China’s Titanium Sponge Exports Double as Global Supply Tightens

China Titanium Sponge

China's titanium sponge exports surged 104% in 1H 2025 to 3,586t. China's titanium sponge exports filled supply gaps from Russia and Ukraine disruptions. China's titanium sponge exports now anchor aerospace-grade feedstock for global mills.

Drivers and supply displacement

War halted Zaporozhe operations and cut output at VSMPO-Avisma and Solikamsk. Consequently, international buyers pivoted to Chinese sponge to secure critical inputs. Demand came from aerospace, medical devices, and mill products manufacturers. Tighter supply outside China supported new contracts and spot lifting.

June slowdown and shifting destinations

However, June exports fell to 446t, down 33% year on year. Shipments also fell 32% from May amid absent US buying. Taiwan received 120t; South Korea 100t; the Netherlands 60t. India took 40t, and Japan purchased 25t during the month.

Meanwhile, US demand remained weak under higher tariffs and softer mill activity. First-half US receipts dropped 80% to 123t. As a result, Chinese supply rebalanced toward Asian and European customers.

The Metalnomist Commentary

We expect contract buyers to hedge with multi-source sponge as tariffs evolve. Watch aerospace backlogs, Russian repairs, and US policy for price direction. Sustained US absence could deepen Asia-centric trade flows into 2026.