Monthly Carbon Market Report Jan 2018

Content
1 Market Highlights 4
2 Economy and Policy 4
2.1 Environmental Protection Department to formulate three-year plan for blue sky defense 4
3 Company News 4
3.1 Qualified carbon companies in Henan resume anode production 4
3.2 Carbon companies resumes production in Zhenjiang 4
3.3 Shandong Baoshun resumes coal tar pitch production 4
3.4 Hongpeng Carbon postpones resuming calcined pet coke production 4
3.5 Chibi Changcheng Carbon to launch phase II anode project in October 5
3.6 Sunstone Qili Carbon Material plans to put a new anode project into operation in September 5
3.7 Tianyang Carbon's anode outputs decrease in 2017 5
3.8 Baotou Sendu puts new anode facility into production 5
3.9 Jinlida Carbon's anode outputs decrease in 2017 5
3.10 Yinwang Carbon to launch anode facilities in March 5
3.11 Huiyu New Material's new calcinators to see calcined pet coke in February 5
4 Market Movements 6
4.1 Chinese Market Movements 6
4.1.1 Prebaked anode prices decrease 6
4.1.2 Pet coke prices move up before down 6
4.1.3 Calcined pet coke prices rise 7
4.1.4 Coal tar pitch prices go down before up 7
4.2 International Market Movements 7
4.2.1 Export prices for prebaked anode edge up 7
5 Producers Statistics 7
5.1 Chinese prebaked anode outputs up by 9.6% MOM in Jan 2018 7
6 Consumers Statistics 8
6.1 China's prebaked anode consumption up slightly by 0.4% MOM in Jan 2018 8
7 Customs Statistics 9
7.1 Chinese prebaked anode exports down by 15.1% MOM in Dec 2017 9
7.2 Chinese pet coke S<3.Asian Metal Copyright3 Chalco Guizhou Branch halts primary aluminum production 12 8.Asian Metal Copyright0% imports down by 48.3% MOM in Dec 2017 10
7.3 Chinese other calcined pet coke exports up by 61.4% MOM in Dec 2017 11
8 Relevant Industry News 12
8.1 Zhongrui Aluminum launches phase I project with 100,000tpy of primary aluminum 12
8.2 Laibin Yinhai Aluminum's primary aluminum project reaches stage one capacity 12
8.3 Chalco Guizhou Branch halts primary aluminum production 12
8.4 East Hope Guyang Plant to put primary aluminum into 12
production in June 12
8.5 Huangguoshu Aluminum starts building primary aluminum capacity replacement project 13
8.6 Huayun New Material postpones starting new primary aluminum project 13
8.7 Tiantai Aluminum's primary aluminum project reaches stage one capacity 13
9 Market Outlook for Next Month 13
9.1 Prebaked anode prices to decline 13
9.2 Pet coke prices to retreat 13
9.3 Calcined pet coke prices to decrease 13

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

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


.Asian Metal Copyright4% MOM in Jan 2018 8 7 Customs Statistics 9 7Asian Metal Copyright