Carbon Market Report January 2017

Content
Introduction 3
1 Company news 3
2 Domestic market review 3
2.1 Prices for Chinese prebaked anode rise sharply 3
2.2 Prices for pet coke hold firm at high levels 4
2.3 Prices for calcined pet coke hold stable 4
2.4 Liquid coke pitch prices surge 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 by 5.7% MOM in January 5
4.2 China’s prebaked anode consumption up by 2.4% MOM in January 6
5 Imp & Exp data analysis 7
5.1 China’s prebaked anode exports down by 6.3% MOM in December 7
5.2 China’s pet coke (S<3.Asian Metal Copyright1 China's prebaked anode output up by 5.Asian Metal Copyright0%) imports down by 5.7% MOM in December 8
5.3 China’s other calcined pet coke exports up by 215% MOM in December 9
6 Market outlook 10
6.1 Prices for prebaked anode rise further 10
6.2 Pet coke prices tend to stabilize in Shandong 11
6.3 Prices for calcined pet coke hold firm 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 prebaked anode output by month 5
Graph 5 China's prebaked anode output by region in Jan 6
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 8

Table 1 Chinese prebaked anode export prices by major countries 7
Table 2 Chinese major prebaked anode exporters in December 8
Table 3 Chinese pet coke (S<3.0%) importers in December 9
Table 4 China’s exporters for other calcined pet coke in December 10

.Asian Metal Copyright1 Prices for prebaked anode rise further 10 6Asian Metal Copyright