1. Notice on the Final Ruling of the EU Anti-dumping Investigation on Titanium Dioxide from China
On January 9, the European Commission announced the final ruling on the anti-dumping investigation on titanium dioxide from China, and formally imposed anti-dumping duties on titanium dioxide products from China; except for titanium dioxide for ink, non-white coatings, food grade, sunscreen, high-purity titanium dioxide, as well as anatase and chloride titanium dioxide are all included in the scope of anti-dumping tax products; the anti-dumping tax collection method is changed from ad valorem collection in percentage form to specific collection, namely: Longbai Group 0.74 euros/kg, Anhui Jinxing Titanium Dioxide Group The temporary anti-dumping duties shall be levied from the date of the announcement of the preliminary ruling, and shall not be reduced or exempted; the time of shipment shall be the time of customs declaration at the port, and no retroactive levy shall be made; EU importers shall provide commercial invoices with specific declarations as required by the customs of each member state in order to apply the above anti-dumping duties; the difference between the preliminary anti-dumping duties and the final anti-dumping duties shall be handled by refunding the excess and not making up the deficit; new exporters that meet the conditions may apply for the average tax rate later.
2. Keping County, Aksu, Xinjiang successfully discovered 50 million tons of ilmenite resources.
In mid-January, in a new round of strategic actions for mineral exploration breakthroughs, Keping County, Aksu Prefecture, Xinjiang Uygur Autonomous Region successfully discovered a metal mineral resource with great potential, ilmenite. The iron ore grade of the ilmenite resource is as high as 19.32%, and the potential resource volume is estimated to be about 50 million tons. There are two exploration rights areas planned for the ilmenite resources discovered this time, and both have reached a high degree of mineralization. This is the second important ilmenite resource area discovered in the Xinjiang Uygur Autonomous Region after another known ilmenite mineralization area.
3. Jintian Titanium, a subsidiary of Hunan State-owned Assets, received 700 million yuan in financing to help the high-quality development of the titanium industry.
In mid-January, with the support and guidance of the Hunan Provincial State-owned Assets Supervision and Administration Commission and Hunan Energy Group, Hunan Xiangtou Jintian Technology Group Co., Ltd. (hereinafter referred to as "Jintian Technology Group") actively promoted its subsidiary Hunan Xiangtou Jintian Titanium Metal Co., Ltd. (hereinafter referred to as "Jintian Titanium") to introduce strategic investment, and successfully completed capital increase and share expansion, raising a total of 700 million yuan. Jintian Titanium specializes in the production, research and development and operation of titanium and titanium alloy strips, titanium welded pipes, titanium and titanium alloy precision strips, titanium and titanium alloy medium and thick plates. Its series of products are widely used in aerospace, shipbuilding, seawater desalination, thermal power, nuclear power, biomedicine, 3C electronic consumer products and other fields. It is a "little giant" enterprise in Hunan Province that specializes in specialization and innovation. It focuses on the "four super" product strategy of "super soft, super strong, super thin, and super wide", and strives to solve the problems related to the research and industrialization of high-end titanium alloys in my country.
4. India's PTC and ATTM sign a titanium sponge supply agreement
On January 21, Indian titanium producer PTC Industries signed a titanium sponge supply agreement with Saudi Arabia's Amic Toho Titanium Metal (ATTM) after commissioning a vacuum arc remelting (VAR) furnace earlier this month. ATTM will supply titanium sponge to PTC, but the terms and quantity of the contract have not yet been disclosed. PTC did not respond to Argus' request for comment. PTC's wholly-owned subsidiary Aerolloy Technologies has a VAR furnace melting capacity of 1,500 tons/year and is capable of producing aviation-grade titanium ingots. Titanium sponge is the raw material for producing titanium ingots and is smelted along with titanium scrap and master alloys such as aluminum and vanadium. The limited amount of titanium scrap produced in India means that if PTC is to include scrap in its furnace mix, it will rely on imported titanium scrap from production areas such as Europe and Asia.
5. Falcon Holdings will invest 10.5 billion rupees to build a titanium dioxide (titanium dioxide) plant
On February 5, Falcon Holdings signed a memorandum of understanding with the Odisha government to build a titanium dioxide (TiO2) plant. The plant has an annual production capacity of 30,000 tons (KTPA) and an investment of 10.5 billion rupees. This advanced facility will meet the growing demand for titanium dioxide in industries such as paints, coatings, plastics and textiles. The new titanium dioxide plant is expected to bring significant socio-economic benefits to Odisha, including the creation of 1,600 new jobs. Falcon Holdings director Partajit Patnaik and Chief Minister Mohan Charan Maji signed a memorandum of understanding at the "Odisha Enterprising - Made in Odisha 2025" Industrial Project Summit.
6. 300,000 tons of titanium dioxide!
