Monthly Zirconium Market Report Jan 2024

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 China vows to boost construction of basic mining infrastructure 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 3
3.1.Asian Metal Copyright55% YoY in Dec 2023 12 7 Relevant Industry News 13 7.Asian Metal Copyright4 Zirconium silicate 64.5%min EXW China 3
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 Copyright4.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright2 China's zirconium sponge output up by 5.Asian Metal Copyright9 Zirconium sponge Zr+Hf 99.4%min EXW China 4
3.2 International Market Movements 4
3.2.1 Australian zircon sand 66%min CIF China 4
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 Sheffield delivers maiden shipment of Thunderbird mineral sands project 5
4.2 Lubei Chemical to set up joint venture for Zr-Ti ore processing project 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 1.Asian Metal Copyright1 Chinese zircon sand producers' operating rate down by 2.17% MoM in Jan 2024 6
5.1.Asian Metal Copyright12 South African zircon sand 66%min CIF China USDt 13 8.Asian Metal Copyright2 China's zircon sand output down by 5.41% MoM in Jan 2024 6
5.1.Asian Metal Copyright2 Chemical zircon sand 65%min EXW China RMBt 13 8.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 27.09% MoM in Jan 2024 6
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright12 South African zircon sand 66%min CIF China USDt 13 8.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate down by 1.57% MoM in Jan 2024 7
5.2.Asian Metal Copyright63% MoM in Jan 2024 8 5.Asian Metal Copyright2 China's zirconium silicate output down by 4.03% MoM in Jan 2024 7
5.2.Asian Metal Copyright2 South African zircon sand 66%min CIF China 5 3.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks up by 39.06% MoM in Jan 2024 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright1.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 5.63% MoM in Jan 2024 8
5.3.Asian Metal Copyright4%min EXW China RMBt 13 8.Asian Metal Copyright2 China's zirconium oxychloride output up by 5.63% MoM in Jan 2024 8
5.3.Asian Metal Copyright5%min EXW China 4 3.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 24.88% MoM in Jan 2024 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright63% MoM in Jan 2024 8 5.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 1.95% MoM in Jan 2024 9
5.4.Asian Metal Copyright1.Asian Metal Copyright2 China's fused zirconia output up by 3.70% MoM in Jan 2024 10
5.4.Asian Metal Copyright1 Sheffield delivers maiden shipment of Thunderbird mineral sands project 5 4.Asian Metal Copyright3 Chinese fused zirconia producers' stocks up by 7.84% MoM in Jan 2024 10
5.5 Producers statistics for zirconium sponge 10
5.5.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 2.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 2.38% MoM in Jan 2024 10
5.5.Asian Metal Copyright56% MoM in Jan 2024 10 5.Asian Metal Copyright2 China's zirconium sponge output up by 5.56% MoM in Jan 2024 10
5.5.Asian Metal Copyright95% MoM in Jan 2024 9 5.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 3.45% MoM in Jan 2024 11
6. Customs statistics 11
6.1 China's zirconium ore and concentrate import volume up by 27.42% MoM in Dec 2023 11
6.2 China's zirconium oxychloride export volume down by 11.42% MoM in Dec 2023 12
6.3 China's zirconium carbonate export volume up by 2.55% YoY in Dec 2023 12
7 Relevant Industry News 13
7.1 CPS to acquire 73% stake in Sandun Lithium 13
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


.Asian Metal Copyright1 Chinese Market Movement 3 3Asian Metal Copyright