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Foshan Yoshida Casting Material Co., Ltd. mainly supply the calcined petroleum coke and graphitized petroleum coke, if you want to know the price or any questions about the products , please feel free to contact me via below information:

Contact: Owen Zhang

Emailcarbon86[at]126.com

Mobile: +86 182 1805 1155

Wechat: 182 1805 1155

Whatsapp: +86 182 1805 1155

Tel: 0086-757-85685335

Fax: 0086-757-85685300

Add: Room 329,Zinji City building, Xiaxi, Guicheng, Nanhai, Foshan, Guangdong, China

What is calcined petroleum coke?

Calcined petroleum coke is derived from the calcination of petroleum coke, which is a by-product of the delayed coking unit's feedstock oil cracking at high temperatures to produce light oil. The yield of petroleum coke is about 25-30% of the feedstock oil. Petroleum coke is a black or dark gray hard solid petroleum product with metallic luster and porosity. It is a carbonaceous material composed of tiny graphite crystals in the form of granules, columns or needles. The petroleum coke component is a hydrocarbon containing 90-97% carbon, 1.5-8% hydrogen, and nitrogen, chlorine, sulfur and heavy metal compounds.

In order to adapt the petroleum coke (green coke) to the requirements, the green coke must be calcined. The calcination temperature is generally around 1300 ° C, in order to remove the petroleum coke volatiles as much as possible. This can reduce the hydrogen content of petroleum coke re-products, and according to the degree of calcination, the temperature is about 1300 ° C for calcined petroleum coke, and at about 2700 ° C is graphitized petroleum coke, so that the degree of graphitization of petroleum coke is increased, thereby improving graphite The high temperature strength and heat resistance of the electrode and the conductivity of the graphite electrode are improved.

What are the uses of calcined petroleum coke?

Calcined petroleum coke can be used in industries such as graphite, steel casting and chemical industry depending on the index. Graphitized petroleum coke is of higher quality and more expensive. According to the different sulfur content, it can be divided into high sulfur coke (sulfur content above 3%) and low sulfur coke (sulfur content below 3%). Low sulfur coke can be used as anode paste and prebaked anode for aluminum plant and for steel The graphite electrode used in the factory. Among them, high quality low sulfur coke (sulphur content less than 0.5%) can be used to produce graphite electrode and carbonizer. General quality low sulfur coke (sulphur content less than 1.5%) is commonly used in the production of prebaked anodes. Low-quality petroleum coke is mainly used for smelting industrial silicon and producing anode paste. High-sulfur coke is generally used as fuel for cement plants and power plants.

1. Used as prebaked anode material for aluminum
The prebaked anode is made of petroleum coke and pitch coke, and the coal bitumen is made of a binder, and then calcined to have a stable geometric shape, which is called a carbon anode block for aluminum electrolysis. The sulfur content of this calcined coke is mainly 3.0% or 2.0%, and some have requirements for vanadium content, and the particle size is mainly 0-30mm.

2. Petroleum coke recarburizer: calcined petroleum coke and graphitized petroleum coke
The sulfur content of the calcined petroleum coke is generally in the range of 0.5% to 1%, and the sulfur content of the graphitized petroleum coke is 0.05% to 0.3%. The calcined petroleum coke recarburizer is generally used for gray iron casting, and the graphitized petroleum coke recarburizer is used for ductile iron.

3. Graphite electrode
Graphite electrode refers to a kind of calcined petroleum coke and pitch coke as the main material, coal tar pitch as the binder, which is made by calcination of raw materials, crushing and milling, compounding, kneading, forming, roasting, impregnation, graphitization and mechanical processing. The high temperature resistant graphite conductive material, called artificial graphite electrode, is distinguished from the natural graphite electrode prepared by using natural graphite as a raw material.

Calcined petroleum coke can be used in the industries of graphite, smelting and chemical industry depending on its quality. Low-sulfur, high-quality cooked coke, such as needle coke, is mainly used to manufacture ultra-high-power graphite electrodes and some special carbon products. In the steel-making industry, needle coke is an important material for developing new technologies for electric steelmaking. Medium sulfur, ordinary cooked coke, used in large quantities for aluminum smelting. High sulfur and ordinary coke are used in chemical production, such as the manufacture of calcium carbide, silicon carbide, etc., as well as fuel for metal casting. Most of the petroleum coke produced in China belongs to low-sulfur calcined petroleum coke, which is mainly used for aluminum smelting and graphite production.

