Monthly Germanium Market Report Nov 2021

Content

1 Market Highlights 2
2 Economy and Policy 2
2.1 NDRC: Power plants' coal stocks exceed 143 million tons 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright3 Germanium Dioxide 99.Asian Metal Copyright1 Germanium metal 99.99%min EXW D/P 2
3.1.Asian Metal Copyright1 Tongli Germanium to resume germanium metal production 3 4.Asian Metal Copyright2 Germanium dioxide 99.99%min EXW D/P 2
3.2 Chinese Export Market 2
3.2.Asian Metal Copyright99%min price trend from 2021-10-01 to 2021-11-30 USDkg 3 Graph 6 U.Asian Metal Copyright1 Germanium metal 99.99%min FOB China 2
3.2.Asian Metal Copyright3 AM Stats: Chinese germanium metal producers' stocks up by 100% YoY in Nov 2021 4 6 Export Statistics 4 6.Asian Metal Copyright2 Germanium Dioxide 99.99%min FOB China 2
3.3 International Market 3
3.3.Asian Metal Copyright2 Kunming Huiquan resumes germanium metal production 3 5 Producers Statistics 3 5.Asian Metal Copyright1 Germanium metal 99.99%min in Rotterdam Warehouse 3
3.3.Asian Metal Copyright3 International Market 3 3.Asian Metal Copyright2 Germanium metal 99.99%min Delivered America 3
3.3.Asian Metal Copyright1 NDRC: Power plants' coal stocks exceed 143 million tons 2 3 Market Movements 2 3.Asian Metal Copyright3 Germanium Dioxide 99.99%min Delivered America 3
4 Company News 3
4.1 Tongli Germanium to resume germanium metal production 3
4.2 Kunming Huiquan resumes germanium metal production 3
5 Producers Statistics 3
5.1 AM Stats: Chinese germanium metal producers' operating rate down by 10.56% YoY in Nov 2021 3
5.2 AM Stats: Chinese germanium metal producers' output down by 6.79% YoY in Nov in 2021 4
5.3 AM Stats: Chinese germanium metal producers' stocks up by 100% YoY in Nov 2021 4
6 Export Statistics 4
6.1 China's wrought germanium export volume increased 164.11% YoY in Oct 2021 4
7 Related Industry News 5
7.1 Yunnan Germanium: 4-inch indium phosphide wafer industrialization project to be completed by end of this year 5
8 Market Outlook for Next Month 5
8.1 Germanium metal 99.99%min EXW China 5
8.2 Germanium metal 99.99%min FOB China 5
8.3 Germanium dioxide 99.99%min EXW China 5
8.4 Germanium dioxide 99.99%min FOB China 5
8.5 Germanium metal 99.99%min in warehouse Rotterdam 5
8.6 Germanium metal 99.99%min Delivered America 5
8.7 Germanium dioxide 99.99%min Delivered America 5

Graph

Graph 1 Chinese germanium metal 99.99%min price trend from 2021-10-01 to 2021-11-30 (RMB/kg) 2
Graph 2 Chinese germanium dioxide 99.99%min price trend from 2021-10-01 to 2021-11-30 (RMB/kg) 2
Graph 3 Chinese germanium metal 99.99%min FOB price trend from 2021-10-01 to 2021-11-30 (USD/kg) 2
Graph 4 Chinese germanium dioxide 99.99%min FOB price trend from 2021-10-01 to 2021-11-30 (USD/kg) 2
Graph 5 European germanium metal 99.99%min price trend from 2021-10-01 to 2021-11-30 (USD/kg) 3
Graph 6 U.S.Asian Metal Copyright3.Asian Metal Copyright germanium metal 99.99%min price trend from 2021-10-01 to 2021-11-30 (USD/kg) 3
Graph 7 U.S.Asian Metal Copyright99%min price trend from 2021-10-01 to 2021-11-30 RMBkg 2 Graph 3 Chinese germanium metal 99.Asian Metal Copyright germanium dioxide 99.99%min price trend from 2021-10-01 to 2021-11-30 (USD/kg) 3
Graph 8 Chinese germanium metal producers' operating rate from 2020-11 to 2021-11 (%) 3
Graph 9 Chinese germanium metal producers' operating rate by province from 2020-11 to 2021-11 (%) 3
Graph 10 Chinese germanium metal producers' monthly output from 2020-11 to 2021-11 (kg) 4
Graph 11 Chinese germanium metal producers' monthly output from 2020-11 to 2021-11 by province (kg) 4
Graph 12 Chinese germanium metal producers' monthly stocks from 2020-11 to 2021-11 (kg) 4
Graph 13 Chinese germanium metal producers' monthly stocks by major province from 2020-11 to 2021-11 (kg) 4
Graph 14 China's exports of germanium metal by month from 2020-10 to 2021-10 (kg) 4
Graph 15 China's monthly exports of germanium metal by major destination from 2020-10 to 2021-10 (kg) 5

Table

Table 1 Chinese germanium metal producers' operating rate by province from 2020-11 to 2021-11 4
Table 2 Chinese germanium metal producers' monthly output from 2020-11 to 2021-11 by province (kg) 4
Table 3 Chinese germanium metal producers' monthly stocks by major province from 2020-11 to 2021-11 (kg) 4
Table 4 China's monthly exports of germanium metal by major destination from 2020-10 to 2021-10 (kg) 5


.Asian Metal Copyright1 Yunnan Germanium: 4-inch indium phosphide wafer industrialization project to be completed by end of this year 5 8 Market Outlook for Next Month 5 8Asian Metal Copyright