Carbon Market Report June 2016

Content
Introduction 3
1 Company news 3
2 Domestic market review 3
2.1 Prebaked anode prices up 3
2.2 pet coke prices fall back 4
2.3 Prices for calcined coke fall back 4
2.4 Liquid pitch prices fall back 4
3 International market review 4
FOB prices for prebaked anode rebound slightly 4
4 Output data analysis 5
China’s commercial anode output up by 4.5% MOM in June 5
5 Imp & Exp data analysis 5
5.1 Chinese prebaked anode exports down by 17.24% MOM in May 5
5.2 China’s pet coke (S 3.Asian Metal Copyright24% MOM in May 5 5.Asian Metal Copyright0%) imports down by 20.57% MOM in May 7
5.3 Exports for Chinese calcined coke S less than 0.Asian Metal Copyright0% imports from January to May by country tonnes 7 Table 5 Chinese major pet coke importers in May 7 Table 6 China’s exports for calcined coke from Jan to May by destination countries t 8 Table 7 Chinese exporters for calcined coke in May 8 .Asian Metal Copyright8% down by 58.1% MOM in May 8
6 Market outlook 10
Prebaked anode prices stable 10

Graph 1 Price trend for Chinese prebaked anode 96% (RMB/t) 3
Graph 2 Price trend for Chinese pet coke S 2% (RMB/t) 4
Graph 3 FOB price trend for prebaked anode (USD/t) 4
Graph 4 China’s commercial anode output by month 5
Graph 5 China’s prebaked anode exports by month（tonnes） 5
Graph 6 China’s pet coke (S 3.0%) imports by month（tonnes） 7
Graph 7 Monthly exports for Chinese calcined coke (t) 8


Table 1 Monthly statistics of China’s prebaked anode exports by major countries (tonnes) 5
Table 2 Chinese prebaked anode export prices by major countries (USD/t) 6
Table 3 Chinese major prebaked anode exporters in May 6
Table 4 China’s pet coke (S 3.0%) imports from January to May by country (tonnes) 7
Table 5 Chinese major pet coke importers in May 7
Table 6 China’s exports for calcined coke from Jan to May by destination countries (t) 8
Table 7 Chinese exporters for calcined coke in May 8


.Asian Metal Copyright2 China’s pet coke S 3Asian Metal Copyright