Monthly Rare Earth Market Report Sep 2024

Contents

1. Market Highlights 3
2. Economy and Policy 3
2.1 WTO: Global trade in goods continues to recover in Q3 3
3. Market Movements 3
3.1 Chinese Market 3
3.1.1 PrNd oxide 99%min EXW China 3
3.1.2 PrNd mischmetal 99%min Nd2O3 75% EXW China 3
3.1.Asian Metal Copyright10 Chinese cerium oxide market 5 3.Asian Metal Copyright3 Neodymium oxide 99.5%min EXW China 3
3.1.4 Neodymium metal 99%min EXW China 3
3.1.Asian Metal Copyright2.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 4
3.1.Asian Metal Copyright80% MoM 8 5.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 4
3.1.7 Ferrodysprosium 80% EXW China 4
3.1.Asian Metal Copyright3.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 4
3.1.Asian Metal Copyright5 China Rare Earth Group increases reserves by nearly 5 million tonnes 7 4.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 4
3.1.10 Chinese cerium oxide market 5
3.1.11 Chinese lanthanum oxide market 5
3.1.Asian Metal Copyright4 Neodymium metal 99%min EXW China 3 3.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 5
3.1.Asian Metal Copyright1.Asian Metal Copyright13 Yttrium oxide 99.999%min EXW China 5
3.2 Chinese Export Market 5
3.2.1 Neodymium metal 99%min FOB China 5
3.2.2 Ferrodysprosium 80% FOB China 6
3.2.Asian Metal Copyright1 European praseodymium oxide market 6 3.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 6
3.3. International Market 6
3.3.1 European praseodymium oxide market 6
3.3.2 European cerium oxide market 6
4. Company News 6
4.1 Baotou Huahong breaks ground on rare earth magnets project 6
4.2 Hengyuan Techonology halts NdFeB waste recycling due to environmental violations 6
4.3 Aclara Resources to start rare earth oxides pilot production 7
4.4 NAMCO commissions new factory for exhaust gas catalysts 7
4.5 China Rare Earth Group increases reserves by nearly 5 million tonnes 7
4.6 Zhongxi Jinlong to build 10ktpa rare earth production line in Changting 7
4.7 Araxa Metals to start PrNd oxide production in 2025 7
4.8 Jinmeng Sagami breaks ground on NdFeB magnet modules project 7
5. Producers Statistics 7
5.1 China's PrNd oxide production statistics 7
5.1.Asian Metal Copyright4.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in September 2024 edges up by 0.76% MoM 7
5.1.Asian Metal Copyright80% MoM 8 5.Asian Metal Copyright2 China's PrNd oxide producers' output in September 2024 up by 0.76% MoM 8
5.1.Asian Metal Copyright13% MoM 9 5.Asian Metal Copyright3 China's PrNd oxide producers' stocks in September 2024 climbs by 3.80% MoM 8
5.2 China's PrNd mischmetal production statistics 8
5.2.Asian Metal Copyright6 Zhongxi Jinlong to build 10ktpa rare earth production line in Changting 7 4.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in September 2024 increases by 3.09% MoM 8
5.2.Asian Metal Copyright Market Movements 3 3.Asian Metal Copyright2 China's PrNd mischmetal major producers' output in September 2024 up by 2.13% MoM 9
5.2.Asian Metal Copyright2.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in September 2024 up by 8.27% MoM 9
5.3 China's neodymium metal production statistics 10
5.3.Asian Metal Copyright9%min FOB China 6 3.Asian Metal Copyright1 China's neodymium metal major producers' average operating rate in September 2024 climbs by 18.06% MoM 10
5.3.Asian Metal Copyright1 China's rare earth export volume in August 2024 down by 4.Asian Metal Copyright2 China's neodymium metal major producers' output in September 2024 up by 19.05% MoM 10
5.3.Asian Metal Copyright13% MoM 9 5.Asian Metal Copyright3 China's neodymium metal producers' stocks in September 2024 up by 7.14% MoM 10
5.4 China's dysprosium oxide production statistics 11
5.4.Asian Metal Copyright1 WTO: Global trade in goods continues to recover in Q3 3 3.Asian Metal Copyright1 China's dysprosium oxide major producers' average operating rate in September 2024 slides by 0.40% MoM 11
5.4.Asian Metal Copyright6 Zhongxi Jinlong to build 10ktpa rare earth production line in Changting 7 4.Asian Metal Copyright2 China's dysprosium oxide major producers' output in September 2024 slides by 0.39% MoM 11
5.4.Asian Metal Copyright1.Asian Metal Copyright3 China's dysprosium oxide major producers' stocks in September 2024 up by 2.94% MoM 12
5.5 China's ferrodysprosium production statistics 12
5.5.Asian Metal Copyright5.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in September 2024 up by 5.48% MoM 12
5.5.Asian Metal Copyright94% MoM 12 5.Asian Metal Copyright2 China's ferrodysprosium major producers' output in September 2024 climbs by 5.48% MoM 12
5.5.Asian Metal Copyright2 Hengyuan Techonology halts NdFeB waste recycling due to environmental violations 6 4.Asian Metal Copyright3 China's ferrodysprosium major producers' inventories in September 2024 up by 5.48% MoM 13
6. Customs Statistics (Aug. 2024) 13
6.1 China's rare earth export volume in August 2024 down by 4.3% MoM 13
6.1.1 China's neodymium oxide export volume 13
6.1.2 China's dysprosium oxide export volume 13
6.1.3 China's terbium oxide export volume 14
6.1.4 China's lanthanum oxide export volume 14
6.1.5 China's cerium oxide export volume 15
6.2 China's rare earth average export price in August 2024 down by 3.4% MoM 15

.Asian Metal Copyright13 Yttrium oxide 99Asian Metal Copyright