Monthly Germanium Market Report Oct 2023

Content

1 Market Highlights 2
2 Economy and Policy 2
2.1 China reports reserve increase in 40% of minerals in 2022 2
2.2 Sichuan issues plan to peak carbon emission for industrial sector 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright1 Germanium metal 99.Asian Metal Copyright1 Germanium metal 99.99%min EXW D/P 2
3.1.Asian Metal Copyright4 Germanium dioxide 99.Asian Metal Copyright2 Germanium dioxide 99.99%min EXW D/P 2
3.2 Chinese Export Market 2
3.2.Asian Metal Copyright2 Germanium dioxide 99.Asian Metal Copyright1 Germanium metal 99.99%min FOB China 2
3.2.Asian Metal Copyright2 Germanium Dioxide 99.Asian Metal Copyright2 Germanium Dioxide 99.99%min FOB China 3
3.3 International Market 3
3.3.Asian Metal Copyright99%min Delivered America 3 3.Asian Metal Copyright1 Germanium metal 99.99%min in Rotterdam Warehouse 3
3.3.Asian Metal Copyright2 Sichuan issues plan to peak carbon emission for industrial sector 2 3 Market Movements 2 3.Asian Metal Copyright2 Germanium metal 99.99%min Delivered America 3
3.3.Asian Metal Copyright99%min EXW China 5 6.Asian Metal Copyright3 Germanium Dioxide 99.99%min Delivered America 3
4 Producers Statistics 3
4.1 AM Stats: Chinese germanium metal producers' operating rate down by 7.94% YoY in Oct 2023 3
4.2 AM Stats: Chinese germanium metal producers' output down by 5.63% YoY in Oct 2023 4
4.3 AM Stats: Chinese germanium metal producers' stocks up by 108.33% YoY in late Oct 2023 4
5 Export Statistics 5
5.1 China's wrought germanium exported 1kg in September 2023 5
6 Market Outlook for Next Month 5
6.1 Germanium metal 99.99%min EXW China 5
6.2 Germanium dioxide 99.99%min EXW China 5
6.3 Germanium metal 99.99%min FOB China 5
6.4 Germanium dioxide 99.99%min FOB China 5
6.5 Germanium metal 99.99%min in warehouse Rotterdam 5
6.6 Germanium metal 99.99%min Delivered America 5
6.7 Germanium dioxide 99.99%min Delivered America 6

Graph

Graph 1 Chinese germanium metal 99.99%min price trend from 2023-09-01 to 2023-10-30 (RMB/kg) 2
Graph 2 Chinese germanium dioxide 99.99%min price trend from 2023-09-01 to 2023-10-30 (RMB/kg) 2
Graph 3 Chinese germanium metal 99.99%min FOB price trend from 2023-09-01 to 2023-10-30 (USD/kg) 2
Graph 4 Chinese germanium dioxide 99.99%min FOB price trend from 2023-09-01 to 2023-10-30 (USD/kg) 3
Graph 5 European germanium metal 99.99%min price trend from 2023-09-01 to 2023-10-30 (USD/kg) 3
Graph 6 U.S.Asian Metal Copyright99%min price trend from 2023-09-01 to 2023-10-30 RMBkg 2 Graph 2 Chinese germanium dioxide 99.Asian Metal Copyright germanium metal 99.99%min price trend from 2023-09-01 to 2023-10-30 (USD/kg) 3
Graph 7 U.S.Asian Metal Copyright99%min Delivered America 5 6.Asian Metal Copyright germanium dioxide 99.99%min price trend from 2023-09-01 to 2023-10-30 (USD/kg) 3
Graph 8 Chinese germanium metal producers' operating rate from 2022-10 to 2023-10 (%) 3
Graph 9 Chinese germanium metal producers' operating rate by province from 2022-10 to 2023-10 (%) 4
Graph 10 Chinese germanium metal producers' monthly output from 2022-10 to 2023-10 (kg) 4
Graph 11 Chinese germanium metal producers' monthly output from 2022-10 to 2023-10 by province (kg) 4
Graph 12 Chinese germanium metal producers' monthly stocks from 2022-10 to 2023-10 (kg) 4
Graph 13 Chinese germanium metal producers' monthly stocks by major province from 2022-10 to 2023-10 (kg) 4
Graph 14 China's exports of germanium metal by month from 2022-10 to 2023-10 (kg) 5
Graph 15 China's monthly exports of germanium metal by major destination from 2022-10 to 2023-10 (kg) 5

Table

Table 1 Chinese germanium metal producers' operating rate by province from 2022-08 to 2023-08 4
Table 2 Chinese germanium metal producers' monthly output from 2022-10 to 2023-10 by province (kg) 4
Table 3 Chinese germanium metal producers' monthly stocks by major province from 2022-10 to 2023-10 (kg) 5
Table 4 China's monthly exports of germanium metal by major destination from 2022-10 to 2023-10 (kg) 5


.Asian Metal Copyright99%min FOB China 5 6Asian Metal Copyright