Monthly Rare Earth Market Report Aug 2020

1. Market Highlights 4
2. Economy and Policy 4
2.1 Exchange rate of US dollar against Chinese Yuan in August 2020 down by 1,243 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 Electrosteel's LaCe mischmetal consumption to move up 8
4.2 Sino Magnetics Technology's NdFeB magnet output goes up 8
4.3 Zenith Minerals sells Laramie rare earths project to American Rare Earths 8
4.4 JL MAG to set up wholly-owned subsidiary in Baotou, Inner Mongolia 8
4.5 Northern Rare Earth's two RE total quotas rank first among six major groups 8
4.7 Iluka forges ahead with rare earths plans 9
4.8 Two holding subsidiaries of Shenghe Resources suspend production for flood disaster 9
4.9 Commerce Resources gets grant to develop Ashram rare earth project 9
4.10 Saskatchewan to create Canada's first rare earth processing facility 9
5. Producers Statistics 9
5.1 China's PrNd oxide producers' statistics 9
5.1.Asian Metal Copyright45% MOM 13 5.Asian Metal Copyright1 China's PrNd oxide producers' output in August 2020 up by 9.6% MOM 9
5.1.Asian Metal Copyright5.Asian Metal Copyright2 China's PrNd oxide producers' average operating rate in August 2020 up by 4.84% MOM 10
5.1.3 China's PrNd oxide producers' stocks in August 2020 edges up by 1,5% MOM 10
5.2 China's PrNd mischmetal producers' statistics 10
5.2.Asian Metal Copyright2.Asian Metal Copyright1 China's PrNd mischmetal major producers output in August 2020 up by 2.9% MOM 10
5.2.Asian Metal Copyright2 China's neodymium metal major producers' operating rate in August 2020 up by 4.Asian Metal Copyright2 China's PrNd mischmetal major producers' operation rate in August 2020 up by 1.8% MOM 10
5.2.Asian Metal Copyright1.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in August 2020 down by 22.4% MOM 11
5.3 China's neodymium metal producers' statistics 11
5.3.Asian Metal Copyright3.Asian Metal Copyright1 China's neodymium metal major producers' output in August 2020 up by 9.8% MOM 11
5.3.Asian Metal Copyright8 Two holding subsidiaries of Shenghe Resources suspend production for flood disaster 9 4.Asian Metal Copyright2 China's neodymium metal major producers' operating rate in August 2020 up by 4.01% MOM 11
5.3.3 China's neodymium metal producers' stocks in August 2020 unchanged MOM 11
5.4 China's dysprosium oxide producers' statistics 12
5.4.1 China's dysprosium oxide major producers output in August 2020 unchanged MOM 12
5.4.Asian Metal Copyright4 China's dysprosium oxide producers' statistics 12 5.Asian Metal Copyright2 China's dysprosium oxide major producers' operating rate in August 2020 down by 0.13% MOM 12
5.4.Asian Metal Copyright2.Asian Metal Copyright3 China's dysprosium oxide major producers' stocks in August 2020 down by 3.95% MOM 12
5.5 China's ferrodysprosium producers' statistics 12
5.5.Asian Metal Copyright13 Price trend for yttrium oxide 17 8.Asian Metal Copyright1 China's ferrodysprosium major producers' output in August 2020 down by 0.9% MOM 12
5.5.Asian Metal Copyright15 Export price trend for Chinese ferrodysprosium 17 8.Asian Metal Copyright2 China's ferrodysprosium major producers' operating rate in August 2020 down by 0.45% MOM 13
5.5.Asian Metal Copyright6% MOM 9 5.Asian Metal Copyright3 China's ferrodysprosium major producers' stocks in August 2020 down by 8.2% MOM 13
6. Customs Statistics (July 2020) 13
6.1 China's rare earth export volume in July 2020 declines by 44% 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 July 2020 up by 55.4% MOM 16
7. Relevant Industry News 16
7.1 NdFeB Magnet industry 16
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 17
8.7 Price trend for ferrodysprosium 17
8.8 Price trend for terbium oxide 17
8.9 Price trend for terbium metal 17
8.10 Price trend for cerium oxide 17
8.11 Price trend for lanthanum oxide 17
8.12 Price trend for europium oxide 17
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 prices in European market 17
8.18 Export price trend for cerium oxide prices in European market 17

.Asian Metal Copyright1 Electrosteel's LaCe mischmetal consumption to move up 8 4Asian Metal Copyright