Monthly Zirconium Market Report Oct 2023

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 China reports reserve increase in 40% of minerals in 2022 3
2.2 Sichuan issues plan to peak carbon emission for industrial sector 3
3 Market Movement 3
3.1 Chinese Market Movement 3
3.1.1 Primary zircon sand 65%min EXW China 3
3.1.2 Chemical zircon sand 65%min EXW China 3
3.1.3 Australian zircon sand 66%min CIF China 3
3.1.Asian Metal Copyright4.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 Copyright1.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright1 Kenmare's heavy mineral concentrate output reduces in Q3 5 5 Producers Statistics 7 5.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's heavy mineral concentrate output reduces in Q3 5
5 Producers Statistics 7
5.1 Producers statistics for zircon sand 7
5.1.Asian Metal Copyright06% MoM in Oct 2023 9 5.Asian Metal Copyright1 Chinese zircon sand producers' operating rate down by 2.03% MoM in Oct 2023 7
5.1.Asian Metal Copyright3.Asian Metal Copyright2 China's zircon sand output down by 4.72% MoM in Oct 2023 7
5.1.Asian Metal Copyright2 Sichuan issues plan to peak carbon emission for industrial sector 3 3 Market Movement 3 3.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 16.67% MoM in Oct 2023 8
5.2 Producers statistics for zirconium silicate 8
5.2.Asian Metal Copyright2.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate down by 3.36% MoM in Oct 2023 8
5.2.Asian Metal Copyright2 South African zircon sand 66%min CIF China 5 3.Asian Metal Copyright2 China's zirconium silicate output down by 8.50% MoM in Oct 2023 8
5.2.Asian Metal Copyright1 China reports reserve increase in 40% of minerals in 2022 3 2.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks down by 18.41% MoM in Oct 2023 9
5.3 Producers statistics for zirconium oxychloride 9
5.3.Asian Metal Copyright1 Chinese zircon sand producers' operating rate down by 2.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate down by 7.06% MoM in Oct 2023 9
5.3.Asian Metal Copyright12 South African zircon sand 66%min CIF China USDt 15 8.Asian Metal Copyright2 China's zirconium oxychloride output down by 10.22% MoM in Oct 2023 9
5.3.Asian Metal Copyright2.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks up by 4.27% MoM in Oct 2023 10
5.4 Producers statistics for fused zirconia 10
5.4.Asian Metal Copyright1.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 2.92% MoM in Oct 2023 10
5.4.Asian Metal Copyright3.Asian Metal Copyright2 China's fused zirconia output down by 5.26% MoM in Oct 2023 11
5.4.Asian Metal Copyright6 Zirconium carbonate 40%min EXW China 4 3.Asian Metal Copyright3 Chinese fused zirconia producers' stocks up by 5.80% MoM in Oct 2023 11
5.5 Producers statistics for zirconium sponge 11
5.5.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate down by 3.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 2.38% MoM in Oct 2023 11
5.5.Asian Metal Copyright4 Zirconium silicate 64.Asian Metal Copyright2 China's zirconium sponge output up by 5.41% MoM in Oct 2023 11
5.5.Asian Metal Copyright5%min EXW China RMBt 14 8.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 6.38% MoM in Oct 2023 12
6. Customs statistics 12
6.1 China's zirconium ore and concentrate import volume down by 62.16% MoM in Sep 2023 12
6.2 China's zirconium oxychloride export volume up by 42.01% MoM in Sep 2023 12
6.3 China's zirconium carbonate export volume up by 30.82% YoY in Sep 2023 13
7 Relevant Industry News 14
7.1 Sheffield starts production at Thunderbird mineral sands project 14
8 Market Outlook for Next Month 14
8.1 Primary zircon sand 65%min EXW China (RMB/t) 14
8.2 Chemical zircon sand 65%min EXW China (RMB/t) 14
8.3 Zirconium silicate 64.5%min EXW China (RMB/t) 14
8.4 Zirconium oxychloride 36%min EXW China (RMB/t) 14
8.5 Zirconium carbonate 40%min EXW China (RMB/t) 14
8.6 Zirconium carbonate 40%min, Cl 50ppm EXW China (RMB/t) 14
8.7 Fused zirconia 98.5%min EXW China (RMB/t) 14
8.8 Zirconium sponge Zr+Hf 99.4%min EXW China (RMB/t) 14
8.9 Australian zircon sand 66%min CIF China (USD/t) 15
8.10 Australian zircon sand 66%min CIF China (RMB/t) 15
8.11 South African zircon sand 65%min CIF China (USD/t) 15
8.12 South African zircon sand 66%min CIF China (USD/t) 15
8.13 Indonesian zircon sand 66%min CIF China (USD/t) 15


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