Interesting article on the Chinese TiO2 industry 2007.
I always knew the focus on waste would come to the fore. This quote shows the pressure even on the Chinese.
"Although China is a big manufacturing country of titanium dioxide, yet the industrial quality needs to be improved and the product structure requires to be rationalized. Most of the middle-small enterprises concentrate on low-level product; as a result, product at the high end still depends a lot on import. In the near future, it will be an inevitable trend to take steps to restructure the product, to advance the techniques and to improve the quality.
As for the overall situation, China titanium dioxide market still has a promising prospect. Enterprises that meet the environmental policy and focus on high end products have more potential to win the market."
I believe this is one of the many indicators that the APG HiTi (lower waste) product will eventually be the industry standard. Very hard to see BHP take a step back given this sort of analysis.
