Monthly Carbon Market Report Sep 2025
2025-10-14 14:01:09 【Print】
The following is a brief synopsis of the report. Your access is restricted as it is a subscription based service.
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1 Market Highlights
Pet coke: Driven by tight supply, pet coke prices move up.
CPC: Driven by increased production cost, producers raise their prices of CPC this month.
Coal tar pitch: The supply remains tight, so producers lift the prices.
Prebaked anode : Owing to the increased production cost, producers increase their prices.
Graphite electrode: Driven by increased production cost, producers sharply raise their prices.
2 Economy and Policy
2.1 China unveils two-year plan to stabilize growth in steel industry
Five Chinese government departments, including the Ministry of Industry and Information Technology, have jointly released a two-year plan to keep China's steel industry on a steady growth path. The 2025-2026 Action Plan for Stabilizing Growth in the Steel Industry sets a target of about 4% average annual growth in added value while aiming to boost profitability, balance supply and demand, upgrade industrial structure, and promote greener and more digital development.
The plan outlines key measures to drive both qualitative improvements and sustainable quantitative growth. On the supply side, it calls for tighter control of capacity and output, better management of steelmakers, stronger industry oversight, improved supply of high-end products, higher quality standards for bulk steel, and stable raw material supplies.
On the demand side, it encourages deeper cooperation in key sectors, wider use of steel in major applications, and the creation of supply chain service platforms to support market stability and unleash consumption potential.
The plan also highlights upgrades in production technology and equipment, faster digital transformation, greener low-carbon processes, and stronger management of steel exports to sharpen international competitiveness.
Pet coke: Driven by tight supply, pet coke prices move up.
CPC: Driven by increased production cost, producers raise their prices of CPC this month.
Coal tar pitch: The supply remains tight, so producers lift the prices.
Prebaked anode : Owing to the increased production cost, producers increase their prices.
Graphite electrode: Driven by increased production cost, producers sharply raise their prices.
2 Economy and Policy
2.1 China unveils two-year plan to stabilize growth in steel industry
Five Chinese government departments, including the Ministry of Industry and Information Technology, have jointly released a two-year plan to keep China's steel industry on a steady growth path. The 2025-2026 Action Plan for Stabilizing Growth in the Steel Industry sets a target of about 4% average annual growth in added value while aiming to boost profitability, balance supply and demand, upgrade industrial structure, and promote greener and more digital development.
The plan outlines key measures to drive both qualitative improvements and sustainable quantitative growth. On the supply side, it calls for tighter control of capacity and output, better management of steelmakers, stronger industry oversight, improved supply of high-end products, higher quality standards for bulk steel, and stable raw material supplies.
On the demand side, it encourages deeper cooperation in key sectors, wider use of steel in major applications, and the creation of supply chain service platforms to support market stability and unleash consumption potential.
The plan also highlights upgrades in production technology and equipment, faster digital transformation, greener low-carbon processes, and stronger management of steel exports to sharpen international competitiveness.
