Monthly Zirconium Market Report Oct 2020

Contents

1 Market Highlights 2
2 Economy and Policy 2
2.1 Exchange rate of USD against offshore RMB down by 564 points in Oct 2020 2
3 Market Movement 2
3.1 Chinese Market Movement 2
3.1.1 Chinese high grade zircon sand 2
3.1.2 Chinese zirconium silicate 2
3.1.3 Chinese zirconium oxychloride 3
3.1.4 Chinese zirconium carbonate 3
3.1.5 Chinese fused zirconia 3
3.1.6 Chinese metallurgical grade zirconium sponge 4
3.2 International Market Movements 4
3.2.1 Australian high grade zircon sand 4
3.2.2 South African high grade zircon sand 4
3.2.3 Indonesian high grade zircon sand 5
4 Company news 5
4.1 Shandong Shenzhou halts zirconium oxychloride production again 5
4.2 Wenchuan Shenzhou resumes fused zirconia production 5
4.3 Iluka Resources' zircon output down by 24% QoQ in Q3 5
4.4 Zibo Tianxiang resumes zirconium dioxide production 5
4.5 Image Resources reports record sales of HMC in Q3 5
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 27.Asian Metal Copyright1 Chinese zircon sand producers' operating rate down by 6.2% compared with the previous month in Oct 2020 6
5.1.Asian Metal Copyright2.Asian Metal Copyright2 China's zircon sand output decreases by 14.4% MOM in Oct 2020 6
5.1.Asian Metal Copyright1 Shandong Shenzhou halts zirconium oxychloride production again 5 4.Asian Metal Copyright3 Chinese zircon sand producers' stocks up by 16.6% MOM in Oct 2020 6
5.2 Producers statistics for zirconium silicate 6
5.2.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 1.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate down by 10.3% YOY in Oct 2020 6
5.2.Asian Metal Copyright2 China's fused zirconia output up by 0.Asian Metal Copyright2 China's zirconium silicate output down by 17.4% YOY in Oct 2020 7
5.2.Asian Metal Copyright1.Asian Metal Copyright4 Chinese zirconium silicate producers' stocks down by 5.3% MOM in Oct 2020 7
5.3 Producers statistics for zirconium oxychloride 7
5.3.Asian Metal Copyright3 Chinese zirconium oxychloride 36%min 11 7.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 5.6% from the previous month in Oct 2020 7
5.3.Asian Metal Copyright6 Chinese zirconium sponge 99.Asian Metal Copyright2 China's zirconium oxychloride output increases by 9.5% MOM in Oct 2020 7
5.3.Asian Metal Copyright1.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks drops by 28.9% MOM in Oct 2020 8
5.4 Producers statistics for fused zirconia 8
5.4.Asian Metal Copyright1 China's zirconium ore and concentrate import volume down by 36.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 1.1% MOM in Oct 2020 8
5.4.Asian Metal Copyright4.Asian Metal Copyright2 China's fused zirconia output up by 0.3% YOY in Oct 2020 8
5.4.Asian Metal Copyright4 Zibo Tianxiang resumes zirconium dioxide production 5 4.Asian Metal Copyright3 Chinese fused zirconia producers' stocks down by 3.7% MOM in Oct 2020 9
5.5 Producers statistics for zirconium sponge 9
5.5.Asian Metal Copyright4% YOY in Oct 2020 7 5.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 25.6% YOY in Oct 2020 9
5.5.Asian Metal Copyright4.Asian Metal Copyright2 China's zirconium sponge output up by 43.3 MOM in Oct 2020 9
5.5.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 5.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 27.1% MOM in Oct 2020 9
6 Customs Statistics (Sep 2020) 9
6.1 China's zirconium ore and concentrate import volume down by 36.9% MOM in Sep 2020 9
6.2 China's zirconium oxychloride export volume down by 1.0% MOM in Sep 2020 10
6.3 China's zirconium carbonate export volume decreases by 27.4% MOM in Sep 2020 10
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 11
7.7 Australian zircon sand 11
7.8 South African zircon sand 11
7.9 Indonesian zircon sand 11
.Asian Metal Copyright3 MOM in Oct 2020 9 5Asian Metal Copyright