Monthly Zirconium Market Report Aug 2020

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 China's manufacturing PMI down by 0.Asian Metal Copyright3% MOM in August 2020 10 5.Asian Metal Copyright1% from the previous month to 51.0% in Aug 2020 3
2.2 Exchange rate of USD against offshore RMB down by 1,375 points in Aug 2020 3
3 Market Movement 3
3.1 Chinese Market Movement 3
3.1.1 Chinese high grade zircon sand 3
3.1.2 Chinese zirconium silicate 3
3.1.3 Chinese zirconium oxychloride 4
3.1.4 Chinese zirconium carbonate 4
3.1.5 Chinese fused zirconia 4
3.1.6 Chinese metallurgical grade zirconium sponge 5
3.2 International Market Movements 5
3.2.1 Australian high grade zircon sand 5
3.2.2 South African high grade zircon sand 5
3.2.3 Indonesian high grade zircon sand 6
4 Company news 6
4.1 Zhengzhou Sanyuan decreases refractory grade fused zirconia consumption 6
4.2 Strandline Resources appoints bulk earthworks contractor for Coburn mineral sands project 6
4.3 Orient Zirconia signs strategic cooperation agreement with NFC 6
4.4 Liaoning Hua Zirconium puts 5,000tpy zirconium sponge project into operation 6
4.5 China realizes bulk export of nuclear grade zirconium sponge for the first time 6
4.6 Lomon Billions to acquire all private placement shares issued by Orient Zirconia 6
5 Producers Statistics 7
5.1 Producers statistics for zircon sand 7
5.1.Asian Metal Copyright9 Indonesian zircon sand 12.Asian Metal Copyright1 China's zircon sand output up by 16.3% MOM in Aug 2020 7
5.1.Asian Metal Copyright3 Chinese zirconium oxychloride 4 3.Asian Metal Copyright2 Chinese zircon sand producers' operating rate up by 5.9% compared with the previous month in Aug 2020 7
5.1.Asian Metal Copyright1 Australian high grade zircon sand 5 3.Asian Metal Copyright3 Chinese zircon sand producers' stocks up by 20.7% MOM in Aug 2020 7
5.2 Producers statistics for zirconium silicate 8
5.2.Asian Metal Copyright1.Asian Metal Copyright1 China's zirconium silicate output down by 1.1% MOM in Aug 2020 8
5.2.Asian Metal Copyright1.Asian Metal Copyright3 Chinese zirconium silicate producers' operating rate up by 0.5% MOM in Aug 2020 8
5.2.Asian Metal Copyright5.Asian Metal Copyright4 Chinese zirconium silicate producers' stocks up by 2.3% MOM in Aug 2020 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 12.Asian Metal Copyright1 China's zirconium oxychloride output down by 10.4% MOM in Aug 2020 8
5.3.Asian Metal Copyright3 Chinese zirconium oxychloride 4 3.Asian Metal Copyright2 Chinese zirconium oxychloride producers' operating rate increases by 5.6% from the previous month in Aug 2020 9
5.3.Asian Metal Copyright3 Producers statistics for zirconium oxychloride 8 5.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks rise by 14.0% MOM in Aug 2020 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright2 Chinese zircon sand producers' operating rate up by 5.Asian Metal Copyright1 China's fused zirconia output up by 0.6% YOY in Aug 2020 9
5.4.Asian Metal Copyright2.Asian Metal Copyright2 Chinese fused zirconia producers' operating rate down by 7.3% MOM in August 2020 10
5.4.3 Chinese fused zirconia producers' stocks unchanged MOM in Aug 2020 10
5.5 Producers statistics for zirconium sponge 10
5.5.Asian Metal Copyright4 Chinese zirconium carbonate 40%min 12 7.Asian Metal Copyright1 China's zirconium sponge output up by 52.3% MOM in Aug 2020 10
5.5.Asian Metal Copyright3% MOM in August 2020 10 5.Asian Metal Copyright2 Chinese zirconium sponge producers' operating rate up by 25.4% MOM in Aug 2020 10
5.5.Asian Metal Copyright2.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 12.7% MOM in Aug 2020 10
6 Customs Statistics (Jul 2020) 11
6.1 China's zirconium ore and concentrate import volume down by 56.3% MOM in Jul 2020 11
6.2 China's zirconium oxychloride export volume down by 19.6% MOM in Jul 2020 11
6.3 China's zirconium carbonate export volume up by 34.7% MOM in Jul 2020 11
7 Market Outlook for Next Month 12
7.1 Chinese zircon sand 12
7.2 Chinese zirconium silicate 64.5%min 12
7.3 Chinese zirconium oxychloride 36%min 12
7.4 Chinese zirconium carbonate 40%min 12
7.5 Chinese pigment grade fused zirconia 98.5%min 12
7.6 Chinese zirconium sponge 99.4%min 12
7.7 Australian zircon sand 12
7.8 South African zircon sand 12
7.9 Indonesian zircon sand 12
.Asian Metal Copyright9% compared with the previous month in Aug 2020 7 5.Asian Metal Copyright