Monthly Germanium Market Report Jul 2023

Content

1 Market Highlights 2
2 Economy and Policy 2
2.1 China tightens export controls on gallium and germanium 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright99%min Delivered America 3 4 Company News 3 4.Asian Metal Copyright1 Germanium metal 99.99%min EXW D/P 2
3.1.Asian Metal Copyright2 Chinese Export Market 2 3.Asian Metal Copyright2 Germanium dioxide 99.99%min EXW D/P 2
3.2 Chinese Export Market 2
3.2.Asian Metal Copyright99%min FOB price trend from 2023-06-01 to 2023-07-31 USDkg 2 Graph 5 European germanium metal 99.Asian Metal Copyright1 Germanium metal 99.99%min FOB China 2
3.2.Asian Metal Copyright94% YoY in Jul 2023 4 6 Export Statistics 4 6.Asian Metal Copyright2 Germanium Dioxide 99.99%min FOB China 2
3.3 International Market 3
3.3.Asian Metal Copyright1 Yunnan Chihong's H1 mining and dressing output exceeds target 3 5 Producers Statistics 3 5.Asian Metal Copyright1 Germanium metal 99.99%min in Rotterdam Warehouse 3
3.3.Asian Metal Copyright1 AM Stats: Chinese germanium metal producers' operating rate down by 13.Asian Metal Copyright2 Germanium metal 99.99%min Delivered America 3
3.3.Asian Metal Copyright99%min EXW DP 2 3.Asian Metal Copyright3 Germanium Dioxide 99.99%min Delivered America 3
4 Company News 3
4.1 Yunnan Chihong's H1 mining and dressing output exceeds target 3
5 Producers Statistics 3
5.1 AM Stats: Chinese germanium metal producers' operating rate down by 13.22% MoM in Jul 2023 3
5.2 AM Stats: Chinese germanium metal producers' output down by 13.22% MoM in Jul 2023 4
5.3 AM Stats: Chinese germanium metal producers' stocks up by 62.94% YoY in Jul 2023 4
6 Export Statistics 4
6.1 China's wrought germanium export volume increased by 129.38% YoY in Jun 2023 4
7 Market Outlook for Next Month 5
7.1 Germanium metal 99.99%min EXW China 5
7.2 Germanium dioxide 99.99%min EXW China 5
7.3 Germanium metal 99.99%min FOB China 5
7.4 Germanium dioxide 99.99%min FOB China 5
7.5 Germanium metal 99.99%min in warehouse Rotterdam 5
7.6 Germanium metal 99.99%min Delivered America 5
7.7 Germanium dioxide 99.99%min Delivered America 5

Graph

Graph 1 Chinese germanium metal 99.99%min price trend from 2023-06-01 to 2023-07-31 (RMB/kg) 2
Graph 2 Chinese germanium dioxide 99.99%min price trend from 2023-06-01 to 2023-07-31 (RMB/kg) 2
Graph 3 Chinese germanium metal 99.99%min FOB price trend from 2023-06-01 to 2023-07-31 (USD/kg) 2
Graph 4 Chinese germanium dioxide 99.99%min FOB price trend from 2023-06-01 to 2023-07-31 (USD/kg) 2
Graph 5 European germanium metal 99.99%min price trend from 2023-06-01 to 2023-07-31 (USD/kg) 3
Graph 6 U.S.Asian Metal Copyright1 Germanium metal 99.Asian Metal Copyright germanium metal 99.99%min price trend from 2023-06-01 to 2023-07-31 (USD/kg) 3
Graph 7 U.S.Asian Metal Copyright99%min EXW DP 2 3.Asian Metal Copyright germanium dioxide 99.99%min price trend from 2023-06-01 to 2023-07-31 (USD/kg) 3
Graph 8 Chinese germanium metal producers' operating rate from 2022-07 to 2023-07 (%) 3
Graph 9 Chinese germanium metal producers' operating rate by province from 2022-07 to 2023-07 (%) 3
Graph 10 Chinese germanium metal producers' monthly output from 2022-07 to 2023-07 (kg) 4
Graph 11 Chinese germanium metal producers' monthly output from 2022-07 to 2023-07 by province (kg) 4
Graph 12 Chinese germanium metal producers' monthly stocks from 2022-07 to 2023-07 (kg) 4
Graph 13 Chinese germanium metal producers' monthly stocks by major province from 2022-07 to 2023-07 (kg) 4
Graph 14 China's exports of germanium metal by month from 2022-06 to 2023-06 (kg) 4
Graph 15 China's monthly exports of germanium metal by major destination from 2022-05 to 2023-05 (kg) 5

Table

Table 1 Chinese germanium metal producers' operating rate by province from 2022-07 to 2023-07 4
Table 2 Chinese germanium metal producers' monthly output from 2022-07 to 2023-07 by province (kg) 4
Table 3 Chinese germanium metal producers' monthly stocks by major province from 2022-07 to 2023-07 (kg) 4
Table 4 China's monthly exports of germanium metal by major destination from 2022-06 to 2023-06 (kg) 5


.Asian Metal Copyright99%min Delivered America 3 4 Company News 3 4Asian Metal Copyright