북미의 카본블랙 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the North America carbon black market size is projected to expand from USD 3.82 billion in 2025 and USD 3.99 billion in 2026 to USD 4.95 billion by 2031, registering a CAGR of 4.42% between 2026 to 2031.

This report is Segmented by Process Type (Furnace Black, Gas Black, and More), Grade (Standard Grade, Specialty, and More), Application (Tires and Industrial Rubber, Plastics, and More), End-User Industry (Automotive and Transportation, Packaging, Building and Construction, and More), and Geography (United States, Canada, Mexico). The Market Forecasts are Provided in Terms of Value (USD).

North America Carbon Black Market Trends and Insights

Surging Demand for Wide-Base EV Tires Needing High-SA Furnace Blacks

Electric-vehicle tires must accommodate heavier curb weight, instant torque, and low rolling-resistance requirements. As a result, compounders specify N100 and N200 series furnace blacks with surface areas above 100 m2/g, which improve tear strength and lower hysteresis. U.S. EV output from Tesla, Rivian, the Detroit Three, and new entrants is set to exceed 3 million units annually by 2027, ratcheting up demand for these high-performance grades. Cabot's PROPEL E8 launch in 2025 validated the commercial pull for such products, and ZC Rubber's Saltillo plant in Mexico will channel large volumes of wide-base and OE EV tires into the region after ramp-up in late 2025. Canada's Clean Fuel Regulations also add momentum because lower carbon-intensity transportation scenarios accelerate electrification. In aggregate, these dynamics raise the baseline growth path for the North America carbon black market while lifting average selling prices.

Low-Cost Decant Oil Availability Elevating Producer Margins

Decant oil from Gulf Coast fluid-catalytic-cracking units delivers the aromatic content, low ash, and high BMCI index required for furnace-black reactors. Utilization across major Texas and Louisiana refineries remained high through 2024-2025, keeping feedstock prices well below the 10-year average despite hurricane-related outages. Tokai Carbon's cluster of Big Spring, Borger, and Addis plants directly benefits from this cost angle, supporting above-regional average margins even as tire OEMs negotiate tougher transfer-price formulas. The cost edge is less pronounced in Canada and Mexico, where producers either import decant oil or rely on smaller, less optimized domestic refineries. Over the short term, the favorable feedstock environment buttresses capacity utilization decisions and underpins the near-term health of the North America carbon black market.

Feedstock Price Volatility on Gulf-Coast Shutdowns

Hurricanes, planned turnarounds, and crude-slate shifts periodically curtail FCCU output, pushing decant-oil spot prices 30-50% higher within weeks. Tokai Carbon's 2025 outlook cited feedstock inflation among the chief reasons operating profit could fall 6.1% year-over-year. Orion Engineered Carbons has no long-term fixed-price contracts, so lagged pass-through mechanisms dent margins when oil spikes. Although new refinery projects and crude-to-chemicals configurations might temper volatility beyond 2027, near-term risk remains material for the North America carbon black market.

Other drivers and restraints analyzed in the detailed report include:

1. Canadian Tire-Label Regulations Boosting Specialty Grades
2. Recovered Carbon Black Uptake Under OEM ESG Mandates
3. Silica-Silane Substitution in Passenger Treads

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

The North America carbon black market size for the furnace-black segment accounted for 85.12% of the total volume in 2025. Growth to 2031 is set at a 4.73% CAGR, buoyed by the process's flexibility in generating N100-N900 grades for tires, hoses, belts, inks, and plastics. Orion Engineered Carbons is capitalizing on a USD 215.9 million high-surface-area line at La Porte, Texas, that targets EV tire compounds. The niche roles of gas, lamp, and thermal blacks in conductive coatings, artist pigments, and ultraclean semiconductor packaging keep them relevant.

Monolith Materials offers a disruptive complement: its methane-pyrolysis route yields 14,000 t per annum of fossil-free carbon black and coproduces hydrogen, eliminating Scope 1 emissions. Goodyear commercialized tires using this material in 2025. The North America carbon black market now features a dual pathway-traditional furnace reactors optimized for cost and scale, and low-carbon pyrolysis units optimized for ESG performance. Over time, the successful scale-up of Monolith's Olive Creek 2 expansion to 56,000 t by 2027 could recalibrate competitive benchmarks on carbon intensity and influence investment priorities among incumbents.

Standard grades represented 77.78% of North America's carbon black market volume in 2025, but specialty, conductive, and ESD grades will capture a larger growth delta by logging a 5.26% CAGR to 2031. Cabot's VULCAN XC and Orion's PRINTEX brands dominate conductive use cases, reaching bulk resistivity below 1 ohm-cm for lithium-ion cathodes and semiconductor trays. Demand tailwinds include rapid EV battery cell expansion and hyperscale data-center build-outs requiring ESD-safe infrastructure.

