Monthly Rare Earth Market Report Sep 2020

1. Market Highlights 4
2. Economy and Policy 4
2.1 Exchange rate of US dollar against Chinese Yuan in September 2020 down by 504 basis points MOM 4
3. Market Movements 4
3.1 Domestic Market Trend Review 4
3.1.1 Chinese PrNd oxide and mischmetal markets 4
3.1.2 Chinese neodymium oxide and metal markets 4
3.1.3 Chinese praseodymium oxide market 5
3.1.4 Chinese dysprosium oxide and ferrodysprosium markets 5
3.1.5 Chinese terbium oxide and metal markets 5
3.1.6 Chinese cerium oxide market 6
3.1.7 Chinese lanthanum oxide market 6
3.1.8 Chinese europium oxide market 6
3.1.9 Chinese yttrium oxide market 6
3.2 International Market Review 7
3.2.1 Chinese neodymium metal export market 7
3.2.2 Chinese ferrodysprosium export market 7
3.2.3 Chinese lanthanum oxide export market 7
3.2.4 European praseodymium oxide market 7
3.2.5 European cerium oxide market 8
4. Company News (Top 10) 8
4.1 Pacific Metals to increase magnet output 8
4.2 Geomega Resources to develop sustainable technologies for critical metals 8
4.3 Shenzhen Feller to increase rough sintered NdFeB magnet output 8
4.4 Huahong Technology: To construct scrap magnet comprehensive utilization project with China Southern Rare Earth 8
4.5 DMEGC Magnetics' rough sintered NdFeB magnet output moves up 8
4.7 Shenghe Resources to increase capacity of rare earth metals to more than 20,000tpy 9
4.8 JL MAG and Tesla sign component procurement agreement 9
4.9 Northern Rare Earth: La-Ce sales to long-term customers account for approx. 80% 9
4.10 NFC to transfer 72% equities of Zhujiang Rare Earth through listing 9
5. Producers Statistics 9
5.1 China's PrNd oxide producers' statistics 9
5.1.Asian Metal Copyright Producers Statistics 9 5.Asian Metal Copyright1 China's PrNd oxide producers' output in September 2020 edges up by 0.5% MOM 9
5.1.Asian Metal Copyright2.Asian Metal Copyright2 China's PrNd oxide producers' average operating rate in September 2020 up by 0.29% MOM 10
5.1.Asian Metal Copyright7 Price trend for ferrodysprosium 16 8.Asian Metal Copyright3 China's PrNd oxide producers' stocks in September 2020 down by 2.7% MOM 10
5.2 China's PrNd mischmetal producers' statistics 10
5.2.Asian Metal Copyright5.Asian Metal Copyright1 China's PrNd mischmetal major producers output in September 2020 up by 8.8% MOM 10
5.2.Asian Metal Copyright6% MOM 12 5.Asian Metal Copyright2 China's PrNd mischmetal major producers' average operation rate in September 2020 up by 5.85% MOM 10
5.2.Asian Metal Copyright5% MOM 9 5.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in September 2020 down by 3.3% MOM 11
5.3 China's neodymium metal producers' statistics 11
5.3.Asian Metal Copyright2 Price trend for PrNd mischmetal 16 8.Asian Metal Copyright1 China's neodymium metal major producers' output in September 2020 down by 5.5% MOM 11
5.3.Asian Metal Copyright4.Asian Metal Copyright2 China's neodymium metal major producers' average operating rate in September 2020 down by 2.47% MOM 11
5.3.3 China's neodymium metal producers' stocks in September 2020 climbs by 20% MOM 11
5.4 China's dysprosium oxide producers' statistics 12
5.4.1 China's dysprosium oxide major producers output in September 2020 level off MOM 12
5.4.2 China's dysprosium oxide major producers' average operating rate in September 2020 unchanged MOM 12
5.4.Asian Metal Copyright1.Asian Metal Copyright3 China's dysprosium oxide major producers' stocks in September 2020 up by 2.6% MOM 12
5.5 China's ferrodysprosium producers' statistics 12
5.5.Asian Metal Copyright2.Asian Metal Copyright1 China's ferrodysprosium major producers' output in September 2020 down by 4.4% MOM 12
5.5.Asian Metal Copyright1.Asian Metal Copyright2 China's ferrodysprosium major producers' average operating rate in September 2020 down by 2.2% MOM 13
5.5.Asian Metal Copyright2.Asian Metal Copyright3 China's ferrodysprosium major producers' stocks in September 2020 up by 17.2% MOM 13
6. Customs Statistics (August 2020) 13
6.1 China's rare earth export volume in August 2020 edge up by 1.3% MOM 13
6.1.1 China's neodymium oxide export volume 13
6.1.2 China's dysprosium oxide export volume 14
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
6.1.6 China's europium oxide export volume 15
6.2 China's rare earth average export price in August 2020 down by 6.3% MOM 15
7. Relevant Industry News 15
7.1 NdFeB Magnet industry 15
7.2 Rare earth phosphors industry 16
8. Market Outlook for Next Month 16
8.1 Price trend for PrNd oxide 16
8.2 Price trend for PrNd mischmetal 16
8.3 Price trend for neodymium oxide 16
8.4 Price trend for neodymium metal 16
8.5 Price trend for praseodymium oxide 16
8.6 Price trend for dysprosium oxide 16
8.7 Price trend for ferrodysprosium 16
8.8 Price trend for terbium oxide 16
8.9 Price trend for terbium metal 16
8.10 Price trend for cerium oxide 16
8.11 Price trend for lanthanum oxide 16
8.12 Price trend for europium oxide 16
8.13 Price trend for yttrium oxide 17
8.14 Export price trend for Chinese neodymium metal 17
8.15 Export price trend for Chinese ferrodysprosium 17
8.16 Export price trend for Chinese lanthanum oxide 17
8.17 Price trend for praseodymium oxide in European market 17
8.18 Export price trend for cerium oxide prices in European market 17

.Asian Metal Copyright1 Domestic Market Trend Review 4 3.Asian Metal Copyright