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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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Monday (October 8th) today is the first working day after the National Day. According to the understanding of the price of petroleum coke during the National Day, the price remains mainly stable, and the price after the holiday has been adjusted. The price of calcined petroleum coke is slightly raised, and the coke is burnt. The price of recarburizer is temporarily unchanged.

The three major groups of petroleum coke market:
Sinopec, during the National Day, Sinopec's Tahe and Maoming Petrochemical prices have been adjusted, and today, Tahe coke prices continue to increase, it is reported that Tahe petroleum coke cumulative increase of 60 yuan / ton, Maoming petrochemical coke price before the holiday cut significantly 120 yuan / Tons, mainly due to the high price in the previous period, coupled with the price adjustment of the National Day holiday, the current oil coke shipments of the factory are low. The price of petroleum coke in Yanshan Petrochemical Company of North China was lowered by RMB 60/ton today. The factory shipped poorly during the festival and there were fewer transport vehicles. Luoyang Petrochemical's shipment is still acceptable, and the price of Dongming is raised to support its shipment. The price of Tianjin Petrochemical Railway Transportation was raised by RMB 50/ton. The quality of petroleum coke in Anqing Petrochemical was slightly lower due to higher prices in the previous period. The Sinochem Quanzhou coking unit has been shut down during the National Day and there is currently no inventory in the plant.

In the case of PetroChina and CNOOC, Daqing and Fushun Petrochemical in Northeast China began to sell their petroleum coke in October, and the shipment is relatively stable. Liaoyang Petrochemical's price is lowered by 50 yuan/ton today, and the coking unit of the plant is expected to be shut down for one year from mid-October. The commencement of the Liaohe petrochemical coking unit has been postponed and it is expected that products will be available in the middle. The petrochemical coking unit in the northwest region started construction at the end of September. At present, it has been out of focus, and the price is raised by 50 yuan/ton. Wu Petrochemical and Dushanzi Petrochemical petroleum coke shipped well, among which the petrochemical index of Wujiang Petrochemical continued to improve in the near future. The sulfur content was all within 1.0%, and the price of Yumen Petrochemical Petroleum Coke was raised by RMB 50/ton from 10.1.

Refining petroleum coke:
As the first working day after the National Day, the price of refinery petroleum coke has risen in an all-round way, with a concentration of 30-130 yuan/ton. Before the holiday, due to the high cost performance of the refining petroleum coke, the refineries have signed a large number of contracts. At present, most of the refineries have no inventory and the shipments are smooth. In terms of refinery dynamics, Hengbang Petrochemical Co., Ltd. resumed production and still produces projectile coke; Zhenghe Petrochemical Coking Unit was shut down for maintenance on September 30, and petroleum coke has no inventory; Longhai Petrochemical and Qirun Chemical Coking have not yet started.

Calcined petroleum coke recarburizer market:
Today, the market for calcined coke recarburizers is stable, and corporate prices have not been adjusted. During the National Day of PetroChina Liaohe Petroleum Exploration Bureau Co., Ltd., the two rotary kiln have been started normally. However, since the refinery coking unit has not been out of focus, the plant is not yet fully loaded. At present, the plant is burning coke recarburizer. The price is maintained before the National Day, and the shipment is acceptable.

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This week, the mainstream price of China's prebaked anode market was running smoothly. The heating season is approaching, and the environmental protection policy and the limited production ratio are the focus of the industry. At present, the “2+26 and surrounding areas” autumn and winter tackling schemes have been released, and specific implementation measures will be released one after another. It is reported that enterprises in Henan Province are actively rectifying and reforming, and will continue to accept and accept in October to determine the ratio of production restrictions; Zibo area will not limit production.

