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Zircon (ZrSiO4) is a co-product of the mineral-sands operations that also yield the ilmenite and rutile scored under `titanium` — the same mines, the same companies, a different revenue line.
Reserves cover at least ~60 years of current mine output. Reserves 2025 ÷ mine production 2024, both USGS. A reserve is what is economic to extract at today’s price and technology, so this is a stress indicator, not a countdown to exhaustion. USGS publishes this world total as a lower bound, so the figure is a floor.
Source: USGS Mineral Commodity Summaries 2026 (public domain). Production and reserves are world shares of the USGS-published world total. Stocks, price and net import reliance are United States salient series — never world figures. Reserves are a single-year snapshot; USGS does not restate history, so a reserves trend needs each year’s file archived separately.
Economy at stake: a cut-off by ZA would take $11M off US GDP (USGS puts that scenario at 4% probability; weighted, $1M). Zirconium, USGS Open-File Report 2025-1047 input-output model over 402 US industries, 2023 dollars. US economy only and a model estimate, not an observation. Source.
| Stage | Companies | Most exposed |
|---|---|---|
| Mining, refining, trading | 9 | Baoji Titanium Industry Co., Ltd., Kenmare Resources plc, Tronox South Africa (KZN Sands / Namakwa Sands) |
| Functional goods (magnets, chemicals, cells, components) | 0 | |
| Industries that depend on them | 0 |
Counted from our company dossiers and recomputed on every load. Stage is inferred from each company’s role and sector, and this counts companies, not output.
Policy pressure on Zirconium (sponge, ex-works China) is steady — 3 restrictive actions on record, peak severity 4, 1 in the last 12 months (vs 1 the year before). Most-active issuer: 🇸🇳 SN (1).
Signals are read directly from the policy register's recorded cadence, pending effective dates, and responds_to cycles for Zirconium (sponge, ex-works China). They describe the trajectory already on the record — not a forecast.
Tickers and corporate names parsed from the company_refs field of every action whose target_materials includes zirconium — the specific operators a policymaker identified by name. Click a company to see the filings.