Xinjiang Dongjia project started on February 15, Bachu County held a concentrated start-up and resumption of major projects in 2025 and a groundbreaking ceremony for the Xinjiang Dongjia 300,000 tons of titanium dioxide project. 72 major projects with a total investment of 30.72 billion yuan were started simultaneously. As the first cluster of projects exceeding 10 billion yuan in the beginning of the year in southern Xinjiang, this concentrated start-up covers six major areas such as green mining, new energy, and people's livelihood security. With the momentum of "starting the game and decisive battle", it sprinted to a "good start" in the first quarter, injecting strong momentum into building a benchmark for high-quality development in southern Xinjiang. It is reported that there are 72 concentrated start-up and resumption projects with a total investment of 30.72 billion yuan, covering textiles and clothing, green mining, new energy, infrastructure and people's livelihood security. Among them, Xinjiang Dongjia New Materials Co., Ltd.'s annual production of 300,000 tons of titanium dioxide project is a leading project in the field of green mining, with a total investment of 6 billion yuan. After completion, it will further extend the vanadium-titanium industry chain in Bachu County and help build a new highland for green mining in southern Xinjiang. In addition, new energy projects such as Yueshui Power's 2 million kilowatt photovoltaic power generation and 500,000 kilowatt independent energy storage power station were launched simultaneously to promote the large-scale development of the new energy industry.
7. Tronox announced its intention to idle its 90,000-ton titanium dioxide plant in the Netherlands.
On March 17, Tronox Holdings plc (NYSE: TROX) ("Tronox" or the "Company"), a world-leading integrated manufacturer of titanium dioxide (TiO2) pigments, announced today that as a result of a strategic review of its asset footprint, Tronox has notified its Dutch workforce that it intends to idle its 90,000 metric tons per year TiO2 plant in Botlek, the Netherlands. The site is currently closed due to a power outage at the site's chlorine supplier that began on March 6, 2025, but is not expected to be back online after consultation with the union. Tronox does not expect this move to impact its ability to serve customers as the company will leverage its diversified footprint to provide uninterrupted supply. The operating site currently employs approximately 240 affected permanent employees.
8. The launch ceremony of the trial production of the Huatai Titanium Sponge Plant was a complete success - opening a new chapter of efficient production
On March 13, firecrackers and applause rang in front of the Titanium Workshop 4 of the Huatai Technology Titanium Sponge Plant. With the official start of the reduction distillation furnace, it marked the full launch of the trial production. Zhou Xinjun, general manager of Huatai Technology, Gao Wenzhu, general manager of Xiangrun Technology, and other leaders and guests attended the ceremony to witness this important moment together. At 11:18, Zhou Xinjun, general manager of Huatai Technology, announced loudly: "I declare that the trial production of the Titanium Workshop 4 has officially started!" After the order was issued, firecrackers rang on the scene, and the reduction distillation furnace started the feeding procedure synchronously. This marks that the production line is running at full speed, and the first batch of high-purity sponge titanium has entered the production cycle.
9. Anning Co., Ltd. intends to pay more than 6.5 billion yuan in restructuring investment to acquire 100% equity of Jingzhi Minerals.
On the evening of May 11, Anning Co., Ltd. announced that in view of the fact that Jingzhi Minerals and its affiliated companies are currently in the process of substantial merger and restructuring, the company, as the intended restructuring investor of Jingzhi Minerals and its affiliated companies, submitted the relevant "Restructuring Investment Plan" to the substantial merger and restructuring manager of Jingzhi Minerals and its affiliated companies (hereinafter referred to as the "Manager") on May 9. The intended investment amount is 6.508 billion yuan, which will be used to repay the debts of the three companies and pay the equity value. It is planned to pay more than 6.5 billion yuan in restructuring investment. Earlier on February 19, Anning Co., Ltd. issued an announcement stating that it is planning to acquire 100% equity of Jingzhi Minerals by paying cash. At that time, Jingzhi Minerals and its affiliated companies Huili County Hongxin Industry and Trade Co., Ltd. (hereinafter referred to as "Hongxin Industry and Trade") and Panzhihua Liyu Mining Co., Ltd. (hereinafter referred to as "Liyu Mining") were in the process of substantial merger and reorganization, and the specific plan of the transaction had not yet been determined. This transaction is expected to constitute a major asset reorganization.
10. India imposes anti-dumping duties on titanium dioxide from China.
On May 10, the Indian Ministry of Finance and Taxation issued Notice No. 12/2025-Customs (ADD), stating that it accepted the anti-dumping affirmative final ruling recommendation made by the Indian Ministry of Commerce and Industry on February 12, 2025 on titanium dioxide originating in or imported from China, and decided to impose an anti-dumping duty of US$460-681/ton on the products involved in the case in China. The details of the taxation are shown in Appendix 1, which is valid for 5 years. This case involves products under Indian customs codes 28230010, 32061110 and 32061190. For products that are not subject to anti-dumping measures in this case, please see Appendix 2. The measures shall take effect from the date of publication of this notice in the official gazette.
11. The 35,000-ton titanium sponge expansion project achieved monthly profitability for the first time.
On June 18, good news came from the titanium company: In May, Panzhihua Iron and Steel's 35,000-ton titanium sponge expansion project achieved profitability for the first time, with production exceeding the 3,000-ton mark. This is another major achievement after the project reached full production and technical and economic indicators were achieved. It is understood that Panzhihua Iron and Steel's 35,000-ton titanium sponge expansion project is a strategic support project for Anshan Iron and Steel Group to accelerate the construction of the "dual-core + third pole" strategy and promote the development of the vanadium and titanium industry. The project started construction in April 2022, was completed and put into production in August 2023, and achieved full production for 6 consecutive months in 2024. The quality indicators and technical and economic indicators reached the design targets for 3 consecutive months. It once set the fastest record for the largest single titanium sponge plant in China to reach full production and technical and economic indicators.
