Kwanan nan, wanda aka samu goyon bayan buƙatun masana'antu na ƙasa, farashin petcoke na cikin gida ya haifar da ƙaruwar farashi na biyu a shekarar. A ɓangaren wadata, shigo da petcoke ba shi da yawa a watan Satumba, wadatar albarkatun petcoke na cikin gida ta dawo ƙasa da yadda ake tsammani, kuma an sake tace adadin petcoke sulfur na petcoke kwanan nan. A ɓangaren da ba a saba gani ba, albarkatun petcoke na petcoke marasa sulfur suna da ƙarancin yawa.
Kwanan nan, wanda aka samu goyon bayan buƙatar masana'antu a ɓangaren man fetur, farashin petcoke na cikin gida ya haifar da ƙaruwa sosai a karo na biyu a wannan shekarar. A ɓangaren samar da mai, yawan man fetur da ake shigowa da shi a watan Satumba bai yi yawa ba, kuma ba a dawo da albarkatun man fetur na cikin gida kamar yadda aka zata ba. Bugu da ƙari, yawan sinadarin sulfur da ke cikin man fetur a cikin matatun mai na baya-bayan nan ya yi yawa, kuma albarkatun man fetur na petcoke marasa sulfur sun yi ƙasa sosai. A ɓangaren buƙata, buƙatar carbon don aluminum yana da ƙarfi, kuma an buɗe ajiyar hunturu a yankin yamma ɗaya bayan ɗaya. Fannin kayan anode ya taka rawa sosai ga buƙatar man fetur na petcoke marasa sulfur, kuma ƙarin albarkatun man fetur na petcoke marasa sulfur sun kwarara zuwa kamfanonin graphite na wucin gadi.
Jadawalin farashin coke mai ƙarancin sulfur a Gabashin China a shekarar 2021
Idan aka yi la'akari da yanayin farashin coke mai ƙarancin sulfur a Shandong da Jiangsu, farashin a farkon 2021 zai kasance yuan 1950-2050/ton. A watan Maris, saboda tasirin raguwar wadatar petcoke a cikin gida da kuma ƙaruwar buƙatar da ke raguwa, farashin petcoke na cikin gida ya ci gaba da hauhawa sosai. Musamman ma, coke mai ƙarancin sulfur ya fuskanci wasu gyare-gyare na kamfanoni. Farashin ya tashi zuwa RMB 3,400-3500/ton, wanda ya kai tarihi. Babban ƙaruwar kashi 51% a cikin kwana ɗaya. Tun daga rabin na biyu na shekara, farashin ya ƙaru a hankali a ƙarƙashin goyon bayan buƙata a fannonin carbon aluminum da carbon ƙarfe (carburizers, electrodes na graphite na yau da kullun). Tun daga watan Agusta, saboda hauhawar farashin coke mai ƙarancin sulfur a Arewa maso Gabashin China, buƙatar coke mai ƙarancin sulfur a fannin kayan anode ya koma Gabashin China, wanda ya hanzarta ƙaruwar farashin coke mai ƙarancin sulfur a Gabashin China zuwa wani mataki. Ya zuwa wannan makon, farashin man fetur mai ƙarancin sulfur a Shandong da Jiangsu ya tashi zuwa fiye da yuan 4,000 a kowace tan, wanda ya fi kololuwa, wanda ya kai karuwar yuan 1950-2100 a kowace tan, ko kuma fiye da kashi 100%, tun daga farkon shekarar.
Taswirar rarraba yankunan da ke ƙarƙashin ƙasa na coke mai ƙarancin sulfur a Gabashin China
Kamar yadda aka gani daga wannan adadi, har zuwa wannan makon, dangane da rarraba buƙatar man fetur a lardunan Shandong da Jiangsu, buƙatar man fetur mai ƙarancin sulfur ya kai kusan kashi 38%, buƙatar na'urorin lantarki masu ƙarancin sulfur ya kai kashi 29%, da kuma buƙatar ƙarfe mai ƙarancin carbon. Ya kai kusan kashi 22%, sauran filayen kuma ya kai kashi 11%. Duk da cewa farashin man fetur mai ƙarancin sulfur a yankin ya tashi zuwa sama da yuan 4,000/ton, ɓangaren carbon na aluminum har yanzu yana kan gaba a jerin saboda ƙarfin tallafinsa. Bugu da ƙari, buƙatar gabaɗaya a filin lantarki mai ƙarancin sulfur yana da kyau, kuma karɓuwar farashi tana da ƙarfi, tare da buƙatarta ta kai har kashi 29%. Tun daga rabin na biyu na shekara, buƙatar masana'antar ƙarfe ta cikin gida don sake fasalin ƙarfe ta ragu, kuma ƙimar aiki a cikin tanda mai amfani da wutar lantarki ta kai kusan kashi 60%, kuma tallafin na'urorin lantarki masu launin graphite yana da rauni. Saboda haka, idan aka kwatanta da haka, buƙatar man fetur mai ƙarancin sulfur a filin carbon na ƙarfe ya ragu sosai.
Gabaɗaya, kamfanonin samar da petcoke marasa sulfur na PetroChina sun fuskanci matsala sakamakon samar da man fetur mai ƙarancin sulfur zuwa wani mataki, kuma fitowar su ta ragu. A halin yanzu, alamun petcoke mai ƙarancin sulfur a Shandong da Jiangsu suna da kwanciyar hankali kuma ana kiyaye yawan sulfur a cikin kashi 0.5%, kuma an inganta ingancinsa sosai idan aka kwatanta da bara. Bugu da ƙari, buƙatar da ake da ita a yankuna daban-daban na ƙasa za ta ƙaru ba tare da raguwa ba a nan gaba, don haka a ƙarshe, ƙarancin albarkatun petcoke mai ƙarancin sulfur na cikin gida zai zama al'ada.
Lokacin Saƙo: Satumba-13-2021