Carbon Market Report June 2017

Content
Introduction 3
1 Company news 3
2 Domestic market review 3
2.1 Prebaked anode prices continue to rise 3
2.2 Pet coke prices move down before up 4
2.3 Calcined pet coke prices rise further 4
2.4 Coal pitch prices fall back 4
3 International market review 5
FOB prices for prebaked anode rise 5
4 Output data analysis 5
4.1 China’s prebaked anode output up slightly by 0.6% MOM in June 5
4.2 China’s prebaked anode consumptions up by 19.3% YOY in H1 2017 6
5 Imp & Exp data analysis 7
5.1 Chinese prebaked anode exports up by 13.2% MOM in May 2017 7
5.2 China’s pet coke (S<3.Asian Metal Copyright3% YOY in H1 2017 6 5 Imp Exp data analysis 7 5.Asian Metal Copyright0%) imports slightly up by 0.5% MOM in May 2017 8
5.3 China’s other calcined pet coke exports up by 33.1% MOM in May 2017 10
6 Market outlook 11
6.1 Prebaked anode prices tend to be stable 11
6.2 Pet coke prices edge down 11
6.3 Calcined pet coke prices edge up 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 prebaked anode output by month 5
Graph 5 Chinese 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 FOB prices for Chinese prebaked anode by destination country from Jan 2016 to May 2017 7
Table 2 Chinese major prebaked anode exporters in May 8
Table 3 Chinese pet coke (S<3.0%) importers in May 9
Table 4 China’s exporters for other calcined pet coke in May 10



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