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2018.12.07 This week, the mainstream price of China's prebaked anode market fell, mainly due to the low price of raw materials, the downstream electrolytic aluminum market was affected by the cost pressure, and the loss operation of the company had a common impact. The purchase price of the pre-baked anode market of an aluminum company in Shandong in December. Compared with November, it was down by RMB 50/ton.

Production: The implementation of the limited production requirements for limited production in Shandong Province, the overall performance of other regions is normal, but the safety inspection is still severe; Henan region, affected by high environmental protection requirements and heavy pollution weather, in which the enterprises in Gongyi and Fuyang are suspended, it is expected The possibility of resumption of production on January 17 is relatively small. The company's response is expected to be postponed until mid-February, and other areas in Zhengzhou may also face production suspension. The environmental protection situation in Hebei, Jiangsu and Hubei is strict.

Start-up situation: Production: Shandong area: Binzhou, Zibo, Liaocheng area enterprises implement production restriction measures, the current production is normal, Shandong Jinan and other places of normal production, but the overall safety inspection, environmental inspection is strict; Hebei: Hebei Hongke normal production Exempted from the wrong peak, Hebei Quxin carbon limited production of 20%, Xinfeng only birth block; Shanxi area: currently only two small generation processing as anode, Danyuan conversion, Guan Aluminum discontinued; Jiangsu area: enterprise production is normal, environmental protection The pressure is still large. Hubei area: strict inspection, Hubei Tailai carbon is mainly processed, molding has stopped, currently only calcined coke, Yangxin Liyu carbon is suspended in environmental protection transformation; Henan area: Huihao environmental protection equipment rectification, the current production state.

Gongyi and Shuyang all stopped production, Zhengzhou Great Wall Aluminum Industry participated in the wrong peak, limited production half, and may stop production in the later stage, Henan Branch has all stopped production. Luoyang, Jiaozuo, Sanmenxia enterprises can be exempted from ultra-low. The supply of carbon blocks for individual anodes of the supporting anodes was slightly reduced due to downstream construction. After the technical transformation of carbon forming in Huanghe Xinye, it was officially put into operation and normal operation; the output of Qinghai Qiaotou was reduced, mainly due to the reduction of production of electrolytic aluminum; the shutdown of Chinalco Liancheng carbon was completed, Chinalco Lanzhou Carbon is discontinued and the main digested inventory is currently available.

Fushun Aluminum's new carbon project (350,000 tons) roasting furnace was successfully ignited and started. It is expected that the products will be burnt and burned first in the second quarter of 2019.

Cost: Calcined petroleum coke for prebaked anode: 2018.12.07 This week, the price of petroleum coke market went up and down. Among them, the Sinopec refinery made up the price, the refining price of the refining bottom bottomed out, and the coke price of CNOOC remained weak. The price is stable and wait and see. The price of downstream electrolytic aluminum is still in a downward trend, and the calcined coke is under pressure, so the overall support for the raw material petroleum coke market price is weak. This week, the price of petroleum coke in Sinopec's refinery was lowered by 40-50 yuan/ton, and the individual refineries of PetroChina were lowered by 100 yuan/ton.

Coal tar pitch: The price of coal tar pitch is mainly discussed this week. Under the support of slightly lower supply of medium temperature asphalt, the downward trend tends to be slow. It is expected that the monthly pricing of the big factory may be lower than the previous forecast, and the coal tar pitch market will gradually bottom out next week, and the manufacturer of the modified asphalt main production area will talk about it.

Supply: According to Baichuan Information, in November 2018, China's prebaked anode market totaled 1,546,900 tons (including commercial anodes of 767,500 tons and supporting anodes of 779,400 tons), a decrease of 46,500 tons from the previous month, a decrease of 2.89. %. The main reason for the decline in production: the commercial production of enterprises in the main pre-baked anode production area in Henan Province, the output of most enterprises on the basis of 50% of production, the output will be reduced by half, and even the output of individual enterprises in November, resulting in a decrease in the market anode anode commercial supply; In the supporting anode, the aluminum Lanzhou and Liancheng carbon plants were discontinued, and the aluminum plant in Qinghai reduced production, and the supply of enterprises in individual regions decreased.

Production reduction: Shanxi Jinneng Group Cangzhou Energy Aluminum Silicon Alloy Co., Ltd. maintains 30 sets of 220KA electrolyzers, involving a production capacity of 18,000 tons. Xinjiang Tianlong Mining Co., Ltd. has a capacity of 45,000 tons of electrolytic aluminum, and its current operating capacity is 200,000 tons. Shandong Weiqiao aluminum power peak reduction production, is expected to reduce production by about 10%, is expected to be completed before December 1. The hydropower maintenance and production reduction in western Qinghai has been reduced by 100,000 tons. The remaining 141 sets of 400KA electrolyzers in Qinghai Xinheng Aluminum were shut down. Shandong Huayu aluminum power peak has been reduced by 50,000 tons. Gansu Liancheng Aluminum has stopped 59 units and suspended production for awaiting the outcome of the negotiations. Shanxi Taiyuan East Aluminum Aluminum was shut down completely. Gansu Dongxing Aluminum Jiayuguan Branch reduced production by 80,000 tons, and Daixi Branch reduced production by 100,000.

Dengda Group Aluminum and Henan Yongdeng Aluminum (Yangcheng) have slightly reduced production. Gansu Zhongrui Aluminum has all stopped production. Linfeng Aluminium Power Co., Ltd. all stopped production. Henan Zhongfu Industrial actively reduced production by 100,000 tons. Shanxi Zhaofeng Aluminium Power is expected to shut down 65 units and involve a production capacity of 40,000 tons. Zouping Aluminum has all stopped production. Henan Shenhuo reduced production by about 120,000 tons. Xinjiang Oriental hopes to reduce production to 800,000 tons. Shaanxi Tongchuan Aluminum Division stopped. Huo Coal Tongshun Aluminum is expected to withdraw from the market in 2020. Chinalco Guizhou has completed production cuts. The overhaul of the hydroelectric electrolysis tank in the western part of Qinghai is about to begin, with a planned reduction of 150,000 tons. Qinghai Xinheng Aluminum Co., Ltd. is expected to shut down 140,000 tons due to losses and other issues, and currently has a production capacity of 140,000 tons.

Resumption of production: Inner Mongolia Jinlian aluminum gradually began to resume production. Jiaozuo Wanfang Aluminum has completed the resumption of production and partial trough repairs. Henan Zhongfu Industrial Co., Ltd. has resumed production of 60,000 tons, and will resume production of 50,000 tons. Henan Wanji has a current operating capacity of 550,000 tons. Henan Yongdeng Aluminum Industry (Yangcheng) completed the resumption of production. Yichuan Power Group Yugang Longquan Aluminum has some tank repairs, and the rest of the production has been completed. The current production capacity is 600,000 tons.

New production: Shanxi Chinalco China Resources maintains a current capacity of 100,000 tons. The four-stage 100,000 tons of Guangxi Hualei new materials is expected to be completed around Christmas. Inner Mongolia Chuangyuan has a production capacity of 120,000 tons. It is now temporarily put into operation due to the power problem. It is expected to start production in early December. A series of 125,000 tons of aluminum in Guangxi Debao 100 Mine was started. It is expected that the second series will be 125,000 tons in early January 2019. A series of 125,000 tons of aluminum in the Tianlin Baiyuan Mine in Guangxi has been completed. The first phase of Gansu Zhongrui Aluminum Industry has completed 100,000 tons. The second series of 100,000 tons of Guangxi Suyuan Investment Co., Ltd. is expected to start production in January 2019.

Guangxi Laibin Yinhai Aluminum has a production capacity of 500,000 tons. The 125,000 tons of the fourth section of Guizhou Huaren Aluminum Industry has been completed and put into production. The problem of 125,000 tons of electricity in the first phase of Guizhou Xingren Denggao New Material was once again delayed. Inner Mongolia Huayun New Materials on the 21st, the remaining 88 sets of the second plant began to start, and is currently completed. Baotou Xinhengfeng Energy has already put into operation 200,000 tons. Mengtai Aluminum in Baotou City will be put into production of 50,000 tons. Shaanxi Meixin is expected to start production on December 10. Yingkou Xintai Aluminum Co., Ltd. is expected to complete production by the end of November. Yunnan Yun Aluminum Haixin Aluminum Co., Ltd. put into operation 100,000 tons. Heqing Yixin Aluminum Co., Ltd. is expected to put into operation 150,000 tons, and it is expected that it will not be put into production within 2018.

The market outlook: raw material petroleum coke prices began to rebound individually, coal tar pitch prices are weak, short-term pre-baked anode support is slightly weak; downstream aluminum prices "falling down", electrolytic aluminum enterprises actively reduce production, limited anode demand Supply side: Even if some enterprises in Henan have stopped production, in view of the small production capacity of enterprises and the low operating rate before the suspension of production, the impact on the overall supply of the market is limited, and it is difficult to break the current oversupply situation in the market. Prices are stable and the export volume is expected to increase slightly.

