Nānā makeke
I kēia pule, ua hui pū ke kumukūʻai makeke o ka ʻaila coke. Me ka hoʻomaha mālie o ke kulekele pale ʻana i ka maʻi ahulau, ua hoʻomaka ka logistic a me ka lawe ʻana i nā wahi like ʻole i ka maʻamau. Ua komo kekahi mau hui o lalo i ka mākeke e hoʻopaʻa a hoʻopiha i kā lākou mau hale kūʻai. He lohi ka hoi ana mai o na dala hui, a ke mau nei no ke kaomi, a he nui ka lako o ka makeke aila coke, e kaupalena ana i ka pii oi o na kumu kuai coke, a ke emi mau nei ke kumu kuai o ka aila coke. I kēia pule, ua hoʻomau ka hāʻule ʻana o nā kumukūʻai coke o kekahi mau hale hana hoʻomaʻemaʻe o Sinopec. ʻO nā kumukūʻai coke o kekahi mau hale hoʻoheheʻe ma lalo o PetroChina ua hāʻule i ka 100-750 yuan/ton, a he mau kumu kūʻai coke wale nō o nā refineries ma lalo o CNOOC i hoʻemi ʻia e 100 yuan/ton. Ua hui pū ʻia nā kumukūʻai coke o nā hale hoʻoheheʻe kūloko. ʻO ka laulā he 20-350 yuan / ton.
Nā mea e pili ana i ka Makeke Coke Petroleum i kēia pule
Medium a kiʻekiʻe sulfur petroleum coke:
1. Ma ke ʻano o Sinopec, ke holo nei ke kumukūʻai lanahu i kēia manawa ma kahi haʻahaʻa. ʻO kekahi mau hale hoʻoheheʻe o Sinopec i ʻeli i ka lanahu no kā lākou hoʻohana ponoʻī. I kēia mahina, ua piʻi ka nui o ke kūʻai ʻana o ka ʻaila coke. Ua pani ʻia ka ʻāpana coking no ka mālama ʻana. ʻO Changling Refinery i hoʻouna ʻia e like me 3#B, Jiujiang Petrochemical a me Wuhan Petrochemical i hoʻouna i ka petroleum coke e like me 3#B a me 3#C; Ua hoʻomaka kekahi hapa o ka hoʻokuʻu aku i Iulai; Ua hoʻomaka ʻo Maoming Petrochemical ma Kina Hema e hoʻokuʻu aku i kahi hapa o kāna coke petroleum i kēia mahina, e like me ka 5# hoʻouna, a ʻo Beihai Refinery i hoʻouna ʻia e like me 4#A.
2. Ma ke komohana akau o PetroChina, ua hoemiia ke kumukuai o ka aila coke ma Yumen Refining and Chemical Co., Ltd. e 100 yuan/ton i keia pule, a ua paa ke kumu kuai coke o na hale hoohehee e ae. Me ka hoʻoponopono ʻana o ke kulekele maʻi maʻi ma Xinjiang i kēia pule, ua hoʻomaka ka logistics a me ka lawe ʻana e hoʻomaka hou; ke komohana hema o Yunnan Petrochemical Co., Ltd. Ua hāʻule iki ke kumu kūʻai koho i kēlā me kēia mahina, a ua ʻae ʻia ka hoʻouna ʻana.
3. Ma ke ʻano o nā hale hoʻoheheʻe kūloko, ua hoʻomaka ʻo Rizhao Lanqiao coking unit e hana i ka coke i kēia pule, a ua hoʻoponopono kekahi mau mea hoʻomaʻemaʻe i kā lākou hana i kēlā me kēia lā. ʻO ka coke ka nui o ka petroleum coke me ka sulfur ma luna o 3.0%, a ʻo nā kumu kūʻai mākeke no ka petroleum coke me nā mea ʻoi aku ka maikaʻi ʻoi aku ka liʻiliʻi.
