Monthly Carbon Market Report Oct 2017

Content
1 Market highlights 4
2 Company news 4
2.1 Zhongyang Carbon to heat furnaces of 100,000tpy calcined pet coke project in December 4
2.2 Henan Chalco Carbon to cut 50% of anode production in early October 4
2.3 Xinjiang Qiya to heat furnaces for its new anode project in November 4
2.4 Yixing Carbon starts to heat calcinators of 600,000tpy 4
2.5 Kenli Petrochemical begins producing pet coke 4
2.6 Yiren Industrial resumes anode production 4
2.7 Shandong Baoshun to make maintenance on Oct 25th 4
2.8 Huiyu New Material to heat calcining furnaces constructed in phase two in November 4
2.9 Tianlong Mining to heat roasting furnace in November 5
2.10 JFE Zhenxing Chemical to conduct maintenance 5
2.11 HMHJ Aluminum Electricity to see anodes in late December 5
3 Chinese market 5
3.1 Economy and Policy 5
3.1.1 Carbon plants reaching heating standard required to limit production by 50% in Henan 5
3.1.2 Zibo in Shandong released staggered production schemes 5
3.2 Market Movements 5
3.2.1 Prebaked anode prices rise 5
3.2.2 Pet coke prices stable 6
3.2.3 Calcined pet coke prices rise further 6
3.2.4 Coal tar pitch prices up 6
4 International market 6
4.1 Export prices for prebaked anode trend upward 6
5 Producers Statistics 7
5.1 China’s prebaked anode output up by 1.7% MOM in October 7
6 Consumers Statistics 8
6.1 China’s prebaked anode consumption down by 1.92% MOM in October 8
7 Customs Statistics 8
7.1 China’s prebaked anode exports down by 18.7% MOM in September 8
7.2 China’s pet coke (S<3.0%) imports sharply up by 237% MOM in September 10
7.3 China’s other calcined pet coke exports down by 47.4% MOM in September 11
8 Relevant Industry News 12
8.1 Dandong Xinxing Carbon increases capacity 12
8.2 Hualei New Material releases primary aluminum capacity 12
8.3 Guangxi Xinfa Aluminum & Electricity to put 100,000tpy primary aluminum into production 12
8.4 Xingren Denggao Aluminum puts off resuming primary aluminum production 12
8.5 Wanji Aluminum to cut primary aluminum output 12
8.6 Tiantai Aluminum postpones resuming primary aluminum production 12
9 Market Outlook for Next Month 13
9.1 Prebaked anode prices edge up 13
9.2 Pet coke prices stable 13
9.3 Calcined pet coke prices to stabilize 13

Graph 1 Price trend for Chinese prebaked anode 96% 5
Graph 2 Price trend for Chinese pet coke 2% 5
Graph 3 FOB Price trend for Chinese prebaked anode 5
Graph 4 China’s prebaked anode output by month 6
Graph 5 Commercial and non-commercial prebaked anode output by month 6
Graph 6 Chinese major prebaked anode producing areas by month 6
Graph 7 China’s monthly consumption of prebaked anodes 7
Graph 8 China’s monthly consumption of prebaked anodes by major region 7
Graph 9 China’s prebaked anode exports by month 7
Graph 10 Monthly statistics for China’s prebaked anode exports by major countries 8
Graph 11 Exportprices of Chinese prebaked anode by major destination countries 8
Graph 12 China’s pet coke (S＜3.0%) imports by month 9
Graph 13 China’s pet coke (S<3.0%) imports by country 9
Graph 14 Chinese other calcined pet coke exports by month 10
Graph 15 China’s monthly exports for other calcined pet coke by major countries 10

Table 1 Chinese major prebaked anode exporters in September 8
Table 2 Chinese pet coke (S<3.0%) importers in September 9
Table 3 China’s exporters for other calcined pet coke in September 10


.Asian Metal Copyright4 Coal tar pitch prices up 6 4 International market 6 4Asian Metal Copyright