Monthly Zirconium Market Report May 2021

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 Exchange rate of USD against offshore RMB down by 1213 points in May 2021 3
3 Market Movement 3
3.1 Chinese Market Movement 3
3.1.1 Zircon sand 65%min EXW China 3
3.1.Asian Metal Copyright2.Asian Metal Copyright2 Zirconium silicate 64.5%min EXW China 3
3.1.3 Zirconium oxychloride 36%min EXW China 3
3.1.4 Zirconium carbonate 40%min EXW China 3
3.1.5 Zirconium carbonate 40%min, Cl 50ppm EXW China 4
3.1.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 6.Asian Metal Copyright6 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright10 South African zircon sand 65%min CIF China 13 7.Asian Metal Copyright7 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 Shandong to start 2nd batch of 2nd round of ecological environmental inspections 5
4.2 Bengbu Huayang to increase zirconium silicate output 5
4.3 Granada Gold reports massive rare earth and alkali metals on Big Claim in Quebec 5
4.4 Construction of Yunnan Donggao Fused Zirconia Project of 30,000tpy launched 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 20.Asian Metal Copyright1 Chinese zircon sand producers' operating rate down by 3.35% compared with the previous month in May 2021 6
5.1.Asian Metal Copyright2.Asian Metal Copyright2 China's zircon sand output down by 8.84% MoM in May 2021 6
5.1.Asian Metal Copyright1.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 13.52% MoM in May 2021 6
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright41% MoM in May 2021 8 5.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate up by 3.04% MoM in May 2021 7
5.2.Asian Metal Copyright4 Construction of Yunnan Donggao Fused Zirconia Project of 30,000tpy launched 6 5 Producers Statistics 6 5.Asian Metal Copyright2 China's zirconium silicate output up by 5.84% MoM in May 2021 7
5.2.Asian Metal Copyright93% MoM in May 2021 11 6 Customs Statistics Mar 2021 11 6.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks down by 19.15% MoM in May 2021 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks down by 19.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate down by 3.37% from the previous month in May 2021 8
5.3.Asian Metal Copyright2.Asian Metal Copyright2 China's zirconium oxychloride output increases by 4.41% MoM in May 2021 8
5.3.Asian Metal Copyright2.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 26.74% MoM in May 2021 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright1 Australian zircon sand 66%min CIF China 4 3.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 2.56% MoM in May 2021 9
5.4.Asian Metal Copyright5 Zirconium carbonate 40%min, Cl 50ppm EXW China 4 3.Asian Metal Copyright2 China's fused zirconia output up by 4.19% MoM in May 2021 10
5.4.Asian Metal Copyright1.Asian Metal Copyright3 Chinese fused zirconia producers' stocks down by 0.6% MoM in May 2021 10
5.5 Producers statistics for zirconium sponge 10
5.5.Asian Metal Copyright7 Zirconium sponge Zr+Hf 99.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 20.2% YoY in May 2021 10
5.5.Asian Metal Copyright1.Asian Metal Copyright2 China's zirconium sponge output up by 1.51 times YoY in May 2021 11
5.5.Asian Metal Copyright1 Australian zircon sand 66%min CIF China 4 3.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 6.93% MoM in May 2021 11
6 Customs Statistics (Mar 2021) 11
6.1 China's zirconium ore and concentrate import volume up by 29.23% MoM in Apr 2020 11
6.2 China's zirconium oxychloride export volume down by 32.29% MoM in Apr 2021 11
6.3 China's zirconium carbonate export volume down by 4.76% MoM in Apr 2021 12
7 Market Outlook for Next Month 12
7.1 Zircon sand 65%min EXW China 12
7.2 Zirconium silicate 64.5%min EXW China 12
7.3 Zirconium oxychloride 36%min EXW China 12
7.4 Zirconium carbonate 40%min EXW China 12
7.5 Zirconium carbonate 40%min, Cl 50ppm EXW China 12
7.6 Fused zirconia 98.5%min EXW China 12
7.7 Zirconium sponge Zr+Hf 99.4%min EXW China 13
7.8 Australian zircon sand 66%min CIF China 13
7.9 South African zircon sand 66%min CIF China 13
7.10 South African zircon sand 65%min CIF China 13
7.11 Indonesian zircon sand 66%min CIF China 13


.Asian Metal Copyright1 Exchange rate of USD against offshore RMB down by 1213 points in May 2021 3 3 Market Movement 3 3Asian Metal Copyright