Monthly Zirconium Market Report Nov 2023

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 China launches third round of central environmental inspections 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 Copyright2 China's fused zirconia output up by 16.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 Copyright12 South African zircon sand 66%min CIF China USDt 13 8.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright1 Primary zircon sand 65%min EXW China RMBt 12 8.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 Shenghe Resources Q3 zircon sand production up by 168.77% YoY 5
5 Producers Statistics 5
5.1 Producers statistics for zircon sand 5
5.1.Asian Metal Copyright5.Asian Metal Copyright1 Chinese zircon sand producers' operating rate up by 4.11% MoM in Nov 2023 5
5.1.Asian Metal Copyright38% MoM in Nov 2023 10 5.Asian Metal Copyright2 China's zircon sand output up by 10.41% MoM in Nov 2023 6
5.1.Asian Metal Copyright4%min EXW China RMBt 12 8.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 7.14% MoM in Nov 2023 6
5.2 Producers statistics for zirconium silicate 6
5.2.Asian Metal Copyright2.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate up by 2.88% MoM in Nov 2023 6
5.2.Asian Metal Copyright1 Primary zircon sand 65%min EXW China 3 3.Asian Metal Copyright2 China's zirconium silicate output down by 7.63% MoM in Nov 2023 7
5.2.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 6.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks up by 32.45% MoM in Nov 2023 7
5.3 Producers statistics for zirconium oxychloride 7
5.3.Asian Metal Copyright2 Producers statistics for zirconium silicate 6 5.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate down by 0.74% MoM in Nov 2023 8
5.3.Asian Metal Copyright2.Asian Metal Copyright2 China's zirconium oxychloride output down by 1.20% MoM in Nov 2023 8
5.3.Asian Metal Copyright2.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks up by 34.55% MoM in Nov 2023 8
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright2 International Market Movements 5 3.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 6.82% MoM in Nov 2023 9
5.4.Asian Metal Copyright14% MoM in Nov 2023 6 5.Asian Metal Copyright2 China's fused zirconia output up by 16.44% MoM in Nov 2023 9
5.4.Asian Metal Copyright4%min EXW China RMBt 12 8.Asian Metal Copyright3 Chinese fused zirconia producers' stocks up by 5.80% MoM in Nov 2023 9
5.5 Producers statistics for zirconium sponge 10
5.5.Asian Metal Copyright7 Fused zirconia 98.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate down by 2.38% MoM in Nov 2023 10
5.5.Asian Metal Copyright20% MoM in Nov 2023 8 5.Asian Metal Copyright2 China's zirconium sponge output up by 5.41% MoM in Nov 2023 10
5.5.Asian Metal Copyright Customs statistics 10 6.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 6.38% MoM in Nov 2023 10
6. Customs statistics 10
6.1 China's zirconium ore and concentrate import volume down by 35.34% MoM in Oct 2023 10
6.2 China's zirconium oxychloride export volume up by 3.83% MoM in Oct 2023 11
6.3 China's zirconium carbonate export volume down by 14.93% YoY in Oct 2023 11
7 Relevant Industry News 12
7.1 Auction results released for Sichuan Hongge V-Ti magnetite mining claim 12
8 Market Outlook for Next Month 12
8.1 Primary zircon sand 65%min EXW China (RMB/t) 12
8.2 Chemical zircon sand 65%min EXW China (RMB/t) 12
8.3 Zirconium silicate 64.5%min EXW China (RMB/t) 12
8.4 Zirconium oxychloride 36%min EXW China (RMB/t) 12
8.5 Zirconium carbonate 40%min EXW China (RMB/t) 12
8.6 Zirconium carbonate 40%min, Cl 50ppm EXW China (RMB/t) 12
8.7 Fused zirconia 98.5%min EXW China (RMB/t) 12
8.8 Zirconium sponge Zr+Hf 99.4%min EXW China (RMB/t) 12
8.9 Australian zircon sand 66%min CIF China (USD/t) 13
8.10 Australian zircon sand 66%min CIF China (RMB/t) 13
8.11 South African zircon sand 65%min CIF China (USD/t) 13
8.12 South African zircon sand 66%min CIF China (USD/t) 13
8.13 Indonesian zircon sand 66%min CIF China (USD/t) 13


.Asian Metal Copyright2 South African zircon sand 66%min CIF China 5 3Asian Metal Copyright