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.
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.
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.
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.
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.
(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:  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.
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.
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.
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.
Beijing Ins Park Technology Co., Ltd.
Zhejiang Hongdian Environmental Protection Technology Co., Ltd.
Nanjing Bilin Environmental Protection Technology Co., Ltd.
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)
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.
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.
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.
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.
Calcined petroleum coke is a high purity carbon material produced by heating green petroleum coke to drive off moisture, volatile matter, and impurities and to increase its electrical conductivity, which is used to improve the carbon content in steel-making and ductile iron foundry. It is widely used to produce graphite electrode, graphite blocks, brakes pads and other carbon products. it can also be used as carbon additive in some steel and aluminum plants, another, it is used in refractory, insulation, filler,etc. We can supply different grades of Calcined Petroleum coke.
The main application of Calcined Petroleum coke is in the production of anodes for the Aluminum Smelting process. 70 - 80% of CPC is for the Aluminum Industry. The reason for use in the Aluminum Industry is for conductivity.
Another used for Calcined Petroleum coke is TiO2 production which accounts for about 15% of the Calcined Petroleum coke consumption. The reason for use in TiO2 is for its oxidizing effect.
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