Black rubber contains between 40 and 70 percent carbon black, with tire manufacturing as the leading market for the material.
In southern Europe, some of the carbon black continues to be imported from Russia as new facilities go online.
However, the EU's 10th package of sanctions against Russia effectively will end all supply of Russian carbon black July 1, 2024.
In the meantime, quotas are in place that allow Russian imports of 562,973 metric tons of synthetic rubber and 752,475 tons of carbon black, totals based on historical import data prior to the war, a spokeswoman for the European Commission told Rubber News.
Indeed, Europe wants to lessen its reliance on Russian oil as well. Since oil is a necessary raw material for the creation of carbon black, this also could have an impact on supply, according to experts.
While it is impossible to predict how the sanctions will impact operations, many businesses are assessing the long-term risks of importing goods from the war-torn region.
"It is critical that the market be aware that we are monitoring developments given that firms in the EU may soon experience a constrained supply of carbon black," Thomas Sorensson, CEO of Enviro, told ChemAnalyst in November.
Enviro, a tire pyrolysis and recycling firm that produces recovered carbon black, earlier this year reported a spike in interest for rCB and tire pyrolysis oil from customers due to the Russian invasion.
This trend likely is ripe for the carbon black industry, driven by the effects of the war as well as upward trends in sustainability.