Starting situation:
Four enterprises in Hebei, Hebei Hongke, Hebei Quxin carbon, regular production, Zhongdong plans to switch production, Xinfengsheng block is all for Qinghai and peak, Hebei area for the national three, the country five car transport restrictions, autumn The winter tackling plan has been released; the Shanxi region is weakly started, Danyuan roasting is being opened, some electrodes are being used, and the Guanlan plan enterprise is undergoing transformation, and the electrode paste or roasting electrode is planned to be determined. The inspection in Hubei is strict, and the production of Hubei Tailai carbon is reduced. In the renovation of environmental protection equipment, enterprises have a small amount of inventory; in Guizhou, Chinalco Guizhou carbon plant relocated, no output; in Henan, some enterprises have reduced production, Boda electric porcelain processing electrode, roasting a small amount, Huihao environmental protection equipment renovation, August Shutdown maintenance, Henan Yuhui, Zhengzhou Great Wall discontinued; Gongyi area, Jinyu started about 50%, bamboo forest Sasin outside processing carbon block. 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.

Cost aspect:
Petroleum coke: petroleum coke for prebaked anode: This week, the price of petroleum coke market began to bottom out, mainly reflected in local refineries. Sinopec's refinery's petroleum coke remained stable this week, with a slight downward adjustment. PetroChina's refinery's coke price remained stable. More, CNOOC this week, two refineries started working. In detail, Sinopec's refinery's petroleum coke is only 20-40 yuan/ton in the two refineries of Gaoqiao and Guangzhou, and the price of Lanzhou petrochemical in the northwest of CNPC is raised by 60 yuan/ton. CNOOC Binzhou Zhonghai and Zhoushan Petrochemical re-pricing this week. The price has dropped before the stoppage. In terms of refining, the price of this week has risen and fallen by 50-100 yuan/ton.

Coal bitumen:
This week, the coal tar pitch market has been pushed up, and it has been actively promoted. The atmosphere of negotiations has been strong, and attention has been paid to the establishment of purchasing prices for key enterprises. The cost pressure of coal tar pitch manufacturers is obvious. In October, the equipment maintenance plan increased, and the increase was more confident. Late forecast: It is expected that the coal tar pitch market will go up and the increase will be a game. The raw material price is high before the holiday, and the price reduction may not be ruled out after the holiday. The supply of coal tar will be reduced in October. There are still restrictions on the terminal market.

Supply side:
According to statistics, 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.

Resumption:
Jiaozuo Wanfang Aluminum has basically completed the resumption of production and partial tank repairs. Linfeng Aluminium, in addition to the wheel repair, the rest of the production capacity is basically resumed. Some of the long-slots in Longquan, Henan Province were overhauled, and the rest of the production was completed. The current production capacity is 600,000 tons. Henan Zhongfu began to resume production in late April, and began to resume production in late April. The resumption of production was completed and the remaining rounds were repaired. Henan Wanji Aluminum completed the 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.

New production:
The remaining 88 troughs of Inner Mongolia Huayun New Materials No. 2 Plant began to be launched one after another and are currently in operation. Shaanxi Meixin began commissioning equipment on September 15 and is expected to start production in November. Chinalco China Resources 1st and 8th District 125,000 tons was officially put into operation on May 19th. The current operating capacity is 80,000 tons, which is temporarily stable. It is expected to continue production in October. 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, on September 5, new production capacity began to be put into production. Yun Aluminum Haixin Aluminum Industry Co., Ltd. started power supply in late July and is expected to start production to around 150,000 tons during the year. Baotou 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 Guizhou Xingren's first stage was suspended again and 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 in Baotou City 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. Guangxi Suyuan Investment Series 100,000 tons began to continue construction, is expected to start production at the end of October, completed production within the year. A series of 100,000 tons of Guangxi Debao 100 mine started production on April 7, 2018. The current operating capacity is 65,000 tons, which is expected to be completed in October. A series of 100,000 tons of aluminum in the Tianlin Baiyuan Mine in Guangxi began production in early May 2018 and is currently in slow production. Guangxi Laibin Yinhai has completed production in early May and now has a production capacity of 500,000 tons. Heqing Yixin is expected to start production in October 2018.

Market outlook:
The price of raw petroleum coke stopped falling, the price of coal tar pitch was stable, and the support of anode cost was stable. The enthusiasm of downstream electrolytic aluminum enterprises was not reduced, mainly for stocking in winter, which was good for anode consumption. In addition, the maintenance of individual anodes for supporting anodes To increase anode consumption, there will be a small price increase in the short-term market, which is about 100 yuan/ton. In the fourth quarter, the development will be subject to the implementation of environmental protection policies and the multi-faceted price of raw materials.

