Carbon Market Report August 2016

Content
Introduction 3
1 Company news 3
2 Domestic market review 3
2.1 Prebaked anode prices stable 3
2.2 Pet coke price falls back in Shandong 3
2.3 Calcined pet coke prices firm 4
2.4 Liquid pitch prices rebound 4
3 International market review 4
FOB prices for prebaked anode rebound slightly 4
4 Output data analysis 5
4.1 China’s prebaked anode output down by 4.5% MOM in August 5
4.2 China’s prebaked anode consumption up by 2.2% MOM in August 5
5 Imp & Exp data analysis 6
5.1 Chinese prebaked anode exports down by 16.7% MOM in July 6
5.2 China’s pet coke (S<3.Asian Metal Copyright2% MOM in August 5 5 Imp Exp data analysis 6 5.Asian Metal Copyright0%) imports up by 20.1% YOY in July 8
5.3 China’s calcined pet coke (S<0.Asian Metal Copyright0% imports from January to July by country tonnes 9 Table 5 Chinese pet coke S3.Asian Metal Copyright8%) exports down by 51.0% MOM in July 9
6 Market outlook 12
6.1 Prebaked anode prices stable 12
6.2 Pet coke prices rebound in Shandong 12

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 Chinese major prebaked anode producing areas by month 5
Graph 6 China’s monthly consumption for prebaked anode 6
Graph 7 China’s monthly consumption for prebaked anode by major regions 6
Graph 8 The number of Chinese producers whose output for electrolytic aluminum raise MOM 6
Graph 9 China’s prebaked anode exports by month 7
Graph 10 Monthly statistics of China’s prebaked anode exports by major countries 7
Graph 11 China’s pet coke (S 3.0%) imports by month 8
Graph 12 Chinese calcined pet coke (S<0.8%) exports by month 10
Graph 13 Chinese calcined pet coke (S<0.8%) monthly exports by country 10

Table 1 Chinese prebaked anode export prices by major countries (USD/t) 7
Table 2 Chinese major prebaked anode exporters in July 7
Table 3 China’s pet coke (S<3.0%) imports from January to June by country (tonnes) 8
Table 4 China’s pet coke (S<3.0%) imports from January to July by country (tonnes) 9
Table 5 Chinese pet coke (S<3.0%) importers in July 9
Table 6 Chinese exporters for calcined coke(S<0.8%) in July 10
.Asian Metal Copyright2 Pet coke prices rebound in Shandong 12 Graph 1 Price trend for Chinese prebaked anode 96% RMBt 3 Graph 2 Price trend for Chinese pet coke S 2% RMBt 4 Graph 3 FOB price trend for prebaked anode USDt 4 Graph 4 China’s commercial anode output by month 5 Graph 5 Chinese major prebaked anode producing areas by month 5 Graph 6 China’s monthly consumption for prebaked anode 6 Graph 7 China’s monthly consumption for prebaked anode by major regions 6 Graph 8 The number of Chinese producers whose output for electrolytic aluminum raise MOM 6 Graph 9 China’s prebaked anode exports by month 7 Graph 10 Monthly statistics of China’s prebaked anode exports by major countries 7 Graph 11 China’s pet coke S 3Asian Metal Copyright