In terms of raw materials, the price of raw materials has diverged this month. The price of coal tar pitch has dropped sharply this month. It is a needle coke enterprise that provides favorable conditions for the start of work; in terms of oil slurry, the price of oil slurry has fallen this month and then adjusted back. At present, the resources of medium and low sulfur oil slurry are relatively scarce. According to industry insiders, various industries have resumed work after the Spring Festival, and the price of oil slurry has been lowered in the early stage, Customers are stocking up one after another, resulting in less supply of goods in the market, and even less high-quality oil slurry, and the price has also risen. Strong support.
On the downstream side, the supply and demand of the graphite electrode market have been weak this month, the start of steel mills has declined, and the market price of graphite electrodes has fallen. The price of UHP600 is 24,000-25,000 yuan/ton. The overall demand is weak. In terms of anode materials, due to the impact of battery factory reductions and manufacturers’ holidays during the Spring Festival, the output of anode materials has declined this month, and the price of anode materials has also been suppressed by battery factories. Anode materials mainly consume raw material inventory, and purchase needle coke poor demand;
Overall, the price of coal tar remained stable after falling in January, and some coal-based needle coke enterprises have a strong willingness to start construction. It is expected that some coal-based needle coke will start construction in February, and the needle coke market supply will expand. The overall demand will remain weak, and it is expected that the needle coke market will operate weakly and steadily in February.
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