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2018.11.18 This week, the mainstream price of China's prebaked anode market remained stable, and market trading was relatively stable. Entering the heating season, early warning of heavy pollution occurred. The Zhengzhou area in Henan Province was controlled by orange warning. The carbon enterprises stopped production and control from the 15th. It is expected that the alarm will be lifted on the 17th, and the ultra-low emission enterprises will limit production by 50%. Jiaozuo and Luoyang enterprises may not limit their production if they have low emissions. In addition to Zibo (half production limit), other cities and municipalities are still unclear. The production of enterprises is normal, and the environmental supervision in Hubei, Jiangsu and Southwest is strict.

Start-up situation: Hebei area: Hebei Hongke normal production, exempting peaks, Hebei Quxin carbon production limited to 20%, Zhongdong plans to switch production, Xinfeng raw blocks are all for Qinghai and peak; Shanxi Danyuan due to environmental protection temporarily suspended production, Shanxi Guan Aluminum has been transformed; enterprises in Jiangsu Province are producing normally, and environmental protection pressure is still relatively large. Hubei area inspection is strict, Hubei Tailai carbon production is low, can undertake the processing business, Yangxin Liyu carbon is suspended in environmental protection transformation; Henan area, Huihao environmental protection equipment rectification, the current shutdown state, heavy pollution weather control, Zhengzhou, Gongyi area Suspension of production, Luoyang, Jiaozuo ultra-low emission enterprises are exempted from production. In the normal production of enterprises in Shandong Province, the ultra-low emission of heating season can not be restricted (the production limit is 50% in Zibo area), the inspection team is still in a serious situation, and Jinan organizes a major safety inspection. The supply of carbon blocks for individual anodes of the supporting anodes was slightly reduced due to the downstream construction. The Yellow River Xinye carbon molding technology was officially put into operation after the technical transformation was completed. The Chinalco Liancheng Carbon Project was shut down on the 15th.


Message:
1. The “Action Plan for Comprehensive Management of Air Pollution in the Autumn and Winter of 2018-2019 in Beijing, Tianjin and Hebei and the Surrounding Areas” has been released, and the production control of differentiated peaks has been implemented.
2, "The Yangtze River Delta autumn and winter air pollution tough battle to seek comments released", involving Jiangsu, Hubei.
3. “Notice on the Implementation Plan of the Three-Year Action Plan for Jiangsu Province to Win the Blue Sky Defence War”, to achieve ultra-low emission can not limit production.
4. Zhengzhou City Environmental Pollution Prevention and Control Team
Regarding further tightening of temporary control measures under unfavorable meteorological conditions
The notice has been implemented since 0:00 on November 1.
5. On 11.14, Shandong Zibo Environmental Protection Bureau issued a “Implementation Plan for the Production and Control of Autumn and Winter Peaks of Industrial Enterprises in Zibo City from 2018 to 2019”. Aluminum carbon enterprises limited production by 50%, and other carbon enterprises limited production by 30% to calcined tanks. , the number of calcined tanks stopped production or the number of days of production line shutdown.
6. Notice of the People's Government of Jiaozuo City on Printing and Distributing the Three-Year Plan of Action for Pollution Prevention and Control in Jiaozuo City (2018-2020).
7. Guiding opinions on peak production in key industries in autumn and winter in 2018-2019 in Shanxi Province.

Cost aspect:

Petroleum Coke: Petroleum Coke for Prebaked Anodes: This week, the petroleum coke market is weak. Each refinery adjusted the price slightly according to the inventory. This week, the coke market was affected by the downward price of the downstream calcined coke market. The mainstream price of the coke was stable, and the downstream customers were more cautious in purchasing the traders. This week, the prices of only four refineries under Sinopec have been slightly adjusted. The price of PetroChina in Northeast China has been stable this week. The price of Xinjiang in the northwest region has been raised by RMB 50/ton this week. CNOOC’s anode coke shipment performance is poor this week. The actual transaction has been loosened. The price of Shandong Haihua Petroleum Coke was raised by RMB 50/ton this week. The coking price of this week fell by RMB 30-150/ton.

Coal tar pitch: This week, the focus of the upgraded asphalt market continued to fall. The cumulative total of new single transactions was around 100-150 yuan/ton, and most of the pre-execution pricing prices were on the high side. Raw coal tar has fallen short, and the price of the upper and lower prices has become more intense. Therefore, some manufacturers have lowered their shipments. The market outlook: raw coal tar continues to fall and bear bad, it is expected that there will be no shortage of new upgrades in the next week, and the cumulative range next week may be around 100 yuan / ton.

Supply: According to statistics, in October 2018, the total output of China's prebaked anode market was 1,161,400 tons (including commercial anodes of 775,200 tons and supporting anodes of 836,200 tons, an increase of 61,100 tons from September, an increase of 3.94%. The monthly output increased slightly compared with the output in September. The main reason was that the output of individual anode enterprises increased, and the output of commercial anode enterprises increased steadily.

Downstream demand:

Production reduction: Gansu Liancheng Aluminum Co., Ltd. decided that the remaining 168 sets of 500KA electrolyzers should be shut down due to the price of electricity, involving a production capacity of 220,000 tons. Shanxi Taiyuan East Aluminum Aluminum was shut down due to sulfur emission problems. Due to the planned inspection and revision, Gansu Dongxing Aluminum Co., Ltd. plans to reduce production by 300,000 tons. At present, Jiayuguan Branch has reduced production by 60,000 tons, and its current operating capacity is 1.26 million tons. The Minxi Branch has reduced production by 80,000 and its current operating capacity is 250,000 tons. Dengdian Group Aluminum Alloy Co., Ltd. and Henan Yongdeng Aluminum (Yangcheng) Branch have slightly reduced production due to tight supply of electricity. Gansu Zhongrui Aluminum has all stopped production. Linfeng Aluminium Power Co., Ltd. all stopped production due to losses. Henan Zhongfu Industrial actively reduced production by 100,000 tons due to losses. Shanxi Zhaofeng Aluminum Electric is expected to shut down 40,000 tons due to environmental inspection. Zouping Aluminum has all stopped production, involving a production capacity of 140,000 tons. Henan Shenhuo (Group) Co., Ltd. reduced production by about 120,000 tons. Xinjiang Oriental Hope Nonferrous Metals Co., Ltd. is expected to reduce production to 800,000 tons due to indicators. Shaanxi Tongchuan Aluminum Industry Co., Ltd. stopped. Huo Coal Tongshun Aluminum is expected to withdraw from the market in 2020 due to losses, intra-group replacement demand, or production cuts but not explicitly reduced production by 115,000 tons. The production capacity of Chinalco Guizhou's 150,000 tons has been reduced. Qinghai West Hydropower Co., Ltd. is about to start the electrolysis cell repair, and plans to reduce production by 150,000 tons. Qinghai Xinheng Aluminum Co., Ltd. is expected to shut down 140,000 tons due to losses and other issues, and currently has a production capacity of 140,000 tons.

Resumption of production: Inner Mongolia Jinlian aluminum gradually began to resume production. Jiaozuo Wanfang Aluminum has completed the resumption of production and partial trough repairs. Henan Zhongfu has resumed production of 60,000 tons, and will resume production of 50,000 tons. Henan Wanji Aluminum has completed the resumption of production and now has a production capacity of 550,000 tons. Henan Yongdeng Aluminum (Yangcheng) Branch completed the resumption of production. Yugang Longquan Aluminum Co., Ltd. has repaired some of the troughs and completed the rest of the production. The current production capacity is 600,000 tons.

New production: Guangxi Hualei New Materials Co., Ltd. is expected to start production on the 20th of November. Gansu Zhongrui Aluminum has completed 100,000 tons of production. Guangxi Suyuan II series began to build 100,000 tons. A series of 125,000 tons of aluminum in Guangxi Debao Baiyuan Mine was started. It is expected to start the second series of 125,000 tons at the beginning of December. A series of electric power projects in Guangxi Tianlin Baiyuan Mine are expected to be completed at the end of November. Guangxi Laibin Yinhai Aluminum has a production capacity of 500,000 tons. The 125,000 tons of the fourth section of Guizhou Huaren Aluminum Industry has been completed and put into production. The problem of 125,000 tons of electricity in the first phase of Guizhou Xingren Denggao New Material was once again delayed. Inner Mongolia Huayun New Materials No. 2 Plant was completed and put into production. Inner Mongolia Chuangyuan Metal has a current operating capacity of 100,000 tons, and is now temporarily put into operation due to power problems. Baotou Xinhengfeng Energy started production in August 2018 and plans to start production of 200,000 tons. Mengtai Aluminum in Baotou City is expected to complete production of 250,000 tons within the year and will be put into production of 50,000 tons. Shaanxi Meixin is expected to start production at the end of November. Yingkou Xintai Aluminum Co., Ltd. has a current operating capacity of 200,000 tons. Yunnan Yun Aluminum Haixin Aluminum Co., Ltd. put into operation 100,000 tons. Heqing Yixin Aluminum Co., Ltd. is expected to start production of 150,000 tons, which is expected to be impossible within 2018.

