Monthly Magnesia Market Report Oct 2017

Contents

1. Market Highlights 3
2. Company News 3
2.1 Haicheng Xinrong Mining suspends dead burned magnesia production 3
2.2 Wancheng Magnesium suspends high-purity magnesia production 3
2.3 Huanke Material plans to reduce fused Refractory magnesia production 3
2.4 Xinjiang Joinworld's caustic calcined magnesium oxide project in pilot production 3
3. International Market 3
3.1 Chinese Export Market 3
3.1.1 Fused magnesia export prices stable 3
3.1.2 Dead burned magnesia export prices stable 4
3.1.3 Chinese caustic calcined magnesia export prices stable 5
3.2 European Market 5
4 Chinese Market 5
4.1 Economy and Policy 5
4.1.1 RHI Normag AS restarts fused magnesia production line 5
4.1.2 Market participants hold a wait-and-see attitude for the holding of the 19th National Congress 5
4.2 Fused magnesia prices keep firm after slight decrease 6
4.3 Prices for dead burned magnesia down slightly 6
5 Producers Statistics 7
5.1 China's fused magnesia output up slightly by 14.1% MOM in October 7
5.2 China’s dead burned magnesia output up by 15.6% MOM in October 2017 8
6. Customs Statistics 8
6.1 China’s fused magnesia exports down by 4.2% MOM in September 2017 8
6.2 China’s dead burned magnesia export volume up by 83.5% YOY in September 2017 9
7. Relevant Industry News 10
8 Market Outlook for November 10

Picture Contents

Picture 2 Dead burned magnesia 90%min 3-15mm price movement on the export market (USD/t FOB China) 4
Picture 3 High purity magnesia 97%min 0-30mm price movement on the export market (USD/t FOB China) 4
Picture 4 Caustic calcined magnesia 90%min 200mm price movement on the export market (USD/t FOB China) 5
Picture 5 Fused magnesia 97%min (Ca:Si=1:1) price movement on the Chinese domestic market (RMB/t) 6
Picture 6 Dead burned magnesia 90%min 3-15mm price movement on Chinese market (RMB/t) 6
Picture 7 High purity magnesia 97%min 0-30mm price movement on Chinese market (RMB/t) 7
Picture 8 China’s fused magnesia output from 2016-2017(ton) 7
Picture 9 China’s fused magnesia stocks from 2016-2017(ton) 7
Picture 10 China’s monthly output for dead burned magnesia from Jan 2016 to Oct 2017 (Unit: kt) 8
Picture 11 China’s stocks for dead burned magnesia from Jan 2016 to Oct 2017 (Unit: 10kt) 8
Picture 12 Monthly export volume of Chinese fused magnesia (unit: ton) 8
Picture 13 Monthly export volume of Chinese fused magnesia by major destinations (unit: ton) 8
Picture 14 China’s monthly dead burned magnesia exports from Jan 2016 to Sep 2017 (Unit: kt) 9
Picture 15 China’s monthly dead burned magnesia import volume by major destination country from Jan 2016 to Sep 2017 (Unit: kt) 9

Table Contents

Table 1 Fused magnesia 97%min 0-30mm (Ca:Si=1:1) price movement on the export market (USD/t FOB China) 4
Table 2 Top 10 Chinese exporters of dead burned magnesia in September 9
Table 3 China's caustic calcined magnesia exports by country in September (kg) 10
Table 4 China's dead burned magnesia exports by country in September (kg) 11
Table 5 China's fused magnesia exports by country in September (kg) 11


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