Part refinery coke price fluctuations in 50-100 yuan, new single in coal tar, anode support fair cost end, downstream demand support is better
Petroleum coke
Market consolidation transition part of the coke price narrow adjustment
Today, the domestic petroleum coke market trading is still acceptable, the main coke price stability, coking price continued to callback. In terms of main business, high sulfur coke market trading in Sinopec’s refineries is good, and refinery inventory is low; Petrochina refinery coke price is stable, refinery shipments without pressure; Cnooc refineries in the low – sulfur coke deal is good, downstream demand is acceptable. In terms of land refining, the overall market trading is good, and the coke price of some refineries is adjusted within a narrow range of 50-100 yuan/ton. The overall supply of petroleum coke market rose slightly, the downstream more on demand procurement, the negative market demand is stable, aluminum enterprises operating rate is acceptable, the demand side is well supported. Oil coke price is expected to mainstream stability, coking price narrow range adjustment.
Calcined petroleum coke
Upstream and downstream support stable coke price temporarily stable wait-and-see
Today’s market trading smooth, coke price stable operation. The mainstream price of petroleum coke is stable, and some coking prices are adjusted in a narrow range of 50-100 yuan/ton, and the cost side is stabilizing. There is no obvious fluctuation in the market supply of calcined coke at the moment, carbon enterprises have tight funds at the end of the month, so they purchase on demand. The spot price of electrolytic aluminum fluctuates upwards, and the market trading is ok. At present, the operating rate of aluminum enterprises remains high, and the overall demand side is stable.
Pre-baked anode
Both supply and demand reduction market to maintain stability wait-and-see
Today’s market trading stability, within the anode price stable operation. The main coking price of raw oil is stable, the coking price is adjusted within a narrow range of 50-100 yuan/ton, the price of coal asphalt is stable, and the cost side support is acceptable in the negotiation of the new single price. Anodic enterprises more than single CEO, market supply without significant fluctuations; The downstream electrolytic aluminum spot price picked up again, but the market trading atmosphere is general, the new single price next month is uncertain, the market wait-and see sentiment is stronger, aluminum enterprises operating rate remains high, the demand side is better support, the anode price is expected to maintain stable operation.
The transaction price of pre-baked anode market is 6990-7490 YUAN/ton for low-end ex-factory price with tax, and 7390-7890 yuan/ton for high-end price.
Post time: Jun-29-2022