Forecast of the market outlook: the support for raw material prices is limited; if other local market policies are not clear and the frequency of heavy pollution weather is high, the heating season market may start to fluctuate; the downstream electrolytic aluminum price will operate at a low level, the market will suffer losses overall, and production will be reduced. As planned, the demand side will be under pressure and the prebaked anode consumption will be limited. On the whole, the pre-baked anode market price is stable in the short term, and the support factors are limited in the long run, and the potential for weak operation is high.

Remarks: At present, domestic and foreign electrolytic aluminum production enterprises have large gaps in the procurement requirements for prebaked anodes. Foreign large-scale electrolytic aluminum production enterprises seek to maximize the comprehensive benefits of electrolytic aluminum production. Therefore, in the process of purchased prebaked anodes, prebaked anodes are required. There are many indicators of quality; domestic electrolytic aluminum producers pay more attention to the price of prebaked anodes, and their quality requirements are relatively low. So there is a gap in the price between the two.

Published in News

2018.11.11 This week, the mainstream price of China's prebaked anode market remained stable, and the overall market trading volume was relatively stable. The price of raw material petroleum coke is stable, the price of coal tar is rising, and the support of cost is limited. The heating season is approaching, the Shandong area can not exceed the standard, and Zhengzhou Dachao still has a low production limit of 50%. However, the company has limited operating rate and limited supply side. The environmental inspections in Hebei, Jiangsu and Hubei are still strict. Due to the reduction in electricity prices, the carbon plant has been shut down since the 6th.

Start-up situation: Hebei area: Hebei Hongke, Hebei Quxin carbon conventional, normal production, Zhongdong plans to switch production, Xinfeng raw blocks are all for Qinghai and peak; Shanxi enterprises start weaker, Danyuan roasting is open, do Part of the electrode; the production of enterprises in Jiangsu area is normal, and the environmental protection pressure is still relatively large. Hubei Province has strict inspection, Hubei Tailai carbon production is low, can undertake the processing business, Yangxin Liyu carbon is suspended in environmental protection transformation; Henan, some enterprises have reduced production, Boda electric porcelain, Wenxian Oriental generation processing electrode, a small amount of roasting; Zhengzhou Great Wall Aluminum has been ignited and resumed. In Gongyi District, Jinyu started about 50%, and Zhulin Saxin has processed carbon blocks. Some enterprises have been ultra-low-checked. In addition to Zhengzhou, Henan Province has low emission limits. In the southwestern part of the country, some enterprises have reduced production; in the normal production of enterprises in Shandong, the ultra-low emission of heating season can not be restricted. The supply of carbon blocks for individual anodes of the supporting anodes was slightly reduced due to the downstream construction. After the technical transformation of the carbon forming technology of the Yellow River was officially put into operation, the carbon in Chinalco will be shut down.

Message:
1. The notice of the implementation plan for the implementation of the peak production regulation of industrial enterprises in the heating period of 2018-2019 during the reporting period of 2018-2019 indicates that the carbon enterprises used for electrolytic aluminum are limited to 50%. The production line is stable and achieves ultra-low emission (particles, sulfur dioxide, and nitrogen oxides are not higher than 10, 35, 50 mg/m3 respectively), and the production is limited to 50% in the non-ferrous recycling industry. Production line meter.
2. The Action Plan for Comprehensive Management of Air Pollution in the Autumn and Winter of 2018-2019 in Beijing, Tianjin and Hebei and the Surrounding Areas has been released, and the implementation of differentiated peak production control.
3, "The Yangtze River Delta autumn and winter air pollution tough battle to seek comments released", involving Jiangsu, Hubei.
4. “Notice on the Implementation Plan of the Three-Year Action Plan for Jiangsu Province to Win the Blue Sky Defence War”, to achieve ultra-low emission can not limit production.
5. Zhengzhou City Environmental Pollution Prevention and Control Leading Group Office

Cost: petroleum coke for prebaked anode: The mainstream price of petroleum coke in this week is stable and downward. Due to the downside of the downstream market, shipments in the petroleum coke market have slowed down this week. Most refineries have inventories, but prices In this regard, the mainstream remained steady this week, and some refineries' coke prices have declined. In addition, this week, the northwest region was supported by winter stocks, and the price of petroleum coke in the refineries in the northwest region continued to perform strongly. Coal tar pitch: This week, the coal tar pitch market has been consolidated and operated. The high level in the previous period has gradually faded out, the actual transaction has stabilized, and some higher price offers have been reported. It is expected that the actual trading of coal tar will also fluctuate within a narrow range in the next week. However, under the pressure of lowering raw materials, there is no possibility of a narrow range of looseness in the high position, and the fluctuation range is limited in the short term, or accumulated at around 50 yuan/ton.

Supply: According to statistics, in October 2018, the total output of China's prebaked anode market was 1,161,400 tons (including commercial anodes of 775,200 tons and supporting anodes of 836,200 tons), an increase of 61,100 tons or 3.94% from September. The output in October increased slightly compared with the output in September. The main reason was that the output of individual anode enterprises increased, and the output of commercial anode enterprises increased steadily.

Downstream demand:
Production reduction: Gansu Liancheng Aluminum Co., Ltd. decided that the remaining 168 sets of 500KA electrolyzers should be shut down due to the price of electricity, involving a production capacity of 220,000 tons. Shanxi Taiyuan East Aluminum Aluminum was shut down due to sulfur emission problems. Gansu Dongxing Aluminum plans to reduce production by 300,000 tons. Dengdian Group Aluminum Alloy Co., Ltd. and Henan Yongdeng Aluminum (Yangcheng) Branch have slightly reduced production due to tight supply of electricity. Gansu Zhongrui Aluminum has all stopped production. Linfeng Aluminium Power Co., Ltd. all stopped production due to losses. Henan Zhongfu Industrial actively reduced production by 100,000 tons due to losses. Shanxi Zhaofeng Aluminum Electric is expected to shut down 40,000 tons due to environmental inspection. Zouping Aluminum has all stopped production, involving a production capacity of 140,000 tons. Henan Shenhuo (Group) Co., Ltd. reduced production by about 120,000 tons. Xinjiang Oriental Hope Nonferrous Metals Co., Ltd. is expected to reduce production to 800,000 tons due to indicators. Shaanxi Tongchuan Aluminum Industry Co., Ltd. stopped. Huo Coal Tongshun Aluminum is expected to withdraw from the market in 2020 due to losses, intra-group replacement demand, or production cuts but not explicitly reduced production by 115,000 tons. The production capacity of Chinalco Guizhou's 150,000 tons has been reduced.

Resumption of production: Inner Mongolia Jinlian aluminum gradually began to resume production. Jiaozuo Wanfang Aluminum has completed the resumption of production and partial trough repairs. Henan Zhongfu has resumed production of 60,000 tons, and will resume production of 50,000 tons. Henan Wanji Aluminum has completed the resumption of production and now has a production capacity of 550,000 tons. Henan Yongdeng Aluminum (Yangcheng) Branch completed the resumption of production. Yugang Longquan Aluminum Co., Ltd. has repaired some of the troughs and completed the rest of the production. The current production capacity is 600,000 tons.

New production: Guangxi Hualei new material four-stage 100,000 tons is expected to start production on November 10. Gansu Zhongrui Aluminum has completed 100,000 tons of production. Guangxi Suyuan II series began to build 100,000 tons. A series of 125,000 tons of aluminum in Guangxi Debao Baiyuan Mine was started. It is expected to start the second series of 125,000 tons at the beginning of December. A series of electric power projects in Guangxi Tianlin Baiyuan Mine are expected to be completed at the end of November. Guangxi Laibin Yinhai Aluminum has a production capacity of 500,000 tons. The 125,000 tons of the fourth section of Guizhou Huaren Aluminum Industry has been completed and put into production. The problem of 125,000 tons of electricity in the first phase of Guizhou Xingren Denggao New Material was once again delayed. Inner Mongolia Huayun New Materials No. 2 Plant was completed and put into production. Inner Mongolia Chuangyuan Metal has a current operating capacity of 100,000 tons, and is now temporarily put into operation due to power problems. Baotou Xinhengfeng Energy started production in August 2018 and plans to start production of 200,000 tons. Mengtai Aluminum in Baotou City is expected to complete production of 250,000 tons within the year and will be put into production of 50,000 tons. Shaanxi Meixin is expected to start production at the end of November. Yingkou Xintai Aluminum Co., Ltd. has a current operating capacity of 200,000 tons. Yunnan Yun Aluminum Haixin Aluminum Co., Ltd. put into operation 100,000 tons. Heqing Yixin Aluminum Co., Ltd. is expected to start production of 150,000 tons, which is expected to be impossible within 2018.

