Monthly Zirconium Market Report Apr 2023

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 World Bank raises China's economic growth forecast to 5.1% 3
2.2 GACC: China's gross imports and exports up by 4.8% YoY in Q1 3
2.3 China revises method of collecting proceeds from transfer of mining rights 3
2.4 China to take special action on screening and preventing potential large accidents 3
2.5 China to further expand scale of RMB settlement for cross-border trade 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 Copyright9 Australian zircon sand 66%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 Copyright3% increase in NEV sales in Jan-Apr 13 8 Market Outlook for Next Month 13 8.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright5 Producers statistics for zirconium sponge 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 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 Copyright1.Asian Metal Copyright1Chinese zircon sand producers' operating rate down by 7.04% Mom in Apr 2023 6
5.1.Asian Metal Copyright1.Asian Metal Copyright2 China's zircon sand output down by 13.17% MoM in Apr 2023 6
5.1.Asian Metal Copyright2 International Market Movements 5 3.Asian Metal Copyright3 Chinese zircon sand producers' stocks up by 16.10% MoM in Apr 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 up by 0.53% MoM in Apr 2023 7
5.2.Asian Metal Copyright1.Asian Metal Copyright2 China's zirconium silicate output up by 1.27% MoM in Apr 2023 7
5.2.Asian Metal Copyright2 GACC: China's gross imports and exports up by 4.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks up by 12.37% MoM in Apri 2023 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright1 World Bank raises China's economic growth forecast to 5.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate down by 21.55% MoM in Apr 2023 8
5.3.Asian Metal Copyright04% Mom in Apr 2023 6 5.Asian Metal Copyright2 China's zirconium oxychloride output down by 7.66% MoM in Apr 2023 8
5.3.Asian Metal Copyright1.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks up by 19.23% MoM in Apr 2023 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright61% YoY in Mar 2023 12 7 Relevant Industry News 12 7.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 6.83% MoM in Apr 2023 9
5.4.Asian Metal Copyright2.Asian Metal Copyright2 China's fused zirconia output up by 17.50% MoM in Apr 2023 10
5.4.Asian Metal Copyright3 Chinese zircon sand producers' stocks up by 16.Asian Metal Copyright3 Chinese fused zirconia producers' stocks up by 4.76% MoM in Apr 2023 10
5.5 Producers statistics for zirconium sponge 10
5.5.Asian Metal Copyright8% YoY in Q1 3 2.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 3.57% MoM in Apr 2023 10
5.5.Asian Metal Copyright8% YoY in Q1 3 2.Asian Metal Copyright2 China's zirconium sponge output down by 8.57% MoM in Apr 2023 11
5.5.Asian Metal Copyright2 China's fused zirconia output up by 17.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 23.26% MoM in Apr 2023 11
6. Customs statistics 11
6.1 China's zirconium ore and concentrate import volume up by 3.02% MoM in Mar 2023 11
6.2 China's zirconium oxychloride export volume up by 17.01% MoM in Mar 2023 11
6.3 China's zirconium carbonate export volume up by 14.61% YoY in Mar 2023 12
7 Relevant Industry News 12
7.1 BYD reports 94.3% increase in NEV sales in Jan-Apr 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) 13


.Asian Metal Copyright2 China's zirconium oxychloride export volume up by 17Asian Metal Copyright