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 July 2026: AI and the next phase of China’s growth
AI's macroeconomic payoff will arrive in stages for China
$1,150
Insight
US sanctions hit Russia’s major coal producers
Impacts on seaborne thermal and metallurgical coal trade flows of US sanctions against major Russian coal producers.
$1,100
Asset Report
Changba (Baiyin) zinc mine
A detailed analysis of the Changba (Baiyin) zinc mine.
$2,250
