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China’s coke crunch
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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.
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