First, the price data
According to the data of the business community’s big list (top.100ppi.com), the average price of petroleum coke products of major domestic refining manufacturers in August was 1720.12 yuan/ton at the beginning of the month, and 1937.44 yuan/ton at the end of the month, rising by 217.32 yuan/ton during the month. The monthly increase was 12.63%. In July, the refining petroleum coke market as a whole showed an upward trend.
Second, the analysis of influencing factors
The main reasons for analyzing the trend of domestic petroleum coke prices in August are as follows:
First, upstream raw materials: According to business monitoring, Brent crude oil at the beginning of the month of 77.32 US dollars / barrel, the end of the month 77.27 US dollars / barrel, the monthly increase of -0.06%; WTI crude oil at the beginning of the month 68.76 US dollars / barrel, the end of the month 70.25 US dollars / barrel, within the month The increase was 2.17%. The United States continues to impose sanctions on Iran, Iran’s crude oil exports have fallen sharply, oil market supply has increased, and Russian crude oil production has continued to increase.
Second, the downstream demand: In August, the downstream electrolytic aluminum began to dump goods in winter, making the price of prebaked anodes rise, the price of calcined coke continued to rise, and environmental protection pressure continued to increase.
Third, the market supply: August, Shandong refining and refining petroleum coke trading is good, the price of coke rose 200-300 yuan / ton, August is still the season of refining and repairing, the supply of refining petroleum coke is relatively tight, and the oil is refining In the coke market, the refining market was shipped in late August, but due to the heavy rain in Shandong, some manufacturers were unable to ship.
Third, the market outlook
The petroleum coke analyst of the business community expects that the increase in the price of refinery petroleum coke in August is mainly due to the overhaul of the coking unit and the heavy rain in Shandong, which may result in the inability of some refineries to ship, and the supply of refinery petroleum coke is tight, which is better for refining petroleum coke. . With the gradual overhaul of the coking unit in late August, the supply of petroleum coke will increase. It is expected that the price of refining petroleum coke will be stable in September, and some manufacturers will fluctuate slightly, and the price may be 1800-2000 yuan/ton.
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