[SMM Analysis: Cost increase, demand performance is poor, and the import volume of petroleum coke will continue to decrease at the beginning of 2024] In the first two months of 2024, the import volume of petroleum coke showed a decline, with petroleum coke gradually arriving at the ports, resulting in fluctuating adjustments in port inventory, but overall showing a cumulative inventory posture. Since the first quarter, domestic petroleum coke prices have mainly been consolidating, downstream demand performance has been mediocre. As we enter the second quarter, the resumption of production expectations of electrolytic aluminum enterprises in the southwest region has increased, driving the consumption of prebaked anodes, and the market orders for negative electrode materials are on the rise.
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.