Monthly Carbon Market Report Apr 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 OPEC+ declares to cut crude production 4
2.2 Shandong to fully achieve ultra-low emissions 4
2.3 EU passes the first carbon emission duty bill 4
3 Market Movements 4
3.1 Chinese Market 4
3.1.1 Prebaked anode prices down 4
3.1.2 Pet coke prices slip 4
3.1.3 UHP graphite electrode prices slide 5
3.1.4 HP graphite electrode prices down 5
3.1.5 RP graphite electrode prices drop 5
3.2 International Market 5
3.2.1 Prebaked anode export prices down 5
3.2.2 UHP graphite electrode export prices move down 6
3.2.3 HP graphite electrode export prices drop 6
4 Company News 6
4.1 Great Wall Carbon cuts prebaked anode production 6
4.2 Hebei Hengke's 150ktpy anode project to begin phase one production 6
4.3 Aoyu Graphite to restart production 7
4.4 Liaoyang Carbon to restart graphite electrode production 7
4.5 Sendu Carbon to start equipment maintenance 7
4.6 Hefeng Carbon restarts prebaked anode production 7
4.7 Oriental Carbon to finish equipment maintenance 7
5 Producers' Statistics 7
5.1 Chinese prebaked anode producers' operating rate down by 3.26% YoY in Apr 7
5.2 China's prebaked anode output down by 1.26% YoY in Apr 8
5.3 China's prebaked anode producers' inventory up by 45.85% YoY in late Apr 8
6 Customs Statistics 9
6.1 China's exports of prebaked anode down by 32.04% YoY in Mar 9
6.2 China's exports of carbon electrode for furnace up by 31.18% MoM in Mar 9
6.3 China's petroleum coke (S＜3%) import volume up by 42.13% YoY in Mar 10
7 Relevant Industry News 10
7.1 CPC prices down 10
7.2 Coal tar pitch prices down 10
8 Market Outlook for Next Month 11
8.1 Chinese Market 11
8.1.1 Prebaked anode S 3%max EXW China 11
8.1.2 Graphite electrode UHP/HP/RP EXW China 11
8.1.3 Pet coke S 2%max 3%max EXW China 11
8.1.4 CPC S 3%max EXW China 11
8.1.Asian Metal Copyright3 China's petroleum coke S＜3% import volume up by 42.Asian Metal Copyright5 Coal tar pitch C.Asian Metal Copyright2.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 01/03/2023 to 30/04/2023 (RMB/t) 4
Figure 2 Chinese pet coke 3.0%max EXW prices trend from 01/03/2023 to 30/04/2023 (RMB/t) 4
Figure 3 Chinese pet coke 2.0%max EXW prices trend from 01/03/2023 to 30/04/2023 (RMB/t) 4
Figure 4 Chinese UHP graphite electrode D500mm prices EXW from 01/03/2023 to 30/04/2023 (RMB/t) 5
Figure 5 Chinese UHP graphite electrode D600mm prices EXW from 01/03/2023 to 30/04/2023 (RMB/t) 5
Figure 6 Chinese HP graphite electrode D400mm prices EXW from 01/03/2023 to 30/04/2023 (RMB/t) 5
Figure 7 Chinese HP graphite electrode D500mm prices EXW from 01/03/2023 to 30/04/2023 (RMB/t) 5
Figure 8 Chinese RP graphite electrode D400mm prices EXW from 01/03/2023 to 30/04/2023 (RMB/t) 5
Figure 9 Prebaked anode 3.0%max price trend FOB China from 01/03/2023 to 30/04/2023 (USD/t) 6
Figure 10 Chinese UHP graphite electrode D500mm prices FOB China from 01/03/2023 to 30/04/2023 (USD/t) 6
Figure 11 Chinese UHP graphite electrode D600mm prices FOB China from 01/03/2023 to 30/04/2023 (USD/t) 6
Figure 12 Chinese HP graphite electrode D300mm export prices FOB China from 01/03/2023 to 30/04/2023 (USD/t) 6
Figure 13 Chinese HP graphite electrode D450mm export prices FOB China from 01/03/2023 to 30/04/2023 (USD/t) 6
Figure 14 Chinese prebaked anode producers' operating rate by month from 04/2022 to 04/2023 (%) 7
Figure 15 Chinese prebaked anode producers' operating rate by month and region from 04/2022 to 04/2023 (%) 7
Figure 16 China's prebaked anode output by month from 04/2022 to 04/2023 (Ton) 8
Figure 17 China's monthly prebaked anode output by province from 04/2022 to 04/2023 (Ton) 8
Figure 18 China's prebaked anode producers' inventory by month from 04/2022 to 04/2023 (Ton) 8
Figure 19 China's monthly prebaked anode inventory by province from 04/2022 to 04/2023 (Ton) 8
Figure 20 China's exports of prebaked anode by month from 03-2022 to 03-2023 (Ton) 9
Figure 21 China's monthly exports of prebaked anode by country from 03-2022 to 03-2023 (Ton) 9
Figure 22 China's exports of carbon electrode for furnace by month from 03-2022 to 03-2023 (Ton) 9
Figure 23 China's monthly exports of carbon electrode for furnace by country from 03-2022 to 03-2023 (Ton) 10
Figure 24 China's pet coke S<3.0% imports by month from 03-2022 to 03-2023 (Ton) 10
Figure 25 China's monthly imports of pet coke S<3.0% by country from 03-2022 to 03-2023 (Ton) 10
Figure 26 Chinese CPC 3.0%max EXW prices trend from 01/03/2023 to 30/04/2023 (RMB/t) 10
Figure 27 Chinese coal tar pitch 53%min EXW prices trend from 01/03/2023 to 30/04/2023 (RMB/t) 10

List of Tables

Table 1 Chinese prebaked anode producers' operating rate by month from 03/2023 to 04/2023 (%) 7
Table 2 China's prebaked anode output by month from 03/2023 to 04/2023 (Ton) 8
Table 3 China's prebaked anode producers' inventory by month from 03/2023 to 04/2023 (Ton) 8
Table 4 China's monthly exports of prebaked anode by country Feb-Mar 2023 (Ton) 9
Table 5 China's monthly exports of carbon electrode for furnace by country Feb-Mar 2023 (Ton) 9
Table 6 China's monthly imports of pet coke S<3.0% by country Feb-Mar 2023 (Ton) 10


.Asian Metal Copyright26% YoY in Apr 8 5Asian Metal Copyright