Monthly Rare Earth Market Report Apr 2025

Contents

1. Market Highlights 3
2. Economy and Policy 3
2.1 China raises tariffs on imported US products to 125% 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 Copyright8 JL MAG sees strong Q1 growth in magnet production and sales 6 4.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 Copyright1.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 3
3.1.Asian Metal Copyright10 Chinese cerium oxide market 4 3.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 4
3.1.7 Ferrodysprosium 80% EXW China 4
3.1.Asian Metal Copyright5%min EXW China 4 3.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 4
3.1.Asian Metal Copyright1% MoM 12 6.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 Copyright Company News 6 4.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 5
3.1.Asian Metal Copyright4 China's lanthanum oxide export volume 14 6.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 Copyright7 Ferrodysprosium 80% EXW China 4 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 Innuovo reports higher annual NdFeB magnet production and sales 6
4.2 Qunxin Strong Magnetic gets EIA approval for rare earth metals project 6
4.3 Northern Rare Earth announces capacity swap plan for 5ktpa REO separation project 6
4.4 Aclara Resources to hold opening ceremony for pilot plant in Brazil 6
4.5 Tianhe Magnetics reports record-high annual magnet blank output 6
4.6 Northern Rare Earth Magnet Materials launches rapid-quenched NdFeB alloy project 6
4.7 China Rare Earth reports strong RE oxides production and sales growth 6
4.8 JL MAG sees strong Q1 growth in magnet production and sales 6
4.9 Northern Rare Earth sees higher smelting and separation output in Q1 6
5. Producers Statistics 6
5.1 China's PrNd oxide production statistics 6
5.1.Asian Metal Copyright51% MoM 11 5.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in April 2025 down by 0.10% MoM 6
5.1.Asian Metal Copyright3.Asian Metal Copyright2 China's PrNd oxide producers' output in April 2025 down by 0.10% MoM 7
5.1.3 China's PrNd oxide producers' stocks in April 2025 level off MoM 7
5.2 China's PrNd mischmetal production statistics 8
5.2.Asian Metal Copyright7 China Rare Earth reports strong RE oxides production and sales growth 6 4.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in April 2025 rises by 3.23% MoM 8
5.2.Asian Metal Copyright5 Praseodymium 99.Asian Metal Copyright2 China's PrNd mischmetal major producers' output in April 2025 slides by 0.90% MoM 8
5.2.3 China's PrNd mischmetal producers' stocks in April 2025 unchanged MoM 9
5.3 China's neodymium metal production statistics 9
5.3.1 China's neodymium metal major producers' average operating rate in April 2025 level off MoM 9
5.3.2 China's neodymium metal major producers' output in April 2025 unchanged MoM 9
5.3.3 China's neodymium metal producers' stocks in April 2025 level off MoM 10
5.4 China's dysprosium oxide production statistics 10
5.4.Asian Metal Copyright3.Asian Metal Copyright1 China's dysprosium oxide major producers' average operating rate in April 2025 up by 3.54% MoM 10
5.4.Asian Metal Copyright1 PrNd oxide 99%min EXW China 3 3.Asian Metal Copyright2 China's dysprosium oxide major producers' output in April 2025 edges up by 0.63% MoM 11
5.4.Asian Metal Copyright1 Neodymium metal 99%min FOB China 5 3.Asian Metal Copyright3 China's dysprosium oxide major producers' stocks in April 2025 slides by 0.51% MoM 11
5.5 China's ferrodysprosium production statistics 11
5.5.Asian Metal Copyright3.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in April 2025 declines by 11.73% MoM 11
5.5.Asian Metal Copyright Market Movements 3 3.Asian Metal Copyright2 China's ferrodysprosium major producers' output in April 2025 declines by 11.73% MoM 12
5.5.Asian Metal CopyrightContents 1.Asian Metal Copyright3 China's ferrodysprosium major producers' inventories in April 2025 increases by 5.70% MoM 12
6. Customs Statistics (Mar.2025) 12
6.1 China's rare earth export volume in March 2025 up by 5.1% MoM 12
6.1.1 China's neodymium oxide export volume 12
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 March 2025 declines by 37.5% YoY 14

.Asian Metal Copyright2 China's dysprosium oxide export volume 13 6Asian Metal Copyright