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Latest graphite electrode market (10.14) : graphite electrode is expected to rise strongly

Latest graphite electrode market (10.14) : graphite electrode is expected to rise strongly

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  • Time of issue:2021-10-14
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(Summary description)Latest graphite electrode market (10.14) : graphite electrode is expected to rise strongly

Latest graphite electrode market (10.14) : graphite electrode is expected to rise strongly

(Summary description)Latest graphite electrode market (10.14) : graphite electrode is expected to rise strongly

  • Categories:News
  • Author:
  • Origin:
  • Time of issue:2021-10-14
  • Views:338
Information

Latest graphite electrode market (10.14) : graphite electrode is expected to rise strongly
Graphite Alliance today
After the National Day graphite electrode market changes

After the National Day, the price of some orders in the graphite market was raised about 1000-1500 yuan/ton. At present graphite electrode downstream steel procurement is still wait-and-see sentiment, market trading is still weak. However, affected by the tightening of the supply of graphite electrode market and the high cost, graphite electrode enterprises actively push up the price of graphite electrode under the reluctance to sell, and the market price changes rapidly, the specific influencing factors are as follows:

1. Under the influence of power rationing, graphite electrode market supply is expected to decrease
On the one hand, after about February consumption, graphite electrode market inventory reduced, some graphite electrode enterprises said that the enterprise basically no inventory;

On the other hand, since the middle of September, under the influence of tight power supply, the provinces have been spreading the news of power rationing, and the power rationing intensity has gradually increased, the graphite electrode market production is limited, the supply is reduced.

Up to now, most areas of power restrictions focus on 20%-50%, Inner Mongolia, Liaoning, Shandong, Anhui, Henan areas of limited power impact is more serious, basically around 50%, of which Inner Mongolia and Henan areas of some enterprises in serious limited power impact can reach 70%-80%, some enterprises have shutdown phenomenon.

According to the statistics of 48 leading graphite electrode enterprises in China, based on the output of graphite electrode in September, according to the proportion of limited electric influence in the graphite electrode market before the "National Day", it is estimated that the overall monthly output of graphite electrode market will decrease by 15,400 tons. According to the "National Day" after the graphite electrode market limited electricity impact ratio calculation, it is expected that the overall monthly output of the graphite electrode market decreased by 20,500 tons. It can be seen that the power limit of graphite electrode market is strengthened.

The picture

In addition, it is understood that some enterprises in Hebei, Henan and other regions have received the autumn and winter environmental protection production limit notice, and some graphite electrode enterprises winter weather affects part of the process can not start, graphite electrode market limited scope and restrictions will further increase.

2, graphite electrode market costs continue to increase
Graphite electrode upstream raw material prices continue to rise

After the National Day, graphite electrode upstream raw materials low sulfur petroleum coke, coal asphalt, needle coke prices rose, and by the coal tar and oil slurry price upward impact, import needle coke and domestic needle coke continue to rise strongly expected, graphite electrode cost surface continues to high pressure.

Based on the current raw material price calculation, theoretically, the comprehensive production cost of graphite electrode is about 19000 yuan/ton. Some graphite electrode companies said production losses.

The picture

Under the influence of power limit, the process cost of graphite electrode market increases

On the one hand, under the influence of power limit, graphite electrode enterprises graphite chemical sequence limited more serious, especially Inner Mongolia, Shanxi and other relatively low electricity prices are limited power influence; On the other hand, the negative graphitization profit high support to seize market resources, part of the graphite electrode graphitization enterprises to do negative graphitization. The combination of two factors leads to the shortage of graphitization resources in the graphite electrode market and the rising price of graphitization. At present, the price of graphitization of some graphite electrodes has risen to 4700-4800 yuan/ton, and some have reached 5000 yuan/ton.

In addition, enterprises in some areas received a heating season production limit notice, in addition to graphite, roasting and other processes are also limited, it is expected that part of the non-complete process graphite electrode enterprises cost increase.

3, graphite electrode market demand is stable and improving

Graphite electrode downstream steel steel needs mainly

Recently, the downstream steel mills of graphite electrode market is more concerned about the power limit situation of graphite electrode, but the pressure of production limit and power limit still exists, and the steel mills are not working enough. There is still a wait-and-see mood for the purchase of graphite electrode.

Electric furnace steel, in some areas to correct the "one-size-fits-all" power limit production or "movement" carbon reduction, some electric furnace steel mills have resumed production or staggered peak production, electric furnace steel operation rate has a small rise, good electric furnace steel for graphite electrode demand.

The picture

Graphite electrode market exports are expected to increase

After the National Day, according to some graphite electrode enterprises, the overall export market is relatively stable, export inquiries have increased, but the actual transaction has not significantly increased, the demand for graphite electrode is relatively stable.

But it is reported that the recent graphite electrode export ship freight drop, part of the early port backlog inventory to be shipped. Due to the sea freight rose sharply this year, some graphite electrode enterprises said that the freight accounted for about 20% of the export cost of graphite electrode, leading to some graphite electrode enterprises to do domestic sales or shipments to surrounding countries, so the sea freight price decline is good for graphite electrode enterprises to increase export.

In addition, the Eurasian Union's final anti-dumping ruling will formally impose anti-dumping duties on Chinese graphite electrodes from January 1, 2022. Therefore, overseas enterprises may have certain stock in the fourth quarter, and the export of graphite electrodes may increase.

Afternoon forecast: the impact of power rationing is gradually expanding, superimposed on the fall and winter environmental production limits and the Environmental requirements of the Winter Olympics, graphite electrode market production limits may last until March 2022, graphite electrode market supply side continues to shrink expectations, graphite electrode prices have continued to increase expectations. (Information source: Baichuan Information)

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