1、 Price data
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According to the data of the business club’s block list, the price of petroleum coke products of domestic refineries rose slightly. The average price of Shandong market at the beginning of the week was 1496.50 yuan / ton, and the average price of petroleum coke market at the weekend was 1505.75 yuan / ton, up 0.62%, up 42.29% year on year. On December 25, the petroleum coke commodity index was 117.11, up 0.35 points from yesterday, down 24.73% from 155.59 points (2018-01-25), the highest point in the cycle, and up 75.08% from 66.89 points, the lowest point on March 28, 2016. (Note: period refers to from September 30, 2012 to now)
2、 Analysis of influencing factors
The price of petroleum coke was basically stable, and the price of some refineries rose. The price of low sulfur coke remained stable at a high level and the demand was stable. Due to the influence of heating season, the demand of downstream carbon enterprises is general, and the receiving intention of downstream is general.
Upstream: in the process of continuous improvement of the international crude oil market, it was reported that the mutation virus was found in the UK, and most cities in the UK were strictly closed. A number of countries around the world have suspended air traffic with the UK, and the demand for crude oil has been significantly restrained. This week, the international crude oil price had a correction, with WTI crude oil price down 2.05% and Brent crude oil price down 1.76%.
Downstream: affected by heating and environmental factors, the carbon market is weak and stable; the price of downstream electrolytic aluminum fluctuates at a high level; the cost of silicon metal market supports the price decline.
Industry: according to the price monitoring of the business community, in the list of commodity prices in the 51st week of 2020 (12.21-12.25), there are 7 kinds of commodities in the energy sector that have increased month on month, with methanol (2.84%), coke (2.36%) and dimethyl ether (1.70%) in the top 3. There were 8 kinds of commodities that declined month on month, with WTI crude oil (- 2.05%), liquefied gas (- 1.87%) and Brent crude oil (- 1.76%) as the top three products. The average rise and fall this week was 0.02%.
Analysts of petroleum coke from business news agency believe that: affected by the heating and environmental protection factors in the downstream, as well as the capital constraints at the end of the year, the intention of receiving goods in the downstream is general, and most of them hold a wait-and-see attitude. It is expected that petroleum coke will be stable in the short term.
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