Monthly Zirconium Market Report Jan 2021

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 Exchange rate of USD against offshore RMB down by 699 points in Jan 2021 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 Copyright1 Australian zircon sand 66%min CIF China 5 3.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 Copyright4 Indonesian zircon sand 66%min CIF China 6 4 Company news 6 4.Asian Metal Copyright6 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright2 China's zircon sand output increases by 0.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 Monalisa to acquire subsidiary of Jiangxi Pujing Ceramics 6
4.2 Image Resources reports sales of 310kt HMC from Boonanarring Project in 2020 6
4.3 Shenghe Resources releases production and sales plan of major products for next two years 6
4.4 Yulin Fine Zirconium's zirconium silicate annual output drops YOY 6
4.5 Sanxiang Advanced Materials' nano zirconia project launches commercial production 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 4.Asian Metal Copyright1 Chinese zircon sand producers' operating rate up by 0.42% compared with the previous month in Jan 2021 6
5.1.Asian Metal Copyright2 China's zirconium oxychloride output increases by 2.Asian Metal Copyright2 China's zircon sand output increases by 0.17% MOM in Jan 2021 7
5.1.Asian Metal Copyright4.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 5.19% MOM in Jan 2021 7
5.2 Producers statistics for zirconium silicate 8
5.2.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks down by 1.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate drops by 1.50% MOM in Jan 2021 8
5.2.Asian Metal Copyright3 China's zirconium carbonate export volume increases by 3.Asian Metal Copyright2 China's zirconium silicate output down by 2.93% MOM in Jan 2021 8
5.2.Asian Metal Copyright2 Zirconium silicate 64.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks down by 1.68% MOM in Jan 2021 8
5.3 Producers statistics for zirconium oxychloride 9
5.3.Asian Metal Copyright3.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 1.77% from the previous month in Jan 2021 9
5.3.Asian Metal Copyright39% MOM in Jan 2021 11 5.Asian Metal Copyright2 China's zirconium oxychloride output increases by 2.42% MOM in Jan 2021 9
5.3.Asian Metal Copyright3 Shenghe Resources releases production and sales plan of major products for next two years 6 4.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 5.72% MOM in Jan 2021 9
5.4 Producers statistics for fused zirconia 10
5.4.Asian Metal Copyright1 Chinese Market Movement 3 3.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 9.27% MOM in Jan 2021 10
5.4.Asian Metal Copyright2 South zircon sand 66%min CIF China 5 3.Asian Metal Copyright2 China's fused zirconia output up by 18.03% MOM in Jan 2021 10
5.4.Asian Metal Copyright77% from the previous month in Jan 2021 9 5.Asian Metal Copyright3 Chinese fused zirconia producers' stocks down by 5.39% MOM in Jan 2021 11
5.5 Producers statistics for zirconium sponge 11
5.5.Asian Metal Copyright5.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 4.21% MOM in Jan 2021 11
5.5.Asian Metal Copyright4 Yulin Fine Zirconium's zirconium silicate annual output drops YOY 6 4.Asian Metal Copyright2 China's zirconium sponge output up by 8.89% MOM in Jan 2021 11
5.5.Asian Metal Copyright2 Image Resources reports sales of 310kt HMC from Boonanarring Project in 2020 6 4.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 12.7% MOM in Jan 2021 11
6 Customs Statistics (Dec 2020) 12
6.1 China's zirconium ore and concentrate import volume up by 40.29% MOM in Dec 2020 12
6.2 China's zirconium oxychloride export volume up by 23.17% MOM in Dec 2020 12
6.3 China's zirconium carbonate export volume increases by 3.24% MOM in Dec 2020 12
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 13
7.7 Zirconium sponge Zr+Hf 99.4%min EXW China 13
7.8 Australian zircon sand 66%min CIF China 13
7.9 South African zircon sand 66%min CIF China 13
7.10 South African zircon sand 65%min CIF China 13
7.11 Indonesian zircon sand 66%min CIF China 13


.Asian Metal Copyright4 Zirconium carbonate 40%min EXW China 13 7Asian Metal Copyright