Carbon Market Report July 2017

Content
Introduction 3
1 Company news 3
2 Domestic market review 3
2.1 Prices for prebaked anode up slightly 3
2.2 Pet coke prices up substantially 4
2.3 Prices for calcined pet coke up further 5
2.4 Prices for coal pitch fall back 5
3 International market review 5
FOB prices for Chinese prebaked anode up 5
4 Output data analysis 5
4.1 China's prebaked anode output up 1.8% MOM in July 5
4.2 China’s prebaked anode consumption slightly down by 1.0% MOM in July 6
5 Imp & Exp data analysis 7
5.1 China’s prebaked anode exports up by 26.7% MOM in June 2017 7
5.2 China's pet coke (S<3.Asian Metal Copyright2 Pet coke prices likely to be stabilized 12 6.Asian Metal Copyright0%) imports up by 27.0% YOY in H1 2017 9
5.3 China’s other calcined pet coke exports down by 22.5% YOY in H1 2017 10
6 Market outlook 11
6.1 Prices for prebaked anode up 11
6.2 Pet coke prices likely to be stabilized 12
6.3 Calcined pet coke prices likely to be stable 12

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

Table 1 FOB prices for Chinese prebaked anode by destination country from Jan 2016 to Jun 2017 8
Table 2 Chinese major prebaked anode exporters in Jun 8
Table 3 Chinese pet coke (S<3.0%) importers in Jun 10
Table 4 China’s exporters for other calcined pet coke in Jun 11