Carbon Black Market Analysis (March 3)

March 4, 2026, 9:49 AM

TDD-Global

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Guide

Highlights at a glance

The carbon black price index held steady at 6981.5 on March 3, reflecting short-term market stability. This analysis examines key market drivers: upstream coal tar prices remain firm in China's major production regions, with potential further increases linked to crude oil trends. Carbon black supply is gradually recovering as post-holiday production resumes, though smaller factories still operate below capacity. Downstream demand shows tire manufacturers operating at high levels, but face challenges including domestic shipment shortages and Middle East export obstacles due to geopolitical tensions. The market outlook remains uncertain, balancing cost support from rising coal tar prices against potential demand pressure from export disruptions. Overall, the carbon black market faces mixed influences, requiring close monitoring of raw material costs and international trade dynamics.

01 Carbon Black Index

According to data from TuDuoDuo, the carbon black price index was 6981.5 on March 3rd, remaining stable compared to the previous trading day.

02 Carbon Black Market Price

03 Analysis of the Impact on the Carbon Black Market

1. Upstream Raw Materials: Coal tar prices in Shandong were 3865 yuan/ton; in Shanxi, 3790 yuan/ton; and in Hebei, 3805 yuan/ton. The domestic high-temperature coal tar market remained firm at high levels. While escalating geopolitical risks in the Middle East have no direct impact on high-temperature coal tar, the rising costs of some downstream coal tar products, driven by rising crude oil prices, are expected to drive further price increases, which will also benefit the coal tar market.

2. Carbon Black Supply: The operating rates of sample carbon black enterprises are gradually increasing. Some enterprises that had reduced production lines after the holiday have gradually returned to normal. During the Spring Festival, the focus was mainly on fulfilling orders. Smaller factories have not yet returned to normal operations. Overall, the market operating rate is rising.

3. Downstream Demand: It is understood that most tire manufacturers have resumed high-level production. Overall shipments at the beginning of the month were average. Due to concentrated post-holiday shipments, some companies are experiencing significant shortages, particularly in the domestic market for semi-steel tires, where order fulfillment rates have declined. Furthermore, escalating geopolitical factors have increased export obstacles from the Middle East, with some companies reporting a temporary slowdown in exports to the region and delayed order shipments.

04. Market Outlook

As of now, domestic carbon black market prices remain relatively firm. There are expectations of rising raw material coal tar prices, which is favorable for negotiations due to cost factors. Although there is demand for new orders in the tire market, the geopolitical risks in the Middle East may lead some companies with a large proportion of exports to the Middle East to moderately reduce production, putting downward pressure on carbon black prices. With both bullish and bearish factors present, the carbon black market remains uncertain.

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