Monthly Rare Earth Market Report Nov 2023

Monthly Rare Earth Market Report Nov 2023

Contents

1. Market Highlights 4
2. Economy and Policy 4
2.1 Exchange rate of U.Asian Metal Copyright5 China's ferrodysprosium production statistics 13 5.Asian Metal CopyrightS. dollar against Chinese Yuan in September 2023 declines by 761 basis points MoM 4
3. Market Movements 4
3.1 Chinese Market 4
3.1.1 PrNd oxide 99%min EXW China 4
3.1.2 PrNd mischmetal 99%min Nd2O3 75% EXW China 4
3.1.Asian Metal Copyright9%min FOB China 18 8.Asian Metal Copyright3 Neodymium oxide 99.5%min EXW China 4
3.1.4 Neodymium metal 99%min EXW China 4
3.1.Asian Metal Copyright1 Exchange rate of U.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 5
3.1.Asian Metal Copyright2 Ferrodysprosium 80% FOB China 18 8.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 5
3.1.7 Ferrodysprosium 80% EXW China 5
3.1.Asian Metal Copyright77% MoM 13 5.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 5
3.1.Asian Metal Copyright3 Neodymium oxide 99.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 5
3.1.10 Chinese cerium oxide market 6
3.1.11 Chinese lanthanum oxide market 6
3.1.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in November 2023 up by 3.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 6
3.1.Asian Metal Copyright5%min EXW China 5 3.Asian Metal Copyright13 Yttrium oxide 99.999%min EXW China 6
3.2 Chinese Export Market 6
3.2.1 Neodymium metal 99%min FOB China 6
3.2.2 Ferrodysprosium 80% FOB China 6
3.2.Asian Metal Copyright99%min EXW China 5 3.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 7
3.3. International Market 7
3.3.1 European praseodymium oxide market 7
3.3.2 European cerium oxide market 7
4. Company News 7
4.1 Shenghe Resources Q3 rare earth oxides sales up by 78.18% YoY 7
4.2 Earth-Panda's Baotou 5ktpa NdFeB project begins production 7
4.3 Northern Rare Earth begins hot commissioning of Bayan Obo RE concentrate pilot line 7
4.4 Araxa Metals gets environmental protection license from Brazilian government 8
4.6 6ktpa NdFeB blank project begins production in Bayan Obo Mining District 8
4.7 Chaori Technology's bonded magnetic powder output declines 8
4.8 Hunan Rare Earth Advanced Materials Industry Park kicks off construction 8
5. Producers Statistics 8
5.1 China's PrNd oxide production statistics 8
5.1.1 China's PrNd oxide producers' average operating rate in November 2023 unchanged MoM 8
5.1.2 China's PrNd oxide producers' output in November 2023 level off MoM 9
5.1.Asian Metal Copyright5 Praseodymium oxide 99.Asian Metal Copyright3 China's PrNd oxide producers' stocks in November 2023 edges up by 2.65% MoM 9
5.2 China's PrNd mischmetal production statistics 10
5.2.Asian Metal Copyright6 Dysprosium oxide 99.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in November 2023 up by 3.38% MoM 10
5.2.Asian Metal Copyright5.Asian Metal Copyright2 China's PrNd mischmetal major producers' output in November 2023 edges up by 0.21% MoM 10
5.2.Asian Metal Copyright18% YoY 7 4.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in November 2023 increases by 3.17% MoM 10
5.3 China's neodymium metal production statistics 11
5.3.1 China's neodymium metal major producers' average operating rate in November 2023 level off MoM 11
5.3.2 China's neodymium metal major producers' output in November 2023 unchanged MoM 11
5.3.3 China's neodymium metal producers' stocks in November 2023 unchanged MoM 12
5.4 China's dysprosium oxide production statistics 12
5.4.Asian Metal Copyright3.Asian Metal Copyright1 China's dysprosium oxide major producers' average operating rate in October 2023 edges up by 2.17% MoM 12
5.4.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in November 2023 up by 3.Asian Metal Copyright2 China's dysprosium oxide major producers' output in November 2023 up by 5.66% MoM 12
5.4.Asian Metal Copyright1 China's dysprosium oxide major producers' average operating rate in October 2023 edges up by 2.Asian Metal Copyright3 China's dysprosium oxide major producers' stocks in November 2023 up by 1.77% MoM 13
5.5 China's ferrodysprosium production statistics 13
5.5.1 China's ferrodysprosium major producers' average operating rate in November 2023 unchanged MoM 13
5.5.2 China's ferrodysprosium major producers' output in November 2023 level off MoM 13
5.5.3 China's ferrodysprosium major producers' inventories in November 2023 unchanged MoM 14
6. Customs Statistics (October 2023) 14
6.1 China's rare earth export volume in October 2023 up by 9.0% MoM 14
6.1.1 China's neodymium oxide export volume 14
6.1.2 China's dysprosium oxide export volume 15
6.1.3 China's terbium oxide export volume 15
6.1.4 China's lanthanum oxide export volume 15
6.1.5 China's cerium oxide export volume 16
6.2 China's rare earth average export price in October 2023 declines by 55.2% MoM 16
7. Relevant Industry News 16
7.1 NdFeB Magnet industry 16
7.2 SmCo magnet industry 17
7.3 Rare earth phosphors industry 17
8. Market Outlook for Next Month 17
8.1 Chinese domestic market 17
8.1.1 PrNd oxide EXW China 17
8.1.2 PrNd mischmetal EXW China 17
8.1.Asian Metal Copyright3 Lanthanum oxide 99.Asian Metal Copyright3 Neodymium oxide 99.5%min EXW China 17
8.1.4 Neodymium metal 99%min EXW China 17
8.1.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in November 2023 unchanged MoM 8 5.Asian Metal Copyright5 Praseodymium oxide 99.5%min EXW China 17
8.1.Asian Metal Copyright1.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 17
8.1.7 Ferrodysprosium 80% EXW China 17
8.1.Asian Metal Copyright3.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 17
8.1.Asian Metal Copyright5 China's ferrodysprosium production statistics 13 5.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 17
8.1.Asian Metal Copyright9%min EXW China 17 8.Asian Metal Copyright10 Cerium oxide 99.9%min EXW China 17
8.1.Asian Metal Copyright1.Asian Metal Copyright11 Lanthanum oxide 99.9%min EXW China 17
8.1.Asian Metal Copyright2 China's PrNd mischmetal major producers' output in November 2023 edges up by 0.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 17
8.1.Asian Metal Copyright2.Asian Metal Copyright13 Yttrium oxide 99.999%min EXW China 17
8.2 Chinese Export market 18
8.2.1 Neodymium metal 99%min FOB China 18
8.2.2 Ferrodysprosium 80% FOB China 18
8.2.Asian Metal Copyright7 Chaori Technology's bonded magnetic powder output declines 8 4.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 18
8.3 International Market 18
8.3.Asian Metal Copyright12 Europium oxide 99.Asian Metal Copyright1 Praseodymium oxide 99.5%min in warehouse Rotterdam 18
8.3.Asian Metal Copyright Economy and Policy 4 2.Asian Metal Copyright2 Cerium oxide 99.9%min in warehouse Rotterdam 18
.Asian Metal Copyright Producers Statistics 8 5Asian Metal Copyright