Monthly Rare Earth Market Report Oct 2023
2023-11-12 14:13:25 【Print】
The following is a brief synopsis of the report. Your access is restricted as it is a subscription based service.
Please contact us for a subscription.
Please contact us for a subscription.
Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 Exchange rate of U.S. dollar against Chinese Yuan in September 2023 down by 13 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
3.1.3 Neodymium oxide 99.5%min EXW China 3
3.1.4 Neodymium metal 99%min EXW China 3
3.1.5 Praseodymium 99.5%min EXW China 4
3.1.6 Dysprosium oxide 99.5%min EXW China 4
3.1.7 Ferrodysprosium 80% EXW China 4
3.1.8 Terbium oxide 99.99%min EXW China 4
3.1.9 Terbium metal 99.9%min EXW China 4
3.1.10 Chinese cerium oxide market 4
3.1.11 Chinese lanthanum oxide market 5
3.1.12 Europium oxide 99.999%min EXW China 5
3.1.13 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
3.2.3 Lanthanum oxide 99.9%min FOB China 6
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
4.1 China Northern Rare Earth announces Q4 rare earth concentrate price 6
4.2 China Northern Rare Earth builds new warehouse for RE concentrate and oxide 6
4.3 China Northern Rare Earth's HRE pilot line reaches scale production 6
4.4 Hunan Jingxiang's bonded magnetic powder output increase 6
4.5 Guangdong TDK breaks ground on phase two sintered NdFeB magnets project 6
4.6 Shenghe Resources unit to acquire new shares in Vital Metal 7
4.7 Bao Gang United Steel reports Q1-Q3 RE concentrate production of 251.8kt 7
5. Producers Statistics 7
5.1 China's PrNd oxide production statistics 7
5.1.1 China's PrNd oxide producers' average operating rate in October 2023 up by 6.75% MoM 7
5.1.2 China's PrNd oxide producers' output in October 2023 edges up by 1.92% MoM 7
5.1.3 China's PrNd oxide producers' stocks in September 2023 slides by 0.20% MoM 8
5.2 China's PrNd mischmetal production statistics 8
5.2.1 China's PrNd mischmetal major producers' average operation rate in October 2023 edges up by 1.37% MoM 8
5.2.2 China's PrNd mischmetal major producers' output in October 2023 increases by 5.23% MoM 9
5.2.3 China's PrNd mischmetal producers' stocks in October 2023 down by 0.28% 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 2023 unchanged MoM 9
5.3.2 China's neodymium metal major producers' output in October 2023 level off MoM 10
5.3.3 China's neodymium metal producers' stocks in October 2023 unchanged MoM 10
5.4 China's dysprosium oxide production statistics 11
5.4.1 China's dysprosium oxide major producers' average operating rate in October 2023 edges up by 2.17% MoM 11
5.4.2 China's dysprosium oxide major producers' output in October 2023 edges up by 0.76% MoM 11
5.4.3 China's dysprosium oxide major producers' stocks in October 2023 down by 1.02% MoM 11
5.5 China's ferrodysprosium production statistics 12
5.5.1 China's ferrodysprosium major producers' average operating rate in October 2023 down by 2.05% MoM 12
5.5.2 China's ferrodysprosium major producers' output in October 2023 declines by 4.76%MoM 12
5.5.3 China's ferrodysprosium major producers' inventories in October 2023 up by 4.69% MoM 13
6. Customs Statistics (September 2023) 13
6.1 China's rare earth export volume in September 2023 down by 17.6% 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 15
6.2 China's rare earth average export price in September 2023 declines by 19.1% 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
8.1.3 Neodymium oxide 99.5%min EXW China 16
8.1.4 Neodymium metal 99%min EXW China 16
8.1.5 Praseodymium oxide 99.5%min EXW China 16
8.1.6 Dysprosium oxide 99.5%min EXW China 16
8.1.7 Ferrodysprosium 80% EXW China 16
8.1.8 Terbium oxide 99.99%min EXW China 16
8.1.9 Terbium metal 99.9%min EXW China 16
8.1.10 Cerium oxide 99.9%min EXW China 16
8.1.11 Lanthanum oxide 99.9%min EXW China 16
8.1.12 Europium oxide 99.999%min EXW China 16
8.1.13 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
8.2.3 Lanthanum oxide 99.9%min FOB China 17
