According to SunSirs data, as of August 25, 2026, the petroleum coke market is exhibiting a fluctuating trend with a bias toward a strong rebound. In the short term, upward price adjustments by some enterprises are driving this rebound momentum; however, given that prices are currently at a medium-to-high level on a one-year basis, the room for further increases is limited. Market participants should monitor the impact of upstream crude oil trends and downstream demand fluctuations on future market performance, taking into account recent import data and industry chain dynamics.

Import Data: In July 2026, China's imports of calcined petroleum coke totaled 15,800 tons (with a cumulative total of 126,400 tons from January to July), while imports of uncalcined petroleum coke reached 1.4729 million tons in July (with a cumulative total of 9.5783 million tons from January to July).

Enterprise Pricing Trends: On August 24, companies such as Zibo Xintai Petrochemical, Yatong Petrochemical, Henan Fengli Petrochemical, and Qirun Petrochemical raised their petroleum coke quotes, while Huaxiang Petrochemical lowered its quotes; overall shipment operations remained normal.

Industry Chain Connections: The core upstream raw material is crude oil, while downstream applications span multiple sectors, including anhydrous aluminum chloride, silicon carbide, iron and steel, and carbon electrodes.

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