The annual production capacity of titanium dioxide in China may exceed 10 million tons! The industry should be vigilant about the shortage of raw materials

On September 17, at the 2022 Titanium Dioxide Industry Innovation Conference and High-tech Exchange Conference held in Zhuzhou, Hunan, Bi Sheng, secretary general of the Titanium Dioxide Industry Technology Innovation Strategic Alliance and director of the Titanium Dioxide Branch Center of the Chemical Industry Productivity Promotion Center, pointed out that in recent years, enterprises inside and outside the industry have invested in titanium dioxide projects, and it can be expected that even if some of them can be realized in a few years, the total production capacity of China's titanium dioxide may exceed 10 million tons / year

Increasing capacity concentration

According to Bi Sheng, in 2021, there will be 42 full-process manufacturers with normal production conditions in China's titanium dioxide industry

Among the 42 full-process titanium dioxide producers, 1 extra-large enterprise with an actual output of more than 900,000 tons last year; 11 large enterprises with an output of 100,000 tons or more; 8 medium-sized enterprises with an output of 50,000 to 100,000 tons; The remaining 22 producers are small and micro enterprises

The comprehensive output of the top 12 titanium dioxide producers last year was 2.

Last year, the comprehensive output of chlorinated titanium dioxide of 5 chlorination enterprises in the country was 380,000 tons, accounting for 9.

The expansion of the industry outside the industry has led to a sharp increase in production capacity in the near future

Bi Sheng pointed out that the scale of existing producers has been further expanded

Public information shows that it is now under construction, and there are at least 4 titanium dioxide projects completed in 2022-2023, with a design capacity of more than

Putting the cart before the end inverted industrial chain, new energy by-product titanium dioxide

Bi Sheng stressed that what makes the titanium dioxide industry more noteworthy at present is that with the rise of the green new energy battery material industry, a large number of iron phosphate or lithium iron phosphate projects inside and outside the industry are being built or prepared in full swing, most of which start

At present, a large number of new energy projects are being launched or in the pipeline (including non-titanium dioxide enterprises), thus subverting the industry's previous cognition, and there is an industrial chain

Bi Sheng pointed out that based on the above data, even if the titanium dioxide production capacity involved in new energy materials is not included, by 2023, the total production capacity of titanium dioxide in China will reach more than 5.

The whole industry will face the bottleneck of titanium ore raw material shortage

Bi Sheng pointed out that by 2023, China's boiling chlorinated titanium dioxide production capacity will reach more than 900,000 tons / year, and about 1.

Bi Sheng believes that for the new boiling process chlorinated titanium dioxide project, in addition to the basic conditions that require high investment and high-end technology and talents, the stable source of high-grade titanium raw materials is a key issue

According to Bi Sheng, in 2021, in addition to imported high-grade titanium raw materials for boiling chlorination, the total consumption of titanium ore in the country will exceed 9 million tons

Bisheng expects that by 2023, the titanium dioxide industry will require more than 13 million tons of titanium raw materials, other titanium-related industries will need about 1.

At present, the main producers of domestic titanium ore are small mines in Panxi region of Sichuan, Chengde area of Hebei Province, Shandong and Xinjiang, and the expansion of production capacity is limited

So far, only 5 enterprises in the whole industry, such as Pangang Vanadium and Titanium, Longbai Group, Yunnan Dahuitong, CNNC Titanium Dioxide, and Fumin Longteng, have their own titanium ore raw material resources, and the rest of the producers can only purchase raw materials through different channels, which to a large extent brings uncertainty