Magnesia Market Report September 2014

Abstract 4
1 Financial Overview 4
1.1 Domestic financial overview 4
1.1.Asian Metal Copyright2 Jiachen reduces dead burned magnesia production by 30% MOM in September 8 2.Asian Metal Copyright1 CPI up by 2.Asian Metal Copyright5 Chinese magnesia exporters in August 2014 21 7 Outlook for October 28 Picture 1 China’s CPI and PPI trend between 2012 and 2014 5 Picture 2 China’s PMI between 2012 and 2014 6 Picture 3 US crude oil futures price trend on major transaction market in September 7 Picture 4 US dollar index trend in September 8 Picture 5 Chinese fused magnesia 97%min, 0-30mm Ca:Si=1:1 price trend in September 9 Picture 6 Chinese dead burned magnesia 90%min, 3-15mm price trend in September 10 Picture 7 Chinese fused magnesia 97%min, 0-30mm Ca:Si=2:1 price trend in September 12 Picture 8 Chinese high purity magnesia 97%min, 0-30mm price trend in September 13 Picture 9 Chinese caustic calcined 90%min, 200 mesh price trend in September 14 Picture 10 Chinese magnesia total exports 15 Picture 11 Chinese fused magnesia exports 16 Picture 12 Chinese fused magnesia exports by major destination 16 Picture 13 Chinese fused magnesia export prices 17 Picture 14 Chinese dead burned magnesia exports 17 Picture 15 Chinese dead burned magnesia by major destination 18 Picture 16 Chinese dead burned magnesia export prices 18 Picture 17 Chinese caustic calcined magnesia exports 19 Picture 18 Chinese caustic calcined magnesia exports by major destination 19 Picture 19 Chinese caustic calcined magnesia export prices 20 Table 1 The average operating rate at major magnesia plants in China in September 2014 14 Table 2 Top ten Chinese fused magnesia exporters in August 2014 20 Table 3 Chinese magnesia exporters in August 2014 20.Asian Metal Copyright0% and PPI down by 1.2% YOY in August 4
1.1.2 PMI unchanged in September 5
1.2 International financial overview 6
1.2.1 Crude oil futures prices keep failing 6
1.2.2 Dollar Off to a Strong Start in September 7
2 Company news 8
2.1 Operating rate of Haicheng Bohong rises to 100% in September 8
2.2 Jiachen reduces dead burned magnesia production by 30% MOM in September 8
2.3 New Type Refractory Material increases fused crystal magnesia production by 500t in September 8
3 Chinese Domestic market review 8
3.1 Minor improvement on Chinese fused magnesia market 9
3.2 No rising demand for Chinese dead burned magnesia 9
3.3 No movement on Chinese caustic calcined magnesia market 10
4 International market review 10
4.1 No movement on European dead burned magnesia market 10
4.2 No change on North American dead burned magnesia market 11
4.3 Chinese magnesia export market 11
4.3.1 Fused magnesia export market active 11
4.3.2 More transaction volumes for dead burned magnesia on export market 12
4.3.3 Caustic calcined magnesia export prices up 13
5 Chinese magnesia operating rate analysis 14
6 Export data 15
6.1 Chinese magnesia exports down by 14.04% MOM in August 15
6.1.Asian Metal Copyright1 Minor improvement on Chinese fused magnesia market 9 3.Asian Metal Copyright1 Chinese fused magnesia exports up by 5.19% MOM in August 15
6.1.Asian Metal Copyright1 Minor improvement on Chinese fused magnesia market 9 3.Asian Metal Copyright2 Chinese dead burned magnesia exports went down by 18.85% MOM in August 17
6.1.Asian Metal Copyright2 Dollar Off to a Strong Start in September 7 2 Company news 8 2.Asian Metal Copyright3 Chinese caustic calcined magnesia exports down by 32.30% MOM in August 19
6.2 Top ten Chinese magnesia exporters in August 21
6.5 Chinese magnesia exporters in August 2014 21
7 Outlook for October 28

Picture 1 China’s CPI and PPI trend between 2012 and 2014 5
Picture 2 China’s PMI between 2012 and 2014 6
Picture 3 US crude oil futures price trend on major transaction market in September 7
Picture 4 US dollar index trend in September 8
Picture 5 Chinese fused magnesia 97%min, 0-30mm (Ca:Si=1:1) price trend in September 9
Picture 6 Chinese dead burned magnesia 90%min, 3-15mm price trend in September 10
Picture 7 Chinese fused magnesia 97%min, 0-30mm (Ca:Si=2:1) price trend in September 12
Picture 8 Chinese high purity magnesia 97%min, 0-30mm price trend in September 13
Picture 9 Chinese caustic calcined 90%min, 200 mesh price trend in September 14
Picture 10 Chinese magnesia total exports 15
Picture 11 Chinese fused magnesia exports 16
Picture 12 Chinese fused magnesia exports by major destination 16
Picture 13 Chinese fused magnesia export prices 17
Picture 14 Chinese dead burned magnesia exports 17
Picture 15 Chinese dead burned magnesia by major destination 18
Picture 16 Chinese dead burned magnesia export prices 18
Picture 17 Chinese caustic calcined magnesia exports 19
Picture 18 Chinese caustic calcined magnesia exports by major destination 19
Picture 19 Chinese caustic calcined magnesia export prices 20

Table 1 The average operating rate at major magnesia plants in China in September 2014 14
Table 2 Top ten Chinese fused magnesia exporters in August 2014 20
Table 3 Chinese magnesia exporters in August 2014 20.Asian Metal Copyright1Asian Metal Copyright