On January 22, the Jiangshan Branch of the Quzhou Municipal Ecology and Environment Bureau accepted and publicized the environmental impact report form for the "Annual Recycling and Utilization of 130,000 Tons of Calcium Fluoride Sludge to Produce 80,000 Tons of Artificial Fluorite Powder, 20,000 Tons of Artificial Fluorite Pellets, 20,000 Tons of Calcium Silicate, and 3,000 Tons of Silicon Dioxide New Material Production Line Construction Project" by Jiangshan Xieli Cement Co., Ltd.

PriceSeek Analysis
Fluorite Ore, Bull-Bear Score: -1
This project involves the annual production of 100,000 tons of artificial fluorite products (including fluorite powder and pellets) through the recycling of calcium fluoride sludge, which will increase market supply and may partially replace the demand for natural fluorite ore. As a primary raw material for fluorite, the increase in supply is expected to put downward pressure on spot prices, with a high risk of short-term price declines. Therefore, a generally bearish score is assigned.

Fluorite, Bull-Bear Score: -1
The article mentions an annual production of 80,000 tons of artificial fluorite powder and 20,000 tons of artificial fluorite pellets. The additional supply will directly impact the fluorite spot market. The lower production costs of artificial products may drive down the prices of natural fluorite, particularly in the absence of significant demand growth, leading to clear downward price pressure. Based on expectations of oversupply, the assessment is generally bearish.