Published in News
Tuesday, 08 January 2019 01:40

What are the uses of petroleum coke?

What is petroleum coke? Petroleum coke is a product obtained by separating crude oil from heavy oil by distillation and then thermally cracking the heavy oil. From the appearance, coke is a black block (or granule) of irregular shape and size. ), with metallic luster, coke particles have a porous structure, the main elemental composition is carbon, and contains less impurities than coal.

Petroleum coke can be used in the industries of graphite, smelting and chemical industry depending on its quality. Low-sulfur, high-quality cooked coke, such as needle coke, is mainly used to manufacture ultra-high-power graphite electrodes and some special carbon products. In the steel-making industry, needle coke is an important material for developing new technologies for electric steelmaking. Medium sulfur, ordinary cooked coke, used in large quantities for aluminum smelting. High sulfur and ordinary coke are used in chemical production, such as the manufacture of calcium carbide, silicon carbide, etc., as well as fuel for metal casting.

Most of the petroleum coke produced in China is low-sulfur coke, which is mainly used for aluminum smelting and graphite production. It is mainly used for the production of carbon products, such as graphite electrodes and anode arcs, for steel making, non-ferrous metals, and aluminum smelting; for the production of carbonized silicon products, such as various grinding wheels, sand sheets, sandpaper, etc.; Production of synthetic fibers, acetylene and other products can also be used as fuel, but when used as fuel, it needs to be crushed by a graded impact mill for superfine pulverization. It can be burned after making coke powder through JZC-1250 equipment, using coke powder as fuel. Mainly some glass factories, coal water slurry plants, etc.
 
Another use of petroleum coke is to produce higher quality carbon materials after calcination. For example, 3.0% of high sulfur calcined coke after calcination can be used as prebaked anode for aluminum, and low sulfur calcined petroleum coke can be used as recarburizer. It is a low-demand use such as gray cast iron. After deep processing of petroleum coke, graphitized petroleum coke can be obtained. It is a high-quality carbon material and can be used as a recarburizer.

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20181224 This week, the mainstream price of China's prebaked anode market is stable. The price of coal tar pitch on the raw material side is up, supporting the cost of prebaked anode; the supply end: in the deep heating season, the environmental protection situation is still tense, the enterprises in Zhengzhou, Henan Province are shut down, and it is expected to resume production in mid-February next year. The production of other cities is currently stable.

The overall production performance of enterprises in the main producing area of ​​Shandong Province is normal. The enterprises in the limited production areas have implemented limited production, but the proportion of limited production is small. The enterprises in Jinan are currently producing normally; the decline of downstream electrolytic aluminum prices continues, and the possibility of mitigation in the short term is small. As a result, the cost pressure is high, and individual companies participate in the restriction of production, and the market decreases production.

Start-up situation: Production: Shandong area: Binzhou, Zibo, Liaocheng area enterprises implement production restriction measures, Shandong Jinan and other places of normal production, but the overall safety inspection, environmental inspection is strict; Hebei area: Hebei Hongke normal production, exempt from peak Hebei Quxin carbon production limited to 20%, Xinfeng only birth block; Shanxi area: low start; Jiangsu area: enterprise production is normal, environmental protection pressure is still relatively large.

Hubei area: strict inspection, Hubei Tailai carbon is mainly processed, molding has stopped, currently only calcined coke, Yangxin Liyu carbon is suspended in environmental protection transformation; Henan region: Zhengzhou area enterprises stop production, expected to resume production in mid-February; Luoyang, Jiaozuo, Sanmenxia enterprises can be exempted from ultra-low. The supply of carbon blocks for individual anodes of the supporting anodes was slightly reduced due to the downstream construction. The output of Qinghai Qiaotou was reduced, mainly due to the reduction of electrolytic aluminum production; the shutdown of Chinalco Liancheng carbon and the discontinuation of carbon in Chinalco Lanzhou were currently digesting the main inventory.

Cost aspect:
Petroleum Coke or calcined petroleum coke(CPC) for prebaked anodes: This week, the petroleum coke market continued its sluggish trend, and the market price continued to decline steadily. The main reason for the impact on coke market trading was the poor downstream demand and the tight capital of enterprises. The price of petroleum coke in Sinopec's refinery was stable this week. Only the refinery's coke price was slightly lowered by 20-30 yuan/ton. CNPC's refineries were down by 50-80 yuan/ton, and CNOOC's refineries lowered 30-70 yuan. /Ton. The mainstream price of local coking was down by RMB 20-70/ton.

