Petroleum coke main coke price stability, coking price fluctuates, adjustment range 20-150 yuan, downstream more on demand procurement
Petroleum coke
Demand-side purchases are cautious, coke prices fluctuate and consolidate
The domestic market traded well, the main coke price maintained stable operation, the coke price of individual refineries fell slightly, and the local coke price fluctuated. In terms of main business, Sinopec’s refineries have balanced production and sales, and market transactions are acceptable; individual refineries of PetroChina’s refineries have lowered coke prices by 80 yuan/ton, and downstream purchases are good; CNOOC’s refineries have maintained stable coke prices and low inventory. In terms of local refining, refineries are more motivated to ship, and coke prices vary, ranging from 20-150 yuan / ton, and downstream purchases are mostly on-demand. The market supply increased, the price of electrolytic aluminum fluctuated, and the overall market transaction atmosphere was general. Aluminum companies are operating at a high level, negative demand is stable, and demand-side support is acceptable. It is expected that the mainstream coke price will maintain stability in the later period, and some will fluctuate and consolidate.
Calcined Petroleum Coke
Refiners are actively shipping coke prices in the market
Market trading was acceptable, and coke prices remained stable. The price of raw petroleum coke is consolidating and transitioning, and the indicators change frequently. The refinery mostly adjusts the price according to its own inventory and corresponding indicators. The cost-side support is weak and stable, and the market supply of calcined coke is relatively stable. You can still vote. The price of downstream electrolytic aluminum fluctuates, and the market transaction atmosphere is general. Many anode companies have signed orders, and there is still just demand. At present, the operating rate of the refineries that have been put into operation remains high, and the demand side is supported by stability. It is expected that the mainstream coke price will remain stable in the short term, and some will adjust accordingly. .
Prebaked anode
Strong wait-and-see sentiment in the market, insufficient support on the demand side
The market traded well today, and anode prices remained stable overall. The price of raw material petroleum coke is adjusted along with the adjustment, and the adjustment range is 20-150 yuan / ton. The price of coal tar is stable and wait-and-see, and the cost-side support is acceptable; the operating rate of the anode refinery is stable, and the market supply has not changed for the time being. Many companies have signed orders. The price of downstream electrolytic aluminum fluctuated, and the overall market transaction was average; the profit of anode companies was low, and the pessimism in the market gradually increased.
The pre-baked anode market transaction price is low-end ex-factory price of 6710-7210 yuan / ton including tax, and high-end price of 7110-7610 yuan / ton.
Post time: Jul-25-2022