basically meet the needs of carbon enterprises to produce high/ultra-power graphite electrodes for needle coke. However, there is still a certain gap compared with foreign companies in the quality of needle coke. Large-scale ultra-high-power graphite electrode raw materials still rely on imported needle coke, especially the high/ultra-power graphite electrode joints are imported. Needle coke as raw material.

In 2021, the domestic steel production will be 1.037 billion tons, of which electric furnace steelmaking accounts for less than 10%. The Ministry of Industry and Information Technology jointly plans to increase the proportion of electric furnace steelmaking to more than 15% in 2025. The National Iron and Steel Association predicts that it will reach 30% in 2050.It will reach 60% in 2060. Increasing the steelmaking ratio of electric furnaces will directly drive the demand for graphite electrodes, and of course, the demand for needle coke.


Post time: Nov-23-2022