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 Copyright11 Indonesian zircon sand 66%min CIF China 13.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 Copyright1.Asian Metal Copyright6 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright1.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 Copyright5.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 Copyright3 Producers statistics for zirconium oxychloride 9 5.Asian Metal Copyright2 China's zircon sand output up by 55.02% MoM in Mar 2021 7
5.1.Asian Metal Copyright2.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 Copyright6 Fused zirconia 98.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate up by 33.85% MoM in Mar 2021 7
5.2.Asian Metal Copyright1 Zircon sand 65%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 Copyright3 Chinese zircon sand producers' stocks down by 34.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 Chinese zirconium silicate producers' stocks up by 24.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 Copyright1 Exchange rate of USD against offshore RMB up by 959 points in March 2021 3 3 Market Movement 3 3.Asian Metal Copyright2 China's zirconium oxychloride output increases by 30.56% MoM in Mar 2021 9
5.3.Asian Metal Copyright1 Fujian Zhaotai to increase zirconium silicate output 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 Copyright4 Zirconium carbonate 40%min EXW China 13 7.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 1.96% MoM in Mar 2021 10
5.4.Asian Metal Copyright1 Fujian Zhaotai to increase zirconium silicate output 6 4.Asian Metal Copyright2 China's fused zirconia output up by 3.51% MoM in Mar 2021 10
5.4.Asian Metal Copyright5%min EXW China 3 3.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% MoM in Feb 2020 12 6.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 16.58% YoY in Mar 2021 11
5.5.Asian Metal Copyright1.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 Copyright6 Fused zirconia 98Asian Metal Copyright