Monthly Carbon Market Report Mar 2023

Table of Contents

1 Market Highlights 4
1.1 Prebaked anode 4
1.2 Pet coke 4
1.3 Graphite electrode 4
1.4 CPC 4
1.5 Coal tar pitch 4
2 Economy and Policy 4
2.1 China launches national mine safety campaign 4
2.2 Shanxi Jincheng issues an orange alert for air pollution 4
2.3 Gansu launches mineral rectification 4
3 Market Movements 4
3.1 Chinese Market 4
3.1.1 Prebaked anode prices slump 4
3.1.2 Pet coke prices drop 4
3.1.3 UHP graphite electrode prices dip 5
3.1.4 HP graphite electrode prices slip 5
3.1.5 RP graphite electrode prices decline 5
3.2 International Market 5
3.2.1 Prebaked anode export prices drop 5
3.2.2 UHP graphite electrode export prices down 6
3.2.3 HP graphite electrode export prices down 6
4 Company News 6
4.1 Baoshun Technology reduces coal tar pitch production 6
4.2 Kaifeng Carbon increases graphite electrode production 6
4.3 Fangda Carbon receives first graphite electrode order from Armenia 7
4.4 Guanghui Energy's coal sales up by 35.60% YoY in Jan-Feb 7
4.5 Fengyuan Carbon restarts normal prebaked anode production 7
4.6 Hongke Carbon cuts prebaked anode production 7
5 Producers' Statistics 7
5.1 Chinese prebaked anode producers' operating rate up by 4.21% YoY in Mar 7
5.2 China's prebaked anode output up by 6.38% YoY in Mar 7
5.3 China's prebaked anode producers' inventory up by 7.63% MoM in late Mar 8
6 Customs Statistics 8
6.1 China's exports of prebaked anode down by 30.43% MoM in Feb 8
6.2 China's exports of carbon electrode for furnace down by 18.75% MoM in Feb 9
6.3 China's petroleum coke (S＜3%) import volume down by 8.15% YoY in Feb 9
7 Relevant Industry News 10
7.1 CPC prices slip 10
7.2 Coal tar pitch prices drop 10
8 Market Outlook for Next Month 10
8.1 Chinese Market 10
8.1.1 Prebaked anode S 3%max EXW China 10
8.1.2 Graphite electrode UHP/HP/RP EXW China 10
8.1.3 Pet coke S 2%max 3%max EXW China 10
8.1.4 CPC S 3%max EXW China 11
8.1.Asian Metal Copyright2.Asian Metal Copyright5 Coal tar pitch C.Asian Metal Copyright38% YoY in Mar 7 5.Asian Metal CopyrightV. 53%min EXW China 11
8.2 International Market 11
8.2.1 Prebaked anode S 3%max FOB China 11
8.2.2 Graphite electrode UHP/HP FOB China 11

List of Figures

Figure 1 Chinese prebaked anode S 3%max prices trend from 01/02/2023 to 31/03/2023 (RMB/t) 4
Figure 2 Chinese pet coke 3.0%max EXW prices trend from 01/02/2023 to 31/03/2023 (RMB/t) 4
Figure 3 Chinese pet coke 2.0%max EXW prices trend from 01/02/2023 to 31/03/2023 (RMB/t) 4
Figure 4 Chinese UHP graphite electrode D500mm prices EXW from 01/02/2023 to 31/03/2023 (RMB/t) 5
Figure 5 Chinese UHP graphite electrode D600mm prices EXW from 01/02/2023 to 31/03/2023 (RMB/t) 5
Figure 6 Chinese HP graphite electrode D400mm prices EXW from 01/02/2023 to 31/03/2023 (RMB/t) 5
Figure 7 Chinese HP graphite electrode D500mm prices EXW from 01/02/2023 to 31/03/2023 (RMB/t) 5
Figure 8 Chinese RP graphite electrode D400mm prices EXW from 01/02/2023 to 31/03/2023 (RMB/t) 5
Figure 9 Prebaked anode 3.0%max price trend FOB China from 01/02/2023 to 31/03/2023 (USD/t) 6
Figure 10 Chinese UHP graphite electrode D500mm prices FOB China from 01/02/2023 to 31/03/2023 (USD/t) 6
Figure 11 Chinese UHP graphite electrode D600mm prices FOB China from 01/02/2023 to 31/03/2023 (USD/t) 6
Figure 12 Chinese HP graphite electrode D300mm export prices FOB China from 01/02/2023 to 31/03/2023 (USD/t) 6
Figure 13 Chinese HP graphite electrode D450mm export prices FOB China from 01/02/2023 to 31/03/2023 (USD/t) 6
Figure 14 Chinese prebaked anode producers' operating rate by month from 03/2022 to 03/2023 (%) 7
Figure 15 Chinese prebaked anode producers' operating rate by month and region from 03/2022 to 03/2023 (%) 7
Figure 16 China's prebaked anode output by month from 03/2022 to 03/2023 (Ton) 7
Figure 17 China's monthly prebaked anode output by province from 03/2022 to 03/2023 (Ton) 8
Figure 18 China's prebaked anode producers' inventory by month from 03/2022 to 03/2023 (Ton) 8
Figure 19 China's monthly prebaked anode inventory by province from 02/2022 to 02/2023 (Ton) 8
Figure 20 China's exports of prebaked anode by month from 02-2022 to 02-2023 (Ton) 9
Figure 21 China's monthly exports of prebaked anode by country from 02-2022 to 02-2023 (Ton) 9
Figure 22 China's exports of carbon electrode for furnace by month from 02-2022 to 02-2023 (Ton) 9
Figure 23 China's monthly exports of carbon electrode for furnace by country from 02-2022 to 02-2023 (Ton) 9
Figure 24 China's pet coke S<3.0% imports by month from 02-2022 to 02-2023 (Ton) 10
Figure 25 China's monthly imports of pet coke S<3.0% by country from 02-2022 to 02-2023 (Ton) 10
Figure 20 Chinese CPC 3.0%max EXW prices trend from 01/02/2023 to 31/03/2023 (RMB/t) 10
Figure 21 Chinese coal tar pitch 53%min EXW prices trend from 01/02/2023 to 31/03/2023 (RMB/t) 10

List of Tables

Table 1 Chinese prebaked anode producers' operating rate by month from 02/2023 to 03/2023 (%) 7
Table 2 China's prebaked anode output by month from 02/2023 to 03/2023 (Ton) 8
Table 3 China's prebaked anode producers' inventory by month from 02/2023 to 03/2023 (Ton) 8
Table 4 China's monthly exports of prebaked anode by country Jan-Feb 2023 (Ton) 9
Table 5 China's monthly exports of carbon electrode for furnace by country Jan-Feb 2023 (Ton) 9
Table 6 China's monthly imports of pet coke S<3.0% by country Jan-Feb 2023 (Ton) 10


.Asian Metal Copyright1 Chinese Market 10 8Asian Metal Copyright