As the conflict between Russia and Ukraine continues to escalate, will Russia and Ukraine, as my country's graphite electrode exporting countries, have a certain impact on my country's graphite electrode export? 1. Raw materials The Russian-Ukrainian war has magnified the sharp fluctuations in the crude oil market. Against the background of low inventories and a lack of global spare capacity, the only thing left is the surge in oil prices to curb demand. Affected by fluctuations in the crude oil market, the prices of domestic petroleum coke and needle coke rose in turn. After the holiday, the price of petroleum coke has risen for three consecutive times, or even four consecutive rises. As of press time, the price of Jinxi Petrochemical's raw coke is 6,000 yuan/ton, a year-on-year increase of 900 yuan/ton, and Daqing Petrochemical's price increase is 7,300 yuan/ton, monthly Year-on-year increase of 1,000 yuan / ton.
In terms of needle coke, there have been two consecutive rises after the holiday, and the oil-based needle coke has the largest increase of 2,000 yuan / ton. As of press time, the domestic graphite electrode oil-based needle coke cooked coke is quoted at 13,000-14,000 yuan / ton, month-on-year. The average increase is 2000 yuan / ton. Imported oil-based needle coke cooked coke is 2000-2200 yuan / ton. Affected by oil-based needle coke, coal-based needle coke prices have also risen to a certain extent. The domestic graphite electrode use coal-based needle coke cooked coke price is 1.1-1.2 10,000 yuan / ton, an average monthly increase of 750 yuan / ton. The price of imported graphite electrode coal-based needle coke cooked coke is 1450-1700 US dollars / ton. Russia is one of the world's top three oil-producing countries. In 2020, Russia's crude oil production accounts for about 12.1% of global crude oil production, and the main export destinations are Europe and China. Overall, the duration of the Russian-Ukrainian war in the later period will have a greater impact on oil prices. If the "blitzkrieg" to "continuous war" is expected to have a continuous boosting effect on oil prices; and if the follow-up peace talks go well, the war will end soon. , then the oil price that has been pushed up before will face downward pressure. Therefore, oil prices will still be dominated by the situation in Russia and Ukraine in the short term. From this point of view, the later cost of graphite electrodes is still uncertain.
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