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F O C U S O N P I G M E N T S

we are unable to absorb the impact of the been made necessary because of Mexico, Taiwan & US: Chemours –
increased costs that we are currently personnel safety issues stemming from
TiO2 pigment
experiencing." violent civil disturbance and riots following
the Constitutional Court’s verdict on
Chemours Co (headquartered in Wilmington,
Original Source: Omya Management AG, 29 Mar 2021 (Baslerstrasse 42, former President Jacob Zuma and the
Delaware) increased its TiO2 pigment sales
4665 Oftringen, Switzerland. Website: http://www.omya.com) Ó Omya beginning of his 15-month prison sentence
2021.
volume by nearly 8% last year, despite the
on 7 July. Both Tronox and Rio Tinto
impact of the Corona virus pandemic and
BASF raises kaolin prices by 10% normally ship high-grade TiO2 slag from
associated Lockdowns around the world.
across the board Richards Bay to chloride-route TiO2
Sales increased from 730,000 tonnes in 2019
pigment plants around the world.
to 787,000 tonnes. That represented about
BASF Kaolin posted a 10% price increase In fact, Rio Tinto had already declared
63% of the company’s total installed capacity,
across its entire product portfolio, effective force majeure on TiO2 slag shipments
derived from three two-line plants (Altamira,
for all shipments on or after 1 May 2021 from its Richards Bay smelter on
Mexico; DeLisle, MS and New Johnsonville,
r as soon as contracts allow. The price rise 29 June because of an escalation of
TN in the United States) plus a one-line plant
comes against a background of strong attacks on its employees, including
(KuanYin in Taiwan). Chemours anticipates
global demand and unprecedented cost the assassination of a General Manager.
raising its sales volume by a further 5-10% in
pressures in manufacturing, labour and Shortages and rising costs of
2021, but output for the year is still expected
logistics. chlorinatable feedstocks will probably
to be well below the 1.04 M tonnes recorded
lead to further increases in TiO2 pigment
for 2017.
prices.
BASF Kaolin, 19 Apr 2021 (11501 Steele Creek Road, Charlotte, NC Nevertheless, the company has again
28273, USA Website: http://www.basf.com) Ó BASF 2021. allegedly reactivated its programme to add
Original Source: ICIS Chemical Business, 28 May – 3 Jun 2021, 299 (20),
100,000-125,000 tonnes/y of capacity by
12-13 (Website: http://www.icis.com) © Reed Business Information
Chloride TiO2 price up 3.5% in H1 Limited 2020. Original Source: News 24, 14 Jul 2014 (Website: https://
debottlenecking and reaming-out most, if not
2021 & will go higher due to www.news24.com) © Naspers 2021. all, of its TiO2 pigment plants.
feedstock issues In May 2011, DuPont Titanium
Technologies (Chemours’ predecessor)
According to ICIS, TiO2 contract prices for announced plans to spend $500 M to install a

PLANTS
small-to-medium transactions on a free- second production line at its Altamira plant
delivery basis shipped to US and Canadian and to spend $150 M on the debottlenecking
customers held fairly steady at $1.60-1.70 programme. The Altamira expansion was
completed by May 2016, but the
per pound (equivalent to a mid-point of Malaysia: Cabot – pre-mixed carbon
$3.64 per kilo) throughout the second half of debottlenecking programme was evidently
black/rubber composites suspended. In December 2017, Mr Bryan
2019 and the first half of 2020. They
weakened a little during the second half of Snell (Head of Chemours Titanium
Cabot Corp plans to expand its research and
2020, extending the range of prices paid to Technologies) again spoke about
development capabilities at its Port Dickson
$1.56-1.70 per pound (equivalent to a mid- debottlenecking to achieve a 10% increase in
carbon black complex in Malaysia. This will
point of $3.59 per kilo). the company’s overall capacity and this
entail work on the optimisation and modelling
Demand has been strong during the expansion programme was also documented
of liquid mixing, automation of continuous
first half of 2021, with a positive outlook in the company’s 10-K/ Annual Reports for
rubber processing and characterising
for the construction industry and a general 2017 and 2018.
elastomer composites.
reopening of businesses. For Q1 2021, In February 2019, Mr Mark Vergnano
The Port Dickson research centre is a
ICIS estimated the price range at (President & CEO) stated in several
critical part of Cabot’s Engineered Elastomer
$1.58-1.70 per pound (equivalent to interviews that the 10% capacity expansion
Composites (E2C) development. The E2C
a mid-point of $3.62 per kilo). For Q2 2021, programme was definitely going ahead. He
pre-mixed composites were built on the
prices rose to $1.63-1.74 per pound maintained that the extra capacity would be
foundation of a proprietary mixing process for
(equivalent to a mid-point of $3.715 needed to meet anticipated additional global
natural rubber and carbon black and they are
per kilo). Thus, the mid-point price for Q2 demand for TiO2 in 2020 and 2021. (See also
intended to aid off-road vehicle tyre producers
2021 was 3.5% higher than six months ago. ’Focus on Pigments’, Apr 2019, 5-6).
to economically and sustainably enhance tyre
Average prices for TiO2 pigment in More recently – in early May 2021 –
life by up to 15%.
North America tend to be higher than in Chemours declared that it will add 100,000
Cabot has been making pre-mixed
Europe or Asia/Pacific because of the tonnes/y of TiO2 capacity as a result of
composites at Port Dickson since 1995, but
predominant customer preference for chloride debottlenecking its plants by the end of 2023,
the company’s 80,000 tonnes/y carbon black
grades from multinational producers. The with "some of the benefits expected to be
plant here was shut down in July 2013. (See
competitive pressures from suppliers of lower seen during 2022."
’Focus on Pigments’, Jul 2013, 6). As a result
priced sulfate grades from China are not as At the analysts’ seminar, also in early May
of the new research programme, Cabot
strong in the North American markets. 2021, Mr Jonathon Lock (Vice President,
anticipates increasing employment at Port
During the second half of 2021, North Investor Relations) said: "We expect TiO2
Dickson by around 30%, at the same time as
American chloride-route TiO2 pigment pigment demand will continue to strengthen
establishing upgraded digital controls and
producers will face higher feedstock throughout this year. We have the capacity to
automated systems.
costs as a result of the closure of the be able to meet that going forward. And we
port of Richards Bay, as well as the have a variety of ways to increase our
Original Source: Rubber and Plastics News, 19 Apr 2021, 50 (20), 12
closure of roads lead to and from the port. capacity, even before we do all the
(Website: http://www.rubbernews.com) © Crain Communications Inc
Transnet declared that the closures have 2021.
debottlenecking work. Mr Mark Newman

August 2021 3

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