Monthly Rare Earth Market Report Oct 2021

Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 Exchange rate of U.Asian Metal Copyright8 Terbium oxide 99.Asian Metal CopyrightS. dollar against Chinese Yuan declines by 947 basis point MoM in October 2021 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 Copyright2 Chinese Export market 16 8.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 Copyright3.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 3
3.1.Asian Metal CopyrightS.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 4
3.1.7 Ferrodysprosium 80% EXW China 4
3.1.Asian Metal Copyright3% MoM 12 5.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 4
3.1.Asian Metal Copyright1 Neodymium metal 99%min FOB China 16 8.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 Copyright9% MoM 9 5.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 5
3.1.Asian Metal Copyright5%min EXW China 16 8.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 Copyright1.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 5
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
5. Producers Statistics 7
5.1 China's PrNd oxide production statistics 7
5.1.Asian Metal Copyright1 Neodymium metal 99%min FOB China 5 3.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in October 2021 edges up by 1.25% MoM 7
5.1.Asian Metal Copyright2 China's ferrodysprosium major producers' output in October down by 2.Asian Metal Copyright2 China's PrNd oxide producers' output in October 2021 up by 2.4% MoM 8
5.1.Asian Metal Copyright999%min EXW China 16 8.Asian Metal Copyright3 China's PrNd oxide producers' stocks in October 2021 edges up by 1.5% MoM 8
5.2 China's PrNd mischmetal production statistics 8
5.2.Asian Metal Copyright1 Exchange rate of U.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in October 2021 edges up by 0.21% MoM 8
5.2.Asian Metal Copyright2 Chinese Export Market 5 3.Asian Metal Copyright2 China's PrNd mischmetal major producers output in October 2021 edges up by 0.28% MoM 9
5.2.Asian Metal Copyright1.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in October 2021 increases by 3.9% MoM 9
5.3 China's neodymium metal production statistics 9
5.3.1 China's neodymium metal major producers' average operating rate in October 2021 still unchanged MoM 9
5.3.2 China's neodymium metal major producers' output in October 2021 level off MoM 10
5.3.3 China's neodymium metal producers' stocks in October 2021 unchanged MoM 10
5.4 China's dysprosium oxide production statistics 10
5.4.Asian Metal Copyright3 Lanthanum oxide 99.Asian Metal Copyright1 China's dysprosium oxide major producers' average operating rate in October 2021 up by 4.33% MoM 10
5.4.Asian Metal Copyright1.Asian Metal Copyright2 China's dysprosium oxide major producers output in October 2021 climbs by 16.9% MoM 11
5.4.Asian Metal Copyright1 PrNd oxide EXW China 16 8.Asian Metal Copyright3 China's dysprosium oxide major producers' stocks in October 2021 slides by 1.7% MoM 11
5.5 China's ferrodysprosium production statistics 12
5.5.Asian Metal CopyrightContents 1.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in October 2021 down by 1.23% MoM 12
5.5.Asian Metal Copyright4 Neodymium metal 99%min EXW China 16 8.Asian Metal Copyright2 China's ferrodysprosium major producers' output in October down by 2.3% MoM 12
5.5.3 China's ferrodysprosium major producers' stocks in October 2021 unchanged MoM 12
6. Customs Statistics (September 2021) 13
6.1 China's rare earth export volume in September 2021 slide by 0.4% 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 13
6.1.4 China's lanthanum oxide export volume 14
6.1.5 China's cerium oxide export volume 14
6.1.6 China's europium oxide export volume 15
6.2 China's rare earth average export price in September 2021 slides by 4.2% MoM 15
7. Relevant Industry News 15
7.1 NdFeB Magnet industry 15
7.2 SmCo magnet industry 15
7.3 Rare earth phosphors industry 16
8. Market Outlook for Next Month 16
8.1 Chinese domestic market 16
8.1.1 PrNd oxide EXW China 16
8.1.2 PrNd mischmetal EXW China 16
8.1.Asian Metal Copyright2 China's dysprosium oxide major producers output in October 2021 climbs by 16.Asian Metal Copyright3 Neodymium oxide 99.5%min EXW China 16
8.1.4 Neodymium metal 99%min EXW China 16
8.1.Asian Metal Copyright3.Asian Metal Copyright5 Praseodymium oxide 99.5%min EXW China 16
8.1.Asian Metal Copyright1.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 16
8.1.7 Ferrodysprosium 80% EXW China 16
8.1.Asian Metal Copyright3 China's PrNd oxide producers' stocks in October 2021 edges up by 1.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 16
8.1.Asian Metal Copyright4.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 16
8.1.Asian Metal Copyright4 China's dysprosium oxide production statistics 10 5.Asian Metal Copyright10 Cerium oxide 99.9%min EXW China 16
8.1.Asian Metal Copyright5 Praseodymium 99.Asian Metal Copyright11 Lanthanum oxide 99.9%min EXW China 16
8.1.Asian Metal Copyright3.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 16
8.1.Asian Metal Copyright13 Yttrium oxide 99.Asian Metal Copyright13 Yttrium oxide 99.999%min EXW China 16
8.2 Chinese Export market 16
8.2.1 Neodymium metal 99%min FOB China 16
8.2.2 Ferrodysprosium 80% FOB China 16
8.2.Asian Metal Copyright1 NdFeB Magnet industry 15 7.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 16
8.3 International Market 16
8.3.Asian Metal Copyright3.Asian Metal Copyright1 Praseodymium oxide 99.5%min in warehouse Rotterdam 16
8.3.Asian Metal Copyright2 China's PrNd mischmetal production statistics 8 5.Asian Metal Copyright2 Cerium oxide 99.9%min in warehouse Rotterdam 17


.Asian Metal Copyright2 China's neodymium metal major producers' output in October 2021 level off MoM 10 5Asian Metal Copyright