The market for calcined coke remains relatively stable, with some prices experiencing slight adjustments
On July 30th, the average market price of calcined petroleum coke was 2182 yuan/ton, which remained stable compared to the previous working day. Today, the overall market fluctuation of calcined coke is not significant. Some low sulfur calcined coke enterprises have adjusted their prices slightly due to the previous market situation and raw coke prices, and the overall shipment situation is not good. The market for medium and high sulfur calcined coke is running steadily, with some companies starting to pre sell orders for August, and the supply remains stable
The mainstream transaction price of low sulfur calcined coke (using Jinxi and Jinzhou petroleum coke as raw materials) in the market is 3200-3350 yuan/ton; The mainstream ex factory transaction price for low sulfur calcined coke (Fushun petroleum coke as raw material) is 3950-4300 yuan/ton, while the mainstream market transaction price for low sulfur calcined coke (Liaohe and Binzhou CNOOC coke as raw materials) is 3000-3100 yuan/ton.
The mainstream contract price for medium high sulfur calcined coke (sulfur 3.0%, no requirements for trace elements) before leaving the factory was 1950 yuan/ton in cash. Today, we are discussing the mainstream contract price for 1900-2000 yuan/ton. The mainstream contract price for medium high sulfur calcined coke (sulfur 3.5%, no requirements for trace elements) before leaving the factory is 1750-1830 yuan/ton in cash. Today, we are discussing the mainstream contract price for 1750-1830 yuan/ton; The previous contract price for medium high sulfur calcined coke (sulfur 3.0%, vanadium 400) was 2400 yuan/ton in cash, and today we are discussing the ex factory cash price of 2400 yuan/ton.
Supply side
Today, the daily supply of commercial calcined coke in China was 26834 tons, with a production rate of 63.05%. The market supply of calcined coke decreased by 1.39% compared to the previous working day.
In terms of upstream market
Petroleum coke: Dagang Petrochemical unveiled its plaque at the end of the month today, with a price reduction of 170 yuan/ton. Starting from next month, it will continue to implement plaque sales. Refinery prices in Northeast China are temporarily stable, and overall trading performance is average. Taizhou Petrochemical, a subsidiary of CNOOC, has maintained stable prices this week, while Zhoushan Petrochemical's petroleum coke prices have declined this week. Recently, changes in raw material indicators for Binzhou Zhonghai asphalt petroleum coke have fluctuated, and prices have not yet been released. Please stay tuned to the Baichuan Yingfu website. Today, Sinopec's petroleum coke trading is stable, Maoming Petrochemical's petroleum coke is self used in the South China region, Guangzhou Petrochemical's petroleum coke has frequent fluctuations in sulfur coke, and high sulfur coke is self used. The production and sales of petroleum coke from Beihai Refinery are stable.
In terms of downstream markets
Graphite electrode: The operation of graphite electrode enterprises varies, and the current transaction behavior in the graphite electrode market is relatively complex. The actual transaction price of enterprises is mainly negotiated based on actual orders, and there are many price differentials. In addition, there are still low-priced resources in the graphite electrode market, resulting in a relatively chaotic price structure for graphite electrodes. The graphite electrode market is temporarily stable and organized. Electrolytic aluminum: The aluminum oxide futures market continues to decline, and the support for Shanghai aluminum prices has weakened. Coupled with the continued sluggish trading in the spot market, this has dragged down the spot aluminum price. Negative electrode materials: According to market feedback, downstream battery companies' inquiries and orders decreased month on month during the week, and the overall operating rate of the negative electrode materials market slightly decreased. Due to the continuous cost reduction of the industry chain, the actual transaction price of negative electrode materials continues to be low, and the prices of mid to low end products are close to the cost red line. Negative electrode material companies still face the dilemma of "incremental growth without profit".
The transaction price of enterprise indicator goods has slightly increased with orders.