Monthly Zirconium Market Report Sep 2021

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 Exchange rate of USD against offshore RMB down from 1 Sep 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 South African zircon sand 65%min CIF China 3
3.1.3 Australian zircon sand 66%min CIF China 3
3.1.Asian Metal Copyright3 Chinese fused zirconia producers' stocks down by 24.Asian Metal Copyright4 Zirconium silicate 64.5%min EXW China 3
3.1.5 Zirconium oxychloride 36%min EXW China 4
3.1.6 Zirconium carbonate 40%min EXW China 4
3.1.7 Zirconium carbonate 40%min, Cl 50ppm EXW China 4
3.1.Asian Metal Copyright2 Producers statistics for zirconium silicate 7 5.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright4.Asian Metal Copyright9 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 Orient Zirconic raises prices for zirconium products from Sep 2 5
4.2 Utmost's alloy casting project to go into production 5
4.3 Ukraine again tries to sell titanium and zirconium miner 5
4.4 Iluka marks export prices of zircon sand to China up for Q4 6
4.5 Orient Zirconic raises sales price for zirconium products 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright2 China's fused zirconia output down by 6.Asian Metal Copyright1Chinese zircon sand producers' operating rate down by 1.08% in September 2021 6
5.1.Asian Metal Copyright11% MoM in September 2021 7 5.Asian Metal Copyright2 China's zircon sand output down by 2.84% MoM in September 2021 6
5.1.3 Chinese zircon sand producers' stocks up by 60% MoM in September 2021 6
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright2 Utmost's alloy casting project to go into production 5 4.Asian Metal Copyright1Chinese zirconium silicate producers' operating rate down by 8.33% MoM in September 2021 7
5.2.Asian Metal Copyright38% MoM in September 2021 11 6 Customs Statistics 11 6.Asian Metal Copyright2 China's zirconium silicate output down by 16.11% MoM in September 2021 7
5.2.Asian Metal Copyright1.Asian Metal Copyright3Chinese zirconium silicate producers' stocks down by 18.22% MoM in September 2021 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright2 South African zircon sand 66%min CIF China 5 3.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate down by 2.08% MoM in September 2021 8
5.3.Asian Metal Copyright4 Producers statistics for fused zirconia 9 5.Asian Metal Copyright2 China's zirconium oxychloride output up down by 3.02% MoM in September 2021 8
5.3.Asian Metal Copyright1 China's zirconium ore and concentrate import volume down by 7.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 8.33% MoM in September 2021 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright8 Fused zirconia 98.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 4.33% MoM in September 2021 9
5.4.Asian Metal Copyright8 Australian zircon sand 66%min CIF China USDt 13 7.Asian Metal Copyright2 China's fused zirconia output down by 6.65% MoM in September 2021 10
5.4.Asian Metal Copyright6 Zirconium carbonate 40%min EXW China 4 3.Asian Metal Copyright3 Chinese fused zirconia producers' stocks down by 24.17% MoM in September 2021 10
5.5 Producers statistics for zirconium sponge 10
5.5.1 Chinese zirconium sponge producers' operating rate down by 5% MoM in September 2021 10
5.5.Asian Metal Copyright6 Zirconium carbonate 40%min EXW China 4 3.Asian Metal Copyright2 China's zirconium sponge output down by 11.76% MoM in September 2021 11
5.5.Asian Metal Copyright8 Fused zirconia 98.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 35.38% MoM in September 2021 11
6 Customs Statistics 11
6.1 China's zirconium ore and concentrate import volume down by 7.55% MoM in September 2020 11
6.2 China's zirconium oxychloride export volume up by 34.08% MoM in September 2021 12
6.3 China's zirconium carbonate export volume down by 12.70% MoM in September 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 (USD/t) 13
7.9 Australian zircon sand 66%min CIF China (RMB/t) 13
7.10 South African zircon sand 66%min CIF China (USD/t) 13
7.11 South African zircon sand 65%min CIF China (USD/t) 13
7.12 South African zircon sand 65%min CIF China (RMB/t) 13
7.13 Indonesian zircon sand 66%min CIF China 13


.Asian Metal Copyright1 Producers statistics for zircon sand 6 5Asian Metal Copyright