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 Copyright2 China's fused zirconia output up by 12.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 Copyright3% MOM in Nov 2020 8 5.Asian Metal Copyright6 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright1 Exchange rate of USD against offshore RMB down by 1,268 points in Nov 2020 3 3 Market Movement 3 3.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.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 Copyright4 Strandline Resources secures port access for export of Coburn's mineral sands products 6 4.Asian Metal Copyright2 China's zircon sand output increases by 1.8% MOM in Nov 2020 7
5.1.Asian Metal Copyright4 Producers statistics for fused zirconia 10 5.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 Copyright1 Image Resources provides exploration update on Boonanarring Mineral Sands Project 6 4.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate down by 1.4% MOM in Nov 2020 8
5.2.Asian Metal Copyright4.Asian Metal Copyright2 China's zirconium silicate output down by 2.8% MOM in Nov 2020 8
5.2.Asian Metal Copyright7 Zirconium sponge Zr+Hf 99.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 Copyright5 Producers statistics for zirconium sponge 11 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.Asian Metal Copyright2 China's zirconium oxychloride output increases by 4.9% MOM in Nov 2020 9
5.3.Asian Metal Copyright1.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 Copyright6 Fused zirconia 98.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 12.7% MOM in Nov 2020 10
5.4.Asian Metal Copyright1.Asian Metal Copyright2 China's fused zirconia output up by 12.7% MOM in Nov 2020 11
5.4.Asian Metal Copyright5%min EXW China 13 7.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 China's zircon sand output increases by 1.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 22.3% YOY in Nov 2020 11
5.5.Asian Metal Copyright7% MOM in Oct 2020 12 6.Asian Metal Copyright2 China's zirconium sponge output up by 4.7% MOM in Nov 2020 12
5.5.Asian Metal Copyright3.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 Copyright3 Producers statistics for zirconium oxychloride 9 5Asian Metal Copyright