Monthly Zirconium Market Report Aug 2023

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 China releases plan to stabilize industrial growth for nonferrous metals 3
2.2 China's production of ten nonferrous metals up by 7% YoY in Jan-Jul 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 3
3.1.Asian Metal Copyright5 Zirconium oxychloride 36%min EXW China 4 3.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 Copyright9 Zirconium sponge Zr+Hf 99.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright1.Asian Metal Copyright9 Zirconium sponge Zr+Hf 99.4%min EXW China 4
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 Kenmare Resources sees decline in H1 heavy mineral concentrate production 5
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright4 Zirconium silicate 64.Asian Metal Copyright1 Chinese zircon sand producers' operating rate down by 2.78% MoM in Aug 2023 6
5.1.Asian Metal Copyright2 China's zirconium silicate output up by 17.Asian Metal Copyright2 China's zircon sand output down by 56.62% MoM in Aug 2023 7
5.1.Asian Metal Copyright1 NBS: Real estate development investment down by 6.Asian Metal Copyright3 Chinese zircon sand producers' stocks up by 5.19% MoM in Aug 2023 7
5.2 Producers statistics for zirconium silicate 8
5.2.Asian Metal Copyright8 Australian zircon sand 66%min CIF China USDt 14 8.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate up by 5.93% MoM in Aug 2023 8
5.2.Asian Metal Copyright4%min EXW China RMBt 14 8.Asian Metal Copyright2 China's zirconium silicate output up by 17.58% MoM in Aug 2023 8
5.2.Asian Metal Copyright2.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks down by 13.82% MoM in Aug 2023 8
5.3 Producers statistics for zirconium oxychloride 9
5.3.Asian Metal Copyright9 Australian zircon sand 66%min CIF China RMBt 14 8.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 6.69% MoM in Aug 2023 9
5.3.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 3.Asian Metal Copyright2 China's zirconium oxychloride output up by 14.29% MoM in Aug 2023 9
5.3.Asian Metal Copyright4.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks up by 3.38% MoM in Aug 2023 10
5.4 Producers statistics for fused zirconia 10
5.4.Asian Metal Copyright4 Producers statistics for fused zirconia 10 5.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 3.9% MoM in Aug 2023 10
5.4.Asian Metal Copyright38% MoM in Aug 2023 10 5.Asian Metal Copyright2 China's fused zirconia output down by 6.35% MoM in Aug 2023 10
5.4.Asian Metal Copyright1.Asian Metal Copyright3 Chinese fused zirconia producers' stocks up by 15.87% MoM in Aug 2023 11
5.5 Producers statistics for zirconium sponge 11
5.5.Asian Metal Copyright2% YOY in Jan-Apr 13 8 Market Outlook for Next Month 14 8.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 3.08% MoM in Aug 2023 11
5.5.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 6.Asian Metal Copyright2 China's zirconium sponge output down by 7.43% MoM in Aug 2023 11
5.5.Asian Metal Copyright5.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 9.09% MoM in Aug 2023 11
6. Customs statistics 11
6.1 China's zirconium ore and concentrate import volume down by 63.00% MoM in Jul 2023 12
6.2 China's zirconium oxychloride export volume down by 16.92% MoM in Jul 2023 12
6.3 China's zirconium carbonate export volume down by 41.81% YoY in Jul 2023 13
7 Relevant Industry News 13
7.1 NBS: Real estate development investment down by 6.2% YOY in Jan-Apr 13
8 Market Outlook for Next Month 14
8.1 Zircon sand 65%min EXW China (RMB/t) 14
8.2 Zirconium silicate 64.5%min EXW China (RMB/t) 14
8.3 Zirconium oxychloride 36%min EXW China (RMB/t) 14
8.4 Zirconium carbonate 40%min EXW China (RMB/t) 14
8.5 Zirconium carbonate 40%min, Cl 50ppm EXW China (RMB/t) 14
8.6 Fused zirconia 98.5%min EXW China (RMB/t) 14
8.7 Zirconium sponge Zr+Hf 99.4%min EXW China (RMB/t) 14
8.8 Australian zircon sand 66%min CIF China (USD/t) 14
8.9 Australian zircon sand 66%min CIF China (RMB/t) 14
8.10 South African zircon sand 66%min CIF China (USD/t) 14
8.11 South African zircon sand 65%min CIF China (USD/t) 14
8.12 South African zircon sand 65%min CIF China (RMB/t) 14
8.13 Indonesian zircon sand 66%min CIF China (USD/t) 14


.Asian Metal Copyright8 Fused zirconia 98Asian Metal Copyright