[Petroleum Coke Daily Review]: Tus nqi ntawm High-sulfur Coke nyob rau hauv qee qhov Sinopec Refineries nce, Thaum lub zos refineries txuas ntxiv nce (20210903)

1. Kev ua lag luam kub:

Thaum sawv ntxov lub Cuaj Hlis 1, qhov kev nthuav dav ntawm 900kt / lub zog tam sim no-nruab nrab-txuag cov khoom siv carbon thiab khib nyiab hluav taws xob tsim hluav taws xob (Phase II) ntawm Yunnan Suotongyun Aluminium Carbon Material Co., Ltd. Qhov project muaj tag nrho cov peev ntawm 700 lab yuan thiab nyob rau hauv thawj theem ntawm qhov project. Nyob rau sab qaum teb, nws yuav ua tiav thiab muab tso rau hauv kev tsim khoom thaum Lub Xya Hli 2022.

2. Kev lag luam saib xyuas:

Niaj hnub no, tus nqi ntawm high-sulfur coke nyob rau hauv Sinopec North Tuam Tshoj thiab Shandong tau nce, thiab kev nce hauv cov refineries hauv zos tau txuas ntxiv mus. Hais txog kev lag luam tseem ceeb, tus nqi ntawm high-sulfur coke nyob rau sab qaum teb Tuam Tshoj ntawm Sinopec tau nce los ntawm RMB 20 / tuj. CNPC thiab CNOOC ua haujlwm ntawm tus nqi ruaj khov. Nyob rau hauv cov nqe lus ntawm refining hauv zos, Shandong lub zos refining ua lag luam muaj ib tug zoo cua, nrog rau coke nqi nce nyob rau hauv ib tug ntau yam, thiab lub refinery tsis muaj inventory siab. Qhov kev thov rau high-sulfur coke txuas ntxiv mus ntxiv, nrog Jincheng Petrochemical thiab Xintai Petrochemical nce los ntawm 100 yuan / ton. Cov nroj tsuag qis thiab nruab nrab-sulfur coking muaj tus cwj pwm zoo rau cov nqi nce, thiab cov nqi nce ntxiv. Kev xa cov coke uas tsis muaj sulfur hauv Central Tuam Tshoj tau du, thiab tus nqi tau tsa los ntawm RMB 100 / tuj.

3. Kev txheeb xyuas khoom siv:

Niaj hnub no, lub teb chaws roj av coke tso zis yog 73,950 tons, nce 100 tons los yog 0.14% ntawm lub hli dhau los. Jincheng Petrochemical tau tso tseg kev tsim khoom rau kev saib xyuas thiab Zhejiang Petrochemical txo nws cov khoom los ntawm 200 tons hauv ib hnub. Huajin Petrochemical tsim coke hnub no thiab tam sim no tsim 800-900 tons ib hnub twg.

4. Kev soj ntsuam xav tau:

Kev lag luam hauv tsev calcined coke tau qeeb, thiab cov nqi txhuas tau nce ntxiv los ntawm RMB 100 / tuj rau RMB 21,320 / tuj. Kev lag luam recarburizer thiab graphite electrode feem ntau yog kev lag luam, thiab qhov kev thov qis qis kuj tsis muaj zog.

5. Nqe kwv yees:

Lub downstream calcined coke thiab electrolytic aluminium lag luam xav tau muaj zog, uas yog qhov zoo rau tus nqi nce siab ntawm roj av coke. Cov khoom muag ntawm cov chaw nres nkoj petcoke tuaj txawv teb chaws tau poob qis, thiab kev thov hauv tsev rau petcoke muaj zog. Kev xa khoom ntawm qee qhov nruab nrab thiab qis-sulfur coke thiab high-sulfur coke refineries yog nruj, thiab kev ua lag luam rov qab bullishness yog txwv.