Monthly Zirconium Market Report May 2020

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 China's manufacturing PMI down by 0.Asian Metal Copyright1 Chinese high grade zircon sand 3 3.Asian Metal Copyright2% from the previous month to 50.6% in May 2020 3
2.2 Exchange rate of USD against offshore RMB down by 626 points in May 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 Monalisa to invest in green and smart technology upgrading project of special high-performance ceramic plate 6
4.2 Yulin Fine Zirconium's zirconium silicate stock doubles 6
4.3 Lomon Billions to lease zirconium oxychloride and zirconium dioxide production lines to Orient Zirconia 6
4.4 Jilin authorities seek public opinions on resource tax proposal 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright9% compared with the previous month in May 2020 7 5.Asian Metal Copyright1 China's zircon sand production capacity up by 5.6% MOM in May 2020 6
5.1.Asian Metal Copyright3% MOM in April 2020 11 6.Asian Metal Copyright2 China's zircon sand output down by 18.4% MOM in May 2020 6
5.1.Asian Metal Copyright4% MOM in May 2020 10 6 Customs Statistics Apr 2020 10 6.Asian Metal Copyright3 Chinese zircon sand producers' operating rate down by 9.9% compared with the previous month in May 2020 7
5.1.Asian Metal Copyright2 International Market Movements 5 3.Asian Metal Copyright4 Chinese zircon sand producers' stocks up by 10.6% MOM in May 2020 7
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks rise by 6.Asian Metal Copyright1 China's zirconium silicate production capacity up by 2.9% MOM in May 2020 7
5.2.Asian Metal Copyright6% MOM in May 2020 7 5.Asian Metal Copyright2 China's zirconium silicate output up by 10.8% MOM in May 2020 7
5.2.Asian Metal Copyright2 South African high grade zircon sand 5 3.Asian Metal Copyright3 Chinese zirconium silicate producers' operating rate up by 3.4% MOM in May 2020 8
5.2.Asian Metal Copyright1 China's zirconium sponge output up by 28.Asian Metal Copyright4 Chinese zirconium silicate producers' stocks up by 19.8% MOM in May 2020 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright2.Asian Metal Copyright1 China's zirconium oxychloride output down by 14.9% MOM in May 2020 8
5.3.Asian Metal Copyright3.Asian Metal Copyright2 Chinese zirconium oxychloride producers' operating rate decreases by 14.9% from the previous month in May 2020 9
5.3.Asian Metal Copyright6 Chinese zirconium sponge 99.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks rise by 6.5% MOM in May 2020 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright1 China's zirconium silicate production capacity up by 2.Asian Metal Copyright1 China's fused zirconia output decreases by 1.1% MOM in May 2020 9
5.4.Asian Metal Copyright1 China's fused zirconia output decreases by 1.Asian Metal Copyright2 Chinese fused zirconia producers' operating rate declines by 0.7% from the previous month in May 2020 9
5.4.Asian Metal Copyright3% MOM in April 2020 11 6.Asian Metal Copyright3 Chinese fused zirconia producers' stocks up by 2.5% MOM in May 2020 9
5.5 Producers statistics for zirconium sponge 10
5.5.Asian Metal Copyright1 China's zirconium silicate production capacity up by 2.Asian Metal Copyright1 China's zirconium sponge output up by 28.6% YOY in May 2020 10
5.5.Asian Metal Copyright4 Chinese zirconium carbonate 4 3.Asian Metal Copyright2 Chinese zirconium sponge producers' operating rate up by 14.4% YOY in May 2020 10
5.5.Asian Metal Copyright1 China's manufacturing PMI down by 0.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 24.4% MOM in May 2020 10
6 Customs Statistics (Apr 2020) 10
6.1 China's zirconium ore and concentrate import volume up by 30.4% MOM in Apr 2020 10
6.2 China's zirconium oxychloride export volume up by 1.3% MOM in April 2020 11
6.3 China's zirconium carbonate export volume down by 22.1% MOM in April 2020 11
7 Market Outlook for Next Month 11
7.1 Chinese zircon sand 11
7.2 Chinese zirconium silicate 64.5%min 11
7.3 Chinese zirconium oxychloride 36%min 11
7.4 Chinese zirconium carbonate 40%min 11
7.5 Chinese pigment grade fused zirconia 98.5%min 11
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 Copyright6% MOM in May 2020 7 5Asian Metal Copyright