In the enterprises' aspect, this month, Hebei Ji Cheng New Material Co., LTD needle coke project was officially put into operation and the product was produced at the end of the month. Shan Xi Yongdong Chemical stitch coke project runs well and has already produced the product successfully. Baowu carbon material entered the maintenance stage last month and is expected to resume production in late July. BaoTaiLong went into the maintenance stage on the 20th of July; Lianhua New Material Co., LTD calcined coke plants operated; Wuhai Baohua Wancheng Coal Co., LTD needle coke operation was delayed; Fangda Xikemo, Shanxi Hongte, and Xuyang Jinzhou needle coke still have no operation plan.
In the downstream aspect, the graphite electrode market has been reduced 2000 yuan. By the end of the month, the quotation of UHP600mm specification is around 25000-26000 yuan/ton, and a few enterprises sell the stock at a low price, causing market quotations confusion. Currently, in the off-season for the downstream steel market due to the high temperature, It is expected that the graphite electrode market will warm up after the steel market slowly recovers after October.; For the Anode material market, is blooming both for supply and demand, and prices are still running steadily. Each industry still has some raw material stock and replenishes as needed. However, The downstream lithium battery new energy market is booming, and a new production capacity for graphite and anode materials is launched. It is expected that the demand for needle coke in the anode materials will turn up in September.
In general, facing the downstream poor demand, needle market goes steadly till the end of the month, the price drops slightly, exploring the mood of the downstream market receiving. It still needs to be waiting for the breakpoint of the downstream customer demand, and is expected that the needle coke market will improve in the fourth quarter of this year.
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