Zircon sand data - Nov.2011 - Part2

ZIRCONZIRCONZIRCONZIRCON SANDSANDSANDSAND

NewsNewsNewsNews NotificationNotificationNotificationNotificationNov. 2011 - Part 2

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Australia's Iluka Boosts Zircon ReservesNov. 16, 2011 - Iluka Resources , the world's top producer of zircon, announced sharp increases in heavyminerals at its South Australian and Western Australian mines on Thursday.The new ore reserve at its Jacinth-Ambrosia deposit in South Australia has increased 7 percent to 6.82 milliontonnes of heavy mineral with contained zircon of 3.42 million tonnes, which it said could extend the life of themine materially.Reserves at its Eneabba mining operation in Western Australia, idled in 2010 and due to restart in early 2012,have more than quadrupled, it said.Reserves at its Cataby deposit, which it plans to start mining in 2014, have increased by 32 percent.

Southern Ionics Explored as Possible Zircon SourceNov. 15, 2011 - An official with a mining company says it's exploring in southeast Georgia's Brantley andCharlton counties for the mineral zircon and could eventually turn its attention to Glynn County.It is reported that Southern Ionics, a specialty chemicals producer, says it's testing areas in Brantley andCharlton counties. The mineral zircon is processed to yield zirconium, which is used in products like ceramics,antiperspirants, paints and coatings. It also is used in kidney dialysis.Ron Rose, director of marketing for Southern Ionics, says the company has identified areas to expand miningoperations in Georgia.The company says mining in Brantley and Charlton counties could create 45 jobs, with a $15 million annualimpact for five to 10 years.Southern Ionics says its project will be environmentally friendly.

China Imports of Zircon Sand & its Concentrate up by 8.5% YoYOct. 31, 2011 - In September, China imported some 90,000 tons zircon sand and its concentrate with theimport aggregate amount near 150 million dollars. The whole import quantity is reported to rise by 8.5% YoYwhile the total import money surge by 148.6% YoY.Among the countries that China imports zircon sand and its concentrate from, Australia is undoubtedly themost imported one with the amount up to 40,000 tons, which accounts about 44% on the total import volume.

Chinese Buyers are Keen to Grab Zircon & Other Mineral SandsNov. 14, 2011 - While standing in the lobby outside last week's TZMI Congress in Hong Kong waiting to meetThe Australian, the Diatreme Resources executive chairman had representatives from three separateChinese companies approach him to ask about securing offtake from Diatreme's early stage Cyclone mineralsands project in Western Australia's Eucla Basin.That's despite the fact Diatreme is still a $25 million minnow with a lot of work to do before it can get Cycloneinto production, which Fawdon hopes will take place by 2014.The level of interest being shown by customers towards less advanced players like Diatreme is indicative ofthe eagerness being shown by Chinese buyers of zircon and other mineral sands.The prevailing mood over the two-day TZMI forum, which ranks as the key annual get-together for allparticipants in the mineral sands business, was an air of quiet self-confidence among miners and a faint whiffof panic among buyers who are increasingly concerned over supply.There was also a distinct hint of opportunism from the much stronger turnout from investors and fund





managers at this year's event, eager to get a piece of what has been one of the best performed pockets of theresources sector in the past year.The continued strength of demand from China for zircon and the other mineral sands, coupled with only a fewsignificant sources of new supply, has helped make Perth-based Iluka Resources one of the best performedstocks on the ASX.It's also driven ASX-listed Mineral Deposits and Base Resources to pursue big new developments on eitherside of Africa, and left Diatreme weighing up Chinese deals that could force the market into a re-rating of itsstock.For all the uncertainty that has gripped equity markets this year, mineral sands remain in a sweet spot.Industry consultant TZMI forecasts demand to significantly eclipse supply of zircon in the coming years,explaining why buyers were so eager to talk offtake deals at this year's event.The industry is not immune to the uncertainty that has gripped markets in recent years, but the fundamentalsin the zircon market appear sounder than other parts of the mining industry.The major end use for zircon is in ceramics and tiles.Iluka chief executive David Robb says the regions with a cultural predisposition towards tiles and ceramics,such as Asia and the Middle East, are not those regions where countries are buckling under the weight ofgovernment debt and mismanagement.Another reason for optimism among the mineral sands miners is that rising commodity prices haven't hurt theprofitability of the customers buying them.Robb says Iluka's customers are becoming more profitable even as they pay more for their feedstock. Theproducts sold by Iluka represent only a small portion of the cost of the end product, meaning big increases inmineral sands prices have been easily passed on from Iluka's customers to consumers.The improved market dynamics have helped Iluka shares increase from a low of $2.69 in mid-2009 to $17.52on Friday, with the company now boasting a market capitalisation of about $7.3 billion.Merrill Lynch forecasts Iluka to post a net profit before one-offs of $535m this year and more than $1bn nextyear, compared with the $84m loss in 2009. Robb and his fellow directors are weighing up just what Ilukadoes with that cash, but is giving away little as to what its windfall will mean in terms of dividends oracquisitions."It is important to us that this is not a flash in the pan, that this is a sustained, high-returns business," Robbsays."We've got a long way to go before we can look back on a long period of achievement, and I don't think wewould be so arrogant as to claim success based on only 12 to 18 months."Much of the TZMI conference focused on the new sources of supply being lined up, but Robb believes muchof the new capacity will only cover the growth in demand from China alone, not other growing markets suchas Indonesia and India.Jean-Francois Turgeon, managing director of Rio Tinto's iron and titanium division, adds his voice to thoseflagging a healthy outlook for the sector.Turgeon says central and western China continue to boom, contributing to a forecast doubling in demand forRio's mineral sands over the next 15 years."There's been little new capacity investment over the past decade," he says. "Major ore bodies are nearingdepletion, and bringing new ore bodies on line will not happen overnight."Rio used the conference to flag a major -- if long-dated -- overhaul of its international mineral sandsoperations, with Turgeon outlining Project TiO4.