Coal tar pitch: This week, the coal tar pitch market is actively pushing up, and the upgraded bitumen is 4000-4500 yuan/ton. The raw coal tar continues to rise sharply, and the cost is supported. The enterprises in Shandong have a limited production operation, and the spot supply is small. It is expected that the coal tar pitch market will continue to rise in the next week, and the actual transaction price will increase by a large load compared with this week, or at least 200-300 yuan / ton.

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

Production cuts: Sichuan Guangyuan Qixing Aluminum Industry lost 36,000 tons. Chongqing Guofeng Industrial lost 12,000 tons of losses. Shanxi Jinneng Wuzhou Energy Aluminum Silicon Alloy Co., Ltd. maintains 30 sets of 220KA electrolytic tanks, involving a production capacity of 18,000 tons. The loss reduction of Shanxi Huasheng Aluminum Industry is expected to be around 30,000 tons. Xinjiang Tianlong Mining's 45,000 tons of electrolytic aluminum capacity has withdrawn, and its current operating capacity is 200,000 tons. Shandong Weiqiao aluminum power production peak production cut, is expected to reduce production by about 10%, is expected to be completed by the end of December. The hydropower maintenance in western Qinghai has reduced production and has reduced production by 100,000 tons.

Qinghai Xinheng Aluminum Industry lost money, and the remaining 141 sets of 400KA electrolytic cells were shut down. Shandong Huayu Aluminum Electric has reduced production by 50,000 tons. Gansu Liancheng Aluminum Industry did not reach an agreement due to the price of electricity. It was decided that the remaining 168 sets of 500KA electrolyzers should be shut down, involving a production capacity of 220,000 tons. At present, 59 units have been suspended, and the suspension of production is awaiting negotiations. Shanxi Taiyuan Dong Aluminum Aluminum Co., Ltd. was shut down completely, and its production capacity was 85,000 tons before the production was stopped. Gansu Dongxing Aluminum Co., Ltd. plans to reduce production by 300,000 tons due to the planned inspection and correction. At present, Jiayuguan Branch has reduced production by 80,000 tons, and its current operating capacity is 1.24 million tons. The Minxi Branch has reduced production by 100,000 and its current operating capacity is 230,000 tons.

Dengdian Group Aluminum Alloy Co., Ltd. and Henan Yongdeng Aluminum Co., Ltd. (Yangcheng) Branch slightly reduced production due to tight supply of electricity. Gansu Zhongrui Aluminum has stopped production of 100,000 tons. Linfeng Aluminium Power Co., Ltd. all stopped production. Henan Zhongfu Industrial Co., Ltd. actively reduced its production by 100,000 tons, and currently starts around 300,000 tons. Shanxi Zhaofeng Aluminium Power is expected to shut down 65 units, involving a production capacity of 40,000 tons due to environmental inspections. The current operating capacity is 130,000 tons. Zouping Aluminum has all ceased production, involving a production capacity of 140,000 tons and a production capacity of 60,000 tons before the shutdown.

Henan Shenhuo (Group) Co., Ltd. reduced production by about 120,000 tons and currently has a production capacity of 210,000 tons. Xinjiang Oriental hopes to reduce production to 800,000 tons. Shaanxi Tongchuan Aluminum Industry Co., Ltd. stopped. Huo Coal Tongshun Aluminum is expected to withdraw from the market in 2020 due to losses, intra-group replacement demand, or production cuts but not explicitly reduced production by 115,000 tons. The Chinalco Guizhou branch retreated to the city and the production capacity of 150,000 tons has been reduced.

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

New production: Shaanxi Meixin began production on December 12. Guangxi Hualei new materials completed in four stages of 100,000 tons and 12.25. Inner Mongolia Chuangyuan is expected to continue production in late December. Shanxi Chinalco China Resources, the power problem to maintain the current capacity of 100,000 tons during the year. A series of 125,000 tons of aluminum in Guangxi Debao 100 Mine was started. It is expected that the second series will be 125,000 tons in early January 2019.

Guangxi Tianlin Baiyuan Aluminum Industry started a series of 125,000 tons in early 2018 and has been completed. 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 Suyuan Investment's second series of 100,000 tons began to continue construction, and it is expected to start production in January 2019. Guangxi Laibin Yinhai Aluminum Co., Ltd. has completed production in early May and now has a production capacity of 500,000 tons.

