All about China, dear

"The COVID-19 pandemic continues to impact the global economy. Despite this, the mineral sands and associated industries have performed relatively well. China, as a major consumer of mineral sands feedstocks, continued to bounce back strongly in Q3 of 2020 and demand has been robust. Mineral sands feedstock demand in the Americas rebounded during the half year, however demand in India and Europe has not been as sound.

The titanium feedstock market has continued to tighten, especially in China where pricing for feedstocks, in particular sulfate ilmenite, has increased.

Zircon demand has not held up as well as titanium feedstock and supply has adjusted to balance weaker demand. China is the best performing market for zircon consuming industries, and although not yet at full capacity, it is operating at higher levels than in the first half of 2020. Zircon pricing remains in the range of US$1,350 – US$1,500 per tonne.

Mid to long range forecasts for both zircon and ilmenite markets remain unchanged. It is anticipated that there will be significant supply constraints in the market over the coming years."

国外矿业公司对于中国市场的信息和反馈的及时性和执行高效性是非常惊人的。这则摘自某国际矿砂公司的财报，准确的了解了中国对于矿砂的需求动态，随着行情的看涨，预计的价格和收益，立刻启动项目。执行力惊人。同样，中国公司也看准了海外项目，立刻投资入股该公司，获得双赢。矿业领域的主观能动性太重要了，和日本投资企业比起来，中国矿业海外投资才刚起步。