|
SECTION PAGE
A MANAGEMENT SUMMARY
B CALCINED PETROLEUM COKE MARKET HIGHLIGHTS AND OUTLOOK
The Market
First Half 2011
Second Half 2011
CPC Pricing
Demand Sectors
Aluminum
Titanium Dioxide
Needle Coke
Recarburizer
Specialty Coke
Quality
Coke Quality in Blending Calciner Feedstocks
Blend Quality
Calciner Capacity Outlook
Anode Grade Coke
Supply
At-Risk Feedstocks
GPC Pricing
Calciner Capacity Outlook
C WORLD MARKETS
North America
United States
Canada
Western Europe
Latin America
The Indian Ocean Region, Western Africa, and Other Asia
Indian Ocean Region
Middle Eastern Countries
India
South Africa, Mozambique, and Egypt
Western Africa
Other Asia
Oceania
China
Anode Grade Cokers
CIS and Eastern Europe
APPENDIX
List of Tables
SECTION B
B.1 Primary Aluminum Production History and Forecast
B.2 Smelting Technology
B.3 North American TiO2 Chloride Plants
B.4 Typical Anode Grade Calcined Coke Specifications
B.5 Non-Traditional Alternative Cokes
B.6 Third Quarter 2011 GPC (Blend) Qualities
B.7 GPC Blend Qualities (2011 vs. 2010)
B.8 Anode Quality Feedstock Summary—U.S. Gulf Coast
B.9 Planned/Speculative Calciner Expansions
SECTION C
C.1 Anode-Grade Calcined Coke 2011 Regional Balances
C.2 Green Coke Imports
C.3 German Aluminum Smelters
C.4 Planned Turnarounds/Shutdowns European Cokers
C.5 Petrobras Cokers
C.6 Middle East Smelters
C.7 Kuwaiti Green Petroleum Coke Shipments
C.8 Indian Smelters
C.9 Indian Cokers
C.10 African Smelters
C.11 West African Smelters
C.12 Japan Calciners
C.13 Other Asia Cokers
C.14 Oceania Smelters
C.15 Chinese Anode Plants
C.16 Major Chinese Calciners
C.17 A Typical Chinese CPC Specification
C.18 China’s Major Refiners
C.19 CIS/Eastern Europe Primary Aluminum Production
C.20 Russian Smelters
C.21 Major Calciners
APPENDIX
1 Production Capacity of World (ex. China) Primary Aluminum Producers
2 Major Primary Aluminum Smelter Capacity Additions Announced
3 Production Capacity & Planned Expansions of Chinese Primary Aluminum Producers
4 World Operating Calcining Capacity
5 World Calcined Coke Supply/Demand Balance
6 2011 Anode-Grade Cokers—By Region
7 Anode-Grade Cokers at Risk
8 Chinese Cokers
9 Major Chinese Calciners
10 CIS/Russia/Eastern Europe Cokers
11 Major CIS Calciners 2011
List of Figures
SECTION A
A.1 Calcined Petroleum Coke Prices
A.2 2011 China Petcoke Prices
A.3 China Regional Calcined Coke Prices
A.4 World Calcined Coke Demand 2011
A.5 World Petroleum Coke Supply
A.6 World Reserve Calcining Capacity
SECTION B
B.1 Calcined Petroleum Coke Prices Anode-Grade
B.2 World Calcined Coke Demand—2011
B.3 World Calcined Coke Demand Forecast
B.4 World Demand—CPC Market
B.5 Change in World Primary Aluminum Production Market Share
B.6 Representative Aluminum Smelting Costs
B.7 World Petcoke Supply
B.8 Anode-Grade Green Petroleum Coke Supply Trend & Forecast
B.9 World Anode Grade GPC Availability
B.10 World Anode-Grade Green Coke Demand Forecast
B.11 GPC Supply Forecast
B.12 Anode GPC Market Situation
B.13 GPC Short Term Contracts
B.14 U.S. Gulf Coast Anode-Grade Green Coke Prices
B.15 U.S. Gulf Coast Calcinable Green Coke Blend Prices
B.16a World Calcined Coke Capacity Forecast
B.16b World Calcining Capacity—2011
B.17 World Reserve Calcining Capacity
B.18 World Calciner Supply vs. Demand
B.19 Calciner Capacity Types—ex. China/CIS (2011)
B.20 Merchant Calciners—ex. China/CIS (2011)
B.21 Top CPC Producing Calciners
SECTION C
C.1 North America Primary Aluminum Production
U.S. CPC Production
C.2 Alcoa
C.3 BP
C.4 Chevron
C.5 Rain CII
C.6 ConocoPhillips
C.7 Oxbow Calcining (formerly Great Lakes Carbon)
C.8 Seadrift Coke LP
C.9 U.S. Calcining Industry Operating Statistics
Calcinable Green Coke Imports
C.10 Argentina to United States
C.11 Brazil to United States
C.12 China to United States
C.13 Kuwait to United States
C.14 U.S. Imports of Calciner Feedstock
C.15 Rio Tinto Alcan Smelter Production Capacity
C.16 Western Europe CPC Production
C.17 ConocoPhillips Europe CPC Production
C.18 BP Europe CPC Production
Latin America
C.19 Oxbow Calcining (Great Lakes Carbon) CPC Production
Indian Ocean
C.20 Aluminium Bahrain (Alba) CPC Production
C.21 India CPC Production
C.22 Rain CPC Production
C.23 GOA CPC Production
Other Asia
C.24 Japan CPC Production
C.25 China’s Primary Aluminum Production Forecast
C.26 Chinese Anode Plants
C.27 Chinese Anode Exports to Western Markets
C.28 Chinese Petroleum Coke Demand Forecast
C.29 Major Chinese Calciners
C.30 China CPC Exports
C.31 Chinese GPC Exports
C.32 U.S. CPC Exports to China
C.33 Chinese CPC Exports (Other than U.S.)
