In may, although needle coke received a positive boost from maintenance, it lacked positive support overall. Carbon enterprises' profits were not good, and the market was stable and small. By May 30, the price of coal measure needle coke in China was 18000-19,000 yuan/ton, oil measure needle coke was 17000-21,000 yuan/ton, and raw coke was around 9,000-12,000 yuan/ton. The price of imported needle coke PMC is 2300-2500 usd, and mitsubishi chemical is 4000 usd; JXTG quoted $5,500; PCJ, $5,350; The coke for P66 electrode is 4200-4600 usd, the coke for anode hba-0 is 2500 usd/ton, and the coke for ghba-0 is 2000 usd/ton. Maintenance of mainstream enterprises in May: fang da c-chem's 60,000-ton coal measure needle coke production line is still under maintenance this month, and the production is expected to resume in mid-june. Looking back to 2019, the factory has maintained a stable and healthy state of production, and the output from January to June is close to 20,000 tons. According to the latest news from baowu carbon materials, the original production line of the factory is still under maintenance at present. During this period, linkage test is carried out on the second phase of the expansion project of 50,000 tons of needle coke, which is planned to resume production on June 21st. At present, the inventory is less than 1,000 tons, needle coke market mainstream price of 19,000 yuan, raw coke price of 12,000 yuan. According to the latest news from jinzhou petrochemical company, the needle coke production line is still under tight maintenance at present. It is planned to resume normal production on July 6. As of this week, the inventory of needle coke in the factory is only 1300 tons, and it is difficult to maintain the supply next month. The second phase of the 70,000 ton expansion project is expected to be completed in September.
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