Carbon Session: Where’s the Carbon Coming From?

China’s oil refineries are either switching to production processes that don’t produce petcoke, or using crude oils that make fuel grade petcoke. With demand for anode coke set to rise in the near term, what are China’s options and how will it make enough anodes to meet demand?  What does that mean for the international market? Will China be forced to increase its imports of anode coke, and if so, why should calcined coke buyers bother buying from China?