ICC： This month, the needle coke market trading improved, the downstream overall demand is good, the demand for anode material enterprises increased, the demand for graphite electrode enterprises was stable, the mainstream enterprise needle coke export volume continued to grow, but the price of raw material slurry rose after high fluctuations, oil needle coke manufacturers cost pressure is too large, needle coke enterprises price operation. This month, Liaoning needle coke manufacturers resumed work, oil needle coke manufacturers started low load, coal needle coke manufacturers are still mostly shut down, the needle coke industry as a whole is not high, some enterprises inventory has been consumed to a low level. In terms of price, coal series needle coke is 7500-9000 yuan/ton, oil series needle coke is 6900-9500 yuan/ton, and coal and oil series raw coke prices are 4500-5500 yuan/ton. In terms of import prices, the price of coal measure needle coke in Japan is $1,100 / ton, and the price of coal measure needle coke in South Korea is $850 / ton. In terms of oil needle coke, Japan is $1500-1900 / ton, the United Kingdom is $1200-1400 / ton, and the price of anode coke is $650-800 / ton.
In terms of raw materials, the price of raw materials low sulfur slurry fell steadily this month, and the price of low sulfur slurry at the end of the month was 3,800-4,500 yuan/ton, and the cost pressure of oil needle coke manufacturers was relatively large, and the price of oil paste was difficult to fall significantly during the whole period, and oil needle coke manufacturers continued to operate under pressure next month. In terms of coal measure needle coke, the price of coal bitumen rose first and then fell this month, and the price of modified coal bitumen at the end of the month was 4,700-5,000 yuan/ton, and the price of medium-temperature coal bitumen was 4,800-4900 yuan/ton. At present, the supply of coal asphalt is sufficient, but the downstream demand is cautious, and the downstream coal asphalt price is at risk of decline.
In terms of downstream, graphite electrodes, the overall demand for graphite electrodes this month is weak and stable, and the price of the mainstream uhp600 at the end of the month is 19500-20500 yuan/ton, and the graphite electrode is running at the end of this month, and the raw materials need to be purchased. Anode materials, this month anode materials for needle coke demand for better, most companies began to have new orders, but low-cost procurement strategy, the current lithium market is recovering, anode operating rate continues to rise, is expected in September anode materials for needle coke demand will improve.
Overall, the demand for needle coke in August is generally good, needle coke raw materials fluctuate at a high level, downstream price procurement, needle coke enterprises are running at a high price, it is expected that needle coke enterprises are expected to raise prices next month.
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