Monthly Carbon Market Report Feb 2023

Table of Contents

1 Market Highlights 3
1.1 Prebaked anode 3
1.2 Pet coke 3
1.3 Graphite electrode 3
1.4 CPC 3
1.5 Coal tar pitch 3
2 Economy and Policy 3
2.1 Yunnan faces power shortage 3
2.2 China to enhance domestic minerals exploration 3
2.3 A coal mine incident breaks out in Inner Mongolia 3
3 Market Movements 3
3.1 Chinese Market 3
3.1.1 Prebaked anode prices down 3
3.1.2 Pet coke prices slip 3
3.1.3 UHP graphite electrode prices edge down 4
3.1.4 HP graphite electrode prices down 4
3.1.5 RP graphite electrode prices dip 4
3.2 International Market 4
3.2.1 Prebaked anode export prices move down 4
3.2.2 UHP graphite electrode export prices slump 5
3.2.3 HP graphite electrode export prices reduce 5
4 Company News 5
4.1 Juchun Carbon restarts graphite electrode production 5
4.2 Jining Carbon to launch a new prebaked anode baking furnace 5
4.3 Hongqiqu Electrode Carbon restarts graphite electrode production 6
4.4 Qinyang Carbon to expand prebaked anode production capacity 6
4.5 Sunstone to build 250ktpy carbon materials project 6
4.6 Denko Sichuan raises graphite electrode production 6
4.7 Foskor Zirconia increases graphite electrode consumption volume 6
5 Producers' Statistics 6
5.1 Chinese prebaked anode producers' operating rate down by 7.74% MoM in Feb 6
5.2 China's prebaked anode output up by 13.83% YoY in Feb 7
5.3 China's prebaked anode producers' inventory down by 6.02% YoY in late Feb 7
6 Relevant Industry News 8
6.1 CPC prices down sharply 8
6.2 Coal tar pitch prices down 8
7 Market Outlook for Next Month 8
7.1 Chinese Market 8
7.1.1 Prebaked anode S 3%max EXW China 8
7.1.2 Graphite electrode UHP/HP/RP EXW China 8
7.1.3 Pet coke S 2%max 3%max EXW China 8
7.1.4 CPC S 3%max EXW China 8
7.1.Asian Metal Copyright1.Asian Metal Copyright5 Coal tar pitch C.Asian Metal Copyright5 Coal tar pitch C.Asian Metal CopyrightV. 53%min EXW China 8
7.2 International Market 8
7.2.1 Prebaked anode S 3%max FOB China 8
7.2.2 Graphite electrode UHP/HP FOB China 8

List of Figures

Figure 1 Chinese prebaked anode S 3%max prices trend from 01/01/2023 to 28/02/2023 (RMB/t) 3
Figure 2 Chinese pet coke 3.0%max EXW prices trend from 01/01/2023 to 28/02/2023 (RMB/t) 3
Figure 3 Chinese pet coke 2.0%max EXW prices trend from 01/01/2023 to 28/02/2023 (RMB/t) 3
Figure 4 Chinese UHP graphite electrode D500mm prices EXW from 01/01/2023 to 28/02/2023 (RMB/t) 4
Figure 5 Chinese UHP graphite electrode D600mm prices EXW from 01/01/2023 to 28/02/2023 (RMB/t) 4
Figure 6 Chinese HP graphite electrode D400mm prices EXW from 01/01/2023 to 28/02/2023 (RMB/t) 4
Figure 7 Chinese HP graphite electrode D500mm prices EXW from 01/01/2023 to 28/02/2023 (RMB/t) 4
Figure 8 Chinese RP graphite electrode D400mm prices EXW from 01/01/2023 to 28/02/2023 (RMB/t) 4
Figure 9 Prebaked anode 3.0%max price trend FOB China from 01/01/2023 to 28/02/2023 (USD/t) 5
Figure 10 Chinese UHP graphite electrode D500mm prices FOB China from 01/01/2023 to 28/02/2023 (USD/t) 5
Figure 11 Chinese UHP graphite electrode D600mm prices FOB China from 01/01/2023 to 28/02/2023 (USD/t) 5
Figure 12 Chinese HP graphite electrode D300mm export prices FOB China from 01/01/2023 to 28/02/2023 (USD/t) 5
Figure 13 Chinese HP graphite electrode D450mm export prices FOB China from 01/01/2023 to 28/02/2023 (USD/t) 5
Figure 14 Chinese prebaked anode producers' operating rate by month from 02/2022 to 02/2023 (%) 6
Figure 15 Chinese prebaked anode producers' operating rate by month and region from 02/2022 to 02/2023 (%) 6
Figure 16 China's prebaked anode output by month from 02/2022 to 02/2023 (Ton) 7
Figure 17 China's monthly prebaked anode output by province from 02/2022 to 02/2023 (Ton) 7
Figure 18 China's prebaked anode producers' inventory by month from 02/2022 to 02/2023 (Ton) 7
Figure 19 China's monthly prebaked anode inventory by province from 02/2022 to 02/2023 (Ton) 7
Figure 26 Chinese CPC 3.0%max EXW prices trend from 01/01/2023 to 28/02/2023 (RMB/t) 8
Figure 27 Chinese coal tar pitch 53%min EXW prices trend from 01/01/2023 to 28/02/2023 (RMB/t) 8

List of Tables

Table 1 Chinese prebaked anode producers' operating rate by month from 01/2023 to 02/2023 (%) 6
Table 2 China's prebaked anode output by month from 01/2023 to 02/2023 (Ton) 7
Table 3 China's prebaked anode producers' inventory by month from 01/2023 to 02/2023 (Ton) 7


.Asian Metal Copyright2 Pet coke prices slip 3 3Asian Metal Copyright