ICC News: The needle coke market is weak and stable this month, the overall capacity utilization rate of the needle coke industry is low, the overall inventory of the industry is not high, the demand of the downstream graphite electrode industry is stable, the anode material industry is purchased on demand, individual manufacturers have a large amount of favorable transactions, the needle coke price is stable this month, the overall fluctuation is not large, specifically, the coal measure needle coke 7500-9000 yuan/ton, Oil needle coke 6900-9500 yuan/ton, coal, oil coke price 4700-5800 yuan/ton. In terms of import and export market, 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. This month, China's needle coke import and export situation is good, according to Xinueng information statistics, in September needle coke imports in 11,402 tons, of which oil needle coke imports in 0.8171 tons, an increase of 34%, coal needle coke imports in 0.3231 tons, an increase of 17.51%. In terms of exports, in September, China's oil series needle coke exports were 49,916 tons, an increase of 65%, the main export countries are Russia and India.
In terms of raw materials, the price of medium and low sulfur slurry fell by about 150 yuan this month, the price of low sulfur slurry at the end of the month was 3650-4450 yuan/ton, the cost pressure of oil needle coke was slightly eased, the international crude oil price was down, the market atmosphere of medium and low sulfur slurry was bearish, and there was still a downward trend in the short term. In terms of coal asphalt, the overall market price of coal asphalt this month showed a downward trend, the price of modified asphalt at the end of the month was 5200-5400 yuan/ton, the mainstream price of medium temperature coal asphalt was 5400-5500 yuan/ton, the overall supply of coal asphalt this month was sufficient, the raw material coal tar rose first and then fell, the overall demand for coal asphalt was depressed, and there was still room for decline in the future market.
Downstream, this month, the graphite electrode market trading light steady, graphite electrode market prices rose, the mainstream UHP600 graphite electrode prices in 20000-21000 yuan/ton, graphite electrode enterprises overall operation is relatively stable, the overall low operation, there will be no greater improvement in the short term. In terms of anode materials, the overall production of anode materials market is stable this month, but there are fewer new orders, and the demand for anode materials in battery factories may gradually tighten next month, and the demand for anode materials for needle coke is also expected to slow down.
In summary, the overall price of needle coke this month is stable, the needle coke is low, the overall inventory of needle coke is not high, and the downstream demand is expected to decline in November.
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