(6.21-6.27) Titanium Weekly Review

Ilmenite

The overall operation of the titanium market has been stable this week. Up to now, the transaction price of 46jing10 ilmenite from small and medium-sized manufacturers is 2170-2200 yuan / ton, the price of 47jie 20 is 2450-2550 yuan / ton, and the tax-free quotation of 38,42ilmenite is 1530-1550 yuan / ton. The supply of raw ore is still tight, and the price of intermediate ore remains high. Due to the high cost, the concentrator in Panxi region is understarted. However, the downstream market remains weak, there is some resistance to high-priced ilmenite, market inquiries are weak, miners have a strong wait-and-see mood, titanium market supply and demand game, prices continue to run firmly.

The market for imported titanium ore is stable. Up to now, the price of titanium ore in Mozambique is US $370 / ton, and that of 47-49 ore in Kenya is US $360 / tonne. The price of Panzhihua ore remains high and stable, while the price of imported ore remains firm due to tight supply, and the downstream titanium dioxide market remains weak. Due to supply problems, imported ore prices will continue to operate steadily.

Titanium slag

The high titanium slag market is weak. In June, the tender price of 90% low calcium magnesium high titanium slag was 7800 yuan / ton, which was 50 yuan / ton lower than that of the previous month. The downstream market remained weak, the high slag shipping pressure was high, and the market was underemployed. The northeast slag plant maintained off-peak production, and the output supply may increase next month due to the increase of resuming production enterprises in Inner Mongolia. At present, the price of raw material ilmenite is still high, the high titanium slag is on the edge of loss, and the price will continue to be low.

The acid slag market is under pressure. Up to now, the factory price including tax in Sichuan is 5820-5870 yuan / ton, and the factory price in Yunnan is 5000-5100 yuan / ton; during the flood season in Yunnan, the electricity price is reduced, but the titanium dioxide market is in the off-season. The downstream enterprises have seriously depressed the price, the acid slag shipment pressure has increased, and the acid slag market price is deadlocked.

Titanium tetrachloride

The market price of titanium tetrachloride continues to maintain stability. At present, the market price of titanium tetrachloride is 6300-6800 yuan / ton, and the cost of raw and auxiliary materials is high, which has a certain support for the price of titanium tetrachloride. The price of titanium tetrachloride downstream is low, and the price of titanium tetrachloride is difficult to rise and fall.

Titanium dioxide

This week, the titanium dioxide market is weak and stable; up to now, the tax ex-factory price of rutile titanium dioxide in China is 14800-16200 yuan / ton, and that of anatase titanium dioxide is 13800-14200 yuan / ton. in the off-season, the shipping pressure of enterprises continues to be high, the inventory of most manufacturers is high, the titanium dioxide market is underemployed, and affected by the persistent downturn of the market, some enterprises have maintenance plans in July, and the output of titanium dioxide is expected to decrease. International titanium dioxide giant enterprises have sent letters one after another, the price of titanium dioxide has been raised by 200 US dollars / ton since July 1; the price of raw titanium ore is high and firm, the price of sulfuric acid keeps rising, the cost pressure of titanium dioxide increases, and the production pressure of enterprises is greater; at present, market participants are more bearish on the market, the market pessimism is still strong, but the pressure of market competition is great, and the price of titanium dioxide will continue to be discussed alone.

Sulfuric acid

The domestic sulphuric acid market has maintained a rising trend this week. Up to now, 98% of the smelting acid prices in Guizhou and Sichuan are 400-550 yuan / ton and 480-650 yuan / ton, respectively. The overall demand of the sulfuric acid market is relatively strong this week. Sulfuric acid shipments in many areas in the southwest are good, factory inventories are low, and new unit prices are rising one after another. In addition, the export order support of the main acid plants in some areas is strong, and acid plants in some areas are still being overhauled, sulfuric acid supply remains tight, and prices rise slightly; the price of raw material sulfur has recently increased, which brings support to the cost of sulfuric acid, and the sulfuric acid market remains good in the short term, and some prices are expected to rise again.

Sponge titanium

The market price of sponge titanium is stable this week, the transaction price of grade 1 sponge titanium is 4.9-5.0 yuan / ton, the supply of sponge titanium is sufficient, while the downstream market demand continues to be weak, the enterprise shipping pressure reaches, the manufacturer inventory pressure is big, the sponge titanium price remains low, the market is deadlocked.

Future forecast:

1. The supply and demand of titanium ore market is reduced, and the price is strong.

2. the market is off-season, the demand is still weak, and the titanium dioxide market is weak and stable.

3. The price of titanium sponge is low and the price will continue to be weak and stable.