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 CopyrightContents 1 Market Highlights 3 2 Economy and Policy 3 2.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.Asian Metal Copyright8 Fused zirconia 98.5%min EXW China 4
3.1.Asian Metal Copyright12 South African zircon sand 66%min CIF China USDt 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 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 Copyright9 Australian zircon sand 66%min CIF China USDt 13 8.Asian Metal Copyright1 Chinese zircon sand producers' operating rate down by 17.65% MoM in Feb 2024 6
5.1.Asian Metal Copyright69% MoM in Feb 2024 8 5.Asian Metal Copyright2 China's zircon sand output down by 46.57% MoM in Feb 2024 6
5.1.Asian Metal Copyright1 Primary zircon sand 65%min EXW China RMBt 13 8.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 Copyright2.Asian Metal Copyright1 Chinese zirconium silicate producers' operating rate down by 24.01% MoM in Feb 2024 7
5.2.Asian Metal Copyright2 Base Resources posts decrease in zircon and rutile output 5 4.Asian Metal Copyright2 China's zirconium silicate output down by 63.99% MoM in Feb 2024 7
5.2.Asian Metal Copyright11% MoM in Feb 2024 6 5.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 Copyright1.Asian Metal Copyright1 Chinese zirconium oxychloride producers' operating rate down by 21.77% MoM in Feb 2024 8
5.3.Asian Metal Copyright1.Asian Metal Copyright2 China's zirconium oxychloride output down by 36.69% MoM in Feb 2024 8
5.3.Asian Metal Copyright Customs statistics 11 6.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.Asian Metal Copyright1 Chinese fused zirconia producers' operating rate down by 21.45% MoM in Feb 2024 9
5.4.Asian Metal Copyright3.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 Copyright9 Australian zircon sand 66%min CIF China USDt 13 8.Asian Metal Copyright1 Chinese zirconium sponge producers' operating rate up by 3.56% MoM in Feb 2024 10
5.5.Asian Metal Copyright3 Chinese fused zirconia producers' stocks unchanged MoM in Feb 2024 10 5.Asian Metal Copyright2 China's zirconium sponge output up by 7.89% MoM in Feb 2024 10
5.5.Asian Metal Copyright2.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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