CCM: TiO2 price in China still booming in December 2016 01-04-2017

Rising costs and decreased supply of raw materials keep the price of Titanium Dioxide rising in China. According to CCM, the overall business of TiO2 will be stable the next months till Spring Festival.


Ex-works price of anatase TiO2 in China by region, mid-Dec. 2015 to mid-Dec. 2016

Source: CCM


29.38% increase year on year and 32.05% year on year rise are the numbers of rutile TiO2 and anatase TiO2 in the middle of December 2016. This increase leads to an average price of USD2,249/t for rutile TiO2 and USD1,956/t for anatase TiO2. While rutile TiO2 has been increasing almost steadily since the beginning of the year, anatase TiO2 prices remained compared to that relatively stable, until November 2016. Now in December this product has made a huge jump in price increase with a percentage of 22.34% compared to the previous month.


CCM states, that this development is mainly due to production deduction of titanium ore and TiO2 manufacturers, who are operating in China’s Panxi area. The reduction is part of the governmental plan to increase environmental protection and the quality of air and water again.


However, even if the reduction of production will continue longer, it will is going to be balanced out by sinking domestic demand for TiO2, decreased the export value and a lower activity in the downstream industry of TiO2. So, CCM is expecting a stable development of the TiO2 price in the middle-term.


Development of the upstream market


Looking at the raw materials for the TiO2 production, most of them show an increasing price trend as well. The biggest rise can be seen for titanium slag (74-76%). Here the price was increased more than USD50/t in Sichuan Province, with less increase in Yunnan and Hebei province. According to CCM, the trend can be explained by price rises of titanium ore.


Titanium slag (90%) did not perform this well. While the price was also increasing in December 2016 in Sichuan Province, the price trend in other provinces like Yunnan Province has seen even slight losses.


Furthermore, Ilmenite could state a very steady price increase during the year 2016, with a higher price increase in mid-year and now at the end of 2016, the price rose faster again as well. This is explained by CCM again with the production suspension in Panxi region in China.


 


More about the production reduction


The production limitation in the Panxi region in China takes place because it was revealed in early December, that several enterprises in this area had discharged clandestinely some polluted water with the effect of a huge environmental pollution. As a result, 28 companies had to suspend their production, of which 8 are TiO2 and its upstream products manufacturers, according to CCM.


The outcome of this measurement is affecting the amount of supply, which is going to be less. It will also benefit huge companies with their own supply chain like Sichuan Lomon because they are less affected by increasing raw material prices.


There are more production reductions in China in several industries recently, due to the focus of China’s government on higher environmental protection. According to CCM, this will improve the supply-demand situation of TiO2 in China in general and may lead to a steady price rise.


About CCM

CCM is the leading market intelligence provider for China’s agriculture, chemicals, food & ingredients and life science markets.

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