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 Copyright82% MoM in Mar 2024 10 5.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 Copyright1 CNNC Jinghuan announces bid results for zirconium oxychloride 5 4.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 5
3.1.Asian Metal Copyright2 Chemical zircon sand 65%min EXW China 3 3.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 Copyright5.Asian Metal Copyright1 Chinese zircon sand producers' operating rate up by 21.8% MoM in Mar 2024 6
5.1.Asian Metal Copyright8 Zirconium sponge Zr+Hf 99.Asian Metal Copyright2 China's zircon sand output down by 108.47% MoM in Mar 2024 6
5.1.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 1.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 Copyright91% MoM in Feb 2023 12 6.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate up by 30.18% MoM in Mar 2024 7
5.2.Asian Metal Copyright12 South African zircon sand 66%min CIF China USDt 14 8.Asian Metal Copyright2 China's zirconium silicate output up by 233.30% MoM in Mar 2024 7
5.2.Asian Metal Copyright1 Australian zircon sand 66%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 Copyright1 Chinese zirconium sponge producers' operating rate down by 1.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate down by 21.77% MoM in Feb 2024 8
5.3.Asian Metal Copyright1.Asian Metal Copyright2 China's zirconium oxychloride output down by 36.69% MoM in Feb 2024 9
5.3.Asian Metal Copyright1.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 Copyright8 Fused zirconia 98.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 19.5% MoM in Mar 2024 9
5.4.Asian Metal Copyright91% MoM in Feb 2023 12 6.Asian Metal Copyright2 China's fused zirconia output up by 58.82% MoM in Mar 2024 10
5.4.Asian Metal Copyright1.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 Copyright1 Chinese zirconium silicate producers' operating rate up by 30.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 1.19% MoM in Mar 2024 10
5.5.Asian Metal Copyright9 Australian zircon sand 66%min CIF China USDt 14 8.Asian Metal Copyright2 China's zirconium sponge output down by 2.44% MoM in Mar 2024 11
5.5.Asian Metal Copyright47% MoM in Mar 2024 6 5.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