Monthly Carbon Market Report Dec 2017

Content
1 Market highlights 4
2 Company news 4
2.1 Yuanxin Carbon's roaster of 150,000tpy to produce anode products in early December 4
2.2 Xinjiang Qiya to launch new anode facilities in December 4
2.3 Jindeshun New Carbon Material restrains calcined pet coke production 4
2.4 Huiyu New Material to heat furnaces for calcined pet coke project in December 4
2.5 Shanxi Guanlv to halt anode production 4
2.6 Qiangqiang Carbon to launch 200,000tpy of new prebeked anode project in October 2018 4
2.7 Hefeng Carbon resumes anode production 5
2.8 Yixing Carbon starts to see calcined pet coke products in December 5
2.9 Shandong Xinfa to see anode products from new project next January 5
2.10 HMHJ to produce anode at full capacity next January 5
3 Chinese market 5
3.1 Economy and Policy 5
3.1.1 Urgent message: New rules on production limitation for iron & steel, cement, coking, carbon plants in Henan 5
3.1.2 Henan releases work plan for 2018 air pollution prevention and management (exposure draft) 6
3.1.3 Ministry of Environmental Protection releases primary aluminum capacity in Binzhou and Liaocheng of Shandong exceeds standard 6
3.2 Market Movements 6
3.2.1 Prebaked anode prices edge down 6
3.2.2 Pet coke prices go down before up 7
3.2.3 Calcined pet coke prices continue to decline 7
3.2.4 Coal tar pitch prices move up before down 7
4 International market 8
4.1 FOB prices for prebaked anode rise 8
5 Producers Statistics 8
5.1 China's prebaked anode output down by 12.0% MOM in December 2017 8
6 Consumers Statistics 9
6.1 China's prebaked anode consumption down by 1.64% MOM in December 2017 9
7 Customs Statistics 10
7.1 China's prebaked anode exports up by 8.85% MOM in November 2017 10
7.2 China's pet coke (S<3.0%) imports up by 117% MOM in November 2017 11
7.3 China's other calcined pet coke exports down by 29.1% MOM in November 2017 12
8 Relevant Industry News 13
8.1 Linbin Yinhai Aluminum to put new primary aluminum project into production 13
8.2 Wanfang Aluminum continues to cut primary aluminum production 14
8.3 Chuangyuan Metals to launch 100,000tpy primary aluminum before Spring Festival 14
8.4 Zhengzhou Faxiang Materials halts primary aluminum production 14
8.5 Weiming Aluminum suspends primary aluminum production 14
8.6 Meixin Industry postpones putting primary aluminum project into production 14
8.7 Tiantai Aluminum restarts primary aluminum production 14
9 Market Outlook for next month 14
9.1 Prebaked anode prices to decline 14
9.2 Pet coke price to edge up 15
9.3 Calcined pet coke prices to edge down 15

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

Table 1 Chinese major prebaked anode exporters in November 9
Table 2 Chinese pet coke (S<3.0%) importers in November 11
Table 3 China's exporters for other calcined pet coke in November 12




.Asian Metal Copyright0% imports by country 11 Graph 14 Chinese other calcined pet coke exports by month 13 Graph 15 China's monthly exports for other calcined pet coke by major countries 13 Table 1 Chinese major prebaked anode exporters in November 9 Table 2 Chinese pet coke S3Asian Metal Copyright