• Bauxite Guinean 45%min CIF Chinaup(2)  03-09|Tungsten Ore WO3 55%min EXW Chinaup(30000)  03-09|Tungsten APT 88.5%min EXW Chinaup(40000)  03-09|Tungsten Carbide 99.8%min 2.5-7.0μm FOB Chinaup(9)  03-09|Lanthanum Oxide 99.9%min EXW Chinaup(130)  03-09|Aluminum Ingot 99.7%min IW Wuxiup(730)  03-09|Aluminum Alloy Ingot A356.2 Delivered Chinaup(720)  03-09|Aluminum Ingot 99.7%min IW Gongyiup(720)  03-09|Tantalum Metal 99.95%min FOB Chinaup(18)  03-09|Tungsten Scrap Grinding Swarf W 70%min, Co 5%min Ex-VAT Delivered Chinaup(400)  03-09|Aluminum Ingot 99.7%min IW Foshanup(720)  03-09|Tungsten Carbide 99.8%min 2.5-7.0μm EXW Chinaup(60)  03-09|Tantalum Pentoxide 99.5%min EXW Chinaup(120)  03-09|Tungsten APT 88.5%min FOB Chinaup(60)  03-09
  • AsianMetal
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    Rare Earth Industry Annual Report 2025

    2026-02-28 08:33:01   【Print】
    The following is a brief synopsis of the report. Your access is restricted as it is a subscription based service.
    Please contact us for a subscription.
    Contents

    1 Definition, Type, Distribution, Application 5
    1.1 Definition 5
    1.2 Type 5
    1.2.1 Bastnaesite-Monazite Mixed Ore 5
    1.2.2 Bastnaesite Ore 5
    1.2.3 Ionic Rare Earth Ore 5
    1.2.4 Monazite Ore 5
    1.3 Distribution 5
    1.3.1 Global rare earth mine production and reserves 5
    1.3.2 Chinese rare earth mine reserves 6
    1.3.3 Chinese rare earth producers' distribution 6
    1.4 Applications 7
    1.5 Chinese Rare Earth Policy 8
    1.5.1 Production quotas 8
    1.5.2 Resource tax 8
    1.5.3 New rare earth mines exploration 8
    1.5.4 National stockpile 8
    1.5.5 Tariff 8
    1.5.6 Export rebates 9
    2 Economy and Policy 9
    2.1 China releases 2025 Catalogue of Goods Subject to Export License Administration 9
    2.2 China's foreign trade up 5% YoY in 2024 9
    2.3 China launches nationwide work safety inspections 9
    2.4 China to impose additional 34% tariff on all US imports 9
    2.5 China raises tariffs on imported US products to 125% 9
    2.6 China and U.Asian Metal Copyright2.Asian Metal CopyrightS. reach deal to scale back tariffs 9
    2.7 China strengthens control over export of strategic minerals 9
    2.8 China adjusts tariffs on US imports 9
    2.9 China acts to curb excessive competition, support private economy 9
    2.10 China launches fourth batch of third round of environmental inspections 9
    2.11 China's foreign trade up 5.3% YoY in Q1-Q3 10
    2.12 China's wind and solar capacity surpasses coal for first time 10
    2.13 China Customs updates procedures for dual-use export control reviews 10
    2.14 China launches nationwide crackdown on illegal solid waste disposal 10
    2.15 China wraps up on-site phase of latest central environmental inspections 10
    2.16 China's H1 foreign trade sets new high 10
    2.17 China's nonferrous metals industry sees steady growth in H1 2025 10
    2.18 China's foreign trade growth in July hits year-to-date high 10
    2.19 China issues new rules on rare earth production quotas 10
    2.20 China moves to seal abandoned mines, crack down on illegal mining 10
    2.21 China issues two-year plan to stabilize growth in nonferrous industry 10
    2.22 China imposes new export controls on rare earth technologies 11
    2.23 China tightens export controls on rare earth equipment and materials 11
    2.24 China announces export controls on certain heavy rare earth products 11
    2.25 China's foreign trade grows for eight consecutive quarters 11
    2.26 China-U.Asian Metal Copyright2.Asian Metal CopyrightS. trade talks in Kuala Lumpur deliver positive results 11
    2.27 China to extend suspension of 24% tariff on U.Asian Metal Copyright62 Northern Gold Dragon gets approval to build rare earth separation project 32 4.Asian Metal CopyrightS. goods 11
    2.28 China suspends export controls on rare earths and lithium battery materials 11
    2.29 China issues 2026 tariff adjustment plan 11
    3. Market Movements 11
    3.1 Domestic Market 11
    3.1.1 PrNd oxide 99%min EXW China 11
    3.1.2 PrNd mischmetal 99%min Nd2O3 75% EXW China 12
    3.1.Asian Metal Copyright5.Asian Metal Copyright3 Neodymium oxide 99.5%min EXW China 13
    3.1.4 Neodymium metal 99%min EXW China 14
    3.1.Asian Metal Copyright3 Neodymium oxide 99.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 15
    3.1.Asian Metal Copyright1.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 16
    3.1.7 Ferrodysprosium 80% EXW China 16