8.3 International Market 17
8.3.1 Praseodymium oxide 99.5%min in warehouse Rotterdam 17
8.3.2 Cerium oxide 99.9%min in warehouse Rotterdam 17
1. Market Highlights 3
2. Economy and Policy 3
2.1 Exchange rate of U.S. dollar against Chinese Yuan in September 2023 down by 13 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
3.1.3 Neodymium oxide 99.5%min EXW China 3
3.1.4 Neodymium metal 99%min EXW China 3
3.1.5 Praseodymium 99.5%min EXW China 4
3.1.6 Dysprosium oxide 99.5%min EXW China 4
3.1.7 Ferrodysprosium 80% EXW China 4
3.1.8 Terbium oxide 99.99%min EXW China 4
3.1.9 Terbium metal 99.9%min EXW China 4
3.1.10 Chinese cerium oxide market 4
3.1.11 Chinese lanthanum oxide market 5
3.1.12 Europium oxide 99.999%min EXW China 5
3.1.13 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
3.2.3 Lanthanum oxide 99.9%min FOB China 6
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
4.1 China Northern Rare Earth announces Q4 rare earth concentrate price 6
4.2 China Northern Rare Earth builds new warehouse for RE concentrate and oxide 6
4.3 China Northern Rare Earth's HRE pilot line reaches scale production 6
4.4 Hunan Jingxiang's bonded magnetic powder output increase 6
4.5 Guangdong TDK breaks ground on phase two sintered NdFeB magnets project 6
4.6 Shenghe Resources unit to acquire new shares in Vital Metal 7
4.7 Bao Gang United Steel reports Q1-Q3 RE concentrate production of 251.8kt 7
5. Producers Statistics 7
5.1 China's PrNd oxide production statistics 7
5.1.1 China's PrNd oxide producers' average operating rate in October 2023 up by 6.75% MoM 7
5.1.2 China's PrNd oxide producers' output in October 2023 edges up by 1.92% MoM 7
5.1.3 China's PrNd oxide producers' stocks in September 2023 slides by 0.20% MoM 8
5.2 China's PrNd mischmetal production statistics 8
5.2.1 China's PrNd mischmetal major producers' average operation rate in October 2023 edges up by 1.37% MoM 8
5.2.2 China's PrNd mischmetal major producers' output in October 2023 increases by 5.23% MoM 9
5.2.3 China's PrNd mischmetal producers' stocks in October 2023 down by 0.28% 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 2023 unchanged MoM 9
5.3.2 China's neodymium metal major producers' output in October 2023 level off MoM 10
5.3.3 China's neodymium metal producers' stocks in October 2023 unchanged MoM 10
5.4 China's dysprosium oxide production statistics 11
5.4.1 China's dysprosium oxide major producers' average operating rate in October 2023 edges up by 2.17% MoM 11
5.4.2 China's dysprosium oxide major producers' output in October 2023 edges up by 0.76% MoM 11
5.4.3 China's dysprosium oxide major producers' stocks in October 2023 down by 1.02% MoM 11
5.5 China's ferrodysprosium production statistics 12
5.5.1 China's ferrodysprosium major producers' average operating rate in October 2023 down by 2.05% MoM 12
5.5.2 China's ferrodysprosium major producers' output in October 2023 declines by 4.76%MoM 12
5.5.3 China's ferrodysprosium major producers' inventories in October 2023 up by 4.69% MoM 13
6. Customs Statistics (September 2023) 13
6.1 China's rare earth export volume in September 2023 down by 17.6% 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 15
6.2 China's rare earth average export price in September 2023 declines by 19.1% 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
8.1.3 Neodymium oxide 99.5%min EXW China 16
8.1.4 Neodymium metal 99%min EXW China 16
8.1.5 Praseodymium oxide 99.5%min EXW China 16
8.1.6 Dysprosium oxide 99.5%min EXW China 16
8.1.7 Ferrodysprosium 80% EXW China 16
8.1.8 Terbium oxide 99.99%min EXW China 16
8.1.9 Terbium metal 99.9%min EXW China 16
8.1.10 Cerium oxide 99.9%min EXW China 16
8.1.11 Lanthanum oxide 99.9%min EXW China 16
8.1.12 Europium oxide 99.999%min EXW China 16
8.1.13 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
8.2.3 Lanthanum oxide 99.9%min FOB China 17
8.3 International Market 17
8.3.1 Praseodymium oxide 99.5%min in warehouse Rotterdam 17
8.3.2 Cerium oxide 99.9%min in warehouse Rotterdam 17
