Recently, the export of quartz raw ore in India has been restricted, which has attracted widespread attention from the quartz mining industry. According to the feedback from a number of quartz mine and single crystal crucible practitioners to the editor-in-chief of photovoltaic news, Indian customs banned the export of quartz ore from yesterday. This news is undoubtedly a major change for the quartz mining market.
According to reports, the output of domestic quartz stone is getting smaller and smaller, more and more quartz stone is imported, some enterprises import stone raw materials in the next 5 years in advance, domestic quartz stone 500 to 1000 yuan per ton, imported quartz stone price is 2 times to 3 times higher than the domestic price. The reporter learned that imported quartz stone also needs to go through more than a dozen complex purification processes, and only the silica content reaches more than 99.99%, which meets the prerequisites for domestic single crystal crucible raw materials.
India has always been one of the important exporters of quartz raw ore, and the price of China's import of quartz raw ore from India is between 1000 and 1500 yuan a ton. However, with India's ban on quartz ore exports, market supply will be affected to some extent, which may lead to higher prices for quartz stone.
TBEA replied on the interactive platform that the company's Ruoqiang quartz mine reserves of more than 50 million tons, which has not yet been put into production, the project is mainly to ensure the supply of silica raw materials for the company's Ruoqiang 200,000 tons of industrial silicon project. This means that TBEA has certain advantages in quartz ore resources, which can alleviate the tight supply situation in the market to a certain extent.
In the long run, the demand for quartz stone will continue to grow. Quartz stone has a wide range of applications in the photovoltaic industry, electronics industry and other fields, and with the development of these industries, the demand for quartz stone will also increase. Therefore, although the export of quartz raw ore in India is restricted, there is still quartz supply from other countries and regions in the market, and the relationship between supply and demand will remain relatively balanced.
In general, the restriction of export restrictions on quartz raw ore in India will have a certain impact on the market, which may lead to higher prices of quartz stone. However, TBEA's advantage in quartz ore resources will help alleviate the tight supply situation in the market. As the demand for quartz stone continues to grow, the market will look for sources of supply from other countries and regions to maintain a balance between supply and demand.
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