C.34a China Petroleum Coke Prices
C.34b China Regional CPC Prices
C.35 CIS & Russia CPC Production
APPENDIX PAGE
1 United States Existing Cokers and Capacity Expansion
2 United States Calciners
3 Canadian Cokers and Calciners
4 Latin America Cokers and Calciners
5 European Cokers and Calciners
6 Middle Eastern and Asian Cokers and Calciners
7 African Cokers and Calciners
8 Major Chinese Calciners
9 Chinese Cokers
10 CIS Calciners
11 CIS & Eastern European Coke
12 U.S Aluminum Operating Smelters
13 Canadian Aluminum Smelters
14 Chinese Aluminum Smelters
To address these and many other issues the Calcined Petroleum Coke Report is published in December of each year and focuses on a detailed outlook for the calcined coke industry for the next three years. It provides and discusses information from Jacobs Consultancy's historical data about the industry and its related sectors. Clients of this annual report receive Jacobs Consultancy's latest analysis and conclusions on the calcined coke business and the outlook for the forthcoming three-year period.
The important issues pertaining to the availability of anode-grade green petroleum coke are a key component of the report. The study includes discussions on the change in supply of existing calciner feedstocks, as well as potential new sources of green coke that will directly affect world calcining operations, calcined coke quality and availability.
Our review of new calcining projects which will come into operation during the next few years offers an insight into future calcined coke availability for the aluminum industry and whether quantity and quality requirements can be met. The report reviews the planned projects, the likelihood of implementation, and the possible scenarios that may arise if these projects are completed.
The key supply/demand balance table and associated charts with commentary are updated and released during the summer of each year; this is included as part of the clients subscription service.
Recent reports included the following major topics:
The report describes the outlook for the major suppliers of calcined coke in the world and examines the status of all calcining facilities actively producing material. The report also includes operating rates and production levels for calcining facilities around the world. All major demand sectors for calcined coke (aluminum, TiO2, etc.) are analyzed for the past five years. This is followed by an analysis of the calcined coke balance for the forthcoming three years.
The supply of green petroleum coke is trending towardsdiminishing availability from U.S. Gulf Coast refineries and increasing trade movements of calciner feedstocks from different parts of the world (e.g. China, Kuwait) to the U.S. Gulf Coast. The report covers the major issues that are facing calcieners today as they strive to source adequate anode grade coke, and which historical sources may be at-risk as some refineries switch to the manufacture of fuel-grade petroleum coke.
The report analyzes the status of all the proposed and planned calcining plants that are scheduled to start up during the next several years and the impacts these new facilities may have on calcined coke deliveries to regional markets.
The demand of calcined coke for the primary aluminum industry accounts for more than 75% of overall calcined coke needs. Projections for aluminum production growth is a critical component in the calcined coke supply/demand picture. The report discusses our outlook of the aluminum production growth pattern for the next three years and its effect on calcined coke requirements.
Jacobs Consultancy Inc. has served the petroleum, petrochemical, chemical, natural gas, and aluminum industries since 1957 with supply/demand and pricing forecasts of energy, chemical, and carbon products. Our approach to forecasting is based on extensive real world industry experience and contacts, supplemented by the use of sophisticated computer models. This combination permits simultaneous consideration of the many economic and technical factors and the impact of government regulations that influence product costs, supply imbalances, and market pricing. The result is an overall outlook where all the pertinent factors are presented on a consistent basis.
Additional Studies:
pace Petroleum Coke Quarterly (PCQ) —Authoritative, objective analysis for the petroleum coke industry through monthly, quarterly, and special supplementary reports.
Coal Tar Pitch REPORT—In-depth investigation of all the pertinent issues (supply/demand, transportation, environmental concerns, and technology changes) affecting coal tar pitch markets.
For Inquiries, Please Contact . . .
Yasmin Brown (Senior Consultant)
yasmin.brown@jacobs.com
832-351-7833
Mike Stewart (Group Manager, Carbon Group)
mike.stewart@jacobs.com
832-351-7852
JACOBS CONSULTANCY INC.
5995 Rogerdale Road
Houston, Texas 77072
832-351-7828 Phone
832-351-7887 Fax
|