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%min EXW China RMBt 13 7.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 Copyright2.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright69% MoM in Dec 2021 10 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 Copyright1Chinese zircon sand producers' operating rate up by 9.Asian Metal Copyright1Chinese zircon sand producers' operating rate up by 9.06% in Dec 2021 6
5.1.Asian Metal Copyright8 Australian zircon sand 66%min CIF China USDt 13 7.Asian Metal Copyright2 China's zircon sand output up by 13.04% MoM in Dec 2021 6
5.1.Asian Metal Copyright1Chinese zirconium silicate producers' operating rate up by 6.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 Copyright2 International Market Movements 5 3.Asian Metal Copyright1Chinese zirconium silicate producers' operating rate up by 6.29% MoM in Dec 2021 7
5.2.Asian Metal Copyright5%min EXW China 4 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 Copyright05% MoM in Dec 2021 8 5.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 7.8% MoM in Dec 2021 8
5.3.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 7.Asian Metal Copyright2 China's zirconium oxychloride output up down by 11.45% MoM in Dec 2021 9
5.3.Asian Metal Copyright4%min EXW China 5 3.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 Copyright31% MoM in Dec 2021 7 5.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 2.5% MoM in Dec 2021 10
5.4.Asian Metal Copyright5.Asian Metal Copyright2 China's fused zirconia output down by 3.69% MoM in Dec 2021 10
5.4.Asian Metal Copyright5 Zirconium oxychloride 36%min EXW China 4 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 Copyright1 Chinese zirconium sponge producers' operating rate down by 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 Copyright2.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 Copyright78% MoM in Dec 2021 10 5Asian Metal Copyright