Monthly Magnesia Market Report Nov 2018

Contents
1. Market Highlights 3
2.Economy and Policy 3
2.1 Chinese Economy and Policy 3
2.1.1 China conducts environmental acceptance check in 10 provinces once again 3
2.1.2 Number of non-coal mines in Liaoning to decline by 50% before 2022 3
2.1.3 384 refractory plants in Henan to be required to restrict production 3
3 Market Movements 3
3.1 Chinese Market Movements 3
3.1.1 Chinese fused magnesia market sees steady supply 3
3.1.2 Chinese dead burned magnesia prices up slightly 4
3.2 International Market Movements 4
3.2.1 Chinese Export Market Movements 4
3.2.2 Japanese and South Korean Market Movements 5
3.2.3 European Market Movements 6
4. Company News 6
4.1 Jinan Magnesia Caron Brick raises output 6
4.2 Aoxin Refractory Material reduces magnesia carbon brick output 6
4.3 Dinuo Magnesia raises macrocrystalline fused magnesia output 6
4.4 Liaoning Qunyi raises fused magnesia output 6
4.5 Huayu Group halts fused magnesia production 6
4.6 Chunlong Mining reduces fused magnesia output 7
4.7 Jiachen Group increases fused magnesia output 7
4.8 Puyang Refractories resumes high-purity caustic calcined magnesia production 7
4.9 Wancheng Magnesium reduces high-purity magnesia output 7
4.10 Qinghai Ao-Leader puts magnesium oxide project in pilot operation 7
4.11 Kuanxiang Minerals reduces dead burned magnesia output 7
4.12 Guorun Group reduces fused magnesia output 8
4.13 Dongxu Refractory Materials reduces fused magnesia output 8
5 Producers Statistics 8
5.1 Chinese fused magnesia producers' output up by 73.17% YOY in Nov 8
5.2 Chinese dead burned magnesia producers' output up by 69.31% YOY in Nov 8
6. Relevant Industry News 9
6.1 Steel bellite prices down sharply in Nov 9
7 Market Outlook for Next Month 9

Graph contents
Graph 1 Fused magnesia 97%min (Ca: Si=1:1) price movement in the Chinese market from 8/10/18 to 30/11/18 (RMB/t) 4
Graph 2 Dead burned magnesia 90%min 3-15mm price movement in the Chinese market from 8/10/18 to 30/11/18 (RMB/t) 4
Graph 3 Dead burned magnesia 97%min 0-30mm price movement in the Chinese market from 8/10/18 to 30/11/18 (RMB/t) 4
Graph 4 Fused magnesia 97%min 0-30mm (Ca: Si=2:1) price movement in the export market from 8/10/18 to 30/11/18 (USD/t, FOB China) 5
Graph 5 Dead burned magnesia 90%min 3-15mm price movement in the export market from 8/10/18 to 30/11/18 (USD/t, FOB China) 5
Graph 6 High-purity magnesia 97%min 0-30mm price movement in the export market from 8/10/18 to 30/11/18 (USD/t, FOB China) 5
Graph 7 Caustic calcined magnesia 90%min 200mm price movement in the export market from 8/10/18 to 30/11/18 (USD/t, FOB China) 5
Graph 8 Dead burned magnesia 90%min 3-15mm price trend from 8/10/18 to 30/11/18 (EUR/t, delivered to Rotterdam port) 6
Graph 9 Chinese fused magnesia producers' output by month from Jan 2017 to Nov 2018 (ton) 8
Graph 10 Chinese fused magnesia producers' monthly stocks from Jan 2017 to Oct 2018 (t) 8
Graph 11 Chinese dead burned magnesia producers' output by month from Jan 2017 to Nov 2018 (kt) 8
Graph 12 Chinese monthly stocks for dead burned magnesia from Jan 2017t to Oct 2018 (kt) 9


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