NEWS

China's Titanium Dioxide Exports Reached Approximately 152,200 Tons in November 2025, Up 3.97% Month-on-Month

Titanium Dioxide Export Data According to customs statistics, China’s titanium dioxide exports in November 2025 totaled 152,200 tons, representing a year-on-year increase of 1.96% and a month-on-month increase of 3.97%. Among these, sulfate-process titanium dioxide exports amounted to 117,700 tons, up 3.09% month-on-month, while chloride-process titanium dioxide exports reached 34,500 tons, reflecting a month-on-month growth of 7.09%. From January to November 2025, cumulative titanium dioxide exports reached approximately 1.6451 million tons, a decrease of 5.63% year-on-year, equivalent to a reduction of about 98,200 tons. During this period, chloride-process titanium dioxide exports totaled 322,300 tons, up 1.29% year-on-year, while sulfate-process titanium dioxide exports amounted to 1.3228 million tons, down 7.18% year-on-year.

TiO2 Market Outlook: Cost Relief in Sight, Price Upside Remains

By mid-December, the titanium dioxide (TiO₂) market had entered a phase of relative stability. However, production costs remain elevated as key raw materials—sulfur and sulfuric acid—continue to trade at high levels. As a result, most producers remain under significant cost pressure, and expectations for price increases persist, leaving room for further upside.

Energy production in November 2025

In November, the production of raw coal by industrial enterprises above designated size remained stable, the growth rate of crude oil production accelerated, natural gas production grew steadily, and electricity production maintained growth.

The manufacturing purchasing managers' index rose slightly in November, while the non-manufacturing business activity index declined.

On November 30, 2025, the Service Industry Survey Center of the National Bureau of Statistics and the China Federation of Logistics and Purchasing released the China Purchasing Managers' Index (PMI). Huo Lihui, Chief Statistician of the Service Industry Survey Center of the National Bureau of Statistics, provided an interpretation.

Final Rulings on Anti-Dumping Investigations Against China’s Titanium Dioxide

Since August 2023, five regions and countries — the Eurasian Economic Union, the European Commission, India, Brazil, and Saudi Arabia — have successively initiated anti-dumping investigations against Chinese titanium dioxide. With the support of the Ministry of Commerce and the China Petroleum and Chemical Industry Federation, the China National Coatings Industry Association organized domestic titanium dioxide producers nationwide to actively participate in the industry’s collective defense against injury claims. The final rulings for these five anti-dumping cases are reported as follows:

Titanium Dioxide Market Challenges and Growth Points

Under the dual challenges of global trade barriers and cost pressures, China's titanium dioxide export market is showing an "eastward expansion and westward retreat" pattern, with emerging markets becoming new growth poles. From January to July 2025, China's total titanium dioxide exports were approximately 1.0514 million tons, a year-on-year decrease of 7.14%. Based on the trend of 134,800 tons exported in July, a month-on-month increase of 2.19%, the total export volume for the first eight months is estimated to be between 1.18 million and 1.2 million tons. The export pattern has shown significant changes: emerging markets such as India, Vietnam, and Turkey are growing rapidly, while the traditional EU market has shrunk significantly due to trade barriers.

Indian Court Lifts Anti-Dumping Duty on Titanium Dioxide

On September 22, 2025, the Indian titanium dioxide (TiO2) market received a significant update when the Calcutta High Court overturned the government's decision to impose anti-dumping duties on titanium dioxide imports from China. The case was brought by the Indian Paints Association, which represents nearly 90% of the country's coatings industry. They argued that many of the titanium dioxide grades under investigation, particularly rutile sulfate and certain high-performance types, are not produced in India. They argued that imposing duties on these grades would only increase manufacturers' costs without protecting domestic producers. The Directorate General of Trade Remedies (DGTR) had earlier conducted an investigation and issued its final findings on February 12, 2025, recommending the imposition of anti-dumping duties. The government subsequently issued a notification imposing the duties on May 10, 2025. However, the court found serious procedural lapses: confidential information was admitted without a proper non-confidential summary, depriving interested parties of an opportunity to respond fairly. The court stated that this violated natural justice and the provisions of Indian tariff law.

"China’s Leather Exports Continue Decline While Titanium Ore Imports Shift: Trade Surplus Narrows from January–August 2025"

From January to August 2025, the year-on-year decline in the national leather industry's exports widened, while the year-on-year contraction in imports continued to narrow.

Analysis of Titanium Products Import and Export Data – July 2025

In July 2025, China imported approximately 7,307.17 metric tons of titanium dioxide, representing a year-on-year decrease of 19.60% but a month-on-month increase of 49.48%. From January to July 2025, cumulative titanium dioxide imports totaled around 47,000 metric tons, down 17.16% year-on-year, with a reduction of approximately 9,700 tons.

Titanium Dioxide Officially Enters the Era of "High Quality and Low Price"

As July came to a close, the titanium dioxide market experienced slight price adjustments. These were mainly driven by a few manufacturers introducing new end-of-month settlement prices, with adjustments ranging from RMB 200 to 300 per ton. The price gaps among producers have widened slightly, though it is expected that major producers may also make pricing moves soon, which could lead to a narrowing of these differences again. A key factor contributing to this narrowing price gap is the issue of product homogenization, resulting in fierce competition across similar products. Smaller manufacturers and lesser-known brands are facing significant market pressure and displacement.

Hot Events in the Titanium Industry in the First Half of 2025

On January 9, the European Commission announced the final ruling on the anti-dumping investigation against Chinese titanium dioxide, officially imposing anti-dumping duties on Chinese titanium dioxide products. Except for titanium dioxide used in inks, which is excluded, titanium dioxide used in non-white coatings, food-grade, sunscreen, high-purity titanium dioxide, as well as anatase and chloride-process titanium dioxide are all included in the scope of products subject to anti-dumping duties. The collection method of anti-dumping duties has been changed from ad valorem in percentage form to specific duty, namely: Longbai Group 0.74 euros/kg, Anhui Jinxing Titanium Dioxide Group 0.25 euros/kg, other responding enterprises 0.64 euros/kg, and other non-responding enterprises 0.74 euros/kg. The provisional anti-dumping duties still need to be levied from the date of the preliminary ruling and cannot be reduced or exempted. It is not based on the shipment time but on the customs declaration time upon arrival at the port. There is no retrospective collection. EU importers are required to provide commercial invoices with specific declarations as required by the customs of each member state to apply the above anti-dumping duties. For the difference between the preliminary and final anti-dumping duties, the principle of "refunding more and not compensating for less" shall be adopted. Eligible new exporters can apply for the average tax rate later, etc.

China's titanium dioxide import and export data in June 2025

According to customs data, my country's titanium dioxide in June 2025 was 131,900 tons, a year-on-year decrease of 25.20% and a month-on-month decrease of 2.72%. Among them, 107,500 tons were exported by sulfuric acid method, a month-on-month decrease of 2.89%; the top three export countries were: India, Turkey, and Vietnam; 24,400 tons were exported by chlorination method, a month-on-month decrease of 2.00%, and the top three export countries were: India, South Korea, and Vietnam.