The 125,000 tons of the fourth section of Guizhou Huaren Aluminum Industry has been completed and put into production. Guizhou Xingren Denggao new materials, the first phase of 125,000 tons of electricity problems again delayed. Inner Mongolia Huayun New Materials on the 21st, the remaining 88 sets of the second plant began to start, and is currently completed. Baotou Xinhengfeng Energy started production in August 2018 and has completed production of 200,000 tons.

Mengtai Aluminum in Baotou City is expected to complete production of 250,000 tons within the year and has been completed. Yingkou Xintai Aluminum Industry Co., Ltd. started production on September 5, and has completed production. Yunnan Yun Aluminum Haixin Aluminum Co., Ltd. started power supply in late July and put into operation 100,000 tons. Heqing Yixin Aluminum is expected to start production of 150,000 tons, and it is expected that production will not be completed within 2018.

Market outlook: raw material petroleum coke price is weak, rebound conditions are limited, coal tar pitch prices are currently rising at a high level, but the anode price support is limited; supply side: the overall performance of the current production enterprises is stable, most of the ignition products in the second half of the year After 19 years of release, the overall supply status will maintain steady state development. Due to the reduction of some enterprises in the downstream electrolytic aluminum market, the consumption of anodes is limited, and the inventory of individual enterprises at the end of the year is consolidating, the procurement strength is slightly reduced, and the overall negative anode consumption.

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This week, the mainstream price of the prebaked anode market for aluminum production in China was stable. The price of raw materials is weak and stable, which is unfavorable for pre-baked yang; supply side: affected by the heating season policy and the actual situation of local environment, the requirements of local rules are different. Most enterprises in the main producing area are exempted from production and production is normal, but still There are sporadic regional enterprises to implement the production restriction order, and enterprises in Gongyi and Fuyang in Henan will stop production until mid-February next year.

Production: Shandong area: Binzhou, Zibo, Liaocheng area enterprises to implement production restrictions, the current production is normal, Shandong Jinan and other places of normal production, but the overall safety inspection, environmental inspection is strict; Hebei: Hebei Hongke normal production, exemption Peak and Hebei Quxin carbon production limited to 20%, Xinfeng only birth block; Shanxi area: low start; Jiangsu area: enterprise production is normal, environmental protection pressure is still relatively large. Hubei area: strict inspection, Hubei Tailai carbon is mainly processed, molding has stopped, and currently only calcined coke.

Yangxin Liyu carbon was discontinued in environmental protection transformation; Henan area: Huihao environmental protection equipment rectification, the current state of production suspension. Enterprises in Gongyi and Fuyang regions stopped production; Luoyang, Jiaozuo and Sanmenxia enterprises were exempted from ultra-low. The supply of carbon blocks for individual anodes of the supporting anodes was slightly reduced due to the downstream construction. The output of Qinghai Qiaotou was reduced, mainly due to the reduction of electrolytic aluminum production; the shutdown of Chinalco Liancheng carbon and the discontinuation of carbon in Chinalco Lanzhou were currently digesting the main inventory.

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

Cost: Petroleum coke: Pre-baked anode petroleum coke: This week, the petroleum coke market continued to perform poorly, and some refining prices fluctuated. However, due to the overall performance of the downstream industry, the petroleum coke market has no rebound expectation. This week, Sinopec's high sulfur coke prices continued to fall by 30-80 yuan / ton; PetroChina all stabilized this week, CNOOC Taizhou Petrochemical fell 100 yuan / ton this week, Binzhou Zhonghai asphalt increased 70 yuan / ton. The price of local coking was slightly increased by RMB 20-80/ton.

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

Production cuts: Sichuan Guangyuan Qixing Aluminum Industry lost 36,000 tons. Chongqing Guofeng Industrial lost 12,000 tons of losses. Shanxi Jinneng Wuzhou Energy Aluminum Silicon Alloy Co., Ltd. maintains 30 sets of 220KA electrolytic tanks, involving a production capacity of 18,000 tons. The loss reduction of Shanxi Huasheng Aluminum Industry is expected to be around 30,000 tons. Xinjiang Tianlong Mining's 45,000 tons of electrolytic aluminum capacity has withdrawn, and its current operating capacity is 200,000 tons.

