Monthly Zirconium Market Report Mar 2021

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 Exchange rate of USD against offshore RMB up by 959 points in March 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 Copyright3 Sheffield Resources completes joint venture with Yansteel 6 4.Asian Metal Copyright6 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 1.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 5
4 Company news 6
4.1 Fujian Zhaotai to increase zirconium silicate output 6
4.2 Zibo Tianxiang increases zirconium dioxide output MoM 6
4.3 Sheffield Resources completes joint venture with Yansteel 6
4.4 Strandline completes debt funding for Coburn Mineral Sands Project 6
4.4 Orient Zirconia to transfer 100% equity of Chaoyang Oriental Zirconium to Yunnan Guoti 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright85% MoM in Mar 2021 7 5.Asian Metal Copyright1 Chinese zircon sand producers' operating rate up by 15.77% compared with the previous month in Mar 2021 6
5.1.Asian Metal Copyright10 South African zircon sand 65%min CIF China 13 7.Asian Metal Copyright2 China's zircon sand output up by 55.02% MoM in Mar 2021 7
5.1.Asian Metal Copyright5 Producers statistics for zirconium sponge 11 5.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 34.07% MoM in Mar 2021 7
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright5 Zirconium carbonate 40%min, Cl 50ppm EXW China 4 3.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate up by 33.85% MoM in Mar 2021 7
5.2.Asian Metal Copyright4%min EXW China 13 7.Asian Metal Copyright2 China's zirconium silicate output up by 2.07 times MoM in Mar 2021 8
5.2.Asian Metal Copyright5%min EXW China 13 7.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks up by 24.48% MoM in Mar 2021 8
5.3 Producers statistics for zirconium oxychloride 9
5.3.Asian Metal Copyright3 Zirconium oxychloride 36%min EXW China 3 3.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 17.54% from the previous month in Mar 2021 9
5.3.Asian Metal Copyright54% from the previous month in Mar 2021 9 5.Asian Metal Copyright2 China's zirconium oxychloride output increases by 30.56% MoM in Mar 2021 9
5.3.Asian Metal Copyright3 Sheffield Resources completes joint venture with Yansteel 6 4.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 3.33% MoM in Mar 2021 9
5.4 Producers statistics for fused zirconia 10
5.4.Asian Metal Copyright51% MoM in Mar 2021 10 5.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 1.96% MoM in Mar 2021 10
5.4.Asian Metal Copyright02% MoM in Mar 2021 7 5.Asian Metal Copyright2 China's fused zirconia output up by 3.51% MoM in Mar 2021 10
5.4.Asian Metal Copyright4 Producers statistics for fused zirconia 10 5.Asian Metal Copyright3 Chinese fused zirconia producers' stocks down by 17.12% MoM in Mar 2021 10
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 up by 16.58% YoY in Mar 2021 11
5.5.Asian Metal Copyright7 Zirconium sponge Zr+Hf 99.Asian Metal Copyright2 China's zirconium sponge output down by 1.28 times in Mar 2021 11
5.5.3 Chinese zirconium sponge producers' stocks up by 16% MoM in Mar 2021 11
6 Customs Statistics (Feb 2021) 12
6.1 China's zirconium ore and concentrate import volume down by 49.2% MoM in Feb 2020 12
6.2 China's zirconium oxychloride export volume down by 16.49% MoM in Feb 2021 12
6.3 China's zirconium carbonate export volume decreases by 25.47% MOM in Feb 2021 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 Copyright2 Zibo Tianxiang increases zirconium dioxide output MoM 6 4Asian Metal Copyright