USA Petroleum Coke Market Strengthens 0.9% in Nov 2025 as Supply Tightens

USA Petroleum Coke Market Strengthens 0.9% in Nov 2025 as Supply Tightens

Meyer Berger 01-Dec-2025

In November 2025, the US Petroleum Coke Market continued to strengthen due to limited supplies, steady industrial demand, and supportive government regulations. Calcined Petroleum Coke sustained its bullish trend over the previous 12 weeks. The combination of logistical problems, low feedstock availability, and high demand from electric arc furnace and lithium-ion battery anode manufacturers contributed to the price stability. Supply limitations were supported by limited inventories and near-term delays in logistics. Regulatory activities, including a two-year extension on compliance dates for the Federal Coke Oven Rule, lessened the stress on Petroleum Coke suppliers and created a more stable environment for future supply of Petroleum Coke. However, the increase in US production of Crude Oil may limit long-term price growth for Petroleum Coke; nevertheless, strong near-term fundamentals will provide solid momentum for the US Petroleum Coke market leading into December 2025.

The U.S. Petroleum Coke market experienced continued growth as of the end of November xxxx, largely due to the tightening of supplies, consistent industrial demand and evolving regulatory measures impacting the petroleum sector. Calcined Petroleum Coke prices continued to rise over an unprecedented twelve weeks which suggests the impact on this sector of continuing logistical problems with diminished feedstock availability and extremely strong demand from downstream consumers. The pressures of these factors have created a situation in which U.S. Petroleum Coke can be considered among the more resilient segments of the broader petroleum products market although the impact of broad-based macroeconomic factors.

In the week ending on November xxst, xxxx, calcined-grade Petroleum Coke FOB U.S. Gulf Coast had increased to $xxx/MT by +x.xxx, up from its previous week&#xx;s price of $xxx/MT. Most coke plants have low inventory levels, therefore most of their shipments are...

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