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市场调查报告书
商品编码
1894886

钛原料生产商成本比较研究 (FCS)

Titanium Feedstock Producers Comparative Cost Study (FCS)

出版日期: | 出版商: TZ Minerals International Pty Ltd | 英文 | 商品交期: 最快1-2个工作天内

价格
简介目录

本报告对钛原料产业的生产商成本和收入进行了深入的年度分析。这是唯一一份每年发布的此类报告,评估的生产商数量每年有所不同。 2025 年版涵盖了 46 家生产商。

自 2022 年起,TZMI 也纳入了研究中所有生产商的温室气体 (GHG) 排放量估算。第一年的排放量报告涵盖了 36 家生产商。

本研究包含:

  • 钛原料产业概览
  • TZMI研究方法详解,确保钛原料产业营运成本比较的一致性
  • 专家对评估相对竞争力指标的见解
  • 基于往年研究和资讯更新的矿砂产业成本数据
  • 探讨副产品信用额度(生铁和锆)在当前市场环境下的作用
  • 分析影响成本的关键因素
  • 考察汇率对生产者绩效的影响
  • 更新的钛原料产业成本曲线(评估现有营运和确定新专案可行性的重要工具)

目录

摘要整理

产业概观背景

研究方法

钛原料市场基本面

  • 全球二氧化钛颜料产量
  • 原料需求趋势
  • 依应用领域划分的原料消费量
  • 原料供应趋势
  • 2024年原料贸易

成本与获利能力曲线

  • 2024年成本研究涵盖的企业
  • 重金属陶瓷生产成本
  • 矿物分离厂成本
  • 矿物生产现金总成本
  • 矿物生产现金成本总结
  • 渣油和炉渣生产商成本
  • 钛铁矿转化成本:炉渣生产商
  • 钛铁矿选矿:西方炉渣与中国炉渣生产商
  • 钛铁矿加工成本:SR生产商
  • 钛铁矿选矿:欧洲、美国、中国和印度的SR生产商
  • 运输成本
  • 总营运成本
  • 平均现金营运成本
  • 净现金成本

产业成本竞争力

  • 成本竞争力指标
  • 标准化净现金成本
  • 现金利润率
  • 产业加权R/C比率
  • 2024年R/C比率曲线
  • R/C比率曲线比较:2022-2024
  • 2004年、2014年及2024年曲线比较
  • 依生产商组别划分的R/C比率
  • R/C比率趋势:2000-2025
  • 2025 年产业 R/C 曲线预测
  • 长期加权平均 R/C 比率 (MC)

影响结果的因素

  • 影响 R/C 比率的因素
  • 2024 年原料价格
  • 副产品收入
  • 劳动成本
  • 电力价格
  • 汇率
  • 钛铁矿转化成本
  • 石墨电极价格
  • 原料运输成本
  • 高纯生铁价格上涨
  • 矿山产量与品位趋势
  • 地下价值 (TiO2)

温室气体排放

  • 温室气体排放量计算方法
  • 依生产者类别划分的温室气体排放量
  • 依生产者划分的温室气体排放量
  • 按地区划分的温室气体排放量
  • 依加工阶段划分的工业温室气体排放量:2022-2024 年

关键原则与定义

  • 关键原则
  • 定义
简介目录

Titanium Feedstock Producers Comparative Cost Study (FCS) provides an annual, in-depth analysis of costs versus revenue for producers across the titanium feedstock sector. It remains the only study of its kind published each year. The number of operations assessed varies annually. In the 2025 edition, 46 operations are reviewed.

Since 2022, TZMI has also incorporated estimates of greenhouse gas (GHG) emissions for all operations included in the study, beginning with 36 operations in its inaugural year of emissions reporting.

The study includes:

  • An overview of the titanium feedstock industry.
  • A detailed explanation of TZMI's methodology for ensuring consistent operating cost comparisons across the entire titanium feedstock industry.
  • Informed discussion of the parameters used to assess relative competitiveness.
  • Updated cost data for the mineral sands industry, based on research and information from the previous year.
  • Commentary on the role of co-product credits (pig iron and zircon) in current market conditions.
  • Analysis of key factors influencing costs.
  • Examination of the impact of exchange rates on producer performance.
  • An updated titanium feedstock industry cost curve-an essential tool for evaluating existing operations and assessing the potential of new projects.

TABLE OF CONTENTS

EXECUTIVE SUMMARY

BACKGROUND TO THE INDUSTRY

METHODOLOGY

TITANIUM FEEDSTOCK MARKET FUNDAMENTALS

  • Global TiO2 pigment production
  • Feedstock demand trend
  • Feedstock consumption by end-use
  • Feedstock supply trend
  • Feedstock trades in 2024feedstock

COST AND PROFITABILITY CURVES

  • Operations included in the 2024 cost study
  • HMC cost of production
  • Mineral separation plant costs
  • Total cash cost of mineral production
  • Summary cash cost of mineral production
  • SR and slag producers' costs
  • Ilmenite conversion costs: Slag producers
  • Ilmenite beneficiation: Western vs Chinese slag producers
  • Ilmenite conversion costs: SR producers
  • Ilmenite beneficiation: Western, Chinese and Indian SR producers
  • Transport costs
  • Total cash cost of operation
  • Average cash cost of operation
  • Net cash costsmenite

INDUSTRY COST COMPETITIVENESS

  • Cost competitiveness measures
  • Normalised net cash costs
  • Cash margin
  • Industry weighted R/C ratio
  • R/C ratio curve for 2024
  • Comparison of R/C ratio curve: 2022-2024
  • Comparison of 2004, 2014 and 2024 curves
  • R/C ratio by producer group
  • R/C ratio trend: 2000 to 2025F
  • Forecast industry R/C curve for 2025
  • Long-term weighted average R/C ratioMC

FACTORS AFFECTING RESULTS

  • Factors affecting R/C ratio
  • Feedstock prices in 2024
  • Co-product revenue
  • Labour costs
  • Power prices
  • Exchange rates
  • Ilmenite conversion costs
  • Graphite electrode prices
  • Feedstock transport costs
  • High purity pig iron price increases
  • Mining production and grade trends
  • In-ground valueTiO2

GREENHOUSE GAS EMISSIONS

  • Greenhouse gas emissions calculation methodology
  • Greenhouse gas emissions by producer group
  • Greenhouse gas emissions by producer
  • Greenhouse gas emissions by region
  • Industry GHG by processing stage: 2022 to 2024

KEY PRINCIPLES AND DEFINITIONS

  • Key principles
  • Definitions