Monthly Zirconium Market Report Mar 2023

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 GACC: China's foreign trade sector begins with steady performance in first two months of 2023 3
2.2 China to cut reserve requirement ratio by 0.25 percentage points 3
2.3 Shanghai's foreign trade hits record high in first two months 3
2.4 MIIT: Strive to stabilize mass consumption of automobiles and consumer electronics 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 Copyright5%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 Copyright3.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright8 Fused zirconia 98.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 Strandline Resources completes fourth heavy mineral concentrate shipment of 10.12kt 5
4.2 Tronox's zircon sand export prices to China for Q2 stable against Q1 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright65% MoM in Mar 2023 9 5.Asian Metal Copyright1Chinese zircon sand producers' operating rate up by 15.9% Mom in Mar 2023 6
5.1.Asian Metal Copyright21% MoM in Mar 2023 6 5.Asian Metal Copyright2 China's zircon sand output up by 42.36% MoM in Mar 2023 6
5.1.Asian Metal Copyright2 International Market Movements 5 3.Asian Metal Copyright3 Chinese zircon sand producers' stocks up by 24.21% MoM in Mar 2023 6
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright00% MoM in Mar 2023 10 5.Asian Metal Copyright1Chinese zirconium silicate producers' operating rate up by 3.69% MoM in Mar 2023 7
5.2.Asian Metal Copyright Customs statistics 11 6.Asian Metal Copyright2 China's zirconium silicate output up by 9.89% MoM in Mar 2023 7
5.2.Asian Metal Copyright37% MoM in Mar 2023 8 5.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks up by 12.37% MoM in Mar 2023 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks up by 1.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 5.94% MoM in Mar 2023 8
5.3.Asian Metal Copyright4%min EXW China 5 3.Asian Metal Copyright2 China's zirconium oxychloride output down by 7.66% MoM in Mar 2023 8
5.3.Asian Metal Copyright25 percentage points 3 2.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks up by 1.96% MoM in Mar 2023 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright2.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 5.85% MoM in Mar 2023 9
5.4.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 5.Asian Metal Copyright2 China's fused zirconia output up by 17.65% MoM in Mar 2023 9
5.4.Asian Metal Copyright3 Shanghai's foreign trade hits record high in first two months 3 2.Asian Metal Copyright3 Chinese fused zirconia producers' stocks up by 5.00% MoM in Mar 2023 10
5.5 Producers statistics for zirconium sponge 10
5.5.Asian Metal Copyright2 China's zirconium silicate output up by 9.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 1.19% MoM in Mar 2023 10
5.5.Asian Metal Copyright1 Tesla's auto shipments hit record high in Q1 2023 12 7.Asian Metal Copyright2 China's zirconium sponge output down by 2.78% MoM in Mar 2023 10
5.5.Asian Metal Copyright90% MoM in Feb 2022 11 6.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 2.38% MoM in Mar 2023 10
6. Customs statistics 11
6.1 China's zirconium ore and concentrate import volume up by 52.90% MoM in Feb 2022 11
6.2 China's zirconium oxychloride export volume down by 44.89% MoM in Feb 2023 11
6.3 China's zirconium carbonate export volume up by 7.84% YoY in Feb 2022 12
7 Relevant Industry News 12
7.1 Tesla's auto shipments hit record high in Q1 2023 12
7.2 CPCA: China's new energy passenger car retail sales up by 21.9% YOY in Mar 12
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) 13


.Asian Metal Copyright5%min EXW China RMBt 13 8Asian Metal Copyright