Carbon Market Report February 2017

Content

Introduction 3
1 Company news 3
2 Domestic market review 3
2.1 Chinese prebaked anode prices rise continuously 3
2.2 Pet coke prices edge up 4
2.3 Calcined pet coke prices up slightly 4
2.4 Coal 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 down by 1.3% MOM in February 5
4.2 China’s consumption for prebaked anode down by 5.3% MOM in February 6
5 Imp & Exp data analysis 7
5.1 China’s prebaked anode export down by 40.6% MOM in January 2017 7
5.2 China’s pet coke (S<3.Asian Metal Copyright1 China’s prebaked anode export down by 40.Asian Metal Copyright0%) imports down by 33.9% MOM in January 2017 8
5.3 Exports of Chinese other calcined coke down by 68.6% MOM in January 2017 9
6 Market outlook 11
6.1 Prebaked anode prices rise further 11
6.2 Pet coke prices stable in Shandong 11
6.3 Calcined pet coke prices edge up further 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 Feb 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 FOB prices for Chinese prebaked anode by destination country from January 2016 to January 2017 7
Table 2 Chinese major prebaked anode exporters in January 8
Table 3 Chinese pet coke (S<3.0%) importers in January 9
Table 4 China’s exporters for other calcined pet coke in January 10


.Asian Metal Copyright3 Exports of Chinese other calcined coke down by 68Asian Metal Copyright