ICC News: this month, the needle coke market is weak and stable. The downstream market replenells as needed. The supply and demand sides are watching each other. At the beginning of this month, jiangsu Jinling Chuanglian New Materials Co., LTD. (joint venture) 50,000 tons/year calcined coke project was officially put into operation, and shanxi Yongdong Chemical 40,000 tons/year stitch coke project was officially put into production at the end of this month. Baowu carbon material entered the maintenance stage and is expected to resume production in mid-July. In terms of price, this month coal series needle coke 12500-14500 yuan/ton, oil series needle coke 13800-15500 yuan/ton, coal and oil series coke 9500-11500 yuan/ton. In terms of import price, coal series needle coke price of Japan 1900-2000 USD/ton, South Korea 1850-1950 USD/ton; Oil needle coke, Japan 2800-3200 USD/ton, UK 2100-2400 USD/ton, anode coke price in 1300-1600 USD/ton. In terms of cost, coal tar and oil slurry prices are still in a high consolidation state, and the supply is relatively tight, which can be a strong support for the needle coke market. In terms of imports and exports, 5,500 tons of coal and 20,940 tons of oil were imported in May. In May, 4182 tons of oil were exported, with export prices of us $2200-2400 / ton.
In the downstream aspect, the graphite electrode market is generally traded this month, and the purchasing mood of downstream steel mills is depressed. The market quotation has been reduced about 2000. By the end of the month, the mainstream quotation of UHP600mm specification is 27500-28500 yuan. Graphite electrode demand for needle coke will also show a downward trend, calcined coke market trading resistance. This month, the negative material market runs smoothly, and the production and sales of each company remain stable. The needle coke is still mainly purchased on demand. This month, the strength of the lithium battery market gradually recovers, and the battery factory will have an incremental plan in July, which will increase the demand for the negative material and boost the confidence of the needle coke market.
In general, the raw material supply is tight, the price is running at a high level, and the cost of needle coke enterprises is high. The downstream graphite electrode market demand is difficult to change in the short term. The anode material is replenelled as needed this month, but the demand is expected to be better, and the needle coke enterprises have firm confidence in price stability.
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