Monthly Titanium Market Report Jul 2025

Content
1. Market Highlights 3
2. Policy and Economy 3
2.1 China steps up crackdown on strategic mineral smuggling 3
3．Market Movements 3
3.1 Chinese Market 3
3.1.1 Ilmenite TiO2 46%min Fe2O3 8%max EXW China 3
3.1.2 Ilmenite TiO2 50%min EXW China 3
3.1.3 Ilmenite TiO2 50%min In port China 3
3.1.4 Reduced Ilmenite TiO2 56%min EXW China 3
3.1.5 Titanium Slag TiO2 90%min EXW China 3
3.1.6 Rutile TiO2 95%min EXW China 4
3.1.Asian Metal Copyright1.Asian Metal Copyright7 Titanium Tetrachloride 99.99%min EXW China 4
3.1.Asian Metal Copyright5 United States' titanium sponge import volume rose 39.Asian Metal Copyright8 Titanium Sponge 99.7%min EXW China 4
3.1.9 Rutile Titanium Dioxide 93%min Zr/Si Coating Delivered China 4
3.1.10 Anatase Titanium Dioxide 98%min Delivered China 4
3.1.11 Titanium Plate TA2-2mm EXW China 4
3.1.Asian Metal Copyright4.Asian Metal Copyright12 Titanium Pipe 25.4*1mm EXW China 5
3.1.13 Titanium Plate TA2-6-8mm EXW China 5
3.1.14 Titanium Ingot TA2 EXW China 5
3.1.15 Titanium Bar TA2 Φ15mm EXW China 5
3.1.16 Titanium Bar TC4 Φ50mm EXW China 5
3.1.17 Ferrotitanium 30% EXW China 5
3.1.18 Ferrotitanium 70% EXW China 6
3.2 Chinese Import and Export Market 6
3.2.1 Ilmenite TiO2 52%min CIF China 6
3.2.2 Rutile Titanium Dioxide 93%min FOB China 6
3.3 International Market 6
3.3.1 Ferrotitanium 70% EXW India 6
3.3.2 Ferrotitanium 70%min FOB Russia 6
3.3.3 Ferrotitanium 70%min in warehouse Rotterdam 6
3.3.Asian Metal Copyright1 Chinese Market 3 3.Asian Metal Copyright4 Ferrotitanium 70%min D.Asian Metal Copyright2 Ferrotitanium 70%min FOB Russia 6 3.Asian Metal CopyrightD.Asian Metal Copyright4 Sichuan Anning to invest in vanadium-titanium asset integration 7 4.Asian Metal CopyrightP. USA 7
4. Company News 7
4.1 GPRO Titanium to exit titanium dioxide business 7
4.2 Fumin Titanium ceases titanium dioxide production 7
4.3 Detian Chemical Cycle expects to resume titanium dioxide production in late July 7
4.4 Sichuan Anning to invest in vanadium-titanium asset integration 7
4.5 Baowu Teye Gaojin breaks ground on new high-alloy bar project 7
4.6 Inner Mongolia Dadi Yuntian Chemical starts to produce titanium dioxide 7
4.7 Sheffield Resources provides Thunderbird operations update 7
4.8 Largo reports improved Q2 2025 vanadium production 7
5. Production Statistics 7
5.1 Chinese ferrotitanium production statistics 7
5.1.1 Chinese ferrotitanium operating rate statistics 7
5.1.2 Chinese ferrotitanium output statistics 8
5.1.3 Chinese ferrotitanium inventory statistics 8
5.2 Chinese titanium concentrate production statistics 8
5.2.1 Chinese titanium concentrate operating rate statistics 8
5.2.2 Chinese titanium concentrate output statistics 8
5.2.3 Chinese titanium concentrate inventory statistics 8
5.3 Chinese titanium sponge production statistics 9
5.3.1 Chinese titanium sponge operating rate statistics 9
5.3.2 Chinese titanium sponge output statistics 9
5.3.3 Chinese titanium sponge inventory statistics 9
5.4 Chinese high titanium slag production statistics 9
5.4.1 Chinese high titanium slag operating rate statistics 9
5.4.2 Chinese high titanium slag output statistics 9
5.4.3 Chinese high titanium slag inventory statistics 9
5.5 Chinese titanium dioxide production statistics 10
5.5.1 Chinese titanium dioxide operating rate statistics 10
5.5.2 Chinese titanium dioxide output statistics 10
5.5.3 Chinese titanium dioxide inventory statistics 10
6. Customs Statistics 10
6.1 China's titanium concentrate import volume increased 31.07% YoY in Jun 2025 10
6.2 China's titanium rod and profile export volume declined 30.45% YoY in Jun 2025 11
6.3 India's wroughted titanium products import volume decreased 44.65% MoM in Apr 2025 12
6.4 United States' titanium powder import volume grew 187.45% YoY in Apr 2025 13
6.5 United States' titanium sponge import volume rose 39.31% YoY in Apr 2025 14
6.6 Brazil's titanium dioxide(Ti≥80%) import volume grew 35.87% MoM in Apr 2025 15


.Asian Metal Copyright14 Titanium Ingot TA2 EXW China 5 3Asian Metal Copyright