Forecast of the market outlook: approaching the heating season, the implementation of the overall market policy will be implemented next week. The prices of raw petroleum coke and coal tar pitch will be stable, and the cost support will be limited. The market will adjust to the policy problems based on maintaining the original operating rate. Production plan, operating rate may be slightly oscillated; downstream electrolytic aluminum prices are still running at a low level, enterprises are slightly increased by cost reduction and other production reduction plans, and negative anode market consumption. On the whole, it is expected that the prebaked anode market will be stable in the short term.

Remarks: At present, domestic and foreign electrolytic aluminum production enterprises have large gaps in the procurement requirements for prebaked anodes. Foreign large-scale electrolytic aluminum production enterprises seek to maximize the comprehensive benefits of electrolytic aluminum production. Therefore, in the process of purchased prebaked anodes, prebaked anodes are required. There are many indicators of quality; domestic electrolytic aluminum producers pay more attention to the price of prebaked anodes, and their quality requirements are relatively low. So there is a gap in the price between the two.

Published in News

2018.10.28 This week, the mainstream price of China's prebaked anode market remained stable and the market was trading normally. Production: The production of enterprises in Shandong is normal. Except for Zibo, the heating season policy has not been released; the Henan area has implemented heavy pollution weather control, and enterprises have pressure production. In Zhengzhou, it is reported that carbon enterprises have achieved ultra-low emission limit of 50%. Otherwise, the production is suspended, and the company has not received the notice yet, to be confirmed. The price of downstream electrolytic aluminum continued to run at a low level, and the company's production reduction and repair plan increased.

Start-up situation: Hebei area: Hebei Hongke, Hebei Quxin carbon conventional, normal production, Zhongdong plans to switch production, Xinfeng raw blocks are all for Qinghai and peak, Hebei heating season adopts "step A\B\C" Production is limited; enterprises in Shanxi are weakly started, Danyuan roasting is underway, some electrodes are being used, and Guanlan plans to transform enterprises; Jiangsu enterprises are producing normally, “Yangtze River autumn and winter plan has been released”, and production in Jiangsu will be affected during the heating season. limit. Hubei Province has strict inspection, Hubei Tailai carbon production is low; Guizhou area, Chinalco Guizhou carbon plant relocation, no output; Henan, some enterprises have reduced production, Boda electric porcelain processing electrode, roasting a small amount; Henan Yuhui, Zhengzhou Great Wall aluminum During the suspension of production, the specific start-up time is to be determined. In Gongyi area, Jinyu started about 50% of the operation, and the bamboo blocks were processed outside the bamboo block. Some enterprises have passed the inspection. In the southwestern region, some enterprises have reduced production; in the normal production of enterprises in Shandong, the output of individual enterprises has fluctuated. The supply of carbon blocks for individual anodes of supporting anodes was slightly reduced due to the downstream start-up, and the Yellow River Xinye carbon molding technology reform was officially put into operation.

Message:
1. The notice of the implementation plan for the implementation of the peak production regulation of industrial enterprises in the heating period of 2018-2019 during the reporting period of 2018-2019 indicates that the carbon enterprises used for electrolytic aluminum are limited to 50%. The production line is stable and achieves ultra-low emission (particles, sulfur dioxide, and nitrogen oxides are not higher than 10, 35, 50 mg/m3 respectively), and the production is limited to 50% in the non-ferrous recycling industry. Production line meter.
2. The Action Plan for Comprehensive Management of Air Pollution in the Autumn and Winter of 2018-2019 in Beijing, Tianjin and Hebei and the Surrounding Areas has been released, and the implementation of differentiated peak production control.
3, "The Yangtze River Delta autumn and winter air pollution tough battle to seek comments released", involving Jiangsu, Hubei.
4. “Notice on the Implementation Plan of the Three-Year Action Plan for Jiangsu Province to Win the Blue Sky Defence War”, to achieve ultra-low emission can not limit production.

Cost aspect:
Petroleum coke for prebaked anode: The price of petroleum coke in this week has risen slightly, the downstream carbon enterprises have entered the period of replenishment, some petroleum refinery stocks in low refineries are low, and the resources of low-sulfur petroleum coke in aluminum are tight. Promote the price increase of the petroleum coke market. In detail, the price of petroleum coke in Sinopec's refinery was stable this week. The refinery's coke price in some areas was slightly pushed up by RMB 10-20/ton. This week, the price of petroleum coke in the northwest of China Petroleum was pushed up by RMB 50-200/ About ton, the high price of CNOOC's refinery in the previous period fell significantly this week. This week, the refinery petroleum coke market was trading well, and the coke price rose by 20-80 yuan/ton.

Coal tar pitch: This week, the coal tar pitch market is at a high level, and the new moon order negotiation will begin in the latter part of the year; raw materials will rise and fall this week. Coal and coal are waiting to see the mood. Market outlook: Coal tar pitch is expected to increase at a low level and be consolidated at a high level.

Supply: According to Baichuan Information, in September 2018, the total output of China's prebaked anodes was 1,560,500 tons, of which 740,500 tons of commercial anodes and 802,000 tons of anodes were increased by 16,900 tons from August, an increase of 1.09%. . The output in September increased slightly compared with the output in August. The main reason was that the output of individual anode enterprises increased, and the output of commercial anode enterprises increased and decreased, which was the same as last month.

Production cuts: Shanxi Taiyuan East Aluminum was shut down on the 23rd due to sulfur emission, and the production capacity was 85,000 tons before the shutdown. In the implementation of Gansu Dongxing Aluminum's planned inspection and correction, the production will be reduced by 300,000 tons. Dengdian Group Aluminum Alloy Co., Ltd. and Henan Yongdeng Aluminum (Yangcheng) Branch slightly reduced production due to tight supply of electricity. Gansu Zhongrui Aluminum has stopped production of 100,000 tons due to funding problems. Linfeng Aluminium Electric has started to cut 60,000 tons due to losses, and will stop production. Henan Zhongfu actively reduced production by 100,000 tons due to loss, and is currently working about 300,000 tons. Due to environmental inspections, Shanxi Zhaofeng Aluminium Power is expected to shut down 65 units, involving a production capacity of 40,000 tons, and is currently operating at 130,000 tons. Zouping Aluminum has all stopped, involving a production capacity of 140,000 tons, and started production capacity of 60,000 tons before production stoppage. Chinalco has lost about 160,000 tons of electricity due to electricity prices. Henan Shenhuo reduced production by about 120,000 tons, and its current operating capacity is 210,000 tons. Xinjiang Oriental hopes to reduce production to 800,000 tons due to indicators. Shaanxi Tongchuan Aluminum Industry Co., Ltd. all stopped, and the index was transferred to Meixin. Huo Coal Tongshun Aluminum is expected to withdraw from the market in 2020 due to losses, intra-group replacement demand, or production cuts but not explicitly reduced production by 115,000 tons. The Chinalco Guizhou branch retreated to the city and the production capacity of 150,000 tons has been reduced.

Resumption of production: Jiaozuo Wanfang Aluminum has completed the resumption of production and partial rotation of the trough. Henan Zhongfu has resumed production of 60,000 tons, and will resume production of 50,000 tons. Henan Wanji Aluminum has completed the resumption of production and now has a production capacity of 550,000 tons. Henan Yongdeng Aluminum (Yangcheng) Branch completed the resumption of production. Yichuan Power Yugang Longquan Aluminum has some tank repairs, and the rest of the production has been completed. The current production capacity is 600,000 tons.

New production: Gansu Zhongrui Aluminum Industry Phase I has completed 100,000 tons. The second series of Guangxi Suyuan Investment is expected to start production at the end of October and will be completed during the year. A series of 125,000 tons of aluminum in Guangxi Debao 100 Mine started up. It is expected that the second series will be 125,000 tons at the end of November. A series of 125,000 tons of aluminum in the Tianlin Baiyuan Mine in Guangxi is expected to be completed at the end of November. Guangxi Laibin Yinhai Aluminum has completed production and has a production capacity of 500,000 tons. Guangxi Hualei new materials four stages of 100,000 tons due to unit maintenance delayed production until October. The 125,000 tons of the fourth section of Guizhou Huaren Aluminum Industry has been completed and put into production. The problem of 125,000 tons of electricity in the first phase of Guizhou Xingren Denggao New Material was once again delayed. Inner Mongolia Huayun New Materials Co., Ltd. began to start the remaining 88 tanks on the 21st of the second plant, and has completed production. Inner Mongolia Chuangyuan Metal has a current operating capacity of 100,000 tons, and is now temporarily put into operation due to power problems. Baotou Xinhengfeng Energy has already put into operation 200,000 tons. Mengtai Aluminum in Baotou City is expected to complete production of 250,000 tons within the year and will be put into production of 50,000 tons. Shaanxi Meixin is expected to start production in November. Yingkou Xintai Aluminum has a production capacity of 170,000 tons. Yunnan Yun Aluminum Haixin Aluminum Co., Ltd. put into operation 100,000 tons. Heqing Yixin Aluminum Co., Ltd. is expected to put into operation 150,000 tons, and it is expected that it will not be put into production within 2018.

