ICC: the market price of needle coke in August is relatively stable, but some enterprises have a single discussion, slightly lower than the mainstream market transaction price shipment. By the end of August, the domestic price of coal measure needle coke is 15,000-19,000 yuan/ton, oil measure needle coke is 15,000-21,000 yuan/ton, and raw coke is 9,000-13,000 yuan/ton. The price of imported needle coke PMC is 2300-2500 usd, and mitsubishi chemical is 4000 usd; JXTG quoted $5,500; petrocoke, $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. In the import and export market, the import volume of needle coking coal in China in July was 0.7 million tons, and the import volume of oil was 18,400 tons. The oil base needle coke exports amounted to 0.17 million tons. August in particular is the new open needle coke manufacturers began to focus out of the needle coke, Xu YangXingYu, Baoshun chemical industry, the revitalization of carbon materials are officially out of the needle coke in this month, according to one of the enterprise, at present, the company's needle coke products have begun to production, but also need to continue to adjust, is expected in October, can have a mature and stable coke before and after the product on the market in an all-round way.
Downstream market, in August needle coke downstream market is not good. First, the graphite electrode market, by the electric furnace steel operating rate is only about 60 percent of the low, steel loss of nearly 100 yuan/ton, and graphite electrode manufacturers inventory high, eager to sell goods market mentality and other factors, the price of graphite electrode fell more than 10%. In such a market environment, graphite electrode manufacturers for needle coke are adopted on demand procurement strategy, needle coke enterprises slow down the pace of shipment. At present, large-size ultra-high power graphite electrode products are still favored by the market. The output of large-size ultra-high power graphite electrode has increased significantly, which is also a rising demand for needle coke and the biggest positive signal for needle coke enterprises. However, with the large output of ultra-high power electrodes of large specifications, the market price will also be impacted, and there is a risk of decline, and needle coke will inevitably be dragged down.
Anode materials market, August anode materials market tepid, affected by digital off-season dynamic encounter cold market in lasted for nearly two months of the off-season market, after this month purchase quantity clearly weakening demand for needle coke, some of the middlemen said almost no delivery this month, the anode manufacturers have on-demand procurement, or consumption of inventory. However, as the downstream battery market recovers in September, the purchase of needle coke will also pick up.
Overall, in August, needle coke market mainstream stability, local slight decline, shipment speed slowed. The newly-built coke production starts, and it is expected to affect the supply pattern of coke in the whole market after October, and the price will also bear the risk of decline. But in the short term, the market will continue to stabilize in a downward trend.
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