Calcined petroleum coke market price

Supply Side

Today's national daily supply of commercial calcined coke stands at 26,612 tons, with an operating rate of 56.30%. The supply volume of calcined coke in the market remains stable compared to the previous working day.

Upstream Market

Petroleum Coke: Today, refineries under Sinopec maintained stable prices in transactions. In the Yangtze River region, Anqing Petrochemical's anode coke shipments are performing well, while Hunan Petrochemical has resumed normal production but has not yet shipped any products; In the South China region, Guangzhou Petrochemical and Beihai Refinery maintained stable shipments. In the Shandong region, Jinan Refinery and negative electrode coke supply remained stable, while Qingdao Petrochemical is currently shut down for maintenance. In the Northwest region, Tarim Petrochemical primarily ships to other regions. Today, Sinopec-affiliated refineries are executing orders. In the Northeast region, July coke prices are being implemented starting today, with Daqing Petrochemical and Fushun Petrochemical having sufficient orders but tight supply. In the Northwest region, refinery coke prices remain stable. Today, Zhoushan Petrochemical and Huizhou Petrochemical under CNOOC are conducting normal auctions, with prices yet to be announced. Please continue to monitor Baichuan Yingfu for updates.

Downstream Market

Graphite Electrodes: The price of low-sulfur petroleum coke, an upstream raw material for graphite electrodes, has risen again, increasing cost-side support. The graphite electrode market is supported by positive sentiment, with fewer low-price sales. However, due to lackluster downstream demand, the mainstream graphite electrode market remains cautious, with prices quoted tentatively higher, but actual transaction prices have not changed significantly.

Electrolytic aluminum: The manufacturing PMI for June increased by 0.2 percentage points from the previous month, indicating continued economic recovery. However, the market does not认可 the current spot aluminum prices, and transactions remain lackluster, with spot aluminum prices remaining stable.

Anode Materials: According to market feedback, there has been no significant fluctuation in anode material market transactions at the beginning of the month. The release of demand from the terminal new energy vehicle market remains below expectations, and anode material orders within the market are insufficient. With limited orders and high market concentration, small and medium-sized anode material companies are facing increased survival pressures, and production sentiment is becoming more cautious.