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The latest developments in the graphite electrode industry: the spot market is still tight and the sales are still good, and the graphite-making process is the focus of the environmental group

August 02,2017      views

The price of the graphite electrode is still going up in the market this week, and the high-end price is stable. At present, the graphite electrode is still tight, and the graphite electrode company is still selling well. Graphite electrode stability high-end clinch a deal the price reason, at present the steel mill tender also cautious, graphite electrode prices rising trend is preliminary cooling, basically see graphite electrode after the new incremental offline reflect of the market, the current stability seems to be graphite electrode buyers and sellers together. The rise in the price of the graphite electrode is too frequent, even though it is expected. According to graphite-electrode companies, the price of this week's high power graphite electrode is 130,000 yuan/ton more than last week.

As of this Friday, the RP diameter of 3000-600mm has a factory tax of 30,000-60,000 yuan/ton, HP 300 to 600 factory tax price of 70,000-100,000 yuan/ton, uhp300-700mm factory tax price of 85,000-130,000 yuan/ton.

Regard to raw materials, after the needle coke prices jumped last week to 16500-25000 yuan/ton, the graphite electrode with petroleum coke prices rise sharply this week, as of this week, fushun petrochemical petroleum coke price 4000 yuan/ton, up 800 yuan/ton, Fushun calcined petroleum coke price 8000 yuan/tons, rose 1000 yuan/ton; Daqing petroleum coke 333 25 yuan/ton, up 600 yuan/ton; Jinxi petrochemical petroleum coke price RMB 2,900 / ton, up 500 yuan/ton, Huludao area calcined price 5000-5,500 yuan/ton, up 1000 yuan/ton; The price of petroleum coke is 2,800 yuan/ton, up 600 yuan/ton. The main reason for the surge in the price of oil is that the increase in the price of the graphite electrode has led to the increase in the supply of raw petroleum coke, which has led to a sharp increase in the price of petroleum coke.

After the rise of the price of graphite electrode, it entered the ideal adjustment period this week. If the demand market in the downstream market remains unchanged and the spot supply of graphite electrode has not been alleviated, the trend of the recent rise in the mainstream price of graphite electrode has not changed. The market is expected to be a key point in September, and if the spot supply is not eased in September, it will remain in place until the first quarter of next year.

Anode materials, New tree fern information reported recent raw material prices continue to challenge the cathode manufacturer's fragile nerves, Fushun second factory three consecutive increase, directly from maintenance before 2000 yuan/ton doubled to 4000 yuan/ton, on Friday after calcined coke price from 4500 yuan/ton rose to 7500 yuan/ton, domestic needle coke is the lowest price is 16500 yuan/ton. Compared with early, artificial graphite anode materials of various kinds of raw material prices generally increase 5 times or so, faced with such crazy raw material raise present situation, has caused the anode materials to manufacturers cost pressures.

According to a cathode material manufacturer in Qingdao, in view of the raw material of crazy rally, the execution of the old contract, after the new order will be to renegotiate prices, product planning to raise 20%, if the downstream manufacturers cannot accept the new pricing, will stop supply the corresponding products of the company.

Current anode materials production growth is not only restricted by the raw material, also received the shackles of graphitization link, under the continuous wave of environmental protection stick, graphitization check object is the focus of environmental groups, some of the graphitization foundry manufacturing enterprises is constrained, and new project approvals resistance also significantly increased, causing some anode materials manufacturers have orders, also dare not pick up. In July, demand from the power battery market increased, and the demand for 3C was weak. It is worth mentioning that the demand for power tools, such as multiplier negative materials, has improved significantly recently. According to a negative material manufacturer, the company's mid - phase negative material shipments increased significantly in July.

Raw material market, the raw material price recently transferred to significant, has been continuously refreshing the negative pole manufacturers three views. Daqing petrochemical company has a total of 3,325 yuan/ton, Fushun 2 factory reported 4000 yuan/ton, Dagang petrochemical company is 2,800 yuan/ton. Natural graphite market is now - 195 major newspapers 3,200-3,700 yuan/ton. The mainstream of the ball is 14,000-21,000 yuan/ton. The price of Chinese needle coke is 16500-22000 yuan/ton, and the cost of imported needle coke is $800 - $2000 / ton. The price of coal tar is 3,400-3,800 yuan/ton.


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