Monthly Rare Earth Market Report Nov 2020

Contents

1. Market Highlights 3
2. Economy and Policy 3
2.1 Exchange rate of US dollar against Chinese Yuan in November 2020 down by 145 basis points MOM 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 Copyright999%min EXW China 17 8.Asian Metal Copyright3 Neodymium oxide 99.5%min EXW China 3
3.1.4 Neodymium metal 99%min EXW China 4
3.1.Asian Metal Copyright3 China's neodymium metal production statistics 11 5.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 4
3.1.Asian Metal Copyright4.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 4
3.1.7 Ferrodysprosium 80% EXW China 4
3.1.Asian Metal Copyright19 Galaxy Magnet's bonded magnetic powder consumption moves up 9 4.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 5
3.1.Asian Metal Copyright13 Yttrium oxide 99.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 5
3.1.10 Chinese cerium oxide market 5
3.1.11 Chinese lanthanum oxide market 5
3.1.Asian Metal Copyright1.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 6
3.1.Asian Metal Copyright1.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 Copyright1.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 Jiangxi XG increases rough sintered NdFeB magnet output 7
4.2 Hunan Jingxiang's bonded magnetic powder output moves up 7
4.3 Rainbow Rare Earths and Bosveld to develop rare earths project in South Africa 8
4.4 Lynas ready for Mt Weld rare earth concentrate boost following dryer deliver 8
4.5 Tanzania finalizing permit for its first rare-earth metals mine 8
4.7 Sino Magnetics' rough sintered NdFeB magnet output decreases 8
4.8 Baotou Jinshan reduces rough sintered NdFeB magnet output 8
4.9 Zhejiang Z-R-K reduces bonded magnetic powder stocks 8
4.10 Sisecam Genel Merkezi to invite erbium oxide tender 8
4.11 RareX raises $3M for WA rare earth projects 8
4.12 Zhongyuan Magnetic increases rough sintered NdFeB magnet output 9
4.13 Zhong Ke San Huan Hi-tech terminates capital increase in China Southern Rare Earth 9
4.14 Hlamalane increases rare earth oxide output 9
4.15 Suzhou Dongtai's bonded magnetic powder consumption volume goes up 9
4.16 Ningbo Huahui increases rough sintered NdFeB magnet output 9
4.17 Baotou Pulite starts pilot production of PrNd mischmetal 9
4.18 Hangzhou Bay Minjie increases rough sintered NdFeB magnet consumption 9
4.18 American Rare Earths: Technical report confirms potential of La Paz Rare Earth Project 9
4.19 Galaxy Magnet's bonded magnetic powder consumption moves up 9
4.19 Zhejiang Innuovo's rough sintered NdFeB magnet output goes up 10
5. Producers Statistics 10
5.1 China's PrNd oxide production statistics 10
5.1.Asian Metal Copyright3 China's ferrodysprosium major producers' stocks in November 2020 down by 36% MOM 14 6.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in November 2020 edges up by 1.4% MOM 10
5.1.Asian Metal Copyright15 Suzhou Dongtai's bonded magnetic powder consumption volume goes up 9 4.Asian Metal Copyright2 China's PrNd oxide producers' output in November 2020 up by 2.9% MOM 10
5.1.Asian Metal Copyright1 China's dysprosium oxide major producers' average operating rate in November 2020 edges up by 0.Asian Metal Copyright3 China's PrNd oxide producers' stocks in November 2020 up by 2.8% MOM 10
5.2 China's PrNd mischmetal production statistics 11
5.2.Asian Metal Copyright2 .Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in November 2020 down by 1.68% MOM 11
5.2.2 China's PrNd mischmetal major producers output in November 2020 up by 3% MOM 11
5.2.Asian Metal Copyright5 Praseodymium 99.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in November 2020 edges up by 0.6% MOM 11
5.3 China's neodymium metal production statistics 11
5.3.1 China's neodymium metal major producers' average operating rate in November 2020 unchanged MOM 11
5.3.2 China's neodymium metal major producers' output in November 2020 levels off MOM 12
5.3.3 China's neodymium metal producers' stocks in November 2020 down by 10% MOM 12
5.4 China's dysprosium oxide production statistics 12
5.4.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in November 2020 up by 0.Asian Metal Copyright1 China's dysprosium oxide major producers' average operating rate in November 2020 edges up by 0.68% MOM 12
5.4.2 China's dysprosium oxide major producers output in November 2020 up by 2% MOM 12
5.4.Asian Metal Copyright9%min in warehouse Rotterdam 18 .Asian Metal Copyright3 China's dysprosium oxide major producers' stocks in November 2020 climbs by 9.3% MOM 13
5.5 China's ferrodysprosium production statistics 13
5.5.Asian Metal Copyright1.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in November 2020 up by 0.44% MOM 13
5.5.Asian Metal Copyright5%min EXW China 4 3.Asian Metal Copyright2 China's ferrodysprosium major producers' output in November 2020 up by 0.9% MOM 13
5.5.3 China's ferrodysprosium major producers' stocks in November 2020 down by 36% MOM 14
6. Customs Statistics (October 2020) 14
6.1 China's rare earth export volume in October 2020 edge up by 22% MOM 14
6.1.1 China's neodymium oxide export volume 14
6.1.2 China's dysprosium oxide export volume 14
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 15
6.1.6 China's europium oxide export volume 16
6.2 China's rare earth average export price in October 2020 up by 2.9% MOM 16
7. Relevant Industry News 16
7.1 NdFeB Magnet industry 16
7.2 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 Copyright9% MOM 10 5.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 ferrodysprosium major producers' average operating rate in November 2020 up by 0.Asian Metal Copyright5 Praseodymium oxide 99.5%min EXW China 17
8.1.Asian Metal Copyright1 Neodymium metal 99%min FOB China 17 8.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 17
8.1.7 Ferrodysprosium 80% EXW China 17
8.1.Asian Metal Copyright9%min in warehouse Rotterdam 18 .Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 17
8.1.Asian Metal Copyright1 China's rare earth export volume in October 2020 edge up by 22% MOM 14 6.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 17
8.1.Asian Metal Copyright3 Neodymium oxide 99.Asian Metal Copyright10 Cerium oxide 99.9%min EXW China 17
8.1.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in November 2020 down by 1.Asian Metal Copyright11 Lanthanum oxide 99.9%min EXW China 17
8.1.Asian Metal Copyright4.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 17
8.1.Asian Metal Copyright12 Zhongyuan Magnetic increases rough sintered NdFeB magnet output 9 4.Asian Metal Copyright13 Yttrium oxide 99.999%min EXW China 17
8.2 Chinese Export market 17
8.2 .1 Neodymium metal 99%min FOB China 17
8.2.2 Ferrodysprosium 80% FOB China 17
8.2.Asian Metal Copyright4.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 Copyright1.Asian Metal Copyright2 Cerium oxide 99.9%min in warehouse Rotterdam 18



.Asian Metal Copyright15 Suzhou Dongtai's bonded magnetic powder consumption volume goes up 9 4Asian Metal Copyright