Monthly Molybdenum Market Report Jul 2023

Contents
1. Market Highlights 5
2. Economy and Policy 5
2.1 Bank of China Research Institute: GDP would grow by 4.Asian Metal Copyright1 China's molybdenum concentrate import volume increased 17.Asian Metal Copyright9% in the third quarter and 5.4% for the whole year 5
2.2 The total value of imports and exports in the first half of this year increases to RMB20 trillion for the first time 5
2.3 China's GDP grew by 5.Asian Metal Copyright1.Asian Metal Copyright5% YoY in the first half of this year and 6.3% in the second quarter 5
2.4 Nearly half of the 29 provinces' semi-annual economic reports outperformed the national growth rate 5
3. Market Movements 5
3.1 Chinese Market 5
3.1.1 Molybdenum concentrate 45%min EXW China 5
3.1.2 Molybdenum oxide 50%min EXW China 5
3.1.3 Ferromolybdenum 60%min EXW China 5
3.1.4 Sodium molybdate 99%min EXW China 6
3.1.5 Ammonium tetramolybdate 56%min EXW China 6
3.1.6 Ammonium heptamolybdate 54%min EXW China 6
3.1.Asian Metal Copyright8% YoY in Jul 14 5.Asian Metal Copyright7 Molybdenum oxide 99.9%min EXW China 6
3.1.Asian Metal Copyright5 China's molybdenum wire export volume rose 39.Asian Metal Copyright8 Molybdenum powder 99.95%min EXW China 6
3.1.Asian Metal Copyright3% YoY in Jul 14 5.Asian Metal Copyright9 Molybdenum bar 99.9%min EXW China 7
3.1.Asian Metal Copyright7 Ferromolybdenum 60%min delivered India 26 8.Asian Metal Copyright10 Molybdenum scrap-cutting 99.95%min EXW China 7
3.1.Asian Metal Copyright4.Asian Metal Copyright11 Molybdenum scrap-wire 99.95%min EXW China 7
3.1.12 Molybdenum oxide 57%min CIF China 7
3.2 International Market 7
3.2.1 Molybdenum oxide 57%min in warehouse Rotterdam 7
3.2.2 Ferromolybdenum 65%min in warehouse Rotterdam 8
3.2.3 Molybdenum oxide 57%min in South Korean ports 8
3.2.4 Ferromolybdenum 60%min prices in South Korean ports 8
3.2.5 Ferromolybdenum 60%min in warehouse Russia 8
3.2.6 Molybdenum oxide 57%min prices in Indian ports 8
3.2.7 Ferromolybdenum 60%min delivered India 9
3.2.8 Ferromolybdenum 65%min in warehouse Pittsburgh 9
4. Company News 9
4.1 Canterbury updates copper-molybdenum resources at Briggs project 9
4.2 HBIS Shisteel invites bids for ferromolybdenum 9
4.3 Ansteel Heavy Machine invites bids for ferromolybdenum 9
4.4 Pangang Group Material Trading invites bids for ferromolybdenum 9
4.5 Fushun Special Steel invites bids for ferromolybdenum 9
4.6 Dongbei Special Steel invites bids for ferromolybdenum 9
4.7 Hengyang Valin Steel Tube invites bids for ferromolybdenum 10
4.8 Amerigo's Minera Valle Central to resume copper-molybdenum production soon 10
4.9 Ansteel Heavy Machine invites bids for ferromolybdenum 10
4.10 Lundin Mining acquires majority interests in Caserones copper-molybdenum mine 10
4.11 NISCO announces bid results for ferromolybdenum 60-C 10
4.12 Amerigo reports Q2 copper-molybdenum output at Minera Valle Central project 10
4.13 Yunnan Diqing Nonferrous Metals invites bids to sell molybdenum concentrate 10
4.14 Hengyang Valin Steel Tube invites bids for ferromolybdenum 10
4.15 Ansteel Metallurgical Powder invites bids for ferromolybdenum 10
4.16 Pangang Group Material Trading announces bid results for molybdenum bar 11
4.17 HBIS Shisteel invites bids for ferromolybdenum 11