Standard products remain the tire workhorses, yet new vehicle platforms and autonomous-driving sensor arrays are pushing OEMs to specify higher-dispersion and lower-PAH blacks even in mainstream compounds. Specialty food-contact variants such as BLACK PEARLS 4350 satisfy benzo[a]pyrene limits of 5 ppb set by the U.S. FDA. As cross-border e-commerce pushes converters to harmonize with the stricter standard, specialty penetration inches upward, lifting the revenue mix of the North America carbon black market.

Complete Report Scope:

• By Process Type
  • Furnace Black
  • Gas Black
  • Lamp Black
  • Thermal Black
• By Grade
  • Standard Grade Carbon Black
  • Specialty Carbon Black
  • Conductive and ESD Carbon Black
• By Application
  • Tires and Industrial Rubber Products
  • Plastics
  • Toners and Printing Inks
  • Coatings
  • Textile Fibers
  • Other Applications
• By End-User Industry
  • Automotive and Transportation
  • Packaging
  • Building and Construction
  • Electrical and Electronics
  • Textile and Apparel
  • Others
• By Geography
  • United States
  • Canada
  • Mexico

List of Companies Covered in this Report:

1. Cabot Corporation
2. Birla Carbon
3. Orion Engineered Carbons S.A.
4. Continental Carbon Company
5. Tokai Carbon Co., Ltd. (including Cancarb)
6. Mitsubishi Chemical Corporation
7. OMSK Carbon Group
8. PCBL Limited
9. Imerys
10. Monolith Inc.
11. Pyrolyx AG
12. Koppers Inc.
13. Sid Richardson Carbon & Energy Co.
14. International China Rubber Investment Holding Co., Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Surging Demand for Wide-Base EV Tires Needing High-SA Furnace Blacks
  • 4.2.2 Low-Cost Decant Oil Availability Elevating Producer Margins
  • 4.2.3 Canadian Tire-Label Regulations Boosting Specialty Grades
  • 4.2.4 Recovered Carbon Black Uptake under OEM ESG Mandates
  • 4.2.5 On-Site Modular Carbon Black Units for Tire Makers
• 4.3 Market Restraints
  • 4.3.1 Feedstock Price Volatility on Gulf-Coast Shutdowns
  • 4.3.2 Silica-Silane Substitution in Passenger Treads
  • 4.3.3 Competition from Tire-Pyrolysis Derived Fillers
• 4.4 Value Chain Analysis
• 4.5 Porter's Five Forces
  • 4.5.1 Bargaining Power of Suppliers
  • 4.5.2 Bargaining Power of Buyers
  • 4.5.3 Threat of New Entrants
  • 4.5.4 Threat of Substitutes

5 Market Size and Growth Forecasts (Value)

• 5.1 By Process Type
  • 5.1.1 Furnace Black
  • 5.1.2 Gas Black
  • 5.1.3 Lamp Black
  • 5.1.4 Thermal Black
• 5.2 By Grade
  • 5.2.1 Standard Grade Carbon Black
  • 5.2.2 Specialty Carbon Black
  • 5.2.3 Conductive and ESD Carbon Black
• 5.3 By Application
  • 5.3.1 Tires and Industrial Rubber Products
  • 5.3.2 Plastics
  • 5.3.3 Toners and Printing Inks
  • 5.3.4 Coatings
  • 5.3.5 Textile Fibers
  • 5.3.6 Other Applications
• 5.4 By End-User Industry
  • 5.4.1 Automotive and Transportation
  • 5.4.2 Packaging
  • 5.4.3 Building and Construction
  • 5.4.4 Electrical and Electronics
  • 5.4.5 Textile and Apparel
  • 5.4.6 Others
• 5.5 By Geography
  • 5.5.1 United States
  • 5.5.2 Canada
  • 5.5.3 Mexico

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share/Ranking Analysis
• 6.4 Company Profiles (includes Global-level Overview, Market-level Overview, Core Segments, Financials as available, Strategic Information, Products and Services, Recent Developments)
  • 6.4.1 Cabot Corporation
  • 6.4.2 Birla Carbon
  • 6.4.3 Orion Engineered Carbons S.A.
  • 6.4.4 Continental Carbon Company
  • 6.4.5 Tokai Carbon Co., Ltd. (including Cancarb)
  • 6.4.6 Mitsubishi Chemical Corporation
  • 6.4.7 OMSK Carbon Group
  • 6.4.8 PCBL Limited
  • 6.4.9 Imerys
  • 6.4.10 Monolith Inc.
  • 6.4.11 Pyrolyx AG
  • 6.4.12 Koppers Inc.
  • 6.4.13 Sid Richardson Carbon & Energy Co.
  • 6.4.14 International China Rubber Investment Holding Co., Ltd.

7 Market Opportunities and Future Outlook

• 7.1 White-space and Unmet-Need Assessment
• 7.2 Growth in the Adoption of Electric Cars