"Ban mine is not the first time, a great impact, we have to time will send the announcement." The ANE a staff. She said the mine is titanium ban mine is on January 9 this year, the Vietnamese Prime Minister issued instructions, approval of the current inventory of titanium exports to June 30, 2012.
Vietnam is the largest supplier of of titanium, in 2008, 2011 and threatened to ban mines, and finally nothing but mine move for this year's ban, ANE quite objectionable. Yingkou the NETZSCH Seoul new materials company Sun Zheng said: "It must be to ban at least July of this year in December will not be Vietnamese ore imports next year will have now said is not clear."
With the advent of the ban on mining period in July 1, the Panzhihua region of titanium Price slightly higher; Vietnam A-grade titanium is already stabilized, the current price is maintained at 2400 to 2500 yuan (excluding tax). Sun Zheng said that China has been a lot of traders in advance stockpile, waiting for prices to rise.
70 percent of Vietnam titanium for the production of titanium dioxide, the geometry of the Mine Ban the industry impact? Depict the price trends of the next titanium dioxide two analysts and a trader for investors: will appear to rise in early July, and decline by the end of July and August, September to October is relatively optimistic.
Imports of mining companies to hoard mine to be up ANE is a titanium dioxide listed companies, their official website, the company has anatase titanium dioxide production capacity of 35,000 tons / year, rutile titanium dioxide production capacity of 40,000 tons / year . The company staff told reporters that the company signed long-term supply agreement, the move is to guarantee that the stability of the titanium price.
ANE of titanium Kunming Dawson, Panzhihua Iron and Titanium supply, in 2011 the trading volume of 74,065,800 yuan, 52,517,500 yuan.
Kunming Dawson titanium precisely imports from Vietnam. The reporter had telephoned the officer Hui, the company's legal representative, that the reporter intent, she declined to be interviewed.
However, the Vietnam prohibit titanium exports in July 1, is an unavoidable topic.
Business community to provide the data show that the supply of titanium in Vietnam accounted for 1/3 of China's titanium import volume; in 2009 to 646,800 tons, 837,700 tons in 2010, 2011 is 789,400 tons. Ban ore news on January 9, 1 titanium total Vietnamese exports to China in May was 10 000 tons compared with 406,500 tons in 2011 to 35.77%, has almost completed the first half of the quota of 600,000 tons.
Young Johnson said that 13 percent of imports from Vietnam of titanium used for refining titanium slag, 17% used for ilmenite, etc., 70% is used to produce titanium dioxide, "Mine Ban news release, titanium dioxide, analysts have passed since the more than five months, the penetration of a high degree of miners bullish expected strong "when reporters call the Panzhihua Iron and alumina titanium, staff respect the ban on mine is a good thing for the company and said that the June 20, they have titanium The offer of concentrate per tonne, the price rose to 2400 yuan / ton.
Panzhihua Iron and the alum titanium titanium concentrate production capacity of 500,000 tons / year 2011 company production of titanium concentrates of 497,700 tons, 115,100 tons of high titanium slag years titanium concentrate production target is 490,000 tons. Panzhihua Iron and alumina titanium titanium dioxide production line, titanium 1/3 occupied, and the rest exported.
According to the Sun Zheng understanding, the country has many early traders to hoard goods, "titanium port deposits reached 150,000 to 160,000 tons, the highest, but 170,000 to 180,000 tons. Vietnam Class A titanium prices down April this year after no longer fell, and now everyone is waiting for the prices.
The titanium dioxide industry is not yet clear impact Vietnam ban mines, domestic titanium supply gap is immediately apparent, but their prices have gone up or down, but also the "face of the titanium dioxide.
The business community data show that in March of this year, the rutile titanium dioxide had rebounded to 21,000 yuan / ton, the end of May before falling back to 18,500 yuan / ton, the current price of titanium dioxide per ton, up 1,000 yuan to 19,500 yuan / ton.
In the meantime, domestic downstream coatings, plastics, paper and other industries, demand for titanium dioxide continued to slump; abroad, but "nice", so the domestic titanium dioxide manufacturers are inclined to choose the export.
Customs data show that the first five months of this year, the domestic export titanium dioxide, 190,900 tons, the export amount has reached $ 580 million; the same period last year, export volume of 169,700 tons, exports amounted to $ 442 million. March and May this year, the product export volume of a single month twice exceeded 42,000 tons last year, in June alone, exports of 40,000 tons. It is because of DuPont, DSM and other international giants to its titanium dioxide price of a tune and then tune, resulting in domestic average export price of titanium dioxide from this January's $ 2.85 / kg up to April of $ 3.14 / kg.
However, after the price adjustment since April, foreign giants has been silent, titanium dioxide, the average export price dropped to 3.08 yuan / kg in May. Wait until the end of July, the June data released in July and August is the demand for off-season; in Vietnam after the ban ore, titanium dioxide, how will the price movements?
Young Jackson responded by saying that the end of May, the titanium dioxide factory price adjustment, or because of a slight rebound in the manufacturer of ilmenite speculation. Critical period in June and July, mainly to see the extent of the impact of the Vietnam event. If the rational treatment of needs to contain titanium dioxide prices will shot up after the decline, but the miner is always the pursuit of profit maximization, from the emotional point of view of the mining companies of Vietnam in early June to reflect the reluctance to sell, the market outlook is very uplink may, titanium dioxide throughout the year will show "N" shaped movements. "
Wang Tingting Cho Chong Information titanium dioxide editor more cautious, she said: "June 20, Panzhihua Iron and Steel raised titanium prices, a firm offer of domestic titanium dioxide manufacturers did not follow up, because of its own also worried, I think, by the end of July titanium dioxide prices will be slightly down in September after the lack of news guidelines, the trend is not yet clear. "Sun Zheng is optimistic about the 9 October market.
So far, three people in the industry for investors to weave July to October, titanium dioxide trend: early July appears to rise, decline by the end of July and August, months relatively optimistic.
Titanium dioxide prices up is down, outside of current interest or Vietnam ban on mine production of titanium dioxide manufacturers to see what impact?
The present situation, Billions should not impact the company's titanium mainly from Australia and Panzhihua. Vietnam mine dependence considerable ANE staff, said: "If a great influence on our time will be issued bulletin.