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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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180914 Because the price of petroleum coke in the early stage is in the rising stage, the price of petroleum coke is steadily fluctuating at this stage, but it is still in a high state. The calcined coke and prebaked anode market associated with this are also stable.

The three major groups of petroleum coke market:
In terms of Sinopec, today's refinery's petroleum coke market is trading smoothly, and there are no other changes in refinery indicators. The sulfur in the Yanjiang area is still trading well, and the Jingmen petrochemical coking unit is expected to start on September 16. The Shengli petrochemical coking unit in Shandong will be shut down for maintenance on September 15. The inventory of petroleum coke in downstream calcined coke enterprises is mostly in the middle and low position. Therefore, the demand for petroleum coke market is relatively good. It is predicted that the price of petroleum coke in Sinopec's refinery will be stable next week.
 
For PetroChina and CNOOC, the price of Dushanzi Petrochemical Petroleum Coke in the northwest region was raised by RMB 50/ton today. The oil coke shipments of the plant performed well and the downstream enterprises received positive products. The commencement date of the coking unit of Shandong Haihua Group has all been postponed. At present, the atmospheric and vacuum distillation unit of the plant has been started, and the specific time will continue to be tracked.

Refining petroleum coke: Today's refining petroleum coke trading tends to be stable, the number of refineries under the coke price is reduced, and some refineries with high pre-pay prices are replenishing today. Judging from the current shipment situation of refinery petroleum coke, it is expected that the coke price will enter a stable period in the next few days, and the overall rebound possibility is slim.

Calcined coke market: The calcined coke market has not fallen due to the downward adjustment of the coking price, and the market as a whole is mainly stable.

The mainstream price of China's prebaked anode market remained stable. The price of raw material petroleum coke is high, and the prices of individual enterprises are slightly lowered, and the cost of anode raw materials is high. The promotion of environmental inspection and the approach to the heating season, strict environmental inspections everywhere, no major changes in market start-up, sporadic enterprises stop production and rectification, coupled with the downstream electrolytic aluminum market price affected by raw materials, inventory, macroeconomic, environmental protection, etc., affecting market operating rates However, due to its winter stocking, it is good for the anode market.

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At this stage, the recarburizing agent is mainly a calcined coal recarburizer (coal), a calcined coke recarburizer (petroleum coke) and a graphitized recarburizer (petroleum coke), and the mainstream is a post-calcined coke recarburizer, individual enterprises. If the quality requirements are good, the graphitized recarburizer will be chosen but the price will be high. This week, the mainstream price of China's carbon refining agent market was stable and the market was trading normally. At the same time, due to strict environmental inspections, the situation in various places is relatively severe.

Among them, the market price of general calcined coal recarburizer is stable, some manufacturers offer a small decrease, mainly due to downstream receiving; the post-calcining coke recarburizer is subject to rising price of raw petroleum coke, and the price of small enterprises is raised, but the mainstream price has not yet appeared; The market price of chemical refining agents is relatively stable. The start-up in Jiangsu has been slightly reduced, the shipments are normal, and the environmental protection pressure is very high. The orders are mainly for the old customers. The anode materials processing enterprises in Qinghai, Lanzhou, Ningxia and Inner Mongolia are more active.

Pu calcined coal recarburizer (coal quality): This week, the overall market price of China's general calcined coal recarburizer has been slightly reduced. Some regions have also increased due to supply and demand. The market is generally trading, and enterprises are mostly implementing old orders and maintaining Old customers are the mainstay. Enterprises in the main producing area of ​​Ningxia are still in the process of rectification of dust-proof equipment, waiting for acceptance.