4. Ma ke ʻano o ka coke i lawe ʻia mai, ua hoʻomau ka piʻi ʻana o ka waihona o ka ʻaila coke ma ke awa i kēia pule. Ua lawe mai ʻo Rizhao Port i nā coke ʻaila hou aʻe i ke awa i ka wā mua, a ua waiho ʻia i loko o ka waihona i kēia pule. Ua hoʻonui hou ʻia ka waihona coke petroleum. Ma muli o ka haʻahaʻa haʻahaʻa o kēia manawa o nā hui kalapona i lalo e kiʻi i nā waiwai ma ke awa, ua hōʻole ka nui o ka hoʻouna ʻana i nā pae like ʻole. Haʻahaʻa-sulfur petroleum coke: ʻO ka hana kālepa o ka mākeke petroleum coke haʻahaʻa haʻahaʻa he awelika i kēia pule. Me ka hoʻoponopono ʻana i ke kulekele hoʻomalu maʻi maʻi, ua hoʻomaikaʻi ke kūlana o ka halihali ma nā wahi like ʻole. Eia naʻe, ʻoi aku ka nui o ka lako ma ka mākeke i kēia manawa, a ke piʻi nei ke kumukūʻai aila honua i lalo. Ka makeke i ka kali-a-ʻike manaʻo Aggravating, ke koi i loko o ka downstream market e mau nawaliwali, a me ka makemake no ke kalapona no ke kila, ua nawaliwali kokoke i ka hopena o ka makahiki, a me ka hapa nui o ia mau mea kūʻai pono; ʻO ka hoʻomau mau ʻana o nā kumukūʻai hoʻoili graphitization ua nāwaliwali ka noi no nā ʻoihana waiwai electrode maikaʻi ʻole, ʻo ia ka maikaʻi ʻole no nā kālepa mākeke coke coke. I ka nānā 'ana i ka mākeke i kēia pule, ua ho'omau 'o Daqing, Fushun, Jinxi, a me Jinzhou petrochemical petroleum cokes ma Northeast Kina i ke kū'ai 'ana ma ke kumu kū'ai i ho'opa'a 'ia i kēia pule; ʻO Jilin Petrochemical petroleum coke nā kumukūʻai i hoʻohaʻahaʻa ʻia i 5,210 yuan/ton i kēia pule; He 5,400 yuan/ton ke kumukūʻai kūʻai hope loa o Liaohe Petrochemical i kēia pule; He 5,540 yuan/ton ke kumukūʻai kūʻai hou loa a Dagang Petrochemical no ka ʻaila coke i kēia pule, ʻo ka emi ʻana o ka mahina ma ka mahina. Ua hoʻemi ʻia ke kumukūʻai coke o Taizhou Petrochemical ma lalo o CNOOC i 5550 yuan/ton i kēia pule. Ua manaʻo ʻia e pani ʻia ka ʻāpana coking no ka mālama ʻana mai Dekemaba 10; ʻO ke kumu kūʻai coke o nā hale hoʻomaʻemaʻe ʻē aʻe e hoʻopaʻa iki i kēia pule.
I kēia pule, ua pau ke kumukūʻai o ka ʻaila coke i hoʻomaʻemaʻe ʻia a kūpaʻa. Ua hoʻihoʻi hou ʻia ke kumu kūʻai o ka coke aila haʻahaʻa i kekahi mau refineries e 20-240 yuan/ton, a ua hoʻomau ke kumukūʻai o ka coke petroleum kumu kūʻai kiʻekiʻe e 50-350 yuan/ton. ʻO ke kumu: Me ka hoʻokuʻu lohi ʻana o ke kulekele hoʻomalu maʻi maʻi āpau, hoʻomaka ka logistic a me ka lawe ʻana i nā wahi he nui, a ua hoʻomaka kekahi mau ʻoihana lōʻihi e hoʻopaʻa a hoʻopiha i kā lākou mau hale kūʻai; a no ka haʻahaʻa loa o ka waihona ʻaila coke maka o nā ʻoihana kalapona i lalo no ka manawa lōʻihi, ʻo ke koi o ka mākeke no ka ʻaila coke e waiho mau ana, maikaʻi