Monthly Rare Earth Market Report Mar 2025

Contents

1. Market Highlights 3
2. Economy and Policy 3
2.1 Exchange rate of US dollar against Chinese yuan down by 328 basis points 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 Copyright15 China Rare Earth Group partners with CNNC on monazite project 7 4.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 Copyright40% MoM 15.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 3
3.1.Asian Metal Copyright5.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 4
3.1.7 Ferrodysprosium 80% EXW China 4
3.1.Asian Metal Copyright10 Chinese cerium oxide market 4 3.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 4
3.1.Asian Metal Copyright2 PrNd mischmetal 99%min Nd2O3 75% EXW China 3 3.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 4
3.1.10 Chinese cerium oxide market 4
3.1.11 Chinese lanthanum oxide market 4
3.1.Asian Metal Copyright1.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 5
3.1.Asian Metal Copyright1 European praseodymium oxide market 5 3.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 5
3.2.Asian Metal Copyright32% MoM 7 5.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 5
3.3. International Market 5
3.3.1 European praseodymium oxide market 5
3.3.2 European cerium oxide market 6
4. Company News 6
4.1 Jinmeng Sagami kicks off construction of NdFeB magnet modules project 6
4.2 BRIRE begins construction of rare earth functional auxiliary materials project 6
4.3 Leshan Yurun launches waste rare earth magnet recycling project 6
4.4 YSM kicks off construction of magnets project in Fushan 6
4.5 Northern Rare Earth niche output surges 6
4.6 Zhongxi Jinlong launches 5ktpa rare earth project in Changting 6
4.7 Zhongxin Antai to build 8ktpa rare earth metals and alloys project 6
4.8 Ji'an Xintai and subsidiaries ink PrNd oxide supply deal with Northern Rare Earth 6
4.9 Northern Rare Earth to launch pilot base project for wet smelting 6
4.10 ADL Mining to increase monazite output 6
4.11 Baotou Keruisi launches rare earth permanent magnet processing project 6
4.12 Baotou Shouzheng's permanent magnet project settles in Rare Earth High-Tech Zone 7
4.13 Baotou Shouzheng's permanent magnet project settles in Rare Earth High-Tech Zone 7
4.14 Tianshi Technology breaks ground on RE composite functional materials project 7
4.15 China Rare Earth Group partners with CNNC on monazite project 7
4.16 JL MAG's annual rare earth magnets output and sales hit new highs 7
4.17 Rising Nonferrous reports strong annual production and sales of rare earth oxides 7
5. Producers Statistics 7
5.1 China's PrNd oxide production statistics 7
5.1.Asian Metal Copyright0% MoM 13 6.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in March 2025 slides by 1.32% MoM 7
5.1.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in March 2025 down by 3.Asian Metal Copyright2 China's PrNd oxide producers' output in March 2025 edges up by 1.33% MoM 7
5.1.Asian Metal Copyright1.Asian Metal Copyright3 China's PrNd oxide producers' stocks in March 2025 up by 10.98% MoM 8
5.2 China's PrNd mischmetal production statistics 8
5.2.Asian Metal Copyright International Market 5 3.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in March 2025 down by 0.07% MoM 8
5.2.Asian Metal Copyright3.Asian Metal Copyright2 China's PrNd mischmetal major producers' output in March 2025 down by 0.07% MoM 9
5.2.Asian Metal Copyright2 China's PrNd oxide producers' output in March 2025 edges up by 1.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in March 2025 down by 3.11% MoM 9
5.3 China's neodymium metal production statistics 9
5.3.Asian Metal Copyright5 China's cerium oxide export volume 14 6.Asian Metal Copyright1 China's neodymium metal major producers' average operating rate in March 2025 up by 1.75% MoM 9
5.3.Asian Metal Copyright63% MoM 11 5.Asian Metal Copyright2 China's neodymium metal major producers' output in March 2025 rises by 1.74% MoM 10
5.3.3 China's neodymium metal producers' stocks in March 2025 unchanged MoM 10
5.4 China's dysprosium oxide production statistics 11
5.4.Asian Metal Copyright3.Asian Metal Copyright1 China's dysprosium oxide major producers' average operating rate in March 2025 slides by 0.63% MoM 11
5.4.Asian Metal Copyright63% MoM 11 5.Asian Metal Copyright2 China's dysprosium oxide major producers' output in March 2025 edges up by 0.63% MoM 11
5.4.Asian Metal Copyright16 JL MAG's annual rare earth magnets output and sales hit new highs 7 4.Asian Metal Copyright3 China's dysprosium oxide major producers' stocks in March 2025 edges up by 0.20% MoM 11
5.5 China's ferrodysprosium production statistics 12
5.5.Asian Metal Copyright1.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in March 2025 drops by 3.94% MoM 12
5.5.Asian Metal Copyright1.Asian Metal Copyright2 China's ferrodysprosium major producers' output in March 2025 drops by 3.94% MoM 12
5.5.Asian Metal Copyright3.Asian Metal Copyright3 China's ferrodysprosium major producers' inventories in March 2025 rises by 1.58% MoM 13
6. Customs Statistics (Jan.Asian Metal Copyright2.Asian Metal Copyright-Feb. 2025) 13
6.1 China's rare earth export volume in January-February 2025 down by 3.0% 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 14
6.2 China's rare earth average export price in January-February 2025 down by 0.40% MoM 15
.Asian Metal Copyright13 Yttrium oxide 99Asian Metal Copyright