The project involves developing two new mineral sands discoveries in Mozambique, improving efficiencies inRio's Madagascar operation, rejuvenating the ageing Richards Bay mine in South Africa and finding a way toincrease volumes at its Canadian mines. It has already committed $US800m earlier this year to extending thelife of its Canadian operations until 2050.There is very little detail about how much the program will cost or what sort of production increase it will leadto, but Turgeon says the expansion will rank as significant "even in a Rio Tinto sense".Despite all the talk about new sources of supply, no one is forecasting a return to oversupply soon.Goldman Sachs resources strategist Malcolm Southwood notes that China -- which is driving demand growth-- has very few domestic sources of mineral sands."The commodities you want to be investing in are the ones that China struggles to supply for itself," he says.And there seems little chance of China finding makeshift solutions to its shortages, as it has by mininglow-grade iron ore and importing poor-quality nickel ore."China always has the capacity to surprise us when it comes to the supply of raw materials," Southwoodsays."But geologically, it seems there's little likelihood that China will become more significant in zircon productionand ilmenite production, certainly not in high-grade rutile production," Southwood says.Fawdon, meanwhile, won't be giving away the offtake rights being sought by any of those Chinese firms soon,unless they provide cash to help in the project's development. The mineral sands market firmly seems to befavouring the miners, and Fawdon is determined to exploit that situation.





Price InfoFOB USA Price of Zircon Sand

Zircon sand best offer from Cameroon

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AnalysisMain Origins of China Imported Zircon Sand (Jan.-Sep. 2011)

CIF China Price of Australian Zircon Sand 66% in Jan.-Sep. 2011





StatisticsTop 20 Origins of China Imported Zircon Sand (Jan.-Sep. 2011)

HSHSHSHS CodeCodeCodeCode ItemItemItemItem OriginOriginOriginOrigin QuantityQuantityQuantityQuantity (Kg)(Kg)(Kg)(Kg) AmountAmountAmountAmount (USD)(USD)(USD)(USD)

26151000Zircon sand &its concentrates

Australia 388,138,595 491,198,678South Africa 100,752,091 130,316,449Indonesia 72,997,139 82,118,654India 30,393,002 20,257,241

Madagascar 15,973,532 1,650,0831Thailand 10,655,000 16,758,232Vietnam 9,058,777 16,337,705Sri Lanka 7,452,000 2,600,768Nigeria 6,709,626 3,493,731

Sierra Leone 5,900,610 3,876,427Mozambique 3,815,067 3,891,368Pakistan 3,599,949 725,793Taiwan 1,747,035 3,324,713

South Korea 1,733,500 3563430Spain 1,616,525 3,489,411Russia 1,426,000 4,679,547Ukraine 1,383,000 2,146,912

Kazakhstan 1,139,160 1,283,057USA 639,748 1,440,084

Malaysia 612,520 823,856France 338,175 1,636,605Somalia 303,880 78,578Japan 216,056 464,994

Unknown 178,000 320,852UK 44,800 91,924

Zambia 41,218 59,354Germany 31,050 60,927Italy 24,175 70,436

Netherlands 20,000 78,000Belgium 6,000 25,383Czech 500 2,728Austria 100 200



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Zircon sand data - Nov.2011 - Part2