Monthly Zirconium Market Report Jan 2024

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 China vows to boost construction of basic mining infrastructure 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 Copyright63% MoM in Jan 2024 8 5.Asian Metal Copyright4 Zirconium silicate 64.5%min EXW China 3
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 Copyright2.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright5%min EXW China RMBt 13 8.Asian Metal Copyright9 Zirconium sponge Zr+Hf 99.4%min EXW China 4
3.2 International Market Movements 4
3.2.1 Australian zircon sand 66%min CIF China 4
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 delivers maiden shipment of Thunderbird mineral sands project 5
4.2 Lubei Chemical to set up joint venture for Zr-Ti ore processing project 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright2.Asian Metal Copyright1 Chinese zircon sand producers' operating rate down by 2.17% MoM in Jan 2024 6
5.1.Asian Metal Copyright4.Asian Metal Copyright2 China's zircon sand output down by 5.41% MoM in Jan 2024 6
5.1.Asian Metal Copyright2 International Market Movements 4 3.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 27.09% MoM in Jan 2024 6
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 3.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate down by 1.57% MoM in Jan 2024 7
5.2.Asian Metal Copyright4 Zirconium oxychloride 36%min EXW China RMBt 13 8.Asian Metal Copyright2 China's zirconium silicate output down by 4.03% MoM in Jan 2024 7
5.2.Asian Metal Copyright42% MoM in Dec 2023 12 6.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks up by 39.06% MoM in Jan 2024 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 5.63% MoM in Jan 2024 8
5.3.Asian Metal Copyright5 Zirconium carbonate 40%min EXW China RMBt 13 8.Asian Metal Copyright2 China's zirconium oxychloride output up by 5.63% MoM in Jan 2024 8
5.3.Asian Metal Copyright7 Fused zirconia 98.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 24.88% MoM in Jan 2024 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright2 China's zircon sand output down by 5.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate up by 1.95% MoM in Jan 2024 9
5.4.Asian Metal Copyright2 International Market Movements 4 3.Asian Metal Copyright2 China's fused zirconia output up by 3.70% MoM in Jan 2024 10
5.4.Asian Metal Copyright95% MoM in Jan 2024 9 5.Asian Metal Copyright3 Chinese fused zirconia producers' stocks up by 7.84% MoM in Jan 2024 10
5.5 Producers statistics for zirconium sponge 10
5.5.Asian Metal Copyright1 Chinese Market Movement 3 3.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 2.38% MoM in Jan 2024 10
5.5.Asian Metal Copyright1.Asian Metal Copyright2 China's zirconium sponge output up by 5.56% MoM in Jan 2024 10
5.5.Asian Metal Copyright63% MoM in Jan 2024 8 5.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks up by 3.45% MoM in Jan 2024 11
6. Customs statistics 11
6.1 China's zirconium ore and concentrate import volume up by 27.42% MoM in Dec 2023 11
6.2 China's zirconium oxychloride export volume down by 11.42% MoM in Dec 2023 12
6.3 China's zirconium carbonate export volume up by 2.55% YoY in Dec 2023 12
7 Relevant Industry News 13
7.1 CPS to acquire 73% stake in Sandun Lithium 13
8 Market Outlook for Next Month 13
8.1 Primary zircon sand 65%min EXW China (RMB/t) 13
8.2 Chemical zircon sand 65%min EXW China (RMB/t) 13
8.3 Zirconium silicate 64.5%min EXW China (RMB/t) 13
8.4 Zirconium oxychloride 36%min EXW China (RMB/t) 13
8.5 Zirconium carbonate 40%min EXW China (RMB/t) 13
8.6 Zirconium carbonate 40%min, Cl 50ppm EXW China (RMB/t) 13
8.7 Fused zirconia 98.5%min EXW China (RMB/t) 13
8.8 Zirconium sponge Zr+Hf 99.4%min EXW China (RMB/t) 13
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 Copyright5%min EXW China 4 3Asian Metal Copyright