Forecast: The price of raw petroleum coke is rising, the price of coal tar pitch continues to rise, the pressure of prebaked anode cost increases, and the support price; the enthusiasm of downstream aluminum smelting enterprises in winter procurement is slower than that of the same period of last year, but if the policy of Zhengzhou heating season is emulated by other cities, prebake The anode production limit in winter will be greater than the previous forecast of differential peaks, and the procurement of aluminum plants will increase. On the whole, the price of short-term prebaked anodes will be stable, and next month will approach the heating season, the policy will gradually become clear, subject to raw materials and Downstream consumption stimulates, prices may fluctuate.

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20181014 This week, the mainstream price of the prebaked anode market rose, which is good for industry confidence. The fourth quarter has begun, the heating season is just around the corner, the Beijing-Tianjin-Hebei region policy has been released, and ultra-low emissions can not be restricted, and local policies are being released. It is reported that some enterprises in Henan have passed the ultra-low acceptance test, and the Hebei region has limited production. India’s import of carbon-grade petroleum coke bans and sets quotas, which will benefit anode exports.

Start-up situation: start-up situation: Hebei area: Hebei Hongke, Hebei Quxin carbon conventional, normal production, Zhongdong plans to switch production, Xinfeng raw blocks are all for Qinghai and peak, Hebei heating season adopts "step A\B \C" limited production; enterprises in Shanxi Province started to work weakly, Danyuan roasting is in the open, do some electrodes, Guan Aluminum plans to transform the enterprise, plans to do electrode paste or roasting electrode, has not been determined;

The production of enterprises in Jiangsu area is normal, and the construction started higher than that in the second quarter. “The autumn and winter plan of the Yangtze River Delta has been released”, and production in Jiangsu will be limited during the heating season.

Hubei Province has strict inspections, Hubei Tailai carbon production has been reduced, and environmental protection equipment has been transformed. Enterprises have a small amount of stocks; Guizhou area, Chinalco Guizhou carbon plant relocated, no output; Henan, some enterprises have reduced production, Boda electric porcelain processing electrodes, roasting A small amount, Huihao environmental protection equipment renovation, August shutdown maintenance, Henan Yuhui, Zhengzhou Great Wall discontinued production, Gongyi area, Jinyu started about 50%, Zhulin Saxin external processing carbon block, some enterprises have been low acceptance. In the southwestern region, some enterprises have reduced production; in the normal production of enterprises in Shandong, the output of individual enterprises has fluctuated. The carbon blocks of the supporting anodes are upgraded by environmental protection reasons or the electrolytic cell is overhauled.

Message:
1. The notice of the implementation plan for the implementation of the peak production regulation of industrial enterprises in the heating period of 2018-2019 during the reporting period of 2018-2019 indicates that the carbon enterprises used for electrolytic aluminum are limited to 50%. The production line is stable and achieves ultra-low emission (particles, sulfur dioxide, and nitrogen oxides are not higher than 10, 35, 50 mg/m3 respectively), and the production is limited to 50% in the non-ferrous recycling industry. Production line meter.
2. The Action Plan for Comprehensive Management of Air Pollution in the Autumn and Winter of 2018-2019 in Beijing, Tianjin and Hebei and the Surrounding Areas has been released.
3, "The Yangtze River Delta autumn and winter air pollution tough battle to seek comments released", involving Jiangsu, Hubei.

Cost aspect:
Petroleum coke for prebaked anode: This week, the price of petroleum coke market rose first and then stabilized. During the National Day, some refineries executed pre-holiday orders, and the inventory performance after the holiday was low. The coke price was obviously pushed up, but the downstream market procurement operation was late this week. The performance was general. At the same time, the petroleum coke index of some enterprises was changed, the market low sulfur coke resources decreased, and the medium sulfur coke resources increased, so the market price gradually stabilized.

Coal tar pitch: After the National Day holiday, the coal tar pitch market has risen sharply, and the revised asphalt offer has risen sharply, but as of this Thursday, the high level is still playing. Medium-temperature asphalt supply reduction in the short-term, downstream demand is still acceptable, low-end delisting, high breakthrough is limited.

Supply side:
According to statistics, in August 2018, the total output of China's prebaked anodes was 1,560,500 tons, of which 740,500 tons of commercial anodes and 802,000 tons of anodes were increased by 16,900 tons from August, an increase of 1.09%. The output in September increased slightly compared with the output in August. The main reason was that the output of individual anode enterprises increased, and the output of commercial anode enterprises increased and decreased, which was the same as last month.

Downstream demand:
Production cuts: Dengdian Group Aluminum Alloy Co., Ltd. and Henan Yongdeng Aluminum (Yangcheng) have slightly reduced production due to power supply problems. Gansu Zhongrui Aluminum has reduced production problems. Henan Zhongfu and Linfeng Aluminium Electric actively reduced production due to losses. Shanxi Zhaofeng Aluminium Power Environmental Inspection, shut down 65 units, involving a production capacity of 40,000 tons. Zouping Aluminum has all stopped production, involving a production capacity of 140,000 tons. Chinalco Liancheng reduced production by about 160,000 tons due to electricity price problems. Henan Shenhuo reduced production by about 110,000 tons. Xinjiang Oriental hopes to reduce production to 800,000 tons due to the indicator problem. Shaanxi Tongchuan Aluminum Industry Co., Ltd. all stopped, and the index was transferred to Meixin. Chinalco Guizhou's 150,000 tons has all been reduced. Huo Coal Tongshun Aluminum Industry is expected to implement around 2020 due to losses, intra-group replacement demand, or production cuts but not explicitly reduced production by 115,000 tons.

Resumption of production: Jiaozuo Wanfang Aluminum has basically completed the resumption of production and partial rotation of the trough. In addition to the wheel repair, Linfeng Aluminium Electric has basically resumed production. Some of the tanks in the Longquan Aluminum Industry of Yugang were overhauled, and the rest of the production was completed. The current production capacity is 600,000 tons. Henan Zhongfu resumed production and the remaining rounds were repaired. Henan Wanji Aluminum completed its resumption of production in mid-May and now has a production capacity of 570,000 tons. Henan Yongdeng Aluminum Co., Ltd. (Yangcheng) Branch completed the resumption of production.

In terms of new production: 125,000 tons of the fourth section of Guizhou Huaren Aluminum has been completed. Inner Mongolia Huayun New Materials on the 21st, the remaining 88 sets of the second plant began to start, and is currently completed. Shaanxi Meixin began commissioning equipment on September 15 and is expected to start production in November. Shanxi Chinalco China Resources 1st and 8th District has a current operating capacity of 80,000 tons and is temporarily stable. It is expected to continue production in late October. Yingkou Xintai Aluminum started production on September 5th. Yun Aluminum Haixin Aluminum Co., Ltd. put into operation 100,000 tons. Xinhengfeng Energy started production in August 2018 and plans to start production of 200,000 tons. Guizhou Xingren climbed the high, and the 122.5 million tons of electricity in the first phase was suspended again. It is expected to continue in early November. Gansu Zhongrui Aluminum Industry Phase I has completed 100,000 tons of production, and the second phase has not yet started production. The current funding problem has been reduced. Guangxi Hualei new materials four stages of 100,000 tons due to unit maintenance delayed production until October. Mengtai Aluminum is expected to complete production of 250,000 tons within the year. Inner Mongolia Chuangyuan Metal, with a current operating capacity of 90,000 tons, is now temporarily put into operation due to the price of electricity. Guangxi Suyuan's second series of 100,000 tons is expected to start production at the end of October. A series of 100,000 tons of Guangxi Debao 100 mines has been completed. A series of 100,000 tons of aluminum in the Tianlin 100 mine in Guangxi is currently slowly put into operation. Guangxi Laibin Yinhai Aluminum has a production capacity of 500,000 tons. Heqing Yixin Aluminum Co., Ltd. is expected to start production in October 2018.

