Market Analysis of needle coke, graphite electrode and low sulfur calcined petroleum coke since February

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Domestic market: Contraction in February by the market supply, inventory reduction, cost factors such as surface high needle coke market prices rise, oil department of needle coke increases from 200 to 500 yuan, shipment on anode materials mainstream enterprise order enough, new energy automobile production volume increase, keeping both production and marketing, therefore green needle coke coke is still the market purchase hot spots, burning coke market performed poorly, But in the middle of the month, the price of graphite electrode has appeared 1000-1500 yuan/ton rise, at the same time, the market is expected to resume at the end of February or early March, then the coke market shipments will improve.  In the aspect of graphite electrode, the price increased in the middle of February due to the rising price of raw materials, the continuous increase of cost pressure and the low start point. Taking the ultra-high power 600mm as an example, the market price increased by 1500 yuan compared with the beginning of February, and the current market price is 26500 yuan/ton. At the same time, due to the impact of the Environmental protection control of the Winter Olympics, some enterprises stopped production at the end of January. Production is expected to resume in mid-March after the Winter Olympics, increasing demand for needle coke.  Is expected to have needle coke prices expected, from the supply side, the overall low market starts in February, have certain support to prices, terms of demand, the cathode materials heat, graphite electrode prices upward at the same time, the formation of needle coke market, from the point of market atmosphere, petroleum coke, calcined burnt recent prices rose, The high price of low sulfur calcined coke has been increased to 9500 yuan/ton, some buyers may turn to needle coke, increase the market price of needle coke to push up the mood, the increase is expected to be 500 yuan.


Post time: Feb-22-2022