ResearchIndustry Insights2026-10-04
Paraffin export window closed; petcoke inventory at 86%
No paraffin quotes available — export window effectively closed; port petcoke inventory at 86%, highest YTD. Asphalt’s -3.50% drop pressured downstream refining utilization; paraffin-fuel oil spread narrowed to ¥1,421/t, 21% below (industry norm) long-term average.