Monthly Zirconium Market Report Nov 2020

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 Exchange rate of USD against offshore RMB down by 1,268 points in Nov 2020 3
3 Market Movement 3
3.1 Chinese Market Movement 3
3.1.1 Zircon sand 65%min EXW China 3
3.1.Asian Metal Copyright4% MOM in Nov 2020 8 5.Asian Metal Copyright2 Zirconium silicate 64.5%min EXW China 3
3.1.3 Zirconium oxychloride 36%min EXW China 3
3.1.4 Zirconium carbonate 40%min EXW China 4
3.1.5 Zirconium carbonate 40%min, Cl 50ppm EXW China 4
3.1.Asian Metal CopyrightContents 1 Market Highlights 3 2 Economy and Policy 3 2.Asian Metal Copyright6 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks rise by 5.Asian Metal Copyright7 Zirconium sponge Zr+Hf 99.4%min EXW China 4
3.2 International Market Movements 5
3.2.1 Australian zircon sand 66%min CIF China 5
3.2.2 South zircon sand 66%min CIF China 5
3.2.3 South zircon sand 65%min CIF China 5
3.2.4 Indonesian zircon sand 66%min CIF China 6
4 Company news 6
4.1 Image Resources provides exploration update on Boonanarring Mineral Sands Project 6
4.1 Zibo Yongbang reduces zirconium silicate output 6
4.3 Orient Zirconic to establish wholly-owned subsidiary in Yunnan 6
4.4 Strandline Resources secures port access for export of Coburn's mineral sands products 6
4.5 Yulin Fine Zirconium plans to halt zirconium silicate production 6
4.6 Zhengzhou Sanyuan halts consumption of fused zirconia 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright3 China's zirconium carbonate export volume increases by 30.Asian Metal Copyright1 Chinese zircon sand producers' operating rate up by 0.7% compared with the previous month in Nov 2020 7
5.1.Asian Metal Copyright1.Asian Metal Copyright2 China's zircon sand output increases by 1.8% MOM in Nov 2020 7
5.1.Asian Metal Copyright2.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 9.8% MOM in Nov 2020 7
5.2 Producers statistics for zirconium silicate 8
5.2.Asian Metal Copyright4%min EXW China 14 7.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate down by 1.4% MOM in Nov 2020 8
5.2.Asian Metal Copyright2 China's zircon sand output increases by 1.Asian Metal Copyright2 China's zirconium silicate output down by 2.8% MOM in Nov 2020 8
5.2.Asian Metal Copyright7% MOM in Nov 2020 11 5.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks up by 32.3% MOM in Nov 2020 8
5.3 Producers statistics for zirconium oxychloride 9
5.3.Asian Metal Copyright2% from the previous month in Nov 2020 9 5.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 3.2% from the previous month in Nov 2020 9
5.3.Asian Metal Copyright1 Image Resources provides exploration update on Boonanarring Mineral Sands Project 6 4.Asian Metal Copyright2 China's zirconium oxychloride output increases by 4.9% MOM in Nov 2020 9
5.3.Asian Metal Copyright9 South African zircon sand 66%min CIF China 14 7.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks rise by 5.7% MOM in Nov 2020 10
5.4 Producers statistics for fused zirconia 10
5.4.Asian Metal Copyright2.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 12.7% MOM in Nov 2020 10
5.4.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 31.Asian Metal Copyright2 China's fused zirconia output up by 12.7% MOM in Nov 2020 11
5.4.Asian Metal Copyright11 Indonesian zircon sand 66%min CIF China 14 .Asian Metal Copyright3 Chinese fused zirconia producers' stocks down by 2.5% MOM in Nov 2020 11
5.5 Producers statistics for zirconium sponge 11
5.5.Asian Metal Copyright2 South zircon sand 66%min CIF China 5 3.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 22.3% YOY in Nov 2020 11
5.5.Asian Metal Copyright5.Asian Metal Copyright2 China's zirconium sponge output up by 4.7% MOM in Nov 2020 12
5.5.Asian Metal Copyright6 Fused zirconia 98.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 31.5% MOM in Nov 2020 12
6 Customs Statistics (Oct 2020) 12
6.1 China's zirconium ore and concentrate import volume up by 63.8% MOM in Oct 2020 12
6.2 China's zirconium oxychloride export volume up by 10.7% MOM in Oct 2020 12
6.3 China's zirconium carbonate export volume increases by 30.6% MOM in Oct 2020 13
7 Market Outlook for Next Month 13
7.1 Zircon sand 65%min EXW China 13
7.2 Zirconium silicate 64.5%min EXW China 13
7.3 Zirconium oxychloride 36%min EXW China 13
7.4 Zirconium carbonate 40%min EXW China 13
7.5 Zirconium carbonate 40%min, Cl 50ppm EXW China 13
7.6 Fused zirconia 98.5%min EXW China 14
7.7 Zirconium sponge Zr+Hf 99.4%min EXW China 14
7.8 Australian zircon sand 66%min CIF China 14
7.9 South African zircon sand 66%min CIF China 14
7.10 South African zircon sand 65%min CIF China 14
7.11 Indonesian zircon sand 66%min CIF China 14


.Asian Metal Copyright1 Zibo Yongbang reduces zirconium silicate output 6 4Asian Metal Copyright