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There was a volume dip 12 months ago Feb Mar Apr, brought the...

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kcf

348 Posts.

27

17/07/23

11:55

Post #: 68821289
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Originally posted by 2ic: ↑

Makes no sense at all... I'd be wary giving any weight to one shipment (quality?). Ti-sand prices are exponentially proportional to TiO2 content, as per this ILU chart

Sulphate ilmenite is typically around 50% TiO2 and Chloride ilm is typically high 50's (Coburn >60% from memory). Straight-up, Coburn chloride Ilm should be 20% higher priced than typical sulphate ilm on the basis it has 20% higher TiO2 units each tonne. Then add in the 'quality feed multiplier' and >60% TiO2 chloride ilm should be priced maybe 30% higher than sulphate... unless the TiO2 market dynamics have flipped on their head. The opposite should be true moving forward as higher premiums are priced in to 'clean, low-CO2' TiO2 feedstocks.

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There was a volume dip 12 months ago Feb Mar Apr, brought the weighted avg price down from a spike over $350/t to $240...same tactics again maybe.
Rutile and sr prices also easing.
Zircon steady
kcf

STA Price at posting: 23.5¢ Sentiment: Hold Disclosure: Not Held
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0 Great analysis

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