Monthly Zirconium Market Report Dec 2023

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 China to adjust import and export tariffs in 2024 3
2.2 China completes on-site work for third round of central environmental inspections 3
2.3 China considers amending law to promote rational utilization of mineral resources 3
3 Market Movement 3
3.1 Chinese Market Movement 3
3.1.1 Primary zircon sand 65%min EXW China 3
3.1.2 Chemical zircon sand 65%min EXW China 3
3.1.3 Australian zircon sand 66%min CIF China 4
3.1.Asian Metal Copyright2 China's zirconium oxychloride export volume up by 12.Asian Metal Copyright4 Zirconium silicate 64.5%min EXW China 4
3.1.5 Zirconium oxychloride 36%min EXW China 4
3.1.6 Zirconium carbonate 40%min EXW China 4
3.1.7 Zirconium carbonate 40%min, Cl 50ppm EXW China 4
3.1.Asian Metal Copyright3.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright3 Chinese fused zirconia producers' stocks up by 20% MoM in Dec 2023 9 5.Asian Metal Copyright9 Zirconium sponge Zr+Hf 99.4%min EXW China 5
3.2 International Market Movements 5
3.2.1 Australian zircon sand 66%min CIF China 5
3.2.2 South African zircon sand 66%min CIF China 5
3.2.3 South African zircon sand 65%min CIF China 5
3.2.4 Indonesian zircon sand 66%min CIF China 5
4 Company news 5
4.1 Orient Zirconic phase one fused zirconia project enters commissioning phase 5
5 Producers Statistics 5
5.1 Producers statistics for zircon sand 5
5.1.Asian Metal Copyright3 China's zirconium carbonate export volume up by 24.Asian Metal Copyright1 Chinese zircon sand producers' operating rate down by 3.57% MoM in Dec 2023 5
5.1.Asian Metal Copyright3 Producers statistics for zirconium oxychloride 8 5.Asian Metal Copyright2 China's zircon sand output down by 8.19% MoM in Dec 2023 6
5.1.Asian Metal Copyright2 China's zirconium sponge output down by 2.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 21.92% MoM in Dec 2023 6
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright40% MoM in Dec 2023 10 6.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate down by 1.64% MoM in Dec 2023 7
5.2.Asian Metal Copyright19% MoM in Dec 2023 10 5.Asian Metal Copyright2 China's zirconium silicate output down by 4.03% MoM in Dec 2023 7
5.2.Asian Metal Copyright5%min EXW China 4 3.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks up by 6.04% MoM in Dec 2023 7
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 1.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 1.86% MoM in Dec 2023 8
5.3.Asian Metal Copyright5%min EXW China RMBt 13 8.Asian Metal Copyright2 China's zirconium oxychloride output up by 3.03% MoM in Dec 2023 8
5.3.Asian Metal Copyright5%min EXW China 4 3.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 26.69% MoM in Dec 2023 8
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright5 Zirconium oxychloride 36%min EXW China 4 3.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 6.82% MoM in Dec 2023 9
5.4.Asian Metal Copyright1 Primary zircon sand 65%min EXW China 3 3.Asian Metal Copyright2 China's fused zirconia output down by 11.48% MoM in Dec 2023 9
5.4.3 Chinese fused zirconia producers' stocks up by 20% MoM in Dec 2023 9
5.5 Producers statistics for zirconium sponge 10
5.5.Asian Metal Copyright2.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 1.19% MoM in Dec 2023 10
5.5.Asian Metal Copyright2.Asian Metal Copyright2 China's zirconium sponge output down by 2.70% MoM in Dec 2023 10
5.5.Asian Metal Copyright1 China's zirconium ore and concentrate import volume down by 7.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 623.40% MoM in Dec 2023 10
6. Customs statistics 10
6.1 China's zirconium ore and concentrate import volume down by 7.33% MoM in Nov 2023 10
6.2 China's zirconium oxychloride export volume up by 12.36% MoM in Nov 2023 11
6.3 China's zirconium carbonate export volume up by 24.43% YoY in Nov 2023 12
7 Relevant Industry News 12
7.1 Sanxiang Advanced Materials partners with Nanjing Youtian to develop integrated Zr-Hf industry chain 12
8 Market Outlook for Next Month 13
8.1 Primary zircon sand 65%min EXW China (RMB/t) 13
8.2 Chemical zircon sand 65%min EXW China (RMB/t) 13
8.3 Zirconium silicate 64.5%min EXW China (RMB/t) 13
8.4 Zirconium oxychloride 36%min EXW China (RMB/t) 13
8.5 Zirconium carbonate 40%min EXW China (RMB/t) 13
8.6 Zirconium carbonate 40%min, Cl 50ppm EXW China (RMB/t) 13
8.7 Fused zirconia 98.5%min EXW China (RMB/t) 13
8.8 Zirconium sponge Zr+Hf 99.4%min EXW China (RMB/t) 13
8.9 Australian zircon sand 66%min CIF China (USD/t) 13
8.10 Australian zircon sand 66%min CIF China (RMB/t) 13
8.11 South African zircon sand 65%min CIF China (USD/t) 13
8.12 South African zircon sand 66%min CIF China (USD/t) 13
8.13 Indonesian zircon sand 66%min CIF China (USD/t) 13


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