Monthly Rare Earth Market Report May 2024

Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 China begins second batch of third round of central environmental inspections 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 Copyright1.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 Copyright4 Neodymium metal 99%min EXW China 3 3.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 3
3.1.Asian Metal Copyright1.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 4
3.1.7 Ferrodysprosium 80% EXW China 4
3.1.Asian Metal Copyright5 China's cerium oxide export volume 14 6.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 4
3.1.Asian Metal Copyright3 China's ferrodysprosium major producers' inventories in May 2024 declines by 33.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 Copyright1.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 5
3.1.Asian Metal Copyright5%min EXW China 4 3.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 Copyright4 Neodymium metal 99%min EXW China 3 3.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 5
3.3. International Market 5
3.3.1 European praseodymium oxide market 5
3.3.2 European cerium oxide market 6
4. Company News 6
4.1 Hunan Jingxiang's bonded magnetic powder output reduces 6
4.2 Baotou Huaxing to build 8.2ktpa rare earth metals project 6
4.3 Baotou Jinmeng to build 5ktpa rare earth metals project 6
4.4 Lynas to increase neodymium oxide production 6
4.5 Chenguang Rare Earths to acquire heavy mineral sands projects in Tanzania 6
4.6 Wolong kicks off construction of permanent magnet motor project in Baotou 6
4.7 Canada Rare Earth's rare earth concentrate supply to increase 6
4.8 Guangdong Dawa to increase rough sintered NdFeB magnet output 6
4.9 Jinhui Permanent Magnet inks deal for NdFeB project in Jinxian 6
4.10 Haina Xici's rough sintered NdFeB magnet consumption to decline 6
4.11 CRRC Zhuzhou permanent magnet motor project comes on stream 7
4.12 Guangdong Dawa to increase rough sintered NdFeB magnet output 7
5. Producers Statistics 7
5.1 China's PrNd oxide production statistics 7
5.1.Asian Metal Copyright4.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in May 2024 up by 1.95% MoM 7
5.1.Asian Metal Copyright1.Asian Metal Copyright2 China's PrNd oxide producers' output in May 2024 up by 1.96% MoM 7
5.1.Asian Metal Copyright95% MoM 7 5.Asian Metal Copyright3 China's PrNd oxide producers' stocks in May 2024 declines by 8.10% MoM 7
5.2 China's PrNd mischmetal production statistics 8
5.2.Asian Metal Copyright1 China's PrNd oxide production statistics 7 5.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in May 2024 up by 9.03% MoM 8
5.2.Asian Metal Copyright03% MoM 8 5.Asian Metal Copyright2 China's PrNd mischmetal major producers' output in May 2024 up by 7.02% MoM 8
5.2.Asian Metal Copyright5%min EXW China 3 3.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in May 2024 declines by 48.18% MoM 9
5.3 China's neodymium metal production statistics 9
5.3.Asian Metal Copyright3 China's ferrodysprosium major producers' inventories in May 2024 declines by 33.Asian Metal Copyright1 China's neodymium metal major producers' average operating rate in May 2024 up by 30.06% MoM 9
5.3.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in May 2024 up by 34.Asian Metal Copyright2 China's neodymium metal major producers' output in May 2024 declines by 12.74% MoM 9
5.3.Asian Metal Copyright53% MoM 10 5.Asian Metal Copyright3 China's neodymium metal producers' inventory in May 2024 drops by 42.53% MoM 10
5.4 China's dysprosium oxide production statistics 10
5.4.Asian Metal Copyright1.Asian Metal Copyright1 China's dysprosium oxide major producers' average operating rate in May 2024 edges up by 1.10% MoM 10
5.4.Asian Metal Copyright33% MoM 12 6.Asian Metal Copyright2 China's dysprosium oxide major producers' output in May 2024 edges up by 1.09% MoM 11
5.4.Asian Metal Copyright999%min EXW China 5 3.Asian Metal Copyright3 China's dysprosium oxide major producers' inventories in May 2024 climbs by 34.47% MoM 11
5.5 China's ferrodysprosium production statistics 11
5.5.Asian Metal CopyrightContents 1.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in May 2024 up by 34.37% MoM 11
5.5.Asian Metal Copyright10 Chinese cerium oxide market 4 3.Asian Metal Copyright2 China's ferrodysprosium major producers' output in May 2024 climbs by 47.27%MoM 12
5.5.Asian Metal Copyright3 China's terbium oxide export volume 13 6.Asian Metal Copyright3 China's ferrodysprosium major producers' inventories in May 2024 declines by 33.33% MoM 12
6. Customs Statistics (April 2024) 13
6.1 China's rare earth export volume in April 2024 down by 3% 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
6.2 China's rare earth average export price in April 2024 down by 44.6% MoM 14

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