Monthly Rare Earth Market Report Jul 2024

Contents

1. Market Highlights 3
2. Economy and Policy 3
2.1 Rare Earth Management Regulations take effects on October 1st 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 Copyright Market Movements 3 3.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.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 3
3.1.Asian Metal Copyright2 European cerium oxide market 6 4.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 4
3.1.7 Ferrodysprosium 80% EXW China 4
3.1.Asian Metal Copyright1 Rare Earth Management Regulations take effects on October 1st 3 3.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 4
3.1.Asian Metal Copyright7 Ferrodysprosium 80% EXW China 4 3.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 Copyright2 Chinese Export Market 5 3.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 5
3.1.Asian Metal Copyright1 China's rare earth export volume in July 2024 down by 20.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 Copyright3 China's neodymium metal producers' stocks in July 2024 unchanged MoM 9 5.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 Aide Rare Earth Refractory begins trial production at LaCe new materials project 6
4.2 China Northern Rare Earth adjusts Q3 rare earth concentrate price 6
4.3 Lynas Kalgoorlie Rare Earths Processing Facility's acid supply may suspend 6
5. Producers Statistics 6
5.1 China's PrNd oxide production statistics 6
5.1.Asian Metal Copyright10 Chinese cerium oxide market 4 3.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in July 2024 slides by 2.31% MoM 6
5.1.Asian Metal Copyright2 China's rare earth average export price in June 2024 declines by 75.Asian Metal Copyright2 China's PrNd oxide producers' output in July 2024 declines by 6.94% MoM 6
5.1.Asian Metal Copyright2 China's PrNd mischmetal production statistics 7 5.Asian Metal Copyright3 China's PrNd oxide producers' stocks in July 2024 drops by 6.98% MoM 7
5.2 China's PrNd mischmetal production statistics 7
5.2.Asian Metal Copyright1 Aide Rare Earth Refractory begins trial production at LaCe new materials project 6 4.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in July 2024 down by 1.3% MoM 7
5.2.Asian Metal Copyright5.Asian Metal Copyright2 China's PrNd mischmetal major producers' output in July 2024 edges up by 0.03% MoM 8
5.2.Asian Metal Copyright94% MoM 6 5.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in July 2024 up by 4.82% MoM 8
5.3 China's neodymium metal production statistics 9
5.3.1 China's neodymium metal major producers' average operating rate in July 2024 unchanged MoM 9
5.3.2 China's neodymium metal major producers' output in July 2024 level off MoM 9
5.3.3 China's neodymium metal producers' stocks in July 2024 unchanged MoM 9
5.4 China's dysprosium oxide production statistics 10
5.4.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in July 2024 down by 1.Asian Metal Copyright1 China's dysprosium oxide major producers' average operating rate in July 2024 declines by 13.72% MoM 10
5.4.Asian Metal Copyright1.Asian Metal Copyright2 China's dysprosium oxide major producers' output in July 2024 drops by 16.23% MoM 10
5.4.Asian Metal Copyright1 China's neodymium oxide export volume 12 6.Asian Metal Copyright3 China's dysprosium oxide major producers' stocks in July 2024 up by 2.52% MoM 10
5.5 China's ferrodysprosium production statistics 11
5.5.1 China's ferrodysprosium major producers' average operating rate in July 2024 level off MoM 11
5.5.2 China's ferrodysprosium major producers' output in July 2024 unchanged MoM 11
5.5.3 China's ferrodysprosium major producers' inventories in July 2024 level off MoM 12
6. Customs Statistics (Jun. 2024) 12
6.1 China's rare earth export volume in July 2024 down by 20.6% MoM 12
6.1.1 China's neodymium oxide export volume 12
6.1.2 China's dysprosium oxide export volume 12
6.1.3 China's terbium oxide export volume 13
6.1.4 China's lanthanum oxide export volume 13
6.1.5 China's cerium oxide export volume 14
6.2 China's rare earth average export price in June 2024 declines by 75.3% MoM 14
.Asian Metal Copyright2 China's neodymium metal major producers' output in July 2024 level off MoM 9 5Asian Metal Copyright