Power limit will affect the cathode graphitization capacity of over 50% in October graphitization increase of nearly 80%

Power limit will affect the cathode graphitization capacity of over 50% in October graphitization increase of nearly 80%

According to ICC Xinferia Information statistics, in general, nearly 40% of the domestic cathode graphitization capacity is concentrated in Inner Mongolia, and the overall power limit in September will affect more than 30% of the graphitization capacity, and it is expected that the impact will be more than 50% in October plus YunnanSichuan electricity, environmental protection, and other parts of the world, electricity, graphitization capacity appeared in a tense situation As of September 2021, the domestic graphitized cathode material in capacity of 820000 tons, increase in the year 120000 tons, in double energy consumption control, under the influence of the cathode graphitization project examination and approval is difficult, will cause delayed a lot of new capacity on the marketDue to the impact of market supply shortage, graphitization has increased by more than 77%. Previous analysis in the industry pointed out that the release and expansion of negative graphitization capacity were not as expected due to the environmental impact assessment pressure of energy consumption control policies of local governments and the rise of electricity charges, leading to a growing supply gapIn addition, the construction cycle of graphitization processing takes at least half a year to one year. Even in the first half of next year, the graphitization capacity gap will still be difficult to alleviate


Post time: Oct-14-2021

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