ke kumukūʻai coke. I kēia manawa, ʻoi aku ka kiʻekiʻe o ka hana ʻana o nā ʻāpana coking i loko o nā hale hoʻoheheʻe kūloko, ʻoi aku ka nui o ka hoʻolako ʻana i ka aila coke ma nā hale hoʻoheheʻe kūloko, a ʻoi aku ka nui o nā kumu waiwai coke petroleum kiʻekiʻe ma nā awa, he mea hoʻohui maikaʻi ia i ka makeke, ka mea e kaohi ana i ka pii mau o na kumukuai coking kūloko; Ke mau nei nā pilikia kālā. Ma ka holoʻokoʻa, ua pau ke kumukūʻai o ka coke aila hoʻomaʻemaʻe kūloko i ka hāʻule ʻana, a ʻo ke kumu kūʻai coke ka mea paʻa. Ma ka lā 8 o Kekemapa, he 5 mau mākaʻikaʻi maʻamau o ka hui coking kūloko. I kēia pule, ua hoʻomaka ka ʻāpana coking Rizhao Lanqiao e hana i ka coke, a ua loli ka hoʻopuka ʻana i kēlā me kēia lā o nā mea hoʻomaʻemaʻe hoʻokahi. Ma ka Poaha nei, he 38,470 tona ka nui o ka hana ana o ka aila aila i kela la i keia la, a he 74.68% ka nui o ka hana ana o ka hoohehee ana a me ka coking, he 3.84% ka nui mai ka pule aku nei. Ma kēia Pōʻalima, ʻo ka hana nui o ka coke haʻahaʻa-sulfur (ma loko o S1.5%) ex-factory ma kahi o 4700 yuan / ton, ʻo ka hana nui o ka coke medium-sulfur (e pili ana iā S3.5%) he 2640-4250 yuan. /ton; kiʻekiʻe-sulfur a me ka kiʻekiʻe-vanadium coke (ʻO ka mea sulfur e pili ana i 5.0%) ka hana nui he 2100-2600 yuan / ton.
ʻaoʻao hoʻolako
Ma ka lā 8 o Dekemaba, ua pani ʻia he 8 mau ʻāpana coking a puni ka ʻāina. I kēia pule, ua hoʻomaka ka hui coking Rizhao Landqiao e hana i ka coke, a ua hoʻonui ʻia ka hoʻopuka ʻana i kēlā me kēia lā o ka petroleum coke i kekahi mau hale hoʻomaʻemaʻe. He 83,512 tons ka nui o ka aila coke i kela la i keia la, a he 69.76% ka nui o ka hana o ka coking, he 1.07% ka pii ana mai ka mahina aku nei.
ʻaoʻao koi
I kēia pule, i ka hoʻomaha hou ʻana o ke kulekele pale ʻana i ka maʻi ahulau, ua hoʻomaka hou ka logistics a me ka lawe ʻana i nā wahi like ʻole i kēlā me kēia, a ua nui ka manaʻo o nā ʻoihana o lalo e hoʻopaʻa a hoʻopiha i nā hale kūʻai; Hoʻopili nā ʻoihana a hoʻopiha i nā hale kūʻai, kūʻai nui ma ke koi.
Inventory
I kēia pule, ua hoʻomau ka emi ʻana o ke kumukūʻai o ka ʻaila coke i ka wā mua, a ua komo ka lalo i ka mākeke ma hope o kekahi a pono e kūʻai. Ua hāʻule ka papa helu holoʻokoʻa o nā hale hoʻoheheʻe kūloko i kahi pae haʻahaʻa a i ʻole; ke hele mai nei ka aila coke i laweia mai i Hong Kong i keia mau la. Ma luna o kēia pule, ua lohi ka lawe ʻana i ke awa, a ke piʻi nei ka Inventory coke port i kahi kiʻekiʻe.
Makeke awa
I kēia pule, ʻo ka awelika o ka lawe ʻana i kēlā me kēia lā o nā awa nui he 28,880 tons, a ʻo ka nui o ka waihona waihona awa he 2.2899 miliona tons, he piʻi o 6.65% mai ka mahina i hala.
