Monthly Zirconium Market Report Aug 2021

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 Exchange rate of USD against offshore RMB down from 1 Aug 2021 3
3 Market Movement 3
3.1 Chinese Market Movement 3
3.1.1 Zircon sand 65%min EXW China 3
3.1.2 Australian zircon sand 66%min CIF China 3
3.1.Asian Metal Copyright1.Asian Metal Copyright3 Zirconium silicate 64.5%min EXW China 3
3.1.4 Zirconium oxychloride 36%min EXW China 3
3.1.5 Zirconium carbonate 40%min EXW China 4
3.1.6 Zirconium carbonate 40%min, Cl 50ppm EXW China 4
3.1.Asian Metal Copyright4.Asian Metal Copyright7 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright3.Asian Metal Copyright8 Zirconium sponge Zr+Hf 99.4%min EXW China 4
3.1.9 Australian zircon sand 66%min CIF China 4
3.1.10 South African zircon sand 65%min CIF China 5
3.2 International Market Movements 5
3.2.1 Australian zircon sand 66%min CIF China 5
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 6
4.1 Tronox marks zircon sand export prices to China up for Q4 6
4.2 RBM to resume operation soon 6
4.3 South African Foskor Zirconia to increase zircon sand consumption 6
4.4 Orient Zirconia raises prices of relative zirconium products 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright5%min EXW China 4 3.Asian Metal Copyright1Chinese zircon sand producers' operating rate down reached 39.44% in August 2021 6
5.1.Asian Metal Copyright1 Tronox marks zircon sand export prices to China up for Q4 6 4.Asian Metal Copyright2 China's zircon sand output up by 6.15% MoM in August 2021 6
5.1.Asian Metal Copyright4 Zirconium carbonate 40%min EXW China 13 7.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 7.27% MoM in August 2021 7
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright1.Asian Metal Copyright1Chinese zirconium silicate producers' operating rate up by 6.26% MoM in August 2021 7
5.2.Asian Metal Copyright1.Asian Metal Copyright2 China's zirconium silicate output up by 1.36% MoM in August 2021 8
5.2.Asian Metal Copyright83% MoM in August 2021 10 5.Asian Metal Copyright3Chinese zirconium silicate producers' stocks up by 10.76% MoM in August 2021 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright2 International Market Movements 5 3.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 11.34% in August MoM 2021 8
5.3.Asian Metal Copyright2.Asian Metal Copyright2 China's zirconium oxychloride output up by 2.58% MoM in August 2021 9
5.3.Asian Metal Copyright5.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 36.84% MoM in August 2021 9
5.4 Producers statistics for fused zirconia 10
5.4.Asian Metal Copyright1.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 2.83% MoM in August 2021 10
5.4.Asian Metal Copyright2.Asian Metal Copyright2 China's fused zirconia output down by 0.23% MoM in August 2021 10
5.4.Asian Metal Copyright7 Fused zirconia 98.Asian Metal Copyright3 Chinese fused zirconia producers' stocks down by 19.46% MoM in August 2021 10
5.5 Producers statistics for zirconium sponge 11
5.5.Asian Metal Copyright10 South African zircon sand 65%min CIF China 14 7.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 2.5% MoM in August 2021 11
5.5.Asian Metal Copyright4%min EXW China 4 3.Asian Metal Copyright2 China's zirconium sponge output up by 6.25% MoM in August 2021 11
5.5.Asian Metal Copyright5.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 13.33% MoM in August 2021 11
6 Customs Statistics (Jun 2021) 11
6.1 China's zirconium ore and concentrate import volume down by 37.96% MoM in Jul 2020 11
6.2 China's zirconium oxychloride export volume up by 7.17% MoM in Jun 2021 12
6.3 China's zirconium carbonate export volume down by 14.89% MoM in June 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 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 Copyright2 RBM to resume operation soon 6 4Asian Metal Copyright