Monthly Rare Earth Market Report December 2025
2026-01-12 19:35:51 【Print】
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1. Market Highlights 3
2. Economy and Policy 3
2.1 MOFCOM approves rare earth export licence for some Chinese exporters 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 Sunrise secures follow-on placement for A$18.865 million for the Syerston Scandium Project 6
4.2 USA Rare Earth brings forward commercial production plans by two years 6
4.3 Serra Verde cancels China offtake deal after being approached by Western firms 6
4.4 Jiangxi announces three rare earth oxide capacity replacement plans 6
5. Producers Metrics 6
5.1 China's PrNd oxide production statistics (produced from rare earth ore) 6
5.1.1 China's PrNd oxide producers' average operating rate in December 2025 down by 6.95% MoM 6
5.1.2 China's PrNd oxide producers' output in December 2025 down by 7.74% MoM 7
5.1.3 China's PrNd oxide producers' stocks in December 2025 unchanged MoM 7
5.2 China's PrNd mischmetal production statistics 7
5.2.1 China's PrNd mischmetal major producers' average operation rate in December 2025 up by1.07% MoM 7
5.2.2 China's PrNd mischmetal major producers' output in December 2025 level off MoM 8
5.2.3 China's PrNd mischmetal producers' stocks in December 2025 up by 13.87% MoM 8
5.3 China's neodymium metal production statistics 9
5.3.1 China's neodymium metal major producers' average operating rate in December 2025 unchanged MoM 9
5.3.2 China's neodymium metal major producers' output in December 2025 unchanged MoM 9
5.3.3 China's neodymium metal producers' stocks in December 2025 level off MoM 10
5.4 China's dysprosium oxide production statistics 10
5.4.1 China's dysprosium oxide major producers' average operating rate in December 2025 up by 6.81% MoM 10
5.4.2 China's dysprosium oxide major producers' output in December 2025 increases by 6.81% MoM 10
5.4.3 China's dysprosium oxide major producers' stocks in December 2025 up by 3.12% MoM 11
5.5 China's ferrodysprosium production statistics 11
5.5.1 China's ferrodysprosium major producers' average operating rate in December 2025 level off MoM 11
5.5.2 China's ferrodysprosium major producers' output in December 2025 level off MoM 11
5.5.3 China's ferrodysprosium major producers' inventories in December 2025 up by 42.28% MoM 12
6. Trade Data (Nov. 2025) 12
6.1 China's rare earth export volume in November 2025 rises by 26.5% 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 13
6.1.5 China's cerium oxide export volume 14
6.2 China's rare earth average export price in November 2025 down by 12.4% MoM 14
2. Economy and Policy 3
2.1 MOFCOM approves rare earth export licence for some Chinese exporters 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 Sunrise secures follow-on placement for A$18.865 million for the Syerston Scandium Project 6
4.2 USA Rare Earth brings forward commercial production plans by two years 6
4.3 Serra Verde cancels China offtake deal after being approached by Western firms 6
4.4 Jiangxi announces three rare earth oxide capacity replacement plans 6
5. Producers Metrics 6
5.1 China's PrNd oxide production statistics (produced from rare earth ore) 6
5.1.1 China's PrNd oxide producers' average operating rate in December 2025 down by 6.95% MoM 6
5.1.2 China's PrNd oxide producers' output in December 2025 down by 7.74% MoM 7
5.1.3 China's PrNd oxide producers' stocks in December 2025 unchanged MoM 7
5.2 China's PrNd mischmetal production statistics 7
5.2.1 China's PrNd mischmetal major producers' average operation rate in December 2025 up by1.07% MoM 7
5.2.2 China's PrNd mischmetal major producers' output in December 2025 level off MoM 8
5.2.3 China's PrNd mischmetal producers' stocks in December 2025 up by 13.87% MoM 8
5.3 China's neodymium metal production statistics 9
5.3.1 China's neodymium metal major producers' average operating rate in December 2025 unchanged MoM 9
5.3.2 China's neodymium metal major producers' output in December 2025 unchanged MoM 9
5.3.3 China's neodymium metal producers' stocks in December 2025 level off MoM 10
5.4 China's dysprosium oxide production statistics 10
5.4.1 China's dysprosium oxide major producers' average operating rate in December 2025 up by 6.81% MoM 10
5.4.2 China's dysprosium oxide major producers' output in December 2025 increases by 6.81% MoM 10
5.4.3 China's dysprosium oxide major producers' stocks in December 2025 up by 3.12% MoM 11
5.5 China's ferrodysprosium production statistics 11
5.5.1 China's ferrodysprosium major producers' average operating rate in December 2025 level off MoM 11
5.5.2 China's ferrodysprosium major producers' output in December 2025 level off MoM 11
5.5.3 China's ferrodysprosium major producers' inventories in December 2025 up by 42.28% MoM 12
6. Trade Data (Nov. 2025) 12
6.1 China's rare earth export volume in November 2025 rises by 26.5% 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 13
6.1.5 China's cerium oxide export volume 14
6.2 China's rare earth average export price in November 2025 down by 12.4% MoM 14
