Bunkers, EVs and steel: a perfect storm in the needle coke sector?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
What’s inside this report?
The impact of the upcoming IMO 2020 regulations for shipping and refining is well understood.
But what about industries that are further down the value chain? In this report, we delve deeper into the impact of IMO on two unlikely markets: steel and electric vehicle batteries.
With demand from steelmaking and lithium-ion batteries expected to see strong growth in the medium term – and question marks over the stability of supply due to the new IMO 2020 restrictions – fundamentals in the needle coke market have the potential to tighten into next year.
Why buy this report?
- Understand how the IMO’s regulatory changes will affect a niche but vital raw material, needle coke
- Get an in-depth view of needle coke’s tightening fundamentals
- Quantify the impact of the tightening needle coke market on the steel and electric vehicle battery industries
Report summary
Table of contents
- Needle coke 101
- EAF steelmaking – biggest sector to see further growth
- IMO 2020 – could it tighten supply?
- Electric vehicles – a growing source of demand for needle coke
- Is a storm brewing?
Tables and Charts
- China's exports of finished steel surged to a peak in 2015
- China's exports impacted output in the rest of the world - with EAF producers the worst affected
- China's imports of needle coke have risen on the back of strong demand and limited domestic supply
- Import prices for needle coke have risen sharply in recent years
- Sales of plug-in EVs should see a steady rise - accounting for 6% of passenger car sales by 2025
- Battery anodes for EVs will create huge demand growth for needle coke
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
