Carbon Market Report August 2017

Content

Introduction 2
1 Company news 2
2 Domestic market review 2
2.1 Prebaked anode prices up 2
2.2 Pet coke prices fall back 3
2.3 Calcined pet coke supply tight 3
2.4 Prices for coal pitch up 3
3 International market review 3
4 Output data analysis 4
4.1 China’s prebaked anode output down by 4.2% MOM in August 4
4.2 Chinese prebaked anode consumption up by 15.0% YOY in August 5
5 Imp & Exp data analysis 5
5.1 China’s prebaked anode exports down by 12.6% MOM in July 5
5.2 China’s pet coke (S<3.Asian Metal Copyright2 China’s pet coke S3.Asian Metal Copyright0%) imports down by 15.6% MOM in July 6
5.3 China’s other calcined pet coke exports down by 50.7% MOM in July 7
6 Market outlook 8
6.1 Prebaked anode prices rise 8
6.2 Pet coke prices tend to stabilize 8
6.3 Calcined pet coke prices tend to go up 9

Graph 1 Price trend for Chinese prebaked anode 96% 3
Graph 2 Price trend for Chinese pet coke S 2% 3
Graph 3 FOB price trend for prebaked anode 4
Graph 4 China’s prebaked anode output by month 4
Graph 5 Commercial and non-commercial prebaked anode output by month 4
Graph 6 Chinese major prebaked anode producing areas by month 4
Graph 7 China’s monthly consumption of prebaked anodes 5
Graph 8 China’s monthly consumption of prebaked anodes by major region 5
Graph 9 China’s prebaked anode exports by month 5
Graph 10 Monthly statistics for China’s prebaked anode exports by major countries 5
Graph 11 Exportprices of Chinese prebaked anode by major destination countries 6
Graph 12 China’s pet coke (S＜3.0%) imports by month 7
Graph 13 China’s pet coke (S<3.0%) imports by country 7
Graph 14 Chinese other calcined pet coke exports by month 8
Graph 15 China’s monthly exports for other calcined pet coke by major countries 8

Table 1 Chinese major prebaked anode exporters in Jul 6
Table 2 Chinese pet coke (S<3.0%) importers in July 7
Table 3 China’s exporters for other calcined pet coke in July 8



.Asian Metal Copyright6% MOM in July 6 5Asian Metal Copyright