Shandong Weiqiao aluminum power production peak production cut, is expected to reduce production by about 10%, is expected to be completed by the end of December. The hydropower maintenance in western Qinghai has reduced production and has reduced production by 100,000 tons. Qinghai Xinheng Aluminum Industry lost money, and the remaining 141 sets of 400KA electrolytic cells were shut down. Shandong Huayu Aluminum Electric has reduced production by 50,000 tons. Gansu Liancheng Aluminum Industry did not reach an agreement due to the price of electricity. It was decided that the remaining 168 sets of 500KA electrolyzers should be shut down, involving a production capacity of 220,000 tons. At present, 59 units have been suspended, and the suspension of production is awaiting negotiations. Shanxi Taiyuan Dong Aluminum Aluminum Co., Ltd. was shut down completely, and its production capacity was 85,000 tons before the production was stopped.

Gansu Dongxing Aluminum Co., Ltd. plans to reduce production by 300,000 tons due to the planned inspection and correction. At present, Jiayuguan Branch has reduced production by 80,000 tons, and its current operating capacity is 1.24 million tons. The Minxi Branch has reduced production by 100,000 and its current operating capacity is 230,000 tons. Dengdian Group Aluminum Alloy Co., Ltd. and Henan Yongdeng Aluminum Co., Ltd. (Yangcheng) Branch slightly reduced production due to tight supply of electricity. Gansu Zhongrui Aluminum has stopped production of 100,000 tons. Linfeng Aluminium Power Co., Ltd. all stopped production. Henan Zhongfu Industrial Co., Ltd. actively reduced its production by 100,000 tons, and currently starts around 300,000 tons.

Shanxi Zhaofeng Aluminium Power is expected to shut down 65 units, involving a production capacity of 40,000 tons due to environmental inspections. The current operating capacity is 130,000 tons. Zouping Aluminum has all ceased production, involving a production capacity of 140,000 tons and a production capacity of 60,000 tons before the shutdown. Henan Shenhuo (Group) Co., Ltd. reduced production by about 120,000 tons and currently has a production capacity of 210,000 tons. Xinjiang Oriental hopes to reduce production to 800,000 tons. Shaanxi Tongchuan Aluminum Industry Co., Ltd. stopped. Huo Coal Tongshun Aluminum is expected to withdraw from the market in 2020 due to losses, intra-group replacement demand, or production cuts but not explicitly reduced production by 115,000 tons. The Chinalco Guizhou branch retreated to the city and the production capacity of 150,000 tons has been reduced.

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

New production: Shaanxi Meixin began production on December 12. Guangxi Hualei new materials completed in four stages of 100,000 tons and 12.25. Inner Mongolia Chuangyuan is expected to continue production in late December. Shanxi Chinalco China Resources, the power problem to maintain the current capacity of 100,000 tons during the year. A series of 125,000 tons of aluminum in Guangxi Debao 100 Mine was started. It is expected that the second series will be 125,000 tons in early January 2019. Guangxi Tianlin Baiyuan Aluminum Industry started a series of 125,000 tons in early 2018 and has been completed.

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 Suyuan Investment's second series of 100,000 tons began to continue construction, and it is expected to start production in January 2019. Guangxi Laibin Yinhai Aluminum Co., Ltd. has completed production in early May and now has a production capacity of 500,000 tons. The 125,000 tons of the fourth section of Guizhou Huaren Aluminum Industry has been completed and put into production. Guizhou Xingren Denggao new materials, the first phase of 125,000 tons of electricity problems again delayed. Inner Mongolia Huayun New Materials on the 21st, the remaining 88 sets of the second plant began to start, and is currently completed.

Baotou Xinhengfeng Energy started production in August 2018 and has completed production of 200,000 tons. Mengtai Aluminum in Baotou City is expected to complete production of 250,000 tons within the year and has been completed. Yingkou Xintai Aluminum Industry Co., Ltd. started production on September 5, and has completed production. Yunnan Yun Aluminum Haixin Aluminum Co., Ltd. started power supply in late July and put into operation 100,000 tons. Heqing Yixin Aluminum is expected to start production of 150,000 tons, and it is expected that production will not be completed within 2018.

Market outlook: Cost support is difficult to improve in the short term, and raw material prices are likely to be stable. As the winter continues to deepen, the frequency of heavy pollution weather may increase, and emergency management and control of production enterprises may be implemented. The new ignition prebaked anode enterprise is expected to release its output in 2019, with no impact on market supply in the short term. The downstream electrolytic aluminum price has “falling down”. This week, Sichuan Qixing took the initiative to reduce production and the downstream consumption gradually narrowed. In view of the current market conditions, it is expected that the price of the anode will be weakly developed in the short term.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Published in News

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

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


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

Cost aspect:

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

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

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

Downstream demand:

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

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

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

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

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

Published in News

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

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

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

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

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

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

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

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

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

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

Published in News

20181104 This week, the mainstream of petroleum coke market is stable, the support of the downstream market is limited, all enterprises are purchasing on demand, and the trading of petroleum coke market has slowed down. In detail, the price of petroleum coke in Sinopec's refinery was stable this week, and only some high-sulfur coke prices fluctuated slightly.

