1、 Price data
According to the data of the large scale list of business agencies, the price of petroleum coke products of domestic refiners fell, with the average price of 2162.00 yuan / ton in Shandong market on June 27, which was 2215.33 yuan / ton, down 2.41% compared with that in June 21. The petroleum coke commodity index was 168.16 on June 27, which was flat with yesterday, down 8.72% from the peak of 184.23 (2021-05-25) in the cycle, up 151.40% from the lowest point of 66.89 on March 28, 2016（ Note: the cycle refers to September 30, 2012 to present)
2、 Analysis of influencing factors
This week, the supply of refined coke increased, refineries actively shipped for export, and the demand side was generally enthusiastic about purchasing. Some refineries were under pressure and prices fell.
Upstream: the international crude oil price has risen, the international economy has gradually recovered, the vaccination in the United States is growing rapidly, the demand for crude oil in the United States is in a peak season, and the expectation of recovery of demand in Europe and the United States has boosted the crude oil market. In addition, OPEC + alliance continues to adhere to the measures of gradually resuming supply from June to July, Offsetting the risk of increased supply that could result from consensus reached in the US Iraq nuclear agreement to support oil prices.
Downstream: by the electrolytic aluminum enterprises just need to support, carbon products overall good delivery; The price of calcined coke has declined; The price of electrolytic aluminum in the downstream of the week rose, and as of June 27, the price was 18790.00 yuan / ton; At present, the inventory of silicon plant is low, the price of silicon metal market is stable and rising, and downstream demand is still acceptable.
Industry: according to the price monitoring of business society, 13 commodities in the energy sector rose month on month in the list of commodity prices rising and falling in the 25th week of 2021 (6.21-6.25), of which more than 5% of the commodities increased by 1, accounting for 6.3% of the monitored commodities in the sector; The top 3 commodities were coking coal (6.35%), power coal (3.47%), coke (2.77%). There are three commodities falling on the same month, the first three products are dimethyl ether (-2.68%), petroleum coke (-2.41%), MTBE (-0.84%). This week, the average rise and fall was 1.12 per cent.
The analysts of petroleum coke of business society believe that: the initial inspection and repair plant has started successively, the supply of local refining coke has increased, and the refineries are actively shipping and selling for export, but the demand side procurement enthusiasm is limited. It is comprehensively predicted that the oil coke will be sorted out in the near future.
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