Monthly Zirconium Market Report Dec 2021

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 China's central bank to cut reserve requirement ratio by 0.5 basis points from Dec 15 3
2.2 Ministry of Finance to increase tax and fee cuts in 2022 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 Copyright5 Zirconium oxychloride 36%min EXW China 4 3.Asian Metal Copyright4 Zirconium silicate 64.5%min EXW China 4
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 Copyright4.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright04% MoM in Dec 2021 6 5.Asian Metal Copyright9 Zirconium sponge Zr+Hf 99.4%min EXW 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 5
4.1 Tronox marks export prices of zircon sand to China up for Q1 2022 5
4.2 Australian Strategic Materials provides updates for Dubbo Polymetallic Project 5
4.3 Zhanjiang Gonghe Mineral to resume zircon sand production 6
4.4 Strandline Resources signs agreement with Tanzanian government to develop zircon, titanium mineral sands projects 6
4.5 Australian Strategic Materials signs critical metals supply deal with South Korean company 6
4.6 Iluka raises zircon sand export prices to China for Q1 2022 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright5.Asian Metal Copyright1Chinese zircon sand producers' operating rate up by 9.06% in Dec 2021 6
5.1.Asian Metal Copyright5.Asian Metal Copyright2 China's zircon sand output up by 13.04% MoM in Dec 2021 6
5.1.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 2.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 3.31% MoM in Dec 2021 7
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright1 Zircon sand 65%min EXW China RMBt 13 7.Asian Metal Copyright1Chinese zirconium silicate producers' operating rate up by 6.29% MoM in Dec 2021 7
5.2.Asian Metal Copyright2 Ministry of Finance to increase tax and fee cuts in 2022 3 3 Market Movement 3 3.Asian Metal Copyright2 China's zirconium silicate output up by 17.05% MoM in Dec 2021 8
5.2.Asian Metal Copyright1.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks up by 3.97% MoM in Dec 2021 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright1Chinese zirconium silicate producers' operating rate up by 6.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 7.8% MoM in Dec 2021 8
5.3.Asian Metal Copyright2 Australian Strategic Materials provides updates for Dubbo Polymetallic Project 5 4.Asian Metal Copyright2 China's zirconium oxychloride output up down by 11.45% MoM in Dec 2021 9
5.3.Asian Metal Copyright4 Indonesian zircon sand 66%min CIF China 5 4 Company news 5 4.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 26.09% MoM in Dec 2021 9
5.4 Producers statistics for fused zirconia 10
5.4.Asian Metal Copyright3 Zhanjiang Gonghe Mineral to resume zircon sand production 6 4.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 2.5% MoM in Dec 2021 10
5.4.Asian Metal Copyright1 Chinese Market Movement 3 3.Asian Metal Copyright2 China's fused zirconia output down by 3.69% MoM in Dec 2021 10
5.4.Asian Metal Copyright4%min EXW China 5 3.Asian Metal Copyright3 Chinese fused zirconia producers' stocks up by 17.78% MoM in Dec 2021 10
5.5 Producers statistics for zirconium sponge 11
5.5.Asian Metal Copyright5 basis points from Dec 15 3 2.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 2.5%min MoM in Dec 2021 11
5.5.2 China's zirconium sponge output unchanged MoM in Dec 2021 11
5.5.Asian Metal Copyright78% MoM in Dec 2021 10 5.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 4.76% MoM in Dec 2021 11
6 Customs Statistics 11
6.1 China's zirconium ore and concentrate import volume down by 7.55% MoM in Nov 2021 11
6.2 China's zirconium oxychloride export volume up by 34.08% MoM in Nov 2021 12
6.3 China's zirconium carbonate export volume down by 12.70% MoM in Nov 2021 12
7 Market Outlook for Next Month 13
7.1 Zircon sand 65%min EXW China (RMB/t) 13
7.2 Zirconium silicate 64.5%min EXW China (RMB/t) 13
7.3 Zirconium oxychloride 36%min EXW China (RMB/t) 13
7.4 Zirconium carbonate 40%min EXW China (RMB/t) 13
7.5 Zirconium carbonate 40%min, Cl 50ppm EXW China (RMB/t) 13
7.6 Fused zirconia 98.5%min EXW China (RMB/t) 13
7.7 Zirconium sponge Zr+Hf 99.4%min EXW China (RMB/t) 13
7.8 Australian zircon sand 66%min CIF China (USD/t) 13
7.9 Australian zircon sand 66%min CIF China (RMB/t) 14
7.10 South African zircon sand 66%min CIF China (USD/t) 14
7.11 South African zircon sand 65%min CIF China (USD/t) 14
7.12 South African zircon sand 65%min CIF China (RMB/t) 14
7.13 Indonesian zircon sand 66%min CIF China (USD/t) 14


.Asian Metal Copyright5%min EXW China RMBt 13 7Asian Metal Copyright