Monthly Carbon Market Report Sep 2017

1 Market highlights 3
2 Company news 3
2.1 HMHJ starts anode production facility 3
2.2 Hongchangda New Material heats newly-built calcinators 3
2.3 Hexing Carbon puts phase II calcinators into production 3
2.4 Yixing Carbon starts production 3
2.5 Hongji Carbon suspends calcined pet coke production 3
2.6 Hengyu Carbon to halt anode production in mid-October 3
2.7 CHALCO Qinghai starts rotary kilns 3
2.8 Shengxing Chemical normally produces pet coke 3
2.9 Huihao Industrial resumes anode production 3
2.10 Dongming Petrochemical takes maintenance in Zhongyou Plant 4
3 Chinese market 4
3.1 Economy and Policy 4
3.1.1 Handan requires carbon plants to halt production 4
3.1.2 Jiaozuo government asks carbon plants to take staggered production in advance 4
3.1.3 Shandong announces production limitation notice in heating season 4
3.1.4 Weifang, Shandong requires carbon companies limit 50% of production line 4
3.1.5 Carbon plants reaching heating standard are required to limit production by 50% in Henan 4
3.2 Market Movements 5
3.2.1 Prebaked anode prices surge 5
3.2.2 Pet coke prices move up before down 5
3.2.3 Calcined pet coke prices rise further 5
3.2.4 Coal tar pitch prices rise 6
4 International market 6
4.1 Export prices for prebaked anode trend upward 6
5 Producers Statistics 6
5.1 China’s prebaked anode output up by 2.2% YOY in September 6
6 Consumers Statistics 7
6.1 China’s prebaked anode consumption down by 4.53% MOM in September 2017 7
7 Customs Statistics 8
7.1 China’s prebaked anode exports up by 5.35% MOM in August 8
7.2 China’s pet coke (S<3.Asian Metal Copyright3 Calcined pet coke prices rise further 5 3.Asian Metal Copyright0%) imports sharply down by 70.8% MOM in August 9
7.3 China’s other calcined pet coke exports up by 11.62% MOM in August 10
8 Relevant Industry news 11
8.1 Wanfang Aluminum reduces primary aluminum production 11
9 Market outlook for next Month 11
9.1 Prebaked anode prices to rise 11
9.2 Pet coke prices to be stable 11
9.3 Calcined pet coke prices to rise 12

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

Table 1 Chinese major prebaked anode exporters in August 8
Table 2 Chinese pet coke (S<3.0%) importers in August 10
Table 3 China’s exporters for other calcined pet coke in August 11


.Asian Metal Copyright3 Calcined pet coke prices to rise 12 Graph 1 Price trend for Chinese prebaked anode 96% 5 Graph 2 Price trend for Chinese pet coke 2% 5 Graph 3 FOB Price trend for Chinese prebaked anode 6 Graph 4 China’s prebaked anode output by month 6 Graph 5 Commercial and non-commercial prebaked anode output by month 6 Graph 6 Chinese major prebaked anode producing areas by month 7 Graph 7 China’s monthly consumption of prebaked anodes 7 Graph 8 China’s monthly consumption of prebaked anodes by major region 7 Graph 9 China’s prebaked anode exports by month 8 Graph 10 Monthly statistics for China’s prebaked anode exports by major countries 8 Graph 11 Exportprices of Chinese prebaked anode by major destination countries 8 Graph 12 China’s pet coke S＜3Asian Metal Copyright