Market conditions from September 22 to September 29

 

Calcined coal carburetor: affected by the stocking season, the raw material price continues to rise, and the manufacturer's cost support is obvious. Environmental protection factors continued to increase, some calciners stopped working for reconstruction, and the time for resumption of production was difficult to determine. The market supply was weakening.

 

Low sulfur coke: The price of low sulfur calcined coke rose this week. The calcined coke with Jinxi green coke as raw material is 10500 yuan/ton. The supply of high-quality low sulfur petroleum coke is limited, the market production and sales are relatively active, and the coke price is stable. The market shipment of ordinary quality low sulfur coke is average, the enthusiasm of the demand side to enter the market slows down, and some of them are temporarily stable. The market price of low sulfur calcined coke is mainly stable, and the price of some refineries rises in a narrow range.

 

In terms of high sulfur coke: the production and sales of high sulfur coke market are good. After the festival, the enterprise replenishment operation drives the refinery's shipment sales. The new round of rising anode price supports the aluminum carbon market, but the price of petroleum coke is still stable and may rise.

 

Graphite fossil oil coke: The market quotation of graphite fossil oil coke continues to be high. With the advent of the National Day, carbon enterprises in the downstream of petroleum coke are actively stocking up, and the market is more active. The price of some petroleum coke rebounds narrowly, and the cost of raw materials is well supported. After the festival, the operating rate of capacity on the demand side is expected to continue to increase. In addition, the price of raw materials is expected to operate at a high level. It is expected that the price of graphite fossil oil coke will return to a stable, medium and strong operation due to the cost of raw materials and the demand side.

 

Electrode market: the graphite electrode market has stable price, high cost and bottom support for price.

 

Downstream steel market: There are 85 independent electric arc furnace steel plants nationwide, with an average operating rate of 62.07%, up 0.91% month on month. The manufacturers in the regions affected by the epidemic in the early stage are gradually recovering to normal status, but some regions choose to reduce production time or stop production due to high raw material costs to ease the pressure of loss. It is estimated that the capacity utilization rate and operating rate of the independent arc plant will remain unchanged