Market outlook: The price of raw petroleum coke is generally raised after the holiday, the price of coal tar is pushing up, the price is increasing, the pressure of prebaked anode is increasing; the stocking of downstream electrolytic aluminum market is still going on, which is good for anode consumption, but the price of aluminum has been Low-level operation, aluminum enterprises almost all losses, enterprises may take the initiative to reduce production, the pace of new investment, resumption of production slowed down, negative anode consumption. Therefore, the short-term prebaked anode market price has limited support and is stable in the short term.

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(2018.09.21) This week, the mainstream transaction price of China's prebaked anode market remained stable. The price of raw material petroleum coke was lowered in September, and the decline was now stable, with limited support for anode prices. With the gradual approach of the heating season, the market has a high enthusiasm for the production restriction policy. The ultra-low emissions in Henan will be checked and accepted next week. The Zibo region in Shandong is the first to issue a notice. The enterprises with ultra-low emission standards can be exempted from production. Other regional policies Will be introduced one after another.

Knowledge point analysis: What is a prebaked anode? The prebaked anode is made of petroleum coke and pitch coke, and the coal bitumen is made of a binder, and is used as a pre-baked aluminum electrolytic cell as an anode material. This carbon block has been calcined and has a stable geometry, so it is also called prebaked anode carbon block, which is also known as carbon anode for aluminum electrolysis.

Construction conditions: four enterprises in Hebei, Hebei Hongke, Hebei Quxin carbon, normal production, Zhongdong plans to switch production, Xinfengsheng block for Qinghai and Feng, Hebei region for the national three, the national five car transport restrictions Reinforcement; Shanxi area is weak, Danyuan roasting is open, partial electrode is made, Guan Aluminum plans to transform the enterprise, and plans to make electrode paste or roasting electrode has not been determined; Hubei area is strictly inspected, Hubei Tailai carbon production is reduced, and environmental protection equipment is being reformed. The company has a small amount of inventory; in Zhenjiang, Jiangsu, the company has reduced production due to environmental protection; in Guizhou, Chinalco Guizhou carbon plant has changed; in Henan, some enterprises have reduced production, Boda electric porcelain processing electrode, roasting a small amount, Huihao environmental protection equipment During the renovation, the furnace was shut down for maintenance in August, and Henan Yuhui and Zhengzhou Great Wall were suspended. In the Gongyi area, Jinyu started about 50%, and the bamboo forest was processed outside the bamboo block. Individual enterprises in the main producing area of ​​Shandong Province also actively reduced production, Shandong Liangshan Wanda raw material warehouse transformation, production cuts. In the southwestern part of the country, some enterprises have reduced production, and the carbon blocks of individual anodes are upgraded due to environmental protection reasons or the electrolytic cell is overhauled.

In terms of news:  [2018] No. 17 "Notice on submitting the plan for the implementation of the peak production regulation of industrial enterprises during the heating period of 2018-2019" indicates that the carbon enterprises used for electrolytic aluminum limit production by 50%. In terms of production line, stable and ultra-low emission (particle, sulfur dioxide, nitrogen oxide emission concentration is not higher than 10, 35, 50 mg / cubic meter respectively), can not limit production; non-ferrous recycling industry casting process limited production of 50%, Based on the production line.

Cost: petroleum coke, petroleum coke for prebaked anodes, this week, the price of petroleum coke market has slowed down, the willingness to approach the refinery's petroleum coke clearing warehouse is increasing, and the price of petroleum coke is mostly maintained at low price. This week's main business The refinery's coke price was stable, and individual refineries were slightly adjusted. In detail, Sinopec's refineries only partially reduced the price of coke in South China by 40 yuan/ton this week. The price of CNPC's northwestern region was raised by 50-100 yuan/ton this week. CNOOC stabilized this week and the price of this year's refinery was lowered. The concentration is concentrated at 50-150 yuan / ton.

Supply: According to Baichuan Information, in August 2018, China's total output of prebaked anodes was 1,543,600 tons, of which commercial anodes were 751,500 tons, and supporting anodes were 799,800 tons. The increase was 0.77 million tons in July, an increase of 0.5%. . In August, the output increased slightly compared with the output in July. Some enterprises in the Gongyi area of ​​Henan resumed production and the production capacity was released. The overall output increased compared with July. However, the enterprises supporting the anodes have stopped production and repaired zero production, resulting in a small increase in the overall supply of the market.

Downstream demand:

Production cuts: Henan Zhongfu and Linfeng A&M actively reduced production by 30% due to losses. Shanxi Zhaofeng Aluminium Power Environmental Inspection, shut down 65 units, involving a production capacity of 40,000 tons, and now operating capacity of 130,000 tons. Zouping Aluminum Co., Ltd. all stopped production. Chinalco Liancheng reduced production by about 160,000 tons due to electricity price problems. Henan Shenhuo (Group) Co., Ltd. reduced production by about 110,000 tons. Xinjiang Oriental hopes to reduce production to 800,000 tons due to the indicator problem. Shaanxi Tongchuan Aluminum Co., Ltd. all stopped, and the index was transferred to Meixin. The Chinalco Guizhou branch retreated to the city and the production capacity of 150,000 tons has been reduced. Huo Coal Tongshun Aluminum Industry is expected to implement around 2020 due to losses, intra-group replacement demand, or production cuts but not explicitly reduced production by 115,000 tons.

Resumption of production: Jiaozuo Wanfang Aluminum has basically completed the resumption of production and partial rotation of the trough. Linfeng Aluminium, in addition to the wheel repair, the rest of the production capacity is basically resumed. Yichuan Electric Power Co., Ltd. Longquan part of the trough was overhauled, and the rest of the production was completed. The current production capacity is 600,000 tons. Henan Zhongfu Industrial Co., Ltd. began to resume production in late April, and resumed production in late April. The resumption of production was completed and the rest of the repairs were completed. Henan Wanji Aluminum has a current operating capacity of 570,000 tons. Henan Yongdeng Aluminum Co., Ltd. (Yangcheng) Branch completed the resumption of production.

New investment: Shaanxi Meixin began commissioning equipment on September 15 and is expected to start production in November. The 125,000 tons of network fee in the fourth section of Guizhou Huaren Aluminum Industry has been resolved, and it is expected to be completed in mid-October. Yingkou Xintai Aluminum started production on September 5th. The remaining 88 troughs of Huayun New Materials on the 21st of the second plant began to start, and are expected to be completed in late September. Yun Aluminum Haixin Aluminum Co., Ltd. is expected to start production to around 150,000 tons during the year. Xinhengfeng Energy started production in August 2018 and plans to start production of 200,000 tons. The problem of 125,000 tons of electricity in the first phase of Guizhou Xingren Denggao New Material was suspended again and is expected to continue in early November. The first phase of Gansu Zhongrui Aluminum Industry has completed 100,000 tons, and the second phase has not yet started production. Guangxi Hualei new materials four stages of 100,000 tons due to unit maintenance delayed production until October. Mengtai Aluminum is expected to complete production of 250,000 tons within the year. Inner Mongolia Chuangyuan Metal Co., Ltd., with a current operating capacity of 90,000 tons, is now temporarily put into operation due to the price of electricity. Shanxi Chinalco China Resources currently operates at a capacity of 80,000 tons and is temporarily stable. Guangxi Suyuan II series began to build 100,000 tons, and it is expected to start production at the end of October. Guangxi Debao Baiyuan Aluminum Industry has a series of 100,000 tons of current operating capacity of 65,000 tons, which is expected to be completed in October. The 100,000 tons of aluminum in the Tianlin Bailing Mine in Guangxi began production in early May 2018 and is currently in slow production. Guangxi Laibin Yinhai Aluminum has a production capacity of 500,000 tons. Heqing Yixin Aluminum Co., Ltd. is expected to start production in October 2018.

Market outlook: By the end of the third quarter, the price of prebaked anodes experienced a total loss in the first half of the year, and the price recovery gradually stimulated industry confidence. The price of raw material petroleum coke was moderate, the price of coal tar pitch was stable, and the support of anode cost was limited. The downstream electrolytic aluminum enterprises were subject to the cost of self-provided power plants, and the cost would be reduced. However, enterprises are now stocking winter inventory, which is good for anode consumption. Individual supporting anode factory overhaul, external anode, increase anode market demand, it is expected that the anode price may still increase the price, the range is about 100 yuan / ton.

Remarks: At present, domestic and foreign electrolytic aluminum production enterprises have large gaps in the procurement requirements for prebaked anodes. Foreign large-scale electrolytic aluminum production enterprises seek to maximize the comprehensive benefits of electrolytic aluminum production. Therefore, in the process of purchased prebaked anodes, prebaked anodes are required. There are many indicators of quality; domestic electrolytic aluminum producers pay more attention to the price of prebaked anodes, and their quality requirements are relatively low. So there is a gap in the price between the two.

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The 2018 (10th) China Aluminum Carbon Annual Meeting will be held on September 11-12, 2018 at the Shima Hilton Hotel in Tianjin Eco-City.

