Electricity curtailment has a huge impact on the graphitization plant, and Ulan Qab is the most serious. Inner Mongolia’s graphitization capacity accounts for as much as 70%, and the non-integrated enterprise capacity is estimated to be 150,000 tons, of which 30,000 tons will be shut down; the Winter Olympics will affect the graphitization capacity within 500km of Beijing, and it is estimated that 100,000 tons will not be normal. The total impact on production is 130,000 tons, accounting for up to 16% of the total graphitization capacity. The situation is the most severe in Q4 this year and Q1 next year. Shanshan is the only company in Inner Mongolia whose graphitization capacity is not in Ulan Qab.
The graphitization shortage is expected to last until 24 years. Although the planned production capacity of graphitization is large, the energy evaluation has not yet landed. Inner Mongolia has no longer approved new graphitization capacity. The graphitization capacity of up to 500,000 tons in Sichuan has not yet received the energy evaluation, and the expansion schedule may be delayed. The continuity of graphitization shortage is expected to exceed expectations.
Graphitization is expected to continue to increase prices, and this year will break through historical highs. The current average price of graphitization is about 18,000 yuan, and it is expected to exceed 25,000 yuan within this year, an increase of 20-30%. The cost has not changed much, that is, the profitability of graphitization production capacity is expected to expand rapidly, and the price of 18,000 corresponds to 8,000 single ton. Profit, the price of 25,000 corresponds to the profit of 15,000 per ton, which is doubled from the previous month.
Post time: Nov-01-2021