Monthly Zirconium Market Report Sep 2023

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 Shanxi delegates transfer and registration of exploration rights for mineral species 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 4
3.1.Asian Metal Copyright2 China's fused zirconia output up by 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 Copyright48% MoM in Sep 2023 10 5.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright3.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 Sheffield's Thunderbird mineral sands project commissioning underway 5
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright4 Producers statistics for fused zirconia 9 5.Asian Metal Copyright1 Chinese zircon sand producers' operating rate up by 2.34% MoM in Sep 2023 6
5.1.Asian Metal Copyright5 Zirconium oxychloride 36%min EXW China 4 3.Asian Metal Copyright2 China's zircon sand output up by 7.78% MoM in Sep 2023 6
5.1.Asian Metal Copyright60% MoM in Sep 2023 7 5.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 5.60% MoM in Sep 2023 7
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright2 South African zircon sand 65%min CIF China 3 3.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate down by 0.14% MoM in Sep 2023 7
5.2.Asian Metal Copyright1.Asian Metal Copyright2 China's zirconium silicate output down by 2.83% MoM in Sep 2023 7
5.2.Asian Metal Copyright4 Producers statistics for fused zirconia 9 5.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks down by 2.67% MoM in Sep 2023 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright2.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate up by 15.6% MoM in Sep 2023 8
5.3.Asian Metal Copyright1.Asian Metal Copyright2 China's zirconium oxychloride output up by 14.29% MoM in Sep 2023 9
5.3.Asian Metal Copyright5 Zirconium oxychloride 36%min EXW China 4 3.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 1.40% MoM in Sep 2023 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright5%min EXW China 4 3.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 2.93% MoM in Sep 2023 9
5.4.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 2.Asian Metal Copyright2 China's fused zirconia output up by 5.08% MoM in Sep 2023 10
5.4.Asian Metal Copyright1.Asian Metal Copyright3 Chinese fused zirconia producers' stocks down by 5.48% MoM in Sep 2023 10
5.5 Producers statistics for zirconium sponge 10
5.5.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 5.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 5.46% MoM in Sep 2023 10
5.5.Asian Metal Copyright2.Asian Metal Copyright2 China's zirconium sponge output up by 14.20% MoM in Sep 2023 11
5.5.Asian Metal Copyright93% MoM in Sep 2023 9 5.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 2.08% MoM in Sep 2023 11
6. Customs statistics 11
6.1 China's zirconium ore and concentrate import volume down by 316.63% MoM in Aug 2023 11
6.2 China's zirconium oxychloride export volume down by 28.09% MoM in Aug 2023 12
6.3 China's zirconium carbonate export volume down by 2.06% YoY in Aug 2023 12
7 Relevant Industry News 13
7.1 China's Jul-Aug lithium battery cathode materials production up by over 20% YoY 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 Copyright1 Chinese Market Movement 3 3Asian Metal Copyright