liu li, ruidow information technology: current and future importing regions for zircon in china
DESCRIPTION
Liu Li, Zircon Department Manager, Ruidow Information Technology Co., Ltd. delivered the presentation at the 2014 Mineral Sands conference. The Annual Australian Journal Mining's Mineral Sands Conference is the key meeting place for Australia's Mineral Sands industry. The event gives delegates the chance to hear from industry experts as they share their perspectives on the hot topics for the mineral sands industry. For more information about the event, please visit the website: http://www.informa.com.au/mineralsandsconferenceTRANSCRIPT
China Zircon Sand Market – Status and Outlook in 2013
Liu Li, Zircon Industry Assistant Analyst www.Ruidow.com
Contents
Zircon Sand Price Trend in Chinese Market
Domestic Zircon Sand Supply
Zircon Sand Consumption Structure in Chinese Market
Zircon Sand Outlook in Chinese Market
1、Price Trend Australia , Indonesia, Hainan Sand Price Review In China
0
5,000
10,000
15,000
20,000
25,000
Price (RMB/t)
Australia 66% Premium Grade Indonesia 66% Premium Grade Hainan 65% Premium Grade
1、Price Trend Indonesia Zircon Sand Concentrate Price Review
0.0
5.0
10.0
15.0
20.0
25.0
30.0
35.0
40.0
Jan-
10
Mar
-10
May
-10
Jul-1
0 Se
p-10
N
ov-1
0 Ja
n-11
M
ar-1
1 M
ay-1
1 Ju
l-11
Sep-
11
Nov
-11
Jan-
12
Mar
-12
May
-12
Jul-1
2 Se
p-12
N
ov-1
2 Ja
n-13
M
ar-1
3 M
ay-1
3 Ju
l-13
Sep-
13
Nov
-13
Jan-
14
CIF Price (USD/t)
Indonesia Zircon Concentrate
15.5
2、Zircon Supply Domestic and Import-(Zircon Sand, Equaled to Finished)
599
30
0
100
200
300
400
500
600
700
800
2009 2010 2011 2012
2013
Supply (kt)
Import Domestic
2、Zircon Supply Zircon Sand Import 2009-2013
(kt)
404
377
0 100 200 300 400 500 600 700 800 900
1000
2009 2010 2011 2012 2013
Finished Zircon Sand Zircon Concentrates & Tailing
2、Zircon Supply Zircon Sand Supply 2009-2013 (By Destinations)
49% 56% 56% 47% 53%
22%
27% 15%
17% 19%
10%
6%
10% 13%
7%
12% 7%
7% 6% 5%
8% 3% 13% 17% 16%
2009 2010 2011 2012 2013
Australia South Africa Indonesia Domestic Others
2、Zircon Import
1.6
29.1
26.2
5.6
0
10
20
30
40
50
60
70
2009 2010 2011 2012 2013
Import (kt)
Madagascar Mozambique Sierra Leone
27
43
60.7 60.9
3、Zircon Demand
Zircon price falling, less ZrSiO4 substitutes More zirconium chemicals export, downstream products vigorously develop Daily glass slightly recover
3、Zircon Demand ZOC Export
kt
0
10
20
30
40
50
60
2009 2010 2011 2012 2013
Japan America Europe Others
41.9
3、Zircon Demand Consumption Structure 2013
Total Demand: 614kt
43%
20%
11%
15%
11% Ceramics
Zirconia & Zr Chemicals
Fused Zirconia
Refractories
Foundries
4、Outlook
New Supply
Changcheng Mining MZI
Hainan Haiyu Guangxin Sino-Africa Resource
Wogen Metal Commercial Tizir
Avg. annual production 85kt Avg. annual production 25kt
Avg. annual production 31kt Avg. annual production 13kt
Sales aggreement with Tricoastal Avg. annual production 55kt
4、Outlook
Import and Price of Indonesia Zircon Sand
0.0
5.0
10.0
15.0
20.0
25.0
30.0
35.0
40.0
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
18,000
20,000 Ja
n-10
Mar
-10
May
-10
Jul-1
0
Sep-
10
Nov
-10
Jan-
11
Mar
-11
May
-11
Jul-1
1
Sep-
11
Nov
-11
Jan-
12
Mar
-12
May
-12
Jul-1
2
Sep-
12
Nov
-12
Jan-
13
Mar
-13
May
-13
Jul-1
3
Sep-
13
Nov
-13
Jan-
14
CIF (USD/MTU) Import (t)
Zircon Concertrates Finished Zircon Sands Cenceratrate CIF Price
4、Outlook
Challenges Air pollution
Over capacity
Opportunities Actively promote urbanization process
Improving export market
4、 Outlook
Less ZrSiO4 substitutes in tiles
Actively develop downstream processing products
Ink-jet technology popularity
In 2014, the downstream demand for zircon is
expected to increase slightly in China, but the
supply growth would be stronger. Imbalance
between supply and demand is still outstanding.
