[SMM Analysis] Low-Sulphur Petroleum Coke Prices Continued to Rise in December, While Needle Coke Prices Slightly Declined

Publicado: Jan 6, 2025 17:51

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[SMM Analysis: Low-Sulphur Petroleum Coke Prices Continued to Rise in December, Needle Coke Prices Slightly Declined] SMM reported on January 6: In December, the average price of low-sulphur petroleum coke was 3,197 yuan/mt, up 18.2% MoM. The key reason lies in...

SMM January 6 News: In December, the average price of low-sulphur petroleum coke was 3,197 yuan/mt, up 18.2% MoM. The key reason lies in the year-end rush for installations and stockpiling by downstream battery cell enterprises, with demand remaining high. Coke plants experienced ideal sales conditions, while supply was relatively tight. Against this backdrop, refineries mostly followed market trends and continued to raise quotations for low-sulphur petroleum coke. Entering January, as the Chinese New Year approaches, the sentiment for rush purchases among anode enterprises is expected to weaken. Overall, although short-term demand may pull back, the likelihood of a price decline remains relatively small due to the still-tight overall market environment.

In December, the average price of oil-based green needle coke was 4,930 yuan/mt, down 0.40% MoM. During December, downstream anode enterprises were in a stockpiling cycle, and demand rebounded. However, as some needle coke plants launched new capacity at the end of November, the growth in demand was still insufficient to fully absorb the additional production, leaving the market in an oversupply situation. Refineries were forced to slightly lower their quotations. In January, as the Chinese New Year approaches, procurement volume has declined, and anode plants have shown intentions to press down prices. However, since needle coke prices have remained at low levels, coke plants, with limited profit margins, have refused further price cuts. Currently, needle coke prices are in a stalemate, and it is expected that oil-based green needle coke prices will remain stable in January.

SMM New Energy Research Team
Cong Wang 021-51666838
Xiaodan Yu 021-20707870
Rui Ma 021-51595780
Ying Xu 021-51666707
Disheng Feng 021-51666714
Yujun Liu 021-20707895
Yanlin Lü 021-20707875
Ye Yuan 021-51595792
Chensi Lin 021-51666836
Zhicheng Zhou 021-51666711
Haohan Zhang 021-51666752
Zihan Wang 021-51666914
Xiaoxuan Ren 021-20707866
Yushuo Liang 021-20707892
Jie Wang 021-51595902
Yang Xu 021-51666760
Mengqi Xu 021-20707868

Declaración de Fuente de Datos: Excepto la información disponible públicamente, todos los demás datos son procesados por SMM basándose en información pública, comunicación de mercado y confiando en el modelo de base de datos interna de SMM. Son solo para referencia y no constituyen recomendaciones para la toma de decisiones.

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