To all relevant units:

The national concept of “Green Mountain and Green Mountain is Jinshan Yinshan” is taking root, and the strong promotion of high-quality development will inevitably lead to a reduction of low-level ineffective supply in the future and free up space for enterprises with good environmental performance. This will definitely form a huge impetus to the industrial structure and technological progress of China's aluminum carbon. Intelligent and clean production will be an inevitable choice for enterprise development.

In this context, the China Nonferrous Metals Industry Association Aluminum Carbon Branch will be held in Tianjin on September 10-12, 2018 in Tianjin, the 2018 (10th) China Aluminum Carbon Annual Conference and Industry Upstream and Downstream Supply and Demand Matchmaking Meeting. Interpretation of the far-reaching impact of the new "high-quality development" policy of the national economy on the industry; discussion and analysis of the new development of carbon and aluminum in aluminum; research on the supply and demand of carbon raw materials for aluminum; exploring the cutting-edge technology of carbon production for aluminum, exploring communication automation and intelligence Production management experience.

We sincerely hope that the production, technology, operation and management personnel of enterprises and institutions such as electrolytic aluminum, aluminum carbon, petroleum coke and coal tar pitch, experts and scholars of scientific research institutes, and suppliers of carbon production equipment for aluminum will participate actively. The relevant matters of the meeting are hereby notified as follows:

I. Organizational unit
Organizer: China Nonferrous Metals Industry Association Aluminum Carbon Branch
Supported by: China Nonferrous Metals Industry Association China Aluminum Corporation
Special co-organizer: Suotong Development Co., Ltd.
co-organiser:
China Aluminum International Trading Co., Ltd.
Shandong Chenyang New Carbon Materials Co., Ltd.
Dus Group Co., Ltd.
Weifang Lianxing New Material Technology Co., Ltd.
Jinan Wanfang Carbon Co., Ltd.
Jinan Aohai Carbon Group Co., Ltd.
China Merchants Carbon Research Institute Co., Ltd.
Henan Xincheng Refractory Material Co., Ltd
China Carbon Energy (Shandong) Co., Ltd.
Hebei Jinke Environmental Protection Equipment Co., Ltd.
Shandong Huapeng Precision Machinery Co., Ltd.
Beijing Zhonghaiwei Environmental Protection Technology Co., Ltd.
Yancheng Lanfeng Environmental Engineering Technology Co., Ltd.
Sponsor:
Beijing Ins Park Technology Co., Ltd.
Zhejiang Hongdian Environmental Protection Technology Co., Ltd.
Nanjing Bilin Environmental Protection Technology Co., Ltd.
Fives Group
Huanggang Huayao Zhonghui Kiln Co., Ltd.
Jinan Yugao Environmental Protection Equipment Co., Ltd.
Shandong Homology and Environmental Engineering Co., Ltd.
Beijing Ximatong Technology Co., Ltd.
Jilin Hengsheng Chemical Co., Ltd.
Zhengzhou Yadesheng Refractory Co., Ltd.
Organizer: Nonferrous Metals Technology and Economic Research Institute

Second, the form of the meeting
This meeting takes the form of a combination of thematic report exchange and guest discussion in the form of organization. On the morning of September 11th, the theme highlighted “Industry Development Situation Analysis, Interpretation of Economic Quality Development Policy”; on the afternoon of September 11th, the theme of the forum highlighted “predicting market price trends, supply and demand of raw materials, and interpretation of changes in industrial structure”; September 12 The theme of the morning forum highlighted “environmental protection, energy-saving new technologies, intelligent manufacturing and equipment technology exchange”.

Third, the main content
1. Opening ceremony and leading speech
2. Analysis of industry development situation and interpretation of national economy "high quality development" policy
Report title: Report on the operation of the electrolytic aluminum industry
Title: Aluminum Carbon Industry Development Report
Title: Interpretation of the National Economy "High Quality Development" Policy
Title: China Aluminum Corporation Carbon Development Report
Title: Development Report of Suotong Development Co., Ltd.
3. Forum (1) Buyers, manufacturers, raw material suppliers to connect and exchange
Title: Analysis and Pre-judgment of Electrolytic Aluminum Market
Title: Analysis and Pre-judgment of Aluminum Anode Market
Title: Analysis and Pre-judgment of Aluminum Cathode Market
Guest Discussion: (to be confirmed)
Title: Analysis of Supply and Demand Patterns in the Petroleum Coke Market
Title: Analysis of Supply and Demand Patterns in Calcined Post-Coke Market
Title: Application of Supply Chain Management in Commodity Trading
Guest Discussion: (to be confirmed)
4. Forum (2) Environmental technology, intelligent manufacturing and equipment technology exchange
Title: Development Trend of Carbon Technology for Aluminum at Home and Abroad
Title: Resource Utilization of Flue Gas Sulfur Dioxide in Carbon Industry
Title: Technical Choice of Flue Gas Detachment in Carbon Industry
Title: Carbon Roasting, Calcination Flue Gas Treatment Technology and Cases
Title: Carbon Reduction and Control Technology for Carbon Nitrogen Oxide for Aluminum
Title: Flexible Production and Intelligent Manufacturing of Carbon Raw Anodes - Elimination of High-Room Production Safety Processes, Digital Intelligent Manufacturing Solutions
Title: Exploration and Reflection on the Anode Smart Factory for Aluminum
Title: Process and Equipment for China's Aluminum Carbon Plant (Fafu Group)
Title: Quality Requirements for Carbon Products for Aluminum in Foreign Electrolytic Aluminum Enterprises

Fourth, time and place
Registration time: September 10, 2018
Meeting time: September 11-12, 2018
Venue: Tianjin Shimao Hilton Hotel (No. 82, Anime Middle Road, Zhongxin Ecological City, Binhai New Area, Tianjin)

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I. Current status of petroleum coke market for anode carbon production of electrolytic aluminum

1. Classification of China Petroleum Coke Model Number
At present, the raw material ratio of prebaked anodes is 85%, the main raw material petroleum coke accounts for 85%, coal tar pitch accounts for 16.5% and others. Since petroleum coke accounts for a large proportion, the quality index of petroleum coke directly determines the pre-preparation. The quality of the baked anode. According to the division of China Petroleum Coke Industry Standard NB/SH/T 0527-2015, petroleum coke is mainly divided into 1A-3B#, which is suitable for ordinary petroleum coke (raw coke) used for ordinary power graphite electrode, aluminum carbon material and so on. Needle-shaped petroleum coke (raw coke) of ultra-high power, high-power graphite electrode raw materials. Since the petroleum coke content of coking in China's petrochemical plants is getting higher and higher, it has supplemented 4A-6# for a small amount of carbon (electrode paste, carbon brick, cathode carbon block, etc.) products, most of which are used in the fuel industry. .

2. China's petroleum coke supply in recent years
China's delayed coking capacity is composed of Sinopec, PetroChina, CNOOC and local refineries. In the past five years, the growth of the three major groups has been limited, and the main growth is reflected in local refineries. In 2012-2017, the delayed coking capacity increased by 20.66 million tons/year, of which local refineries increased by 17.33 million tons/year.

In 2017, the total output of China's petroleum coke was 27.738 million tons, of which the amount of prebaked anode available was 2,534,580 tons. Since 2017, the price of 1# petroleum coke has been too high, and the prebaked anode enterprises are completely unbearable, and so far the refinery has not adjusted the target market to the acceptable range of the prebaked anode industry. The low sulfur coke of CNOOC and some refineries in Shandong refinery also have a price exceeding the level of prebaked anode. However, in the case of market changes, the refinery adjusts the sales strategy and price, and the prebaked anode enterprises can produce in a small proportion.

2. National standard of prebaked anode and physical and chemical index of anode for electrolytic aluminum

With the goal of national environmental protection “green mountains and green waters”, the environmental protection supervision departments are increasingly strict with the emission requirements of manufacturing enterprises. For carbon companies, in 2015, the company's requirements for sulfur dioxide emissions within 400 and the latest special emission requirements for 2018 are 50 PPM, which makes it difficult for companies to choose raw materials. On the one hand: controlling costs, in terms of the current prebaked anode price, too high raw materials make the cost increase, and the transaction price reverses the enterprise's loss seriously; on the other hand: it also needs to meet the national requirements for carbon emission.

Considering only the production side, 1#-5# sponge coke can be used for prebaked anode production. According to the specific requirements of the product, low- and high-sulfur petroleum coke can be mixed for production. However, considering that graphite electrodes and recarburizers also use 1# petroleum coke, and the price level is higher than that of prebaked anodes, as well as the regional distribution and transportation radius of petroleum coke downstream industries, China prebaked anodes can use petroleum in addition to Northeast China. Petroleum cokes other than a few refineries such as Fushun Petrochemical, Daqing Petrochemical, Jinzhou Petrochemical, Jinxi Petrochemical, and Liaohe Petrochemical. Domestic environmental protection requirements are getting higher and higher. In the local environmental inspection, manufacturers in some areas have also reduced petroleum coke with excessive sulfur content, that is, petroleum coke with sulfur content >=7%.