I kēia pule, ua hoʻomau ʻia ka piʻi ʻana o ka waihona ʻaila coke ma ke awa. Ua lawe mai ʻo Rizhao Port i nā coke ʻaila hou aʻe i ke awa i ka wā mua, a i kēia pule ua hoʻokomo ʻia i loko o kahi waihona. ʻAʻole kiʻekiʻe ka hoihoi no ka ʻohi ʻana i nā waiwai, a ua hōʻole ka hoʻouna ʻana i nā pae like ʻole. I kēia pule, ua hoʻomaha mālie ke kulekele pale ʻana i ka maʻi maʻi kūloko, a hoʻomaka hou ka logistic a me ka lawe ʻana i nā wahi like ʻole. Ua pau ka hāʻule ʻana o ke kumu kūʻai coke o ka ʻāina. ʻAʻole i hoʻohaʻahaʻa maikaʻi ʻia ke kaomi kālā o nā ʻoihana kalapona i lalo, a ʻo ka hapa nui o lākou e kūʻai nui ʻia ma ke koi. Ua paʻa ke kumukūʻai o ka sponge coke ma ke awa i kēia pule; ma ka makeke wahie coke, aia no na kumu kuai lanahu malalo o ka macro-control o ka moku'āina, a ke emi nei ke kumukuai makeke. ʻO ka mākeke no ka coke kiʻekiʻe-sulfur pana ʻO ka mea maʻamau, paʻa ke koi ʻana o ka mākeke no ka coke kiʻekiʻe a me ka haʻahaʻa sulfur pana; Hoʻopilikia ʻia ka Formosa Plastics coke e ka mālama ʻana i ka Formosa Plastics Petrochemical, a paʻa nā kumu waiwai kiko, no laila ke kūʻai aku nei nā mea kālepa i nā kumukūʻai kiʻekiʻe.
E hāʻawi ʻo Formosa Plastics Petrochemical Co., Ltd. i ke kumukūʻai no 1 hoʻouna ʻana i ka ʻaila coke i Dekemaba 2022. E hoʻomaka ana ka bidding ma Nowemapa 3 (Poʻalima), a ʻo ka manawa pani ma 10:00 ma Nowemapa 4 (Pāʻalima).
ʻO ke kumu kūʻai maʻamau (FOB) o kēia hāʻawi ʻana ma kahi o US $297/ton; ʻO ka lā hoʻouna mai ka lā 27 o Dekemaba, 2022 a i ka lā 29 o Dekemaba, 2022, a ʻo ka hoʻouna ʻana mai ke awa ʻo Mailiao, Taiwan. ʻO ka nui o ka petroleum coke no kēlā me kēia moku ma kahi o 6500-7000 tons, a ʻo ka sulfur ma kahi o 9%. ʻO ke kumu kūʻai kūʻai ʻo FOB Mailiao Port.
ʻO ke kumukūʻai CIF o ʻAmelika sulfur 2% pana coke i Nowemapa ma kahi o USD 300-310/ton. ʻO ke kumukūʻai CIF o US sulfur 3% pana coke i Nowemapa ma kahi o US $ 280-285 / ton. ʻO ke kumukūʻai CIF o US S5% -6% kiʻekiʻe-sulfur pana coke i Nowemapa ma kahi o US $ 190-195 / ton, a ʻo ke kumukūʻai o Saudi pana coke i Nowemapa ma kahi o US $ 180-185 / ton. ʻO ke kumukūʻai FOB o Taiwan coke i Dekemaba 2022 ma kahi o US $ 297 / ton.
Outlook
Haʻahaʻa-sulfur petroleum coke: ʻO ke koi ma ka mākeke o lalo he palahalaha, a ʻo nā kūʻai ma lalo o ka mākeke e makaʻala i ka hopena o ka makahiki. Manaʻo ʻo Baichuan Yingfu e loaʻa i kekahi mau kumu kūʻai coke ma ka mākeke coke ʻaila haʻahaʻa-sulfur e hāʻule. Medium a high-sulfur petroleum coke: Me ka hoʻihoʻi lohi ʻana o ka logistics a me ka lawe ʻana i nā wahi like ʻole, ʻoi aku ka ikaika o nā ʻoihana o lalo i ka mālama ʻana. Eia naʻe, ua nui ka hoʻolako ʻana i ka ʻaila coke ma ka mākeke, a ua hoʻohaʻahaʻa nui nā ʻoihana o lalo i nā kumukūʻai. ʻO ke kumukūʻai o ka coke kumu hoʻohālike e loli ana e 100-200 yuan/ton.
Ka manawa hoʻouna: Dec-19-2022