Monthly Germanium Market Report Aug 2021

Content

1 Market Highlights 2
2 Economy and Policy 2
2.1 International oceans freight hits a ten-year high 2
2.2 Japan restricts foreign investment in rare metals such as tungsten, molybdenum and rare earths 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright5 Germanium metal 99.Asian Metal Copyright1 Germanium metal 99.99%min EXW D/P 2
3.1.Asian Metal Copyright99%min Delivered America 6 8.Asian Metal Copyright2 Germanium dioxide 99.99%min EXW D/P 2
3.2 Chinese Export Market 2
3.2.Asian Metal Copyright99%min price trend from 2021-07-01 to 2021-08-30 USDkg 3 Graph 8 Chinese germanium metal producers' operating rate from 2020-08 to 2021-08 % 3 Graph 9 Chinese germanium metal producers' operating rate by province from 2020-08 to 2021-08 % 4 Graph 10 Chinese germanium metal producers' monthly output from 2020-08 to 2021-08 kg 4 Graph 11 Chinese germanium metal producers' monthly output from 2020-08 to 2021-08 by province kg 4 Graph 12 Chinese germanium metal producers' monthly stocks from 2020-08 to 2021-08 kg 4 Graph 13 Chinese germanium metal producers' monthly stocks by major province from 2020-08 to 2021-08 kg 4 Graph 14 China's exports of germanium metal by month from 2020-08 to 2021-08 kg 5 Graph 15 China's monthly exports of germanium metal by major destination from 2020-08 to 2021-08 kg 5 Table Table 1 Chinese germanium metal producers' operating rate by province from 2020-08 to 2021-08 4 Table 2 Chinese germanium metal producers' monthly output from 2020-08 to 2021-08 by province kg 4 Table 3 Chinese germanium metal producers' monthly stocks by major province from 2020-08 to 2021-08 kg 5 Table 4 China's monthly exports of germanium metal by major destination from 2020-08 to 2021-08 kg 5 .Asian Metal Copyright1 Germanium metal 99.99%min FOB China 2
3.2.Asian Metal Copyright99%min Delivered America 6 8.Asian Metal Copyright2 Germanium Dioxide 99.99%min FOB China 3
3.3 International Market 3
3.3.Asian Metal Copyright33% MOM in Aug 2021 4 6 Export Statistics 5 6.Asian Metal Copyright1 Germanium metal 99.99%min in Rotterdam Warehouse 3
3.3.Asian Metal Copyright2.Asian Metal Copyright2 Germanium metal 99.99%min Delivered America 3
3.3.Asian Metal Copyright1 Germanium metal 99.Asian Metal Copyright3 Germanium Dioxide 99.99%min Delivered America 3
4 Company News 3
4.1 Hengyang Hengrong to reduce germanium metal production 3
4.2 Yunnan Germanium: Solar energy battery germanium chip project goes into commercial production 3
5 Producers Statistics 3
5.1 AM Stats: Chinese germanium metal producers' operating rate down by 68.66% MoM in Aug 2021 3
5.2 AM Stats: Chinese germanium metal producers' output up by 1154.55% YoY in Aug in 2021 4
5.3 AM Stats: Chinese germanium metal producers' stocks down by 83.33% MOM in Aug 2021 4
6 Export Statistics 5
6.1 China's wrought germanium export volume decreased 28.41% YoY in Jul 2021 5
7 Relevant Industry News 5
7.1 Leadyo IC to build Dongcheng Ieadyo integrated circuit test project for 550 million yuan 5
7.2 PNC to issue no more than RMB1.1 billion of convertible bonds 5
8 Market Outlook for Next Month 5
8.1 Germanium metal 99.99%min EXW China 5
8.2 Germanium metal 99.99%min FOB China 5
8.3 Germanium dioxide 99.99%min EXW China 5
8.4 Germanium dioxide 99.99%min FOB China 5
8.5 Germanium metal 99.99%min in warehouse Rotterdam 6
8.6 Germanium metal 99.99%min Delivered America 6
8.7 Germanium dioxide 99.99%min Delivered America 6

Graph

Graph 1 Chinese germanium metal 99.99%min price trend from 2021-07-01 to 2021-08-30 (RMB/kg) 2
Graph 2 Chinese germanium dioxide 99.99%min price trend from 2021-07-01 to 2021-08-30 (RMB/kg) 2
Graph 3 Chinese germanium metal 99.99%min FOB price trend from 2021-07-01 to 2021-08-30 (USD/kg) 2
Graph 4 Chinese germanium dioxide 99.99%min FOB price trend from 2021-07-01 to 2021-08-30 (USD/kg) 3
Graph 5 European germanium metal 99.99%min price trend from 2021-07-01 to 2021-08-30 (USD/kg) 3
Graph 6 U.S.Asian Metal Copyright2.Asian Metal Copyright germanium metal 99.99%min price trend from 2021-07-01 to 2021-08-30 (USD/kg) 3
Graph 7 U.S.Asian Metal Copyright1 Germanium metal 99.Asian Metal Copyright germanium dioxide 99.99%min price trend from 2021-07-01 to 2021-08-30 (USD/kg) 3
Graph 8 Chinese germanium metal producers' operating rate from 2020-08 to 2021-08 (%) 3
Graph 9 Chinese germanium metal producers' operating rate by province from 2020-08 to 2021-08 (%) 4
Graph 10 Chinese germanium metal producers' monthly output from 2020-08 to 2021-08 (kg) 4
Graph 11 Chinese germanium metal producers' monthly output from 2020-08 to 2021-08 by province (kg) 4
Graph 12 Chinese germanium metal producers' monthly stocks from 2020-08 to 2021-08 (kg) 4
Graph 13 Chinese germanium metal producers' monthly stocks by major province from 2020-08 to 2021-08 (kg) 4
Graph 14 China's exports of germanium metal by month from 2020-08 to 2021-08 (kg) 5
Graph 15 China's monthly exports of germanium metal by major destination from 2020-08 to 2021-08 (kg) 5

Table

Table 1 Chinese germanium metal producers' operating rate by province from 2020-08 to 2021-08 4
Table 2 Chinese germanium metal producers' monthly output from 2020-08 to 2021-08 by province (kg) 4
Table 3 Chinese germanium metal producers' monthly stocks by major province from 2020-08 to 2021-08 (kg) 5
Table 4 China's monthly exports of germanium metal by major destination from 2020-08 to 2021-08 (kg) 5


.Asian Metal Copyright99%min FOB China 5 8Asian Metal Copyright