Shipments along the Yangtze River this week were large, mainly for the delivery before the Shanghai Expo. The individual ports along the Yangtze River stopped operations on November 2-11, and the prices of other varieties were temporarily stabilized. Formosa Plastics Coke is about to start tendering in December, and there are more negative factors in the near future. In the early period, high inventory, southern metal silicon will enter the off-season, and some common downstream refinery petroleum coke prices are relatively low, the external disk high sulfur coke price fell, the RMB exchange rate continued. Falling, there is still a slight risk of falling under current prices.

Prebaked anode: This week, the mainstream price of China's prebaked anode market has stabilized. Production: Shandong enterprises produce normal production, and ultra-low emission in autumn and winter can not limit production; Henan Zhengzhou area requires carbon enterprises to reduce 50% of all pollution sources, mainly controlling carbon emissions; in addition to individual enterprises, Hebei carbon enterprises Most of them meet the standard A category and are not restricted. Market outlook: raw material petroleum coke, coal bitumen this week, the overall price is stable, the price of individual enterprises is lowered, the support of cost side is limited; the heating season is approaching, the market supply may increase, but the growth rate is limited, some enterprises have maintained half of the work; downstream electrolysis The aluminum market fell below the fourth level, and the operating pressure of the company was relatively high. It was not excluded that the company actively reduced production in the later period and affected the consumption of the anode market. In general, most municipal policies are not yet clear, so due to multi-faceted factors, the price of prebaked anodes may fluctuate and stabilize in the short term.

Metal silicon: This week, the metal silicon market performance is weak and stable, and the price of low-grade metallurgical grade metal silicon market has dropped slightly. The price of oxygen metallurgical grade silicon metal ports in the northern region dropped by 100-200 yuan/ton, while the market for non-oxygen 553# metal silicon was relatively light. The markets in various regions were light and the orders were few. Previously, the price strategy adopted by the manufacturers to deal with the shutdown during the dry season has not been applied. Some enterprises in Sichuan and Chongqing have already lowered the price of non-oxygen 553# metal silicon by a hundred yuan. The high-grade metallurgical grade metal silicon market is generally stable. Recently, the high-grade metal silicon output is low. The planned production of silicon enterprises remains on the sidelines. However, due to weak demand, prices are still not decreasing. The chemical grade 421# metal silicon market has a large gap. Due to raw material problems in Sichuan, the output of quality products is less, but the demand for long-term fixed customers is more, and there is a shortage of supply. However, the production of 421# metal silicon in Yunnan and other places in Xinjiang is relatively large, resulting in a sufficient spot of 421# metal silicon in the overall market. On the whole, in November, chemical companies all over the country had maintenance plans, and the demand for metal 421 in the later period was weak.

Steel: This week, domestic steel prices are dominated by high-level consolidation. Leading steel mills have a strong willingness to price and boost market confidence. Social stocks continued to decline, and the decline was obvious. The environmental protection and production restriction policies were strict and the steel prices were supported. However, due to factors such as tight capital at the end of the month, the transaction was relatively light. It is expected that short-term domestic steel prices will likely rise and fall.

Cement: This week, the national cement market price has blossomed everywhere, and the price in the southern market has been singing all the way. On the 31st, the price of clinker in the Yangtze River Delta region in China rose sharply by 50 yuan/ton, driving the price of cement in the surrounding areas of Zhejiang and Jiangsu to continue to rise. During the week, Jiangxi, Shanghai and Shandong all had different price increases. The cement market in Central and South China was stable. There has been a rise, and the Guangdong region has once again gained a round. The two lakes market is still showing signs of rising. The price changes in Henan are frequent and the offer is chaotic. In the southwest Sichuan-Chongqing region, the price increase was discounted, the market in North China was stable, the prices in Tianjin and Hebei increased, and the prices in the northwest of Shaanxi Province were higher than those in Shaanxi, and the rest were stable. Affected by temperature, demand is gradually declining.

Published in News

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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