[Petroleum Coke Daily Review]: Ke piʻi aʻe nei ke kumu kūʻai o ka Coke-sulfur kiʻekiʻe ma kekahi mau hale hoʻoheheʻe Sinopec, ʻoiai e piʻi mau ana nā mea hoʻolaʻa kūloko (20210903)

1. Nā wahi wela o ka mākeke:

Ma ke kakahiaka o Kepakemapa 1, ua mālama nui ʻia ka hana hoʻoheheʻe ʻia o ka 900kt/he kiʻekiʻe o kēia manawa i ka ikehu mālama kalapona a me ka hana hoʻomohala mana wela (Phase II) o Yunnan Suotongyun Aluminum Carbon Material Co., Ltd.He 700 miliona yuan ka huina kālā o ka papahana a aia ma ka papa mua o ka papahana.Ma ka ʻaoʻao ʻākau, e hoʻopau ʻia a hoʻokomo ʻia i loko o Iulai 2022.

2. Nānā makeke:

I kēia lā, ua piʻi aʻe ke kumukūʻai o ka coke kiʻekiʻe-sulfur ma Sinopec North China a me Shandong, a ua hoʻomau ka piʻi ʻana o nā refineries kūloko.Ma keʻano o kaʻoihana nui, ua piʻi ke kumukūʻai o ka sulfur coke ma North China o Sinopec e RMB 20 / ton.Ke hana nei ʻo CNPC a me CNOOC i nā kumukūʻai paʻa.Ma ke ʻano o ka hoʻomaʻemaʻe kūloko, he lewa maikaʻi ka mākeke hoʻomaʻemaʻe kūloko o Shandong, me ka piʻi ʻana o nā kumukūʻai coke i kahi ākea ākea, a ʻaʻohe kaomi o ka mea hoʻomaʻemaʻe.Ua hoʻomau ka hoʻoikaika ʻana o ka koi no ka coke kiʻekiʻe-sulfur, me ka piʻi ʻana o Jincheng Petrochemical a me Xintai Petrochemical e 100 yuan / ton.He manaʻo maikaʻi nā mea kanu coking haʻahaʻa a me ka waena-sulfur i ka piʻi ʻana o nā kumukūʻai, a ke piʻi mau nei nā kumukūʻai.ʻO ka hāʻawi ʻana i ka coke haʻahaʻa-sulfur ma Central Kina ua maʻalahi, a ua hoʻonui ʻia ke kumukūʻai e RMB 100/ton.

3. Ka hoʻolako ʻana:

I kēia lā, he 73,950 tons ka hoʻopuka ʻana i ka aila ʻaila coke, he piʻi o 100 tons a i ʻole 0.14% mai ka mahina i hala.Ua ho'ōki ʻo Jincheng Petrochemical i ka hana no ka mālama ʻana a ua hōʻemi ʻo Zhejiang Petrochemical i kāna hana ʻana e 200 tons i kēlā me kēia lā.Hoʻopuka ʻo Huajin Petrochemical i ka coke i kēia lā a hana i kēia manawa he 800-900 tons i kēlā me kēia lā.

4. Ka nānā 'ana i nā koi:

Ua lohi ka mākeke coke calcined home, a ua piʻi hou nā kumukūʻai alumini e RMB 100/ton i RMB 21,320/ton.ʻO ka recarburizer a me ka graphite electrode market ke kālepa maʻamau, a ʻo ke koi o lalo he nāwaliwali.

5. wānana kumu kūʻai:

He ikaika ke koi ʻana o ka mākeke calcined coke a me electrolytic aluminika mākeke, maikaʻi ia no ke kumukūʻai piʻi o ka coke petroleum.Ua emi iho ka papa helu o na awa petcoke i laweia mai, a ua ikaika ka makemake o ka aina no ka petcoke.ʻO ka hoʻolako ʻana i kekahi mau coke medium a me haʻahaʻa-sulfur coke a me kiʻekiʻe-sulfur coke refineries paʻa, a ua kaupalena ʻia ka bullishness hahai o ka mākeke.