Zirconium Industry Annual Report 2018

Contents
1. General Introduction 3
1.1 Chemical character 3
1.2 Zirconium products introduction 3
1.2.1 Zircon sand 3
1.2.2 Zirconium silicate 3
1.2.3 Chemical zirconium 3
1.2.4 Zirconium dioxide 3
1.2.5 Zirconium sponge 3
1.3 Worldwide zircon sand distribution 3
2. Economy and Policy 4
2.1 Chinese economy and policy 4
2.1.1 China's GDP first breaks RMB90 trillion 4
2.1.2 Real estate investment growth rate dropps slightly 4
2.1.3 China levies green tax from January 1st 2018 4
2.1.4 Hebei continues to stop 1,024 environmentally unqualified mines from production 4
2.2 International economy and policy 4
2.2.1 USD index strengthens 4
2.2.2 World's major economies obviously differentiated 4
3. Chinese market movement 5
4. International market movement 6
5．Producers Statistics 7
5.1 China's zircon sand output down by 20% MOM in 2018 7
5.2 China's zirconium silicate output down by 12% MOM in 2018 7
5.3 China's zirconium oxychloride output down by 2% MOM in 2018 7
6． Customs Statistics 8
6.1 China's import volume for zircon roe and zircon sand down by 20% MOM in 2018 8
6.2 China's export volume for zirconium oxychloride up by 11% MOM in 2018 8
6.3 China's export volume for zirconium carbonate down by 12% MOM in 2018 8
7. Company News 8
7.1.1 Orient Zirconic Industry Yanhong Branch resumes production for combound zirconia and zirconia structural ceramics partly 8
7.1.2 Sanxiang Advanced Materials to move down fused zirconia output further 8
7.1.3 Orient Zirconic raises EXW prices of some products 8
7.1.4 Maoming Ubridge resumes zircon sand production 9
7.1.5 Lomon Billions increases zirconium oxychloride production 9
7.1.6 Sanxiang Advanced Materials to acquire 20% shares of Liaoning Hua Zirconium 9
7.1.7 Orient Zirconic Industry's Australian zircon sand project in formal operation 9
7.2.1 Sheffield Resources signs offtake agreement for 100% of zirconium concentrates 9
7.2.2 TiZir has a recorded zircon output in 2017 9
7.2.3 Kenmare Resources reports zircon production results for Q4 of FY 2017 9
7.2.4 Savannah Resources submits mining lease applications for Mutamba Heavy Mineral Sands Projects 9
7.2.5 Strandline Resources: Binding offtake agreement signed for Fungoni project's zircon product 10
7.2.6 Force majeure on RBM South Afircan mineral sand production 10
7.2.7 Iluka's yearly zircon sales volumes represents growth of 12% from 2016 10
7.2.8 Tizir increases GCO life of mine 10
7.2.9 Iluka to increase zircon reference prices from Q2 2018 10
7.2.10 RBM would increase zircon sand prices greatly in Q2 10
7.2.11 Image to commence zircon sand production in Q4 2018 11
7.2.12 Kenmare Resources sees record production in 2017 11
7.2.14 Tronox to raise South African zircon sand prices in the latter half of 2018 11
7.2.15 TiZir raises zircon sand prices in Q3 2018 11
7.2.16 11
7.2.17 RBM zircon sand prices to go up 11
7.2.18 Tronox to keep zircon sand prices unchanged in H1 2019 11
8．Industry News 12
8.1 Tri-Ring Group: ceramic packaging substrate industry to develop rapidly 12
8.2 Songfa Ceramics to wholly control Lianjun Ceramics at RMB59.6 million 12
8.3 TOTO invests RMB735 million to expand ceramics business 12
8.4 Strandline prepares for drilling at Sudi mineral sands project in JV with Rio Tinto 12
8.5 Danyang Fused Refractory Materials to increase fused zirconia alumina production capacity 12
8.6 Trump's USD 200 billion China tariff list adds tiles and pottery machine 12
9. Market Outlook for 2019 12


Graph contents
Graph 1 Prices of Chinese zircon sand 65%min in 2018 (RMB/t, Ex-VAT, EXW) 5
Graph 2 Prices for Chinese zirconium silicate 64.5%min in 2018 (RMB/t) 5
Graph 3 China's prices of zirconium oxychloride 36%min in 2018 (RMB/t) 5
Graph 4 Prices of Chinese fused zirconia 98.5%min in 2018 (RMB/t) 6
Graph 5 Prices of Chinese zirconium sponge 99.4%min in 2018 (RMB/t) 6
Graph 6 China's import prices of Australian zircon sand 66%min in 2018 (USD/t, CIF China) 6
Graph 7 China's import prices of South African zircon sand 66%min in 2018 (USD/t, CIF China) 6
Graph 8 China's import prices of South African zircon sand 65%min in 2018 (USD/t, CIF China) 7
Graph 9 China's import prices of Indonesian Central Kalimantan zircon sand 65%min in 2018 (USD/t, CIF China) 7
Graph 10 China's monthly output for zircon sand from Jan 2017 to Dec 2018 (metric ton) 7
Graph 11 China's monthly output for zirconium silicate from Jan 2017 to Dec 2018 (metric ton) 7
Graph 12 China's monthly output for zirconium oxychloride from Jan 2017 to Dec 2018 (metric ton) 7
Graph 13 China's monthly output for fused zirconia from Jan 2017 to Dec 2018 (metric ton) 8
Graph 14 China's monthly import volume for zircon ore and zircon sand from Jan 2017 to Dec 2018 (kt) 8
Graph 15 China's monthly export volume for zirconium oxychloride from Jan 2017 to Dec 2018 (kt) 8
Graph 16 China's monthly export volume for zirconium carbonate from Jan 2017 to Dec 2018 (kt) 8

Table contents

Table 1 Statistics on the zirconium reserves in major mining areas worldwide 3


.Asian Metal Copyright3 China's zirconium oxychloride output down by 2% MOM in 2018 7 6． Customs Statistics 8 6Asian Metal Copyright