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Needle Coke Market Analysis and Future請也 Prospect

According to insider’s analysis, t校廠he rise in needle coke was mainly外樂 influenced by the following facto刀費rs:

1. Affected by the epidemic, 照章the output of some fact放水ories is affected and cannot be full理門y supplied in the downs多錢tream market with large dem習農and;

2. The epidemic affects tr鄉一ansport, where traffic is lim舞物ited in some areas and freight is線請 soaring in unhindered ar那一eas;

3. Affected by the Russi看做an-Ukrainian war,raw materi視自al prices rose;

4.Rising petroleum coke p冷遠rices has driven術大 the market climate and downstre暗習am companies has increased thei費很r willingness to buy nee技爸dle coke;

From the downstream market, anode m視聽aterials market will start a n日東ew round of price negotiations this亮對 month, whether the price in又章crease of the needle coke can 兒照be accepted by anode鄉機 market remains to be ver子影ified, while the ano銀數de market still has greater dema街吧nd for raw materials, forming a stron拍光g support for needle coke prices.

As for the graphite electrode marke年用t, the combined effects 子長of the epidemic, rainfall and 時票funding factors, the first half of A美微pril downstream demand recovery f風美or steel is still relatively 山木slow. It is difficult to reverse th門路e situation of loss and pro筆上duction limitation in EAF steel pl物場ant. The second half of the month wit好弟h the epidemic and scrap supply situa友章tion improved, steel market product說空ion and sales are expected t樂志o improve. The demand for graphite elec黃睡trodes will also grow. Domestic pric小樂e of graphite electrode will stabil拍妹ize first and then ris笑老e in April. Graphite electr家我ode market demand for need商男le coke will also show a trend of 門歌stable first and then 舊可rise.

As for foreign market, overseas enterp去笑rises' local demand increases, cut南從ting exports to Chin分年a. Affected by global carbon neutral房西ity in recent years, the amoun購服t of needle coke raw materials is redu個請ced. The output of foreign needle c林通oke enterprises is insufficien器兒t, while the demand of overs窗銀eas graphite electrode market for長問 China needle coke increases. At the 照畫same time, China ' s 通學needle coke has the advantage o綠制f quantity and price, a也個nd the export of needle coke is expec電區ted to exceed 50,000 t都花ons in 2022

In summary, the needle coke mar坐機ket is affected by downstream demand 照體for raw materials and risin吧師g crude oil prices, and there亮風 is still room for needle c喝線oke prices to rise in April.

 

     玩那  Source:Xinluo Inform市務ation


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