Calcined coke recarburizer (petroleum coke): This week, the mainstream price of calcined coke recarburizer market remained stable, with individual companies offering slightly higher prices and stable market transactions. Raw materials: The price of domestic medium-high sulfur calcined coke has risen this week, with a concentration of 70-150 yuan/ton. The main reason for the increase in coke price is supply reduction and cost increase. In terms of raw materials, domestic petroleum coke prices are still rising mainly this week. The local refinery coke price has started to fall slightly on Wednesday. On the supply side, the supply of calcined coke in Shandong has decreased this week, mainly due to the impact of environmental supervision. Shandong this week The operating rate of Dongying calcined coke was significantly reduced. Most enterprises cut production by half and one was shut down. The production of calcined coke in other parts of Shandong has not been affected significantly. The fluctuations of calcined coke in Jiangsu and Hebei this week are not significant. Market outlook: It is expected that the market price of domestic medium and high sulfur calcined coke will be stabilized and stabilized next week.

Relevant industry impact: This week, the domestic steel prices went down as a whole. As the snails fell sharply, the market wait-and-see atmosphere was heavier, and the fear of high sentiment spread. In addition, the pressure on merchants at the end of the month was highlighted, and the steel price was ushered back and forth. As the environmental protection policy continues to be high-pressure, the cost end is strongly supported, and the steel mills are still willing to pay a good price. It is expected that the short-term domestic steel prices will stabilize and adjust, and the downward trend will gradually narrow. For the refining agent market, the procurement enthusiasm is relatively slow, and the mainstream transaction price of the common specifications of the calcined coke recarburizer enterprises.

Graphitized petroleum coke recarburizer (petroleum coke): This week, the price of graphitized petroleum coke recarburizer was stable, the market spot was abundant, and the shipment situation was general. Among them, the production of individual enterprises in Henan and Xinjiang was suspended due to environmental protection, and the operating rate fell. In addition, the graphitization enterprises of anode materials in the anode market will be put into production in the second half of the year. It is expected that the output will be released one after another, affecting the overall supply of graphitized recarburizer market. The concentration of negative electrode enterprises in Inner Mongolia is high, and the graphitization and recarburizer processing enterprises have also been transferred, and the market concentration has increased. The Jiangsu area is operating normally and the shipments are good. The orders are mainly for the old customers. The anode materials processing enterprises in Qinghai, Lanzhou, Ningxia, Inner Mongolia and other regions have higher activity and increased production.

The market outlook: the price of the calcined coal recarburizer is stable or slightly decreased. The calcined coke refiner has risen slightly and stabilized. It is mainly affected by the price of raw petroleum coke, and the price of graphitized recarburizer remains stable.

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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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Petroleum coke is a by-product of the delayed coking unit's feedstock oil cracking at high temperatures to produce light oil products. It is cheaper than coal and has a higher burning temperature. American petroleum coke has a high calorific value and attractive price, which is favored by cheap Indian factories. Indian cement companies use 75% of the country's petroleum coke.

At the hearing on July 30, 2018, the Supreme Court of India decided to release the restrictions on the use of petroleum coke in four industries, including cement, lime, calcium carbide, and petroleum coke vaporization. It also announced carbon-grade petroleum coke and calcination in October. The import restrictions on coke are subject to a hearing.

Beginning on August 7, India completely banned the import of carbon grade petroleum coke and calcined coke. Sponge coke is directly restricted by the import declaration of carbon manufacturers. On the other hand, the four industries with the above-mentioned open import restrictions can be imported normally, and there are those companies that can use the above four industries to import Indian carbon grade petroleum coke. However, under the situation of strict investigation of the start of the carbon plant, the import volume of carbon grade petroleum coke in India is bound to be greatly reduced.

India's electrolytic aluminum production in 2017 was about 3.4 million tons, and the demand for petroleum coke was about 1.8 million tons. The demand for carbon grade petroleum coke is basically dependent on imports. China exports carbon grade petroleum coke to India, reaching 540,000 tons in 2017. In 2017, India imported 1.99 million tons of petroleum coke and 1.88 million tons of carbon-grade imports, accounting for 18%. China Petroleum Coke accounts for 30% of India's carbon-grade petroleum coke imports. The most used is fuel grade petroleum coke, which accounts for 80% of imports. In terms of calcined coke, it exported 170,000 tons to India in 2017. At present, the calcined coke export to India may be interrupted or substantially reduced by October.

