Today's Carbon Product Price Trend
Petroleum coke
The main coke price partly makes up for the drop, and the local coking price is mixed
The market traded well, the main coke price partly made up for the drop, and the local coking price was mixed. In terms of main business, the coke price of Sinopec's refineries is 80-300 yuan/ton, and the market is in transition; the individual coke prices of PetroChina's refineries are reduced by 350-500 yuan/ton, and shipments are stable; Demand is good. In terms of local refining, the market shipments have improved, coke prices have risen as a whole, and some refineries have reduced their stocks at high prices to discharge warehouses. The overall adjustment range is 25-230 yuan/ton. The operating rate of refineries rose slightly, and the demand-side support gradually stabilized. It is expected that the main coke price will consolidate in the near future, and the local coking price may have room to rise.
Calcined Petroleum Coke
Market trading stabilized, coke prices temporarily stabilized and transitioned
Today's market trading is acceptable, and the price of coke remains stable. The main coke price of raw material petroleum coke made up part of the decline, and the local coking price fluctuated, with an adjustment range of 25-230 yuan/ton. The market transaction was good, and the cost-side support stabilized. In the short term, the operation of calcined petroleum coke refineries is stable, the market supply resources are sufficient, the inventory level is low, and the pace of stocking up by downstream companies before the festival is slow. In the short term, there is no obvious benefit on the demand side. Steady, major and minor.
Prebaked anode
Market trading is stable, corporate executives have long-term orders
Today's market trading is acceptable, and the price of anodes will remain stable within the month. The main coke price of raw material petroleum coke fell back individually, local coking prices fluctuated, and the adjustment range was 25-230 yuan/ton. The price of coal tar pitch was temporarily stable, and the cost side support stabilized in the short term; There is no fluctuation in the supply, the spot aluminum price is under pressure, the market is light, the aluminum ingots are accumulated, the utilization rate of electrolytic aluminum production capacity is still high, and the demand side has no favorable support in the short term. It is expected that the anode price will remain stable within the month.
Electrolytic aluminum
Seasonal accumulation continues, spot aluminum prices plummet again
The price in East China fell 300 from the previous trading day, and the price in South China fell 300 a day. The inventory in the spot market in East China continued to accumulate, and the holders successively lowered their shipments, and the receivers only replenished a small amount of bargain-hunting, and the overall market trading was weak; the holders in the spot market in South China were actively shipping, but the market sentiment was poor , only a small amount of goods were received at lower prices, and market transactions were average; on the international front, the US dollar fluctuated and stabilized after falling. In addition, former Federal Reserve Chairman Greenspan said that the outbreak of an economic recession in the United States will be the most likely result of the Fed’s series of aggressive interest rate hikes. , It is expected that the market volatility in 2023 will not be as great as that in 2022; domestically, seasonal accumulation continues, market transaction activity is less than expected, just-needed replenishment demand is general, and spot aluminum prices continue to fall.
