In June, China's needle coke market overall lacked favorable support for weak operation. In response to the market's P66 needle coke price increase in the second half of the year, through Xinyu's exploration of China and overseas markets, it is determined that the P66 electrode still maintains the current level in the second half of the year, and the negative coke price rises by 150-200 USD/ton. The company that was overhauled this month: Jinzhou Chemical, Baowu Carbon, is expected to start in late July. It is expected that the needle coke will maintain a steady downward trend in July. The latest news from PCJ Water Island, the factory plans to adjust the price of needle coke from July, from the current 5300 US dollars / ton to 5700 US dollars / ton, an increase of 7.5%. (Currently, the two enterprises of oil-base needle coke from Japan can be said as high-end "luxury" product identity in the industry. The price of 5,500+ is overwhelming.) Due to this adjustment, it may lead to further increase in the cost of some domestic downstream electrode customers. With the gradual release of the domestic UHP650-700 electrode capacity, the demand for high-quality raw materials will increase in the future. By the end of 2019, the total capacity of China's needle coke enterprises in production, construction, expansion and resumption is expected to exceed 1.05 million tons, but how many of them can sell the price of “luxury goods”. How many can sell at the price of "light luxury". How many other families are eventually kicked out.
From the latest statistics of ICC, from January to May, the total import of coal-base needle coke is 27,500 tons, and the total import of oil-base needle coke is 65,000 tons. In terms of exports, from January to May, the export volume of needle coke was 18,000 tons, and the main exporting countries were: Russia; India; Japan; Italy, etc. As of the end of this week, the domestic coal-based needle coke price is 18,000-19,000 yuan / ton, the oil-base needle coke price is 16500-21,000 yuan / ton, the raw coke price is about 9,000-13,000 yuan/ ton; imported needle coke PMC Reported 2300-2500 US dollars, Mitsubishi Chemical Journal 4000 US dollars; JXTG reported 5500 US dollars; Petrocoke reported 5350 US dollars; P66 reported electrode with coke 4200-4600 US dollars, negative electrode with HBA-0 reported 2500 US dollars / ton, GHBA-0 reported 2000 USD/ton.
Progress of new/expanded enterprises this month:
Zaozhuang Zhenxing Carbon Material Technology Co., Ltd. has built a 40,000-ton coal-based needle coke project using the technology of Anshan Thermal Energy Institute. It has entered the feed pretreatment stage, and the first tower coke is expected to be completed by the end of June.
Tangshan Dongri's 100,000-ton coal-based needle coke project was delayed compared with expectations. At present, 50,000 tons of pretreatment equipment has been completed, and another 50,000 tons of pretreatment and coking units will be in place in the next period.
Pingdingshan Xuyang Xingyu New Material Co., Ltd. 50,000 tons of needle coke project, after the complete installation and commissioning of the complete set of equipment, after the cold coke dehydration, the first tower coke was officially released on the afternoon of June 4.
After the technical transformation in May 2019, Shandong Yida has greatly improved a number of indicators, such as strength and particle size, and reached the standard for producing large-size graphite electrodes with a diameter of 600 or more.
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