4.18 Xinxing Ductile Iron Pipes invites bids for ferromolybdenum 11
4.19 Pangang Group Material Trading announces bid results for ferromolybdenum 11
4.20 Luoyang Gaoke stops molybdenum powder production 11
4.21 Rizhao Steel Yingkou Medium Plate invites bids for ferromolybdenum 11
4.22 Freeport-McMoRan reports lower copper & molybdenum production in Q2 11
4.23 Xinxing Ductile Iron Pipes invites bids for ferromolybdenum 11
4.24 Angang Heavy Machine invites bids for ferromolybdenum 11
4.25 Antofagasta sees increases in H1 copper and molybdenum production 11
4.26 Hengyang Valin Steel Tube invites bids for ferromolybdenum 12
4.27 Ansteel Metallurgical Powder invites bids for ferromolybdenum 12
4.28 Ferro-Alloy Resources posts vanadium pentoxide-molybdenum-nickel production in H1 12
4.29 Hengyang Valin Steel Tube invites bids for ferromolybdenum 12
4.30 Angang Heavy Machine invites bids for ferromolybdenum 12
4.31 Pangang Group Material Trading announces bid result for ferromolybdenum 12
4.32 Ansteel Heavy Machine announces bid result for ferromolybdenum 12
4.33 Ansteel Roll announces bid result for ferromolybdenum 12
4.34 HBIS Shisteel invites bids for ferromolybdenum 12
4.35 Ansteel Roll invites bids for ferromolybdenum 12
4.36 Ansteel Heavy Machine announces bid result for ferromolybdenum 12
4.37 HBIS Shisteel invites bids for ferromolybdenum 13
4.38 Amerigo resumes full copper-molybdenum production at Minera Valle Central 13
4.40 Ansteel Heavy Machine announces bid result for ferromolybdenum 13
4.41 Los Andes signs loyalty agreement with Ecora for Vizcachitas copper-molybdenum project 13
4.42 Yunnan Diqing Nonferrous Metals invites bids to sell molybdenum concentrate 13
4.43 Xinxing Ductile Iron Pipes invites bids for ferromolybdenum 13
5. Producers Statistics 13
5.1 Molybdenum Concentrate 13
5.1.Asian Metal Copyright2 China's molybdenum concentrate export volume declined 32.Asian Metal Copyright1 Chinese molybdenum concentrate producers' operating rate down by 3.8% YoY in Jul 13
5.1.Asian Metal Copyright29 Hengyang Valin Steel Tube invites bids for ferromolybdenum 12 4.Asian Metal Copyright2 China's molybdenum concentrate producers' output down by 5.3% YoY in Jul 14
5.1.Asian Metal Copyright17 HBIS Shisteel invites bids for ferromolybdenum 11 4.Asian Metal Copyright3 Chinese molybdenum concentrate producers' stocks up by 44.8% YoY in Jul 14
5.2 Ferromolybdenum 14
5.2.Asian Metal Copyright31 Pangang Group Material Trading announces bid result for ferromolybdenum 12 4.Asian Metal Copyright1 Chinese ferromolybdenum producers' operating rate down by 19.0% YoY in Jul 14
5.2.Asian Metal Copyright8 Molybdenum powder 99.Asian Metal Copyright2 Chinese ferromolybdenum producers' output down by 19.7% YoY in Jul 15
5.2.Asian Metal Copyright0% YoY in Jul 14 5.Asian Metal Copyright3 Chinese ferromolybdenum producers' stocks down by 28.5% YoY in Jul 15
5.3 Sodium Molybdenum 16
5.3.Asian Metal Copyright1.Asian Metal Copyright1 Chinese sodium molybdate producers' operating rate down by 21.7% YoY in Jul 16
5.3.Asian Metal Copyright9 Molybdenum bar 99.Asian Metal Copyright2 Chinese sodium molybdate producers' output down by 21.7% YoY in Jul 16
