ResearchIndustry Insights2026-09-05
Paraffin Export Window Opens Amid Petroleum Coke Inventory at 82.6%
Paraffin export at ¥7,140/t (+1.32%) hits 3-wk high, margin real—lock FOB through end-Sept. Petroleum coke East China port stocks 82.6% (2nd highest YTD); skip spot, use forward + inventory swap. Two byproducts from one coker sit at totally different economics.