Monthly Titanium Market Report Sep 2025

Content
1. Market Highlights 3
2. Policy and Economy 3
2.1 China moves to seal abandoned mines, crack down on illegal mining 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 Copyright15 Titanium Bar TA2 Φ15mm EXW China 5 3.Asian Metal Copyright7 Titanium Tetrachloride 99.99%min EXW China 4
3.1.Asian Metal Copyright12 Titanium Pipe 25.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 Ferrotitanium 70%min D.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 titanium dioxide operating rate statistics 9 5.Asian Metal Copyright4 Ferrotitanium 70%min D.Asian Metal Copyright4 Reduced Ilmenite TiO2 56%min EXW China 3 3.Asian Metal CopyrightD.Asian Metal Copyright82% YoY in Aug 2025 11 6.Asian Metal CopyrightP. USA 6
4. Company News 7
4.1 Shenghe Resources reports higher titanium ore output and sales in H1 7
4.2 Xuzhou Titanium Dioxide resumes anatase line operations 7
4.3 LB Xiangyang Titanium suspends production after fatal accident 7
4.4 Huiyun Titanium acquires 35% stake in Detian Chemical 7
4.5 Baotong Mining launches provincial vanadium-titanium quality testing center 7
4.6 GPRO Titanium terminates major asset restructuring plan 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 7
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 8
5.3.1 Chinese titanium sponge operating rate statistics 8
5.3.2 Chinese titanium sponge output statistics 8
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 9
5.5.1 Chinese titanium dioxide operating rate statistics 9
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 tube export volume increased 60.04% MoM in Aug 2025 10
6.2 China's titanium concentrate import volume decreased 33.82% YoY in Aug 2025 11
6.3 Japan's titanium scrap import volume grew 56.92% MoM in Jun 2025 12
6.4 United States' Titanium rods, wire and profiles import volume grew 240.91% YoY in Jun 2025 13
6.5 United States' titanium scrap export volume decreased 22.39% MoM in Jun 2025 13
6.6 Brazil's wroughted titanium products import volume grew 32.79% MoM in Jun 2025 14
.Asian Metal Copyright3 International Market 6 3Asian Metal Copyright