The impact of China's export of low-sulfur graphitized petroleum coke on Turkey's foundry industry is multi-dimensional, involving product quality, cost structure, supply chain stability, and industrial upgrading needs. The following analysis is carried out from three aspects: core impact, market supply and demand, and technical adaptability.
1. Core impact: Technical empowerment and challenges of low-sulfur coke to Turkey's foundry industry
China's export of low-sulfur graphitized petroleum coke, with a sulfur content of Less than or equal to 0.05%, is a key material for Turkey to produce high-end castings, such as ductile iron and automotive parts. The low-sulfur property can prevent sulfur from interfering with the spheroidization reaction and ensure the mechanical strength and surface finish of the casting. If a carburizer with a sulfur content of Less than or equal to 0.05% is used, the spheroidization rate of ductile iron can be increased to more than 95%, significantly reducing the scrap rate and improving the performance of the casting.
The price of China's low-sulfur coke is significantly higher than that of medium- and high-sulfur products. Turkish foundries need to balance cost and quality. For low-end products such as gray cast iron, Turkey may choose medium-sulfur coke with a sulfur content of 0.5%-1.5% to reduce costs, but it will have to bear the additional cost of the desulfurization process, which adds 20% to the cost.
2. The transmission effect of the market supply and demand pattern on Turkey
China's low-sulfur coke production has been declining year by year due to the restrictions of the "dual carbon" policy, while the annual growth rate of low-sulfur coke demand in the global market, where Turkey is located, has reached 5%. The widening supply and demand gap will push up import prices.
3. The synergistic effect of technological upgrading and industrial transformation
The use of Chinese low-sulfur coke can support Turkey's development of precision casting technology, such as the production of aerospace parts and new energy vehicle motor housings, which is in line with its "Industry 4.0" transformation goals. The stable carbon content ( Greater than or equal to 98.5%) and low ash content ( Less than or equal to 0.5%) of low-sulfur coke are the basis of this type of process.
To meet the EU carbon emission standards, these policy drivers require the reduction of sulfur emissions in the casting process during production. The sulfur content of China's low-sulfur coke ( Less than or equal to 0.05%) can reduce SO₂ emissions by more than 90% compared with local medium-sulfur coke (sulfur Greater than or equal to 0.5%), helping Turkey pass green trade barriers.
4. Summary
The impact of China's low-sulfur graphitized petroleum coke on Turkey's foundry industry presents the characteristics of "technological dividends and supply chain risks coexisting". In the short term, Turkey needs to optimize its procurement strategy and lock in high-quality Chinese suppliers to stabilize high-end production capacity; in the long term, it needs to strengthen local purification technology research and development or build a coke processing alliance with Southeast Asian countries to diversify supply chain risks. In addition, Turkey can explore joint technology investment with China, such as introducing the Acheson furnace graphitization production line to reduce dependence on a single import channel.