Fuel market: At this time, India has imposed restrictions on the release of high-sulfur fuel-grade petroleum coke imports, which will support international prices in the second half of the year. In the first half of 2018, China imported high-sulfur fuel coke, which increased by nearly 80% compared with last year. The coal market price has not been as good as expected since March. At the same time, the price of petroleum coke is high, the port price is upside down, and the spot inventory is high. China’s high sulfur coke imports are expected to decline in the second half of the year. In this case, India The high-sulfur fuel market is re-established, and international high-sulfur coke prices are expected to remain high. Under the circumstance of US tariffs, the expectation of China's fuel-grade petroleum coke imports will be strengthened in the second half of the year.

Carbon market: China's exports of carbon grade petroleum coke in India are reduced. If imports continue to be restricted, India may switch to importing pre-baked anode products. 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.

In 2018, China's domestic aluminum carbon market is tightly balanced. In the case of downstream production during the heating period, it may be relaxed. However, due to the tariffs imposed on the US coke, China's low-to-sulphur fuel market will require domestic sponges to be fixed. The amount of supplement, the price of domestic sponge coke will have a certain guarantee.

On the other hand, for India, the import of sponge coke and calcined coke (including from China) is the main source of carbon-grade petroleum coke, and Indian companies themselves will actively try to solve or circumvent the policy of restricting imports. Before October, it may cause a certain reduction in the import volume of petroleum coke imported from China, including other regions, but it will still find a way to solve the import problem. Exports to India are expected to reach 300,000 tons in the first half of the year, and actual arrivals of sponge coke and calcined coke may be significantly reduced between September and October.

According to the supply and demand of carbon for aluminum in India, the normal logic infers that India has almost no possibility of a total ban on imports. However, if the Indian High Law Hearing in October is still severely restricting imports, it may happen that India will switch to the import of prebaked anode products! The total demand for prebaked anodes in India is 1.7 million tons (2017). In recent years, the growth rate of electrolytic aluminum production in India is basically 15-20%.

As China's domestic coke consumption in the fuel market may increase, this year's market, even if the reduction of certain petroleum coke exports, will not have a big impact on the Chinese petroleum coke market price. On the contrary, in the unfavorable situation, the prebaked anode outlet may be boosted.

Due to the lack of good quality carbon grade petroleum coke in India, whether it is sponge coke, calcined coke or prebaked anode, it is still dependent on imports. For other countries' petroleum coke and carbon market, it is a problem of exporting raw materials or exporting finished products. . The existing capacity and new capacity of China's prebaked anodes are huge, which is convenient for expanding exports and seizing the carbon market for aluminum in India, which may also drive the demand for the carbon industry chain for aluminum.

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First, the negative industry introduction

Since the 21st century, the vigorous development of the global new energy and lithium battery industry has led to the emergence of upstream related raw material industries. The anode material is one of the key raw materials for lithium-ion batteries, with a wide variety and complicated processes.

Since 2017, driven by national policies, the rapid development of new energy vehicles, domestic power battery companies have also significantly expanded production, the demand for lithium battery anode materials has increased significantly. In addition, due to the strict control of the graphitization plant by the national environmental supervision team, many companies were forced to shut down. In the first half of 2017, the price of needle-like coke, the core raw material of lithium battery anode materials, rose wildly.


Second, the negative market situation

Although the demand for anode materials has increased rapidly due to the development of new energy electric vehicles, it is still unbalanced compared with the capacity expansion rate. In addition, the supply of upstream raw materials is in short supply, and the negative electrode enterprises are under the double pressure of falling prices and rising costs. According to statistics, in 2017, the total capacity of lithium battery anode materials in China was as high as 370,000 tons, while the overall output was about 185,000 tons. The average capacity utilization rate of the anode material industry was only about 50%. Despite such low capacity utilization, the negative electrode materials industry has attracted a large number of new entrants due to the bright future of lithium battery.

