After a slight improvement in April, the recarburizer market has returned to silence since May. While prices continue to rise, the demand side remains weak. September coming, carburizer market can take the “gold nine silver ten” tailwind?
Raw material supply
Recently, oil coke market prices continue to rise. Affected by the policy, the export of refined oil products is limited, the amount of crude oil processing has declined compared with previous years, and the production of petroleum coke as a by-product has declined correspondingly, and the supply of low-sulfur petroleum coke is relatively tight. And the negative market trading is positive, the demand side of the purchase degree is active, support the low sulfur coke market. Low – sulfur coke market prices continue to rise wide. Terminal electrolytic aluminum high shock, the price remains at more than 21000 yuan/ton, supporting the aluminum carbon market, good medium and high sulfur coke market shipment volume, the price of sulfur coke climbing.
Price
Recent domestic oil coke carburizer price rise, C > 98%, S < 0.5%, particle size 1-5mm calcination carburizer market mainstream price 4400 yuan/ton, transaction general; C > 98%, S < 0.05%, particle size 1-5mm graphitization carburizer market mainstream price 5100 yuan/ton, trading ok. So far, the price of ordinary quality low sulfur coke is 3900-4000 yuan/ton, up 1300 yuan/ton, up 48.14%. Enterprise cost increases, production pressure increases, enterprises have to increase the price of petroleum coke carburizer to cope with market pressure.
Downstream demand
The former domestic demand end purchasing enthusiasm is general, the steel market transaction slightly improved, most of the steel mills are profitable. But the recent slight increase in steel production at the same time also appeared to increase the trend of inventory, market pessimism has spread. And from the current point of view, some regions again spread the news of production restriction/reduction, in the case of production control policy has not been relaxed, the market supply increment space is limited. However, it is expected that the follow-up national demand release rhythm will continue to enter normal. In the case of limited supply but gradual recovery of demand, the steel market or slow recovery.
Taken together
Oil coke price continues to pull up, oil coke carburizer price is bound to be strong operation, but the downstream demand is weak state also needs to recover slowly, carburizer market situation in the near future or difficult to improve.
Post time: Sep-15-2021