Market rebound, titanium ore and titanium white prices rise together

May 29, 2024, 11:58 AM

TDD-global

6712

Last week, some of the titanium ore market prices rose slightly, the cumulative increase in 50-90 yuan / ton; as of now, small and medium-sized manufacturers 46,

1.Titanium market price analysis

Titanium Ore

Last week, some of the titanium ore market prices rose slightly, the cumulative increase in 50-90 yuan / ton; as of now, small and medium-sized manufacturers 46, 10 titanium ore transaction price in 2080-2200 yuan / ton, 47, 20 ore offer in 2450-2500 yuan / ton, 38, 42 ore offer without tax in 1300-1450 yuan / ton; at present, Panxi, Chengde and other areas of the titanium ore market opening is still Low, the overall market supply is tight; with the downstream titanium dioxide market rebound and manufacturers gradually resume maintenance, titanium ore market demand increased, the market inquiries have increased, small and medium-sized titanium ore low prices rose slightly, some miners have pity sales; Chengde area titanium ore market is slightly stalemate, some titanium ore prices, the overall market of titanium ore gradually improved.

Imported titanium ore market is running firm, Vietnam A ore offer at $400 / ton, Australian ore titanium ore offer $380 / ton, Kenmare 50 titanium ore offer $400 / ton. RBM shutdown and other effects, the international titanium raw materials are still tight; affected by the epidemic, the import of Vietnam ore is restricted, the supply of imported titanium ore is also tight, the market supply is tight, the amount of imported titanium ore will decline significantly in the near future.

Titanium slag

High titanium slag market stable operation, ordinary slag purchase price at 7500 yuan / ton, low calcium magnesium titanium slag market price at 8000 yuan / ton; high titanium slag market overall shipments are relatively stable, the recent raw material titanium ore part of the price rebound, due to some manufacturers pre-stock, the overall impact on the current high slag market is not significant, high slag market supply is stable.

Acid slag market prices are stable, Yunnan region still power restriction policy; as of now, Yunnan region ex-factory price with tax at 5100 yuan / ton, Sichuan region ex-factory price with tax 6010-6160 yuan / ton. Titanium ore market is good, the recent acid slag market inquiries increased, the transaction price more a single negotiation, the acid slag market has improved.

Titanium tetrachloride

Titanium tetrachloride market is running smoothly, the current titanium tetrachloride market price at 7800-7900 yuan / ton, raw material liquid chlorine prices fluctuate, the cost remains high, but the titanium tetrachloride market transactions are more stable, downstream titanium sponge demand is stable, the enterprise normal shipments, titanium tetrachloride market stability operation.

Titanium dioxide

Last week, the titanium dioxide price index increased, with Long Bai, CNNC issued a letter, other companies followed the price increase, as of press time, twenty-one companies have issued a letter price adjustment, the price range of 800-1500 yuan / ton; as of now, China rutile titanium dioxide with tax ex-factory price at 18500-21,500 yuan / ton, anatase titanium dioxide with tax ex-factory price at 17000-19000 yuan /The recent raw material sulfuric acid prices continue to rise, titanium ore low prices have rebounded, titanium dioxide high cost; by environmental protection and power restrictions, such as the impact of some manufacturers device maintenance, market supply reduced; with the rebound in market demand, titanium dioxide manufacturers price increases, market inquiries increased significantly, some dealers actively stockpile, foreign orders also have a greater improvement, titanium dioxide low prices have been adjusted, the market transaction prices slightly Up, the price of a single negotiation, the current market price difference gradually narrowed, titanium dioxide market has improved.

Sulfuric acid

Last week, sulfuric acid prices in some areas continued to rise, as of now, 98% sulfuric acid prices in Jiangsu area are at RMB830-1060/ton, 98% smelting acid prices in Fujian area are at RMB730-770/ton, 98% smelting acid prices in Hunan area are at RMB920-1050/ton; the price increase in Jiangsu, Zhejiang and Fujian areas is mainly driven by the high acid prices of major plants in East China; Hunan and the two Guangdong areas This week's acid price increase is mainly driven by the maintenance of acid enterprises in the region, and the tight supply of sulfuric acid. The two major acid plants in Hunan are in the maintenance state, the acid price in the region of tight goods prices rose slightly, the two broad regions in Guangxi two major acid plants under the influence of power restrictions and maintenance, the market start low, coupled with the subsequent maintenance plan, the market supply is tight, prices rose; acid enterprises for downstream cost considerations, the magnitude of upward adjustment is more moderate; because the main downstream phosphate fertilizer limit export orders, domestic prices cost pressure, coupled with the downstream Calcium hydrogen market is more difficult to raise, demand decline, individual acid plant in the region to reduce the acid price. However, the inventory of acid enterprises remained low, and the overall market price was stable.

Titanium sponge

Titanium sponge market price is stable, the market enterprise level sponge titanium offer 70,000 yuan / ton, this week the raw material magnesium ingot prices continue to rise, the cumulative increase in 1100-1300 yuan / ton, titanium tetrachloride prices are stable, sponge titanium enterprise cost high; the current sponge titanium enterprise orders are sufficient, the downstream military market demand gradually rise, the civilian market demand remains stable, the demand side continues to be good.

Post-market forecast

1.Downstream market demand increased, titanium ore supply is tight, the late price or continue to rise slightly.

2.The high cost of raw materials, market prices rose slightly, and the titanium dioxide market gradually improved.

3.The market demand for titanium sponge is gradually rising, with high raw material prices and firm market prices.

2.Last week's titanium product price comparison