In August 2026, domestic TiO2 demand stayed weak, with just-in-time buying, stable list prices, and case-by-case order negotiation. Sulphuric acid price gaps widened cost differences, leaving high-priced supply slow to move. The market was wait-and-see, with sharp moves unlikely near term.
High-titanium slag was stable on thin trading and low operating rates. Acid-soluble slag diverged: Sichuan prices eased, while Yunnan held firm. Near-term high-titanium slag is likely to stay deadlocked; acid-soluble slag may weaken.
Panxi titanium ore stayed deadlocked: tight medium-grade supply supported miner price-firming, while downstream TiO₂ buyers pressed lower. Titanium concentrate prices have steadied, and the stalemate looks set to continue.
key market developments in August 2026
In August, Lubei Chemical and Ti Chem disclosed their 2026 semi-annual reports.
In H1 2026, Pangang Vanadium Titanium's revenue grew 17.45% YoY, and net profit swung from a loss to a profit.
On 18 August, 2026, LB Group's Greatham titanium dioxide plant in the UK resumed production.
Gpro Titanium sharply narrowed its H1 2026 loss, but subsidiary Xuzhou Titanium has halted output for environmental rectification.
The USD/RMB exchange rate in this newsletter is USD1.00=RMB6.7898 on 3 August, 2026, sourced from the People's Bank of China.
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