Monthly Zirconium Market Report Feb 2024

Contents

1 Market Highlights 3
2 Economy and Policy 3
2.1 China sees remarkable results in green transition for industrial sectors 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 Copyright1 Chinese Market Movement 3 3.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 Copyright1 Producers statistics for zircon sand 6 5.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright1 Australian zircon sand 66%min CIF China 4 3.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 completes second shipment from Thunderbird mineral sands mine 5
4.2 Base Resources posts decrease in zircon and rutile output 5
4.3 Pangang Group Material Trading announces bid result for zirconium oxychloride 5
4.4 CNNC Jinghuan announces bid results for zirconium oxychloride 6
5 Producers Statistics 6
5.1 Producers statistics for zircon sand 6
5.1.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 8.Asian Metal Copyright1 Chinese zircon sand producers' operating rate down by 17.65% MoM in Feb 2024 6
5.1.Asian Metal Copyright1.Asian Metal Copyright2 China's zircon sand output down by 46.57% MoM in Feb 2024 6
5.1.Asian Metal Copyright2 Base Resources posts decrease in zircon and rutile output 5 4.Asian Metal Copyright3 Chinese zircon sand producers' stocks down by 8.11% MoM in Feb 2024 6
5.2 Producers statistics for zirconium silicate 7
5.2.Asian Metal Copyright5%min EXW China 3 3.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate down by 24.01% MoM in Feb 2024 7
5.2.Asian Metal Copyright1 Gansu Jinyouke to build lithium battery materials project 12 8 Market Outlook for Next Month 13 8.Asian Metal Copyright2 China's zirconium silicate output down by 63.99% MoM in Feb 2024 7
5.2.Asian Metal Copyright3 Pangang Group Material Trading announces bid result for zirconium oxychloride 5 4.Asian Metal Copyright3 Chinese zirconium silicate producers' stocks down by 23.43% MoM in Feb 2024 8
5.3 Producers statistics for zirconium oxychloride 8
5.3.Asian Metal Copyright89% MoM in Feb 2024 10 5.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate down by 21.77% MoM in Feb 2024 8
5.3.Asian Metal Copyright4.Asian Metal Copyright2 China's zirconium oxychloride output down by 36.69% MoM in Feb 2024 8
5.3.Asian Metal Copyright1 Producers statistics for zircon sand 6 5.Asian Metal Copyright3 Chinese zirconium oxychloride producers' stocks down by 8.59% MoM in Feb 2024 9
5.4 Producers statistics for fused zirconia 9
5.4.Asian Metal Copyright2 Producers statistics for zirconium silicate 7 5.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 21.45% MoM in Feb 2024 9
5.4.Asian Metal Copyright45% MoM in Feb 2024 9 5.Asian Metal Copyright2 China's fused zirconia output down by 39.29% MoM in Feb 2024 9
5.4.3 Chinese fused zirconia producers' stocks unchanged MoM in Feb 2024 10
5.5 Producers statistics for metallurgical zirconium sponge 10
5.5.Asian Metal Copyright4.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 3.56% MoM in Feb 2024 10
5.5.Asian Metal Copyright3 South African zircon sand 65%min CIF China 5 3.Asian Metal Copyright2 China's zirconium sponge output up by 7.89% MoM in Feb 2024 10
5.5.Asian Metal Copyright3 Pangang Group Material Trading announces bid result for zirconium oxychloride 5 4.Asian Metal Copyright3 Chinese zirconium sponge producers' stocks down by 11.67% MoM in Feb 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 11
6.3 China's zirconium carbonate export volume up by 2.55% YoY in Dec 2023 12
7 Relevant Industry News 12
7.1 Gansu Jinyouke to build lithium battery materials project 12
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


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