Exports increased, the fourth quarter graphite electrode market demand stable
Exports increased, the fourth quarter graphite electrode market demand in the stable preference
Export market: On the one hand, affected by the Eurasian Union's final anti-dumping decision, which will officially impose anti-dumping duties on Chinese graphite electrodes from January 1, 2022, overseas enterprises hope to increase the stock up before the final decision date; On the other hand, as the fourth quarter approaches the Spring Festival, many overseas enterprises plan to prepare goods in advance.
Domestic market: In the fourth quarter, the production restriction pressure of steel plants downstream of graphite electrode is still large, and the commencement of steel plants is still restricted. However, the power restriction is relaxed in some areas, the commencement of some electric furnace steel plants rebounds slightly, and the demand for graphite electrode procurement may increase slightly. In addition, steel plants also pay more attention to the power and production restriction of graphite electrode enterprises, and the price of graphite electrode shows an upward trend, which may stimulate steel plants to increase procurement.
Future forecast: The power restriction policies of all provinces are still being implemented. With the pressure of environmental protection and production restriction in autumn and winter, the supply side of graphite electrode market is expected to continue to shrink. Under the influence of production restriction pressure of steel plants, the demand for graphite electrode is dominated by rigid demand, and the export market has a stable preference, which is good for the demand side of graphite electrode market. If the production cost pressure of graphite electrode continues to increase, the price of graphite electrode is expected to rise steadily, more professional technical information from us.
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