Monthly Rare Earth Market Report November 2025
2025-12-12 19:51:31 【Print】
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Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 China suspends export controls on rare earths and lithium battery materials 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 3
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 4
3.1.12 Gadolinium oxide 99.5%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 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 Green Energy Rare Earths gains approval to build PrNd metal project 6
4.2 Zhongxin Antai begins production at rare earth metals expansion project 6
4.3 China Rare Earth, China Resources Recycling agree on broad cooperation 6
4.4 Sunrise secures follow-on placement for A$18.865 million for the Syerston Scandium Project 6
4.5 Critical Metals' Tanbreez Rare Earth project gets environmental approval 6
4.6 Green Energy Rare Earths gains approval to build PrNd metal project 6
4.7 American Rare Earths boosts Mineral Resource Estimate for Cowboy State mine 6
4.8 Vulcan Elements picks Benson, North Carolina to build $1B rare earth magnet plant 6
5. Producers Statistics 6
5.1 China's PrNd oxide production statistics (produced from rare earth ore) 7
5.1.1 China's PrNd oxide producers' average operating rate in November 2025 down by 0.78% MoM 7
5.1.2 China's PrNd oxide producers' output in November 2025 slides by 1.59% MoM 7
5.1.3 China's PrNd oxide producers' stocks in November 2025 up by 2.76% MoM 7
5.2 China's PrNd mischmetal production statistics 8
5.2.1 China's PrNd mischmetal major producers' average operation rate in November 2025 down by 0.44% MoM 8
5.2.2 China's PrNd mischmetal major producers' output in November 2025 down by 0.44% MoM 8
5.2.3 China's PrNd mischmetal producers' stocks in November 2025 climbs by 25.46% MoM 9
5.3 China's neodymium metal production statistics 9
5.3.1 China's neodymium metal major producers' average operating rate in November 2025 unchanged MoM 9
5.3.2 China's neodymium metal major producers' output in November 2025 level off MoM 9
5.3.3 China's neodymium metal producers' stocks in November 2025 unchanged MoM 10
5.4 China's dysprosium oxide production statistics 10
5.4.1 China's dysprosium oxide major producers' average operating rate in November 2025 down by 6.45% MoM 10
5.4.2 China's dysprosium oxide major producers' output in November 2025 down by 6.46% MoM 11
5.4.3 China's dysprosium oxide major producers' stocks in November 2025 slide by 0.87% MoM 11
5.5 China's ferrodysprosium production statistics 11
5.5.1 China's ferrodysprosium major producers' average operating rate in November 2025 up by 5.72% MoM 11
5.5.2 China's ferrodysprosium major producers' output in November 2025 up by 5.75% MoM 12
5.5.3 China's ferrodysprosium major producers' inventories in November 2025 declines by 37.88% MoM 12
6. Customs Statistics (Oct. 2025) 13
6.1 China's rare earth export volume in October 2025 up by 8.60% 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 October 2025 down by 12.4% MoM 15
1. Market Highlights 3
2. Economy and Policy 3
2.1 China suspends export controls on rare earths and lithium battery materials 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 3
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 4
3.1.12 Gadolinium oxide 99.5%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 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 Green Energy Rare Earths gains approval to build PrNd metal project 6
4.2 Zhongxin Antai begins production at rare earth metals expansion project 6
4.3 China Rare Earth, China Resources Recycling agree on broad cooperation 6
4.4 Sunrise secures follow-on placement for A$18.865 million for the Syerston Scandium Project 6
4.5 Critical Metals' Tanbreez Rare Earth project gets environmental approval 6
4.6 Green Energy Rare Earths gains approval to build PrNd metal project 6
4.7 American Rare Earths boosts Mineral Resource Estimate for Cowboy State mine 6
4.8 Vulcan Elements picks Benson, North Carolina to build $1B rare earth magnet plant 6
5. Producers Statistics 6
5.1 China's PrNd oxide production statistics (produced from rare earth ore) 7
5.1.1 China's PrNd oxide producers' average operating rate in November 2025 down by 0.78% MoM 7
5.1.2 China's PrNd oxide producers' output in November 2025 slides by 1.59% MoM 7
5.1.3 China's PrNd oxide producers' stocks in November 2025 up by 2.76% MoM 7
5.2 China's PrNd mischmetal production statistics 8
5.2.1 China's PrNd mischmetal major producers' average operation rate in November 2025 down by 0.44% MoM 8
5.2.2 China's PrNd mischmetal major producers' output in November 2025 down by 0.44% MoM 8
5.2.3 China's PrNd mischmetal producers' stocks in November 2025 climbs by 25.46% MoM 9
5.3 China's neodymium metal production statistics 9
5.3.1 China's neodymium metal major producers' average operating rate in November 2025 unchanged MoM 9
5.3.2 China's neodymium metal major producers' output in November 2025 level off MoM 9
5.3.3 China's neodymium metal producers' stocks in November 2025 unchanged MoM 10
5.4 China's dysprosium oxide production statistics 10
5.4.1 China's dysprosium oxide major producers' average operating rate in November 2025 down by 6.45% MoM 10
5.4.2 China's dysprosium oxide major producers' output in November 2025 down by 6.46% MoM 11
5.4.3 China's dysprosium oxide major producers' stocks in November 2025 slide by 0.87% MoM 11
5.5 China's ferrodysprosium production statistics 11
5.5.1 China's ferrodysprosium major producers' average operating rate in November 2025 up by 5.72% MoM 11
5.5.2 China's ferrodysprosium major producers' output in November 2025 up by 5.75% MoM 12
5.5.3 China's ferrodysprosium major producers' inventories in November 2025 declines by 37.88% MoM 12
6. Customs Statistics (Oct. 2025) 13
6.1 China's rare earth export volume in October 2025 up by 8.60% 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 October 2025 down by 12.4% MoM 15
