Monthly Zirconium Market Report May 2021

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 Exchange rate of USD against offshore RMB down by 1213 points in May 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.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 3
3.1.5 Zirconium carbonate 40%min, Cl 50ppm EXW China 4
3.1.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 6.Asian Metal Copyright6 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright93% MoM in May 2021 11 6 Customs Statistics Mar 2021 11 6.Asian Metal Copyright7 Zirconium sponge Zr+Hf 99.4%min EXW China 4
3.2 International Market Movements 4
3.2.1 Australian zircon sand 66%min CIF China 4
3.2.2 South African zircon sand 66%min CIF China 5
3.2.3 South African zircon sand 65%min CIF China 5
3.2.4 Indonesian zircon sand 66%min CIF China 5
4 Company news 5
4.1 Shandong to start 2nd batch of 2nd round of ecological environmental inspections 5
4.2 Bengbu Huayang to increase zirconium silicate output 5
4.3 Granada Gold reports massive rare earth and alkali metals on Big Claim in Quebec 5
4.4 Construction of Yunnan Donggao Fused Zirconia Project of 30,000tpy launched 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright3 Zirconium oxychloride 36%min EXW China 12 7.Asian Metal Copyright1 Chinese zircon sand producers' operating rate down by 3.35% compared with the previous month in May 2021 6
5.1.Asian Metal Copyright1.Asian Metal Copyright2 China's zircon sand output down by 8.84% MoM in May 2021 6
5.1.Asian Metal Copyright52% MoM in May 2021 6 5.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 13.52% MoM in May 2021 6
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright4 Producers statistics for fused zirconia 9 5.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate up by 3.04% MoM in May 2021 7
5.2.Asian Metal Copyright4 Zirconium carbonate 40%min EXW China 3 3.Asian Metal Copyright2 China's zirconium silicate output up by 5.84% MoM in May 2021 7
5.2.Asian Metal Copyright4 Zirconium carbonate 40%min EXW China 3 3.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks down by 19.15% MoM in May 2021 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright2 China's zirconium sponge output up by 1.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate down by 3.37% from the previous month in May 2021 8
5.3.Asian Metal Copyright4%min EXW China 4 3.Asian Metal Copyright2 China's zirconium oxychloride output increases by 4.41% MoM in May 2021 8
5.3.Asian Metal Copyright5 Zirconium carbonate 40%min, Cl 50ppm EXW China 12 7.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 26.74% MoM in May 2021 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright6 Fused zirconia 98.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 2.56% MoM in May 2021 9
5.4.Asian Metal Copyright2.Asian Metal Copyright2 China's fused zirconia output up by 4.19% MoM in May 2021 10
5.4.Asian Metal Copyright74% MoM in May 2021 9 5.Asian Metal Copyright3 Chinese fused zirconia producers' stocks down by 0.6% MoM in May 2021 10
5.5 Producers statistics for zirconium sponge 10
5.5.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 13.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 20.2% YoY in May 2021 10
5.5.Asian Metal Copyright6 Fused zirconia 98.Asian Metal Copyright2 China's zirconium sponge output up by 1.51 times YoY in May 2021 11
5.5.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 2.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 6.93% MoM in May 2021 11
6 Customs Statistics (Mar 2021) 11
6.1 China's zirconium ore and concentrate import volume up by 29.23% MoM in Apr 2020 11
6.2 China's zirconium oxychloride export volume down by 32.29% MoM in Apr 2021 11
6.3 China's zirconium carbonate export volume down by 4.76% MoM in Apr 2021 12
7 Market Outlook for Next Month 12
7.1 Zircon sand 65%min EXW China 12
7.2 Zirconium silicate 64.5%min EXW China 12
7.3 Zirconium oxychloride 36%min EXW China 12
7.4 Zirconium carbonate 40%min EXW China 12
7.5 Zirconium carbonate 40%min, Cl 50ppm EXW China 12
7.6 Fused zirconia 98.5%min EXW China 12
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 Copyright3 South African zircon sand 65%min CIF China 5 3Asian Metal Copyright