Monthly Zirconium Market Report Mar 2024

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 Sheffield completes first bulk shipment from Thunderbird mineral sands mine 3
2.2 Henan expects nonferrous industry to peak carbon emissions by 2030 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 Copyright5%min EXW China 4 3.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 Copyright2 Producers statistics for zirconium silicate 7 5.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 5
3.1.Asian Metal Copyright1.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 CNNC Jinghuan announces bid results for zirconium oxychloride 5
4.2 SNZ announces bid results for zirconium oxychloride 6
4.3 Ansteel Roll invites bids for zircon powder 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright3 Chinese zircon sand producers' stocks up by 63.Asian Metal Copyright1 Chinese zircon sand producers' operating rate up by 21.8% MoM in Mar 2024 6
5.1.Asian Metal Copyright1.Asian Metal Copyright2 China's zircon sand output down by 108.47% MoM in Mar 2024 6
5.1.Asian Metal Copyright1.Asian Metal Copyright3 Chinese zircon sand producers' stocks up by 63.97% MoM in Mar 2024 7
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright2.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate up by 30.18% MoM in Mar 2024 7
5.2.Asian Metal Copyright3.Asian Metal Copyright2 China's zirconium silicate output up by 233.30% MoM in Mar 2024 7
5.2.Asian Metal Copyright3 South African zircon sand 65%min CIF China 5 3.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks up by 38.36% MoM in Mar 2024 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright6 Zirconium carbonate 40%min EXW China 4 3.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate down by 21.77% MoM in Feb 2024 8
5.3.Asian Metal Copyright3 Zirconium silicate 64.Asian Metal Copyright2 China's zirconium oxychloride output down by 36.69% MoM in Feb 2024 9
5.3.Asian Metal Copyright1 Producers statistics for zircon sand 6 5.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 8.59% MoM in Feb 2024 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright67% MoM in Mar 2024 11 6.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 19.5% MoM in Mar 2024 9
5.4.Asian Metal Copyright5.Asian Metal Copyright2 China's fused zirconia output up by 58.82% MoM in Mar 2024 10
5.4.Asian Metal Copyright3 Zirconium silicate 64.Asian Metal Copyright3 Chinese fused zirconia producers' stocks down by 3.64% MoM in Mar 2024 10
5.5 Producers statistics for metallurgical zirconium sponge 10
5.5.Asian Metal Copyright19% MoM in Mar 2024 10 5.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 1.19% MoM in Mar 2024 10
5.5.Asian Metal Copyright9 Zirconium sponge Zr+Hf 99.Asian Metal Copyright2 China's zirconium sponge output down by 2.44% MoM in Mar 2024 11
5.5.Asian Metal Copyright1.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 11.67% MoM in Mar 2024 11
6. Customs statistics 11
6.1 China's zirconium ore and concentrate import volume down by 43.54% MoM in Feb 2023 11
6.2 China's zirconium oxychloride export volume down by 33.91% MoM in Feb 2023 12
6.3 China's zirconium carbonate export volume down by 10.76% YoY in Feb 2023 13
7 Relevant Industry News 14
7.1 Yibin Weineng's 25ktpa battery grade lithium hydroxide project passes acceptance check 14
8 Market Outlook for Next Month 14
8.1 Primary zircon sand 65%min EXW China (RMB/t) 14
8.2 Chemical zircon sand 65%min EXW China (RMB/t) 14
8.3 Zirconium silicate 64.5%min EXW China (RMB/t) 14
8.4 Zirconium oxychloride 36%min EXW China (RMB/t) 14
8.5 Zirconium carbonate 40%min EXW China (RMB/t) 14
8.6 Zirconium carbonate 40%min, Cl 50ppm EXW China (RMB/t) 14
8.7 Fused zirconia 98.5%min EXW China (RMB/t) 14
8.8 Zirconium sponge Zr+Hf 99.4%min EXW China (RMB/t) 14
8.9 Australian zircon sand 66%min CIF China (USD/t) 14
8.10 Australian zircon sand 66%min CIF China (RMB/t) 14
8.11 South African zircon sand 65%min CIF China (USD/t) 14
8.12 South African zircon sand 66%min CIF China (USD/t) 14
8.13 Indonesian zircon sand 66%min CIF China (USD/t) 14


.Asian Metal Copyright3 Australian zircon sand 66%min CIF China 4 3Asian Metal Copyright