(9.27-10.10) Titanium Weekly Review

Ilmenite

This week, the market quotation for titanium ore is basically stable, and individual high-level transactions have fallen down. up to now, the transaction price of 46jin10 ilmenite from small and medium-sized manufacturers is 2150-2180 yuan / ton, the price of 47 # # 20 ore is 2300-2350 yuan / ton, and the tax-free price of 38 titanium ore is 1550-1600 yuan / ton. with the price reduction of Panxi large factories, the price difference between Panxi large factories and small and medium-sized factories has narrowed, and the market quotation of titanium ore is multi-dimensional and stable. Affected by the inspection of the central environmental protection group and road inspection, the transportation of raw ore is limited, the stock of raw materials of the concentrator is reduced, the shortage of supply of medium ore is intensified, and the prices of small and medium-sized ilmenite manufacturers remain stable; some mines in Yunnan are temporarily closed due to the expiration of mining procedures, and the supply of titanium ore is tight, and the price is high and firm; it is difficult to change the tight supply of titanium ore in the short term, and the market price is expected to maintain stable operation for the time being.

The market for imported titanium ore is stable. so far, the price of titanium ore in Mozambique is US $370 / ton and the price of 47-49 ore in Kenya is US $360 / tonne. the downstream titanium dioxide market is weak and the production cost is under great pressure. this year, the return volume of mainstream imported ore is relatively low, the prices of miners are strong, and the market price of imported ore will continue to operate at a high and stable level.

Titanium slag

This week, the price of high titanium slag is temporarily stable, the downstream market is in the doldrums, the demand is declining, the supply of high slag is excess, coupled with the low price of rutile, it has a great impact on high slag; the cost of raw material production is high, most enterprises have lost money, and the high slag market maintains weak operation.

The acid slag market continues to be weak and stable, so far, the factory price including tax in Sichuan is 5820-5870 yuan / ton, and the factory price in Yunnan is 4800 yuan / ton; the market demand is weak, the operation of acid slag is insufficient, the price of raw materials is high, and the price of acid slag is stable.

Titanium tetrachloride

Titanium tetrachloride market maintains stable operation this week, the current market price of titanium tetrachloride is 6000-6400 yuan / ton, there are low-price transactions in some areas, the price of liquid chlorine in some areas has declined this week, the cost pressure of titanium tetrachloride has been alleviated, and the price of titanium raw materials is still high. Titanium tetrachloride price remains stable; downstream sponge titanium starts to decline, titanium tetrachloride market is still under pressure.

Titanium dioxide

After the festival, the market price of titanium dioxide was collectively reduced by 200,300yuan / ton. up to now, the tax ex-factory price of rutile titanium dioxide in China is 14100-15400 yuan / ton, and the tax-containing factory price of anatase titanium dioxide is 13300-13600 yuan / ton. at the beginning of this month, Longbai Group lowered the guiding price of titanium dioxide by sulfuric acid process and chlorination process in October by 200,300 yuan / ton, and the prices of other titanium dioxide enterprises followed the adjustment after the festival. Terminal demand is still weak, lack of support for titanium dioxide, some enterprises began maintenance, titanium dioxide production declined; raw material supply is tight, high prices, coupled with rising prices in some areas of sulfuric acid, titanium dioxide production pressure is still large; and the market affected by macroeconomic boost news, enterprises wait-and-see mood is still strong, titanium dioxide transaction price is discussed one by one.

Sulfuric acid

Some prices in China's sulphuric acid market have continued to rise this week. up to now, 98% of sulfonic acid prices in Shandong are 360-410 yuan / ton, 98% of smelting acid prices are 80-340 yuan / ton, and 98% of smelting acid prices in Hubei are 330-380 yuan / ton. before the festival, some acid plants actively ship goods in order to reduce stocks, and the inventory of most acid plants is low after the festival, coupled with the market where acid plants are overhauled, supply is reduced, and prices are raised. Due to the rise in prices in Hubei, prices in surrounding Hunan, Zhejiang and other places have followed the rise in prices; but in Henan, Guangxi and other places, affected by the rise in inventory, coupled with the restoration of previous maintenance equipment, sulfuric acid transactions have a small discount; at present, the overall demand for phosphate fertilizer and other industries downstream is temporarily stable, and there is still some support for the sulphuric acid market, but China's demand is divided regionally, and sulfuric acid prices will rise and fall.

Sponge titanium

Sponge titanium market to maintain stability this week, the first-class sponge titanium transaction price of 4.2-43000 yuan / ton, the market has individual low-price transactions; downstream demand downturn, sponge titanium shipments are still under great pressure, manufacturers inventory pressure, coupled with high cost production upside down, sponge titanium start-up continues to decline, prices maintain weak and stable operation.

Future forecast:

1. The supply of ore-climbing ilmenite is tight, and the price maintains stable operation.

2. The market of titanium dioxide is weak, and the price is weak to maintain stable operation.

3. The output of titanium sponge is reduced, and the price is weak and stable.