Carbon Market Report November 2016

Content
Introduction 3
1 Company news 3
2 Domestic market review 3
2.1 Prices for prebaked anode rise in the Chinese market 3
2.2 Pet coke prices soar 4
2.3 Calcined pet coke prices rise sharply 4
2.4 Liquid coal pitch prices rebound 4
3 International market review 5
FOB prices for prebaked anode edge down 5
4 Output data analysis 5
4.1 China's prebaked anode output down by 3.5% MOM in November 5
4.2 China’s consumption for prebaked anode up by 3.0% MOM in November 6
5 Imp & Exp data analysis 7
5.1 China’s prebaked anode exports up by 44% MOM in October 7
5.2 China’s pet coke (S<3.0%) imports down by 65% MOM in October 8
5.3 Exports for Chinese other calcined coke down by 55% MOM in October 9
6 Market outlook 10
6.1 Ex-works prices for prebaked anode rise 10
6.2 Pet coke prices relatively stable in Shandong 11
6.3 Calcined pet coke prices go up further in Shandong 11

Graph 1 Price trend for Chinese prebaked anode 96% 4
Graph 2 Price trend for Chinese pet coke S 2% 4
Graph 3 FOB price trend for prebaked anode 5
Graph 4 China’s commercial anode output by month 5
Graph 5 Major prebaked anode producing areas by month 5
Graph 6 China’s monthly consumption of prebaked anodes 6
Graph 7 China’s monthly consumption of prebaked anodes by major region 6
Graph 8 China’s prebaked anode exports by month 7
Graph 9 Monthly statistics for China’s prebaked anode exports by major countries 7
Graph 10 China’s pet coke (S＜3.0%) imports by month 9

Table 1 Chinese prebaked anode export prices by major countries (USD/t) 7
Table 2 Chinese major prebaked anode exporters in October 8
Table 3 Chinese pet coke (S<3.0%) importers in October 9
Table 4 China’s exporters for other calcined pet coke in October 10
.Asian Metal Copyright0% importers in October 9 Table 4 China’s exporters for other calcined pet coke in October 10Asian Metal Copyright