5.3.Asian Metal Copyright15 Ansteel Metallurgical Powder invites bids for ferromolybdenum 10 4.Asian Metal Copyright3 Chinese sodium molybdate producers' stocks up by 39.3% YoY in Jul 16
5.4 Ammonium Molybdenum 17
5.4.Asian Metal Copyright2 Chinese molybdenum powder producers' output down by 10.Asian Metal Copyright1 Chinese ammonium molybdate producers' operating rate down by 6.1% YoY in Jul 17
5.4.Asian Metal Copyright4 China's wrought molybdenum import volume declined 47.Asian Metal Copyright2 Chinese ammonium molybdate producers' output down by 7.6% YoY in Jul 17
5.4.Asian Metal Copyright11 NISCO announces bid results for ferromolybdenum 60-C 10 4.Asian Metal Copyright3 Chinese ammonium molybdate producers' stocks up by 14.9% YoY in Jul 18
5.5 Molybdenum Powder 18
5.5.Asian Metal Copyright2 Ferromolybdenum 65%min in warehouse Rotterdam 8 3.Asian Metal Copyright1 Chinese molybdenum powder producers' operating rate up by 1.2% MoM in Jul 18
5.5.Asian Metal Copyright3 Molybdenum oxide 57%min prices in South Korean ports 26 8.Asian Metal Copyright2 Chinese molybdenum powder producers' output down by 10.1% YoY in Jul 18
5.5.Asian Metal Copyright1 Chinese molybdenum concentrate producers' operating rate down by 3.Asian Metal Copyright3 Chinese molybdenum powder producers' stocks up by 18.8% YoY in Jul 19
6. Import and export statistics 19
6.1 China's molybdenum concentrate import volume increased 17.18% MoM in Jun 2023 19
6.2 China's molybdenum concentrate export volume declined 32.81% YoY in Jun 2023 20
6.3 China's wrought molybdenum export volume grew 22.21% MoM in Jun 2023 21
6.4 China's wrought molybdenum import volume declined 47.52% YoY in Jun 2023 22
6.5 China's molybdenum wire export volume rose 39.15% MoM in Jun 2023 23
6.6 China's molybdenum articles export volume declined 24.65% MoM in Jun 2023 24
7. Relevant Industry News 25
7.1 Price trend analysis of downstream molybdenum products 25
8. Market Outlook for Next Month 25
8.1 Chinese market 25
8.1.1 Molybdenum concentrate 45%min EXW China 25
8.1.2 Molybdenum oxide 50%min EXW China 25
8.1.3 Ferromolybdenum 60%min EXW China 25
8.1.4 Sodium molybdate 99%min EXW China 26
8.1.5 Ammonium tetramolybdate 56%min EXW China 26
8.1.6 Ammonium heptamolybdate 54%min EXW China 26
8.1.Asian Metal Copyright5.Asian Metal Copyright7 Molybdenum oxide 99.9%min EXW China 26
8.1.Asian Metal Copyright Relevant Industry News 25 7.Asian Metal Copyright8 Molybdenum powder 99.95%min EXW China 26
8.1.Asian Metal Copyright2.Asian Metal Copyright9 Molybdenum scrap-cutting 99.95%min EXW China 26
8.1.Asian Metal Copyright41 Los Andes signs loyalty agreement with Ecora for Vizcachitas copper-molybdenum project 13 4.Asian Metal Copyright10 Molybdenum scrap-wire 99.95%min EXW China 26
8.1.11 Molybdenum oxide 57%min CIF China 26
8.2 International market 26
8.2.1 Molybdenum oxide 57%min in warehouse Rotterdam 26
8.2.2 Ferromolybdenum 65%min in warehouse Rotterdam 26
8.2.3 Molybdenum oxide 57%min prices in South Korean ports 26
8.2.4 Ferromolybdenum 60%min prices at South Korean ports 26
8.2.5 Ferromolybdenum 60%min in warehouse Russia 26
8.2.6 Molybdenum oxide 57%min in Indian ports 26
8.2.7 Ferromolybdenum 60%min delivered India 26
8.2.8 Ferromolybdenum 65%min in warehouse Pittsburgh 26
.Asian Metal Copyright3 Chinese sodium molybdate producers' stocks up by 39Asian Metal Copyright