NEWS


Q1 2026 China Titanium Dioxide Market Overview

In Q1 2026, China’s titanium dioxide exports reached 536,800 tons, a year-on-year increase of 7.15%. March exports amounted to 201,500 tons, up 33.03% month-on-month and 8.92% year-on-year. Imports kept shrinking to 15,600 tons in Q1, dropping 25.10% year-on-year. High-value-added chloride-process titanium dioxide exports hit 135,800 tons in the quarter, surging 39.24% year-on-year. The robust growth reflects that China’s titanium dioxide industry is speeding up transformation from sulfate-process scale expansion to high-quality development, with export product structure continuously optimized.

Titanium Dioxide Industry Recovery Drives By-product Value Upgrading

Titanos Ferrous Sulfate Heptahydrate Opens a New Track for Green Applications Since 2026, the domestic titanium dioxide industry has recovered cyclically, with a steady upward price center and strong industrial chain synergy. As main products rebound, the value of its by-product ferrous sulfate heptahydrate has been reactivated. Shanghai Titanos Industry Co., Ltd. has become a reliable supplier for downstream sectors via high-quality products and full-chain services, boosting the industry’s green circular development.

CHINAPLAS has a good effect, but the long-term market price of titanium dioxide remains to be observed

In late April, the titanium dioxide price market was in a period of temporary stability after a price increase. After more than 20 manufacturers announced a price increase last week, many manufacturers are now implementing price increases. Unlike the previous hot market situation, users have significantly slowed down their acceptance of this round of price increases. Some users have raw material reserves in the early stage, so they currently have no purchasing intention. Another group of essential users have a strong desire to lower prices for new orders, and they are also a bit overwhelmed by such frequent and significant price increases.

Why did LB Group raise TiO2 prices three times in one month? An explanation of geopolitical cost-push pricing

For a long time, the pricing logic of the TiO2 market has been "demand-pull": manufacturers' prices directly depend on the demand strength of downstream industries such as real estate, coatings, and plastics. In an industry with overcapacity, weak demand inevitably leads to price wars as manufacturers vie for market share.

In November 2025, China imported approximately 511,400 tons of titanium ore, a month-on-month increase of 39.12%

According to customs data statistics, China imported approximately 511,400 tons of titanium ore in November 2025, a year-on-year increase of 7.59% and a month-on-month increase of 39.12%. The top three import countries were Mozambique (252,100 tons), Australia (98,000 tons), and Nigeria (52,000 tons), accounting for 48.35%,18.80%, and 9.96% of the total imports in November, respectively.

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.

< 1234...18 >