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Tighter Russian supply on geopolitics lifts China petcoke

Source: Mysteel Jul 24, 2026 10:02
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Petcoke Global Import/Export Supply
Geopolitical conflicts idle over 40% of Russia's refining capacity, tightening petcoke supply to China and driving bullish market expectations.
Escalating Russia-Ukraine conflicts crippled delayed coking units (DCU) at Russia's key refineries. As China's top high-sulfur petcoke supplier, Russia will see sharply reduced shipments to China, making it suffer a short-term supply gap. Also, firm downstream demand pushes up both imported Russian and domestic high-sulfur petcoke, with the market

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