Monthly Zirconium Market Report Jul 2022

Contents


1 Market Highlights 3
2 Economy and Policy 3
2.1 GACC: China's import and export value of foreign trade up by 9.4% YoY in Jan-Jun 3
2.2 NDRC allocates RMB2.4 billion to support construction of energy conservation and carbon reduction projects 3
3.3 IMF again cuts global economy growth forecast for 2022 and 2023 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 Copyright12 South African zircon sand 65%min CIF China RMBt 13 8.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 Copyright1Chinese zircon sand producers' operating rate down by 0.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright57% MoM in Jul 2022 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 Shenghe Resources signs strategic cooperation framework agreement with dominant shareholder and LB Group 5
4.2 Guangdong Dongpeng's zirconium silicate purchase prices fixed 6
4.3 Lomon Billions raises prices for titanium sponge, zirconium sponge and others 6
4.4 Base Titanium to spend $28.1 million on new mining site in Kwale 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright29% MoM in Jul 2022 11 6.Asian Metal Copyright1Chinese zircon sand producers' operating rate down by 0.55% in Jul 2022 6
5.1.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 35.Asian Metal Copyright2 China's zircon sand output down by 1.71% MoM in Jul 2022 6
5.1.Asian Metal Copyright2.Asian Metal Copyright3 Chinese zircon sand producers' stocks up by 7.46% MoM in Jul 2022 7
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright1 China's zirconium ore and concentrate import volume down by 22.Asian Metal Copyright1Chinese zirconium silicate producers' operating rate up by 1.98% MoM in Jul 2022 7
5.2.Asian Metal Copyright1.Asian Metal Copyright2 China's zirconium silicate output up by 5.42% MoM in Jul 2022 8
5.2.Asian Metal Copyright2.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks down by 11.45% MoM in Jul 2022 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright13 Indonesian zircon sand 66%min CIF China USDt 14 .Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 3.08% MoM in Jul 2022 8
5.3.Asian Metal Copyright2 NDRC allocates RMB2.Asian Metal Copyright2 China's zirconium oxychloride output up by 4.40% MoM in Jul 2022 9
5.3.Asian Metal Copyright2 Producers statistics for zirconium silicate 7 5.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 3.73% MoM in Jul 2022 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright1.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 1.95% MoM in Jul 2022 9
5.4.Asian Metal Copyright1 Chinese Market Movement 3 3.Asian Metal Copyright2 China's fused zirconia output down by 3.57% MoM in Jul 2022 10
5.4.Asian Metal Copyright3 Lomon Billions raises prices for titanium sponge, zirconium sponge and others 6 4.Asian Metal Copyright3 Chinese fused zirconia producers' stocks up by 19.51% MoM in Jul 2022 10
5.5 Producers statistics for zirconium sponge 11
5.5.Asian Metal Copyright8 Australian zircon sand 66%min CIF China USDt 13 8.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 2.38% MoM in Jul 2022 11
5.5.2 China's zirconium sponge output down by 15% MoM in Jul 2022 11
5.5.Asian Metal Copyright2.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 35.29% MoM in Jul 2022 11
6. Customs statistics 11
6.1 China's zirconium ore and concentrate import volume down by 22.83% MoM in Jun 2022 11
6.2 China's zirconium oxychloride export volume down by 5.16% MoM in Jun 2022 12
6.3 China's zirconium carbonate export volume down by 30.90% MoM in Jun 2022 12
7 Relevant Industry News 13
7.1 NDRC: China's steel industry should further reduce crude steel production 13
8 Market Outlook for Next Month 13
8.1 Zircon sand 65%min EXW China (RMB/t) 13
8.2 Zirconium silicate 64.5%min EXW China (RMB/t) 13
8.3 Zirconium oxychloride 36%min EXW China (RMB/t) 13
8.4 Zirconium carbonate 40%min EXW China (RMB/t) 13
8.5 Zirconium carbonate 40%min, Cl 50ppm EXW China (RMB/t) 13
8.6 Fused zirconia 98.5%min EXW China (RMB/t) 13
8.7 Zirconium sponge Zr+Hf 99.4%min EXW China (RMB/t) 13
8.8 Australian zircon sand 66%min CIF China (USD/t) 13
8.9 Australian zircon sand 66%min CIF China (RMB/t) 13
8.10 South African zircon sand 66%min CIF China (USD/t) 13
8.11 South African zircon sand 65%min CIF China (USD/t) 13
8.12 South African zircon sand 65%min CIF China (RMB/t) 13
8.13 Indonesian zircon sand 66%min CIF China (USD/t) 14


.Asian Metal Copyright16% MoM in Jun 2022 12 6Asian Metal Copyright