Insight
China’s coke crunch
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Recent regulatory changes in China's Shandong province have disrupted petroleum coke production, particularly affecting independent refineries. High-sulphur coke supply has tightened short-term, while low-sulphur coke prices have spiked due to limited supply and growing demand. Downstream industries face higher costs, with battery anode producers particularly challenged. Needle coke producers in Shandong also face cost pressures. While current high prices are unsustainable, low-sulphur coke prices are expected to remain above 2024 averages due to ongoing demand growth.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
China economic focus October 2025: outlook for the 15th Five-Year Plan
China faces challenges in the next five years to achieving its long-term 2025 growth target.
$1,150
Insight
LME Week 2025 Summary
LME week 2025: Four themes dominate – geopolitics, China, energy transition, supply. Markets reshape and provide opportunities.
$1,050
Country Report
Global aluminium smelter asset cost summary
The Global Aluminium Asset Summary examines the cost environment in the base year as well as historically and forward five years.
$6,750
