This paper is an AI translation part of
Understanding the current round of titanium dioxide market from the price increase of titanium raw materials–Titanium dioxide industry research & tracking frame serial 4, by DONGXING SECURITIES.
In 2019, the mine in Shapic, Australia ceased production. Australian titanium concentrate rarely flows into China again.
Kenya’s output began to decrease in 2019. Further reduction in 2020.
It can be seen that in recent years, foreign high-quality titanium slag has entered the Chinese market with a decreasing trend year by year. At the same time, Kenya Base Resources expects that for the 21st fiscal year, the output from July to June 2020 will be only 270,000 tons.
It will further reduce the entry of foreign high-quality titanium slag into the Chinese market, especially the high-titanium slag materials suitable for the chloride process will further reduce the entry into the Chinese market.
