Monthly Titanium Market Report Oct 2025

Content
1. Market Highlights 3
2. Policy and Economy 3
2.1 China's mineral exploration investment grows for fourth straight year 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 Copyright3.Asian Metal Copyright7 Titanium Tetrachloride 99.99%min EXW China 4
3.1.Asian Metal Copyright4*1mm EXW China 5 3.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 Copyright2 Chinese titanium concentrate output statistics 8 5.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.Asian Metal Copyright4 Ferrotitanium 70%min D.Asian Metal Copyright3 International Market 6 3.Asian Metal CopyrightD.Asian Metal Copyright5.Asian Metal CopyrightP. USA 7
4. Company News 7
4.1 LB Group acquires Venator's UK titanium dioxide assets 7
4.2 Shenghe Resources sees robust growth in zircon and titanium ore 7
4.3 Largo Corporate update on sustained operational progress 7
4.4 Sheffield Resources updates Thunderbird operations for the September quarter 7
4.5 Pitfield's titanium Empire grows with billion-tonne resource 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 import volume grew 217.46% MoM in Sep 2025 10
6.2 China's titanium concentrate export volume declined 82.39% MoM in Sep 2025 11
6.3 Japan's unwrought titanium export volume rose 26.05% YoY in Jul 2025 12
6.4 United States' titanium ingot export volume rose 19.35% MoM in Jul 2025 13
6.5 United States' Titanium rods, wire and profiles import volume decreased 30.14% YoY in Jul 2025 13
6.6 Canada's titanium dioxide(Ti≥80%) export volume decreased 40.86% YoY in Jun 2025 14


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