Demand side: The terminal electrolytic aluminum market has exceeded 20,000, and the profits of aluminum enterprises have expanded again. Downstream carbon enterprise in addition to the hebei region affected by environmental restricting output production, start the rest of high demand for petroleum coke is good, but as a result of petroleum coke has the highest price, weak carbon enterprise profit, even some enterprises have been Mired in losses, but due to the stock demand, companies still need to purchase, but purchase motivation, on-demand procurement In the fourth quarter, carbon production will be reduced in some areas due to environmental protection restrictions in the heating season, but some enterprises have stocked up before the Spring Festival to boost the demand for petroleum coke.
Price: the decline in the production of low-sulfur coke in some refineries of petrochina in northeast China will continue, the external sales of low-sulfur coke of CNOOC will decrease, and the low-sulfur coke will have fundamental support. The coke price is expected to continue to increase 100-200 yuan/ton. The import of petroleum coke in Xinjiang will stop, which will further push up the price of petroleum coke in Xinjiang. Market oil coke supply is still tight, good oil coke prices; At present, medium-high sulfur prices have reached historic highs, and the market is expected to stabilize. Coke prices in some regions may continue to rise by about 100 yuan/ton
Post time: Aug-19-2021