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 Copyright1 Kenmare Resources sees decline in H1 heavy mineral concentrate production 5 5 Producers Statistics 6 5.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 Copyright09% MoM in Aug 2023 11 6.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright5.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 Copyright1 Chinese Market Movement 3 3.Asian Metal Copyright1 Chinese zircon sand producers' operating rate down by 2.78% MoM in Aug 2023 6
5.1.Asian Metal Copyright3 China's zirconium carbonate export volume down by 41.Asian Metal Copyright2 China's zircon sand output down by 56.62% MoM in Aug 2023 7
5.1.Asian Metal Copyright1 Australian zircon sand 66%min CIF China 5 3.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 Copyright2.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate up by 5.93% MoM in Aug 2023 8
5.2.Asian Metal Copyright3 Producers statistics for zirconium oxychloride 9 5.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 Copyright2 China's zirconium oxychloride export volume down by 16.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 6.69% MoM in Aug 2023 9
5.3.Asian Metal Copyright2.Asian Metal Copyright2 China's zirconium oxychloride output up by 14.29% MoM in Aug 2023 9
5.3.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 3.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 Copyright2 Zirconium silicate 64.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 3.9% MoM in Aug 2023 10
5.4.Asian Metal Copyright2 China's production of ten nonferrous metals up by 7% YoY in Jan-Jul 3 3 Market Movement 3 3.Asian Metal Copyright2 China's fused zirconia output down by 6.35% MoM in Aug 2023 10
5.4.Asian Metal Copyright78% MoM in Aug 2023 6 5.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 Copyright4.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 silicate producers' operating rate up by 5.Asian Metal Copyright2 China's zirconium sponge output down by 7.43% MoM in Aug 2023 11
5.5.Asian Metal Copyright3 South African zircon sand 65%min CIF China 5 3.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 Copyright1 Chinese fused zirconia producers' operating rate down by 3Asian Metal Copyright