Baotailong invested 680 million yuan to build a 50,000-ton/year lithium metal anode material graphitization project and a 20,000-ton/year lithium-ion anode material mesophase carbon microsphere precursor project; Sinochem International's lithium battery negative electrode The material project - 30,000 tons of mesophase carbon microsphere anode material project has been signed and settled in Hebei Province. The project is implemented by Jiangsu Ruisheng New Material Technology Co., Ltd., a subsidiary of Sinochem International. The total investment of the project is about 3 billion yuan; The lithium-ion battery material project settled in Jiangsu Zhongguancun Science and Technology Industrial Park with a project investment of 5 billion yuan. It mainly develops and produces new silicon-carbon composite anode materials.

Third, the lithium battery industry situation

A lithium ion battery is generally a battery using a lithium alloy metal oxide as a positive electrode material, graphite as a negative electrode material, and a nonaqueous electrolyte. The negative electrode materials which have been practically used for lithium ion batteries are basically carbon materials such as artificial graphite, natural graphite, mesocarbon microbeads, petroleum coke, carbon fiber, pyrolysis resin carbon and the like.

Before 2014, the lithium battery industry was mainly driven by the 3C digital market. In recent years, new energy electric vehicles have become the main driving force for the development of lithium batteries. The world's major powers have given policy inclinations, and the future market is extremely impressive. As another important area of ​​lithium battery application, energy storage is also gradually developing.

Fourth, the impact on the petroleum coke industry

The negative electrode enterprise has strict requirements on raw materials. The negative electrode material is mainly graphite, and the graphite is calcined from petroleum coke. Therefore, high-quality low-sulfur petroleum coke is one of the important raw materials for the negative electrode material. The sharp increase in the price of low-sulfur petroleum coke has greatly affected the production costs of negative electrode companies. In addition, a certain petroleum coke auxiliary material is required for the negative graphitization processing.

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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. The aluminum electrolytic cell using the prebaked anode carbon block as the anode is called a prebaked anode electrolytic cell, which is referred to as a prebaked cell, which is a modern large aluminum electrolytic cell.

The pre-baked carbon anode is usually installed in the upper part of the electrolytic cell, and a strong direct current of 60-300 ka is introduced into the electrolyte through the carbon anode. The carbon anode has a resistivity of 50-70 μΩ·m, plus the guide rod and contact resistance. When normal aluminum electrolysis is produced, the voltage drop on the carbon anode consumed is 300-500 mV, which accounts for 10% of the voltage drop of the electrolytic cell. %. At the portion where the bottom of the carbon anode contacts the molten electrolyte, a complex electrochemical reaction (anode reaction) in which the alumina is decomposed occurs. With the participation of carbon, the final products of the anode are CO and CO2. In the production of aluminum electrolysis, the carbon anode consumes an average of 1-2 CM per day, periodically adding a new anode paste to the upper part of the electrolytic cell (for the self-baked anode electrolytic cell) or periodically replacing the prebaked anode (for the prebaked anode electrolytic cell) is the anode working. The main content is to keep the anode working continuously.

However, due to the different thickness of the anode, the current distribution is different, and local severe hot grooves are prone to occur. When the anodizing is serious, the current distribution on each anode is greatly uneven. On the anode with too much conductivity, a large amount of Joule heat The phosphorus pig iron or steel claws in the pole anode carbon bowl are quickly melted, and the iron inflow into the tank not only affects the quality of the original aluminum, but also causes the entire anode to slide into the tank. When this happens, the current distribution will be more uneven after one anode is detached, and the current may be concentrated on the other anode. If it is not treated in time, it will cause a chain reaction, which seriously affects the production of the electrolytic cell.

How to deal with it: organize the force to quickly remove the detached anode and replace it with a new anode. If there are several groups of anodes continuously falling off from one tank, the anodes to be replaced cannot be completely new, but should be taken out from other normal electrolytic cells. The hot anode with good working condition is replaced to prevent uneven current distribution. If the anode is off, the clamp is not tight and the aluminum guide rod is slid. This can lift the anode to the original height and then clamp it. At the same time, in order to prevent The adsorption of the anode on the bottom of the anode affects the anode work, and the anode bottom is scraped with a large palladium.

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