Third, the current status of sulfur content in the production enterprises of prebaked anodes

Since 2016, the environmental protection policy has gradually started to increase the emission requirements for electrolytic aluminum and carbon enterprises. In order to control the emission, electrolytic aluminum enterprises have higher and higher requirements for sulfur in prebaked anodes. The production of prebaked anode production enterprises mainly uses electrolytic aluminum. The requirements of enterprises are mainly. At present, only a small number of enterprises require sulfur to be within 3, and other enterprises require 2.5 or less.

Fourth, the application of low sulfur petroleum coke in prebaked anode

Low-sulfur petroleum coke is very favorable for the production of pre-baked anode from the index. Various indicators are more suitable for production. 1# average price and 2# average price before 2017, the maximum price difference is 300 yuan/ton, starting in 2017## The price rose wildly, the highest price difference was close to 2,000 yuan / ton, and the lowest price difference was also 600 yuan / ton, seriously out of the range of conventional prebaked anode petroleum coke. It can be seen from the proportion of petroleum coke production models that the petroleum coke for prebaked anodes is mainly 3#-4#. Even if low sulfur coke is blended, the sulfur content of the actual calcined coke and prebaked anode is already sulfur and high sulfur. Mainly.

V. Reasons for low-sulfur prebaked anodes in the market

The pre-baked anode sulfur content traded on the market is between 1.5 and 3.5, and the production of ultra-low sulfur (0.5-1) is almost non-existent. The main reason for the low sulfur prebaked anodes is that the low sulfur coke yield is low and the cost is high, and the downstream electrolytic aluminum enterprises cannot accept the price. The sulfur content and the cost of the prebaked anode are listed in the table below.

In June 2018, the average ex-baked anode price of China's prebaked anodes was 3,200 yuan. It can be seen from Table 4 that if the production only uses No.1 and No.2, then for the prebaked anode production enterprises, only production reduction and shutdown will be carried out. the reason:
1. The cost is too high and the company will lose all;
2. The supply of petroleum coke cannot meet the needs of the market, so the price will become higher and higher;
3. Electrolytic aluminum enterprises are affected by high-cost raw materials to reduce production.

Conclusion
1. Most of the low-sulfur coke on the market is used in the production of carbon for steel, graphite electrode, carbon electrode and carbon-reinforcing agent. The graphite electrode has higher requirements on raw material petroleum coke, and can only use low sulfur with sulfur content of about 0.5. Petroleum coke is produced.
2. As far as the current market demand and economy are concerned, prebaked anode enterprises can only use medium and high sulfur petroleum coke to produce prebaked anodes to meet the demand of electrolytic aluminum.
3. Electrolytic aluminum enterprises cannot withstand high-priced prebaked anodes, and generally do not use low-sulfur prebaked anodes for production.

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The United States announced that the second part of the $50 billion tariff list will be levied on August 23, followed by China’s response to the 16 billion tariff list, which has a petroleum coke, and the corresponding implementation time is synchronized with the US. It is unfavorable news for the domestic petroleum coke industry, which will result in a significant reduction in the price/performance ratio of China's imported US petroleum coke, especially for the medium and low sulfur projectile coke used in the glass industry, 80% or 2.1 million tons from the United States, and it is difficult to obtain alternative resources. The gap is huge.

In view of the current market and price of the international market, once the tax is levied, the US high-sulfur coke will not be imported again. The space for the US low-to-sulphur coke to lower the price is small. The reason for the domestic supply and demand and price of domestic petroleum coke will be difficult. Completely make up.

China's carbon production fell after the output in April 2018, which was dominated by market factors and supplemented by environmental factors. After the end of the heating period, the inventory of carbon products was large, the output continued to increase, the supply exceeded demand, and the price dropped sharply. The price of petroleum coke also fell with the price of carbon. However, due to the high inventory of refined oil products in Shandong, the delayed coking rate started to decline rapidly in March. Under the situation of continuous decline in carbon production, the supply of petroleum coke is still tight, and the price of petroleum coke is still tight. It is still at a high level in the industrial chain.

From June to July 2018, China's petroleum coke operating rate and downstream carbon operating rate were at a low level. In June, the supply and demand of aluminum for calcined petroleum coke and electrolytic aluminum were basically balanced, and carbon stocks basically returned to half-month to one-month inventory. Under the premise of stocking before the heating period, the demand for carbon is expected to pick up.

According to the currently known refinery maintenance plan, the total production of petroleum coke in July-December is expected to be 14.37 million tons. However, there are 8 local refineries that may be overhauled. If they are calculated according to one month of maintenance, the estimated production of petroleum coke will be reduced by 165,000 tons, and the output of low-sulfur coke with relatively high price such as CNOOC will be reduced by about 1.1 million. The supply of self-consumption and projectile coke in the refinery is about 2.15 million tons, the supply of domestic coke is close to 11 million tons, and the import of sponge coke is expected to be less than 500,000-700,000 tons. It is estimated that the production of petroleum coke for carbon use in aluminum from July to December is estimated to be 1,150-1,170,000. From July to December, the output of calcined coke is expected to be 9.5 million tons, and the demand is 11.87 million tons. Therefore, the oil coke is expected to be tight in the second half of the year, and the price will also rise and fall closely with the price and demand of carbon.

Therefore, in the second half of the year, domestic petroleum coke supply glass plants and other low-sulphur projectiles use less space. With the sales characteristics of domestic petroleum coke, once the supply of fuel-grade petroleum coke is insufficient or the price is too high, too much domestic coke is used. Under the expectation of production and sales, the price of domestic coke will rise rapidly, and the price/performance advantage of petroleum coke fuel will no longer exist.

Therefore, we have come to the conclusion that the US coke tariff is imposed, and the US low-to-sulphur and high-sulfur petroleum coke are difficult to import. The high-sulfur coke has little effect on the market scale of the high-sulfur coke due to domestic market reasons and international alternative resource factors. There will be a shortage of medium and low sulfur coke in China, with an average monthly gap of 175,000 tons. In the second half of the year, domestic coke shortage is expected, and the price is easy to rise, which cannot fully supplement the fuel market gap.

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The petroleum coke from the delayed coking unit is called raw coke, and the process of heat treatment of high temperature (1250~1380 °C) under the condition of insulating air is called calcination. The petroleum coke after calcination is called calcined petroleum coke, also called Calcined coke and calcined petcoke, they have different names but are the same product. The purpose of calcination is to discharge moisture and volatiles in the raw materials, so that the petroleum coke raw materials are sufficiently shrunk to improve their physical and chemical properties.

Under normal circumstances, the petroleum coke starts to escape volatiles from 200 ° C. When the temperature reaches 1100 ° C, the volatiles basically escape. In the range of 500 ° C to 800 ° C, the volatiles of petroleum cokes escape the most. At about 700 °C, the petroleum coke volatiles are mainly hydrogen decomposed by hydrocarbons and hydrocarbon pyrolysis. As the temperature continues to increase, the gas escape amount decreases, and the pyrolysis temperature increases, further promoting the structure. Tightening. In the calcination of petroleum coke, the O2, N2, CO, CO2, and S elements are sequentially removed by heat, and a planar network structure is formed inside the petroleum coke at 1350 °C. This change in microstructure reflects an improvement in the physical properties of the calcined coke (such as true density, electrical conductivity, strength, etc.).

Calcined petroleum coke is mainly used for prebaked anode and cathode used in electrolytic aluminum, carbonizing agent for production in metallurgical steel industry, graphite electrode, carbon electrode for industrial silicon, yellow phosphorus and iron alloy. Therefore, both electrolytic aluminum plants, independent carbon plants and refineries are concerned about the progress and development of petroleum coke calcination technology.

Why is petroleum coke need calcined?
The purpose of calcination:
1. Eliminate volatiles and moisture in petroleum coke raw materials. After calcination, the volatile matter is 0.5% or less, and the water content is 0.3% or less.
The calcined volatiles and moisture represent the degree of calcination, which does not require secondary shrinkage and crack formation during calcination.
2. Improve the density and mechanical strength of petroleum coke raw materials. The true density is 2.00 g/cm3 or more.
The true density of the calcined coke affects the true density of the final product, and the mechanical strength is low. The bulk density is low, which affects the molding. The main performance is difficult to form. The height of the green block does not meet the requirements within the required time, which affects the operation of the aluminum electrolytic cell.
3. Improve the electrical conductivity of petroleum coke raw materials.
The calcined coke specific resistance affects the final product resistivity.
4. Improve the chemical stability of petroleum coke raw materials. Improved oxidation resistance.

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