Homepage > CMRC understandings > 【CMRC understanding】Development status of upstream raw materials of anode materials
Hits:2479 Createtime:2022-08-04 13:29:29
Negative?electrode?materials?refer?to?the?raw?materials?of?negative?electrodes?in?batteries?(such?as?power?batteries,?consumer?electronics,?energy?storage?equipment?and?other?lithium?battery?fields).?The?core?materials?of?negative?electrode?materials?are?mainly?divided?into?artificial?graphite?and?natural?graphite.?At?present,?petroleum?coke?is?the?main?raw?material?of?artificial?graphite,?the?core?aggregate.

Petroleum?coke?is?a?product?that?is?converted?from?light?and?heavy?oil?after?crude?oil?is?separated?by?distillation?and?then?hot?cracked.?Due?to?the?impact?of?the?supply?environment?of?petroleum?coke?market,?the?price?of?petroleum?coke?has?lasted?for?nearly?a?year?for?last?week.?Before?December?2021,?the?price?of?domestic?petroleum?coke?was?4300?yuan?/?ton.?In?the?first?half?of?2022,?the?price?of?domestic?petroleum?coke?reached?5500-6000?yuan?/?ton.?Up?to?July?2022,?the?price?of?petroleum?coke?has?exceeded?7000?yuan?/?ton.?The?main?reasons?for?the?rise?in?the?price?of?petroleum?coke?are?as?follows:
First?of?all,?the?supply?in?the?domestic?market?has?decreased,?resulting?in?the?market?in?short?supply.?The?main?reason?for?the?reduction?in?domestic?supply?is?the?reduction?of?production?or?shutdown?maintenance?of?domestic?refineries?based?on?environmental?protection?supervision,?resulting?in?a?reduction?in?supply.
Secondly,?from?the?perspective?of?the?import?market,?due?to?the?impact?of?the?epidemic?and?the?uncertainty?of?the?epidemic?in?various?regions,?the?import?transportation?cycle?has?been?greatly?prolonged.?Due?to?the?impact?of?the?epidemic,?the?import?cycle?of?petroleum?coke?has?been?extended?by?25-30?days?compared?with?that?before?the?epidemic.?Therefore,?the?import?cycle?has?increased,?resulting?in?insufficient?market?demand?and?supply?and?rising?market?prices.
Finally,?there?is?less?inventory?in?the?petroleum?coke?market.?According?to?the?CMRC?Zhongyan?survey,?there?is?no?large?inventory?in?major?domestic?refineries,?and?most?refineries?set?production?based?on?sales.
Therefore,?the?above?three?reasons?lead?to?the?rise?of?market?prices.?In?the?short?term,?the?price?of?Petroleum?Coke?will?continue?to?rise.