Monthly Zirconium Market Report Feb 2022

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 China releases 2023 Catalogue of Goods Subject to Export License Administration 3
2.2 World Bank lowers global economic growth forecast to 1.7% for 2023 3
2.3 China to launch new round of domestic strategic minerals prospecting 3
2.4 IMF raises forecast for global economic growth in 2023 to 2.9% 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 4
3.1.Asian Metal Copyright4%min EXW 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 zirconium silicate producers' operating rate down by 15.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 5
3.1.Asian Metal Copyright1 SAIC Motor's CBU vehicle sales fall by 47.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 6
4.1 LB Group's 1Mtpy titanium-zirconium ore processing project (Phase I) to start production in H1 2023 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright4.Asian Metal Copyright1Chinese zircon sand producers' operating rate down by 5.35% Mom in Jan 2023 6
5.1.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks down by 1.Asian Metal Copyright2 China's zircon sand output down by 17.70% MoM in Jan 2023 6
5.1.Asian Metal Copyright4 Zirconium carbonate 40%min EXW China RMBt 13 8.Asian Metal Copyright3 Chinese zircon sand producers' stocks up by 37.80% MoM in Jan 2023 6
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright7 Zirconium sponge Zr+Hf 99.Asian Metal Copyright1Chinese zirconium silicate producers' operating rate down by 15.04% MoM in Jan 2023 7
5.2.Asian Metal Copyright6 Zirconium carbonate 40%min EXW China 4 3.Asian Metal Copyright2 China's zirconium silicate output down by 55.07% MoM in Jan 2023 7
5.2.Asian Metal Copyright2 Zirconium silicate 64.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks down by 1.87% MoM in Jan 2023 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks up by 7.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate down by 20.44% MoM in Jan 2023 8
5.3.Asian Metal Copyright1 SAIC Motor's CBU vehicle sales fall by 47.Asian Metal Copyright2 China's zirconium oxychloride output down by 36.91% MoM in Jan 2023 8
5.3.Asian Metal Copyright1 Zircon sand 65%min EXW China 3 3.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks up by 7.41% MoM in Jan 2023 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright2 Producers statistics for zirconium silicate 7 5.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 7.11% MoM in Jan 2023 9
5.4.Asian Metal Copyright28% MoM in Jan 2023 10 5.Asian Metal Copyright2 China's fused zirconia output down by 26.74% MoM in Jan 2023 9
5.4.Asian Metal Copyright2.Asian Metal Copyright3 Chinese fused zirconia producers' stocks down by 10.28% MoM in Jan 2023 10
5.5 Producers statistics for zirconium sponge 10
5.5.Asian Metal Copyright3 Chinese fused zirconia producers' stocks down by 10.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 7.13% MoM in Jan 2023 10
5.5.2 China's zirconium sponge output unchanged MoM in Jan 2023 10
5.5.Asian Metal Copyright1.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 33.33% MoM in Jan 2023 10
6. Customs statistics 11
6.1 China's zirconium ore and concentrate import volume up by 4.92% MoM in Dec 2022 11
6.2 China's zirconium oxychloride export volume down by 14.74% MoM in Dec 2022 11
6.3 China's zirconium carbonate export volume up by 83.70% YoY in Dec 2022 12
7 Relevant Industry News 12
7.1 SAIC Motor's CBU vehicle sales fall by 47.75% YoY in January 12
8 Market Outlook for Next Month 12
8.1 Zircon sand 65%min EXW China (RMB/t) 12
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) 13


.Asian Metal Copyright1 China's zirconium ore and concentrate import volume up by 4Asian Metal Copyright