Carbon Market Report October 2016

Content
Introduction 3
1 Company news 3
2 Domestic market review 3
2.1 Deliver-to-plants prices for prebaked anode rise in the Chinese market 3
2.2 Pet coke prices soared 4
2.3 Calcined pet coke prices soar 4
2.4 Liquid coal pitch prices stable 4
3 International market review 5
Export prices for prebaked anode edge down 5
4 Output data analysis 5
4.1 China's prebaked anode output up by 3.4% MOM in Oct 5
4.2 China’s consumption of prebaked anode up by 0.18% MOM in Oct 6
5 Imp & Exp data analysis 7
5.1 China’s prebaked anode exports down by 39% MOM in September 7
5.2 China’s pet coke (S<3.0%) imports up by 177% MOM in September 8
5.3 Chinese other calcined pet coke exports up by 113% MOM in September 9
6 Market outlook 11
6.1 Ex-works prices for prebaked anode rise 11
6.2 Pet coke prices climb up in Shandong 11
6.3 Calcined pet coke prices go up 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 commercial anode output by month 5
Graph 5 China’s prebaked anode exports by month 7
Graph 6 China’s pet coke (S＜3.0%) imports by month 9

Table 1 Chinese prebaked anode export prices by major countries (USD/t) 7
Table 2 Chinese major prebaked anode exporters in September 8
Table 3 Chinese pet coke (S<3.0%) importers in September 9
Table 4 China’s exporters for other calcined pet coke in September 10
.Asian Metal Copyright0% importers in September 9 Table 4 China’s exporters for other calcined pet coke in September 10Asian Metal Copyright