    3.1.Asian Metal Copyright9 Blue Elephant launches permanent magnet motor project 27 4.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 17
    3.1.Asian Metal Copyright1 China's PrNd mischmetal producers' total number 35 5.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 18
    3.1.10 Chinese cerium oxide market 19
    3.1.11 Chinese lanthanum oxide market 20
    3.1.Asian Metal Copyright27 China to extend suspension of 24% tariff on U.Asian Metal Copyright12 Gadolinium oxide 99.5%min EXW China 21
    3.1.Asian Metal Copyright1.Asian Metal Copyright13 Yttrium oxide 99.999%min EXW China 22
    3.2 Export Market 22
    3.2.1 Neodymium metal 99%min FOB China 22
    3.2.2 Ferrodysprosium 80% FOB China 23
    3.2.Asian Metal Copyright25 Innuovo reports higher annual NdFeB magnet production and sales 29 4.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 24
    3.3 International Market 25
    3.3.1 European cerium oxide market 25
    3.3.2 European praseodymium oxide market 26
    4 Company News 27
    4.1 Domestic Market 27
    4.1.1 Bao Gang United Steel raises Q1 rare earth concentrate price 27
    4.1.2 JL MAG to invest in 20ktpa rare earth magnet project 27
    4.1.3 Xintai Technology inks rare earth oxides purchase agreement 27
    4.1.4 Baotou Huaxing's rare earth metals project enters phase II production 27
    4.1.5 Baotou Xinpu to build 6ktpa rare earth metals and alloys project 27
    4.1.6 Xinye New Material receives approval to build rare earth metals and alloys project 27
    4.1.7 Zhongxin Antai to build 8ktpa rare earth metals and alloys project 27
    4.1.8 Jinquan New Materials receives approval for rare earth metal expansion project 27
    4.1.9 Blue Elephant launches permanent magnet motor project 27
    4.1.10 Jinmeng Sagami kicks off construction of NdFeB magnet modules project 27
    4.1.11 BRIRE begins construction of rare earth functional auxiliary materials project 27
    4.1.12 Leshan Yurun launches waste rare earth magnet recycling project 28
    4.1.13 YSM kicks off construction of magnets project in Fushan 28
    4.1.14 Northern Rare Earth niche output surges 28
    4.1.15 Zhongxi Jinlong launches 5ktpa rare earth project in Changting 28
    4.1.16 Zhongxin Antai to build 8ktpa rare earth metals and alloys project 28
    4.1.17 Ji'an Xintai and subsidiaries ink PrNd oxide supply deal with Northern Rare Earth 28
    4.1.18 Northern Rare Earth to launch pilot base project for wet smelting 28
    4.1.19 Baotou Keruisi launches rare earth permanent magnet processing project 28
    4.1.20 Baotou Shouzheng's permanent magnet project settles in Rare Earth High-Tech Zone 28
    4.1.21 Tianshi Technology breaks ground on RE composite functional materials project 28
    4.1.22 China Rare Earth Group partners with CNNC on monazite project 28
    4.1.23 JL MAG's annual rare earth magnets output and sales hit new highs 28
    4.1.24 Rising Nonferrous reports strong annual production and sales of rare earth oxides 29
    4.1.25 Innuovo reports higher annual NdFeB magnet production and sales 29
    4.1.26 Qunxin Strong Magnetic gets EIA approval for rare earth metals project 29
    4.1.27 Northern Rare Earth announces capacity swap plan for 5ktpa REO separation project 29
    4.1.28 Tianhe Magnetics reports record-high annual magnet blank output 29
    4.1.29 Northern Rare Earth Magnet Materials launches rapid-quenched NdFeB alloy project 29
    4.1.30 China Rare Earth reports strong RE oxides production and sales growth 29
    4.1.31 JL MAG sees strong Q1 growth in magnet production and sales 29
    4.1.32 Northern Rare Earth sees higher smelting and separation output in Q1 29
    4.1.33 Sanlong New Materials gets approval to expand rare earth metals and alloys capacity 29
    4.1.34 Chenguang Rare Earths to accelerate Ngualla project via acquisition 29
    4.1.35 Xiamen Tungsten's rare earth permanent magnet project nears commissioning 29
    4.1.36 Mianning inks deal for 30ktpa REO processing project 29
    4.1.37 Baogang Hefa Rare Earth gets approval to expand REO separation capacity 30
    4.1.38 Baotou Huahong breaks ground on rare earth magnets project 30
    4.1.39 Baotou INST plans rare earth permanent magnet materials project 30
    4.1.40 NAMCO commissions new factory for exhaust gas catalysts 30
    4.1.41 AT&M to invest in rare earth magnet research institute project 30
    4.1.42 Innuovo obtains export licenses for permanent magnet products 30
    4.1.43 Baotou Golden Dragon commissions high-performance NdFeB magnet project 30
    4.1.44 Dongyang DMEGC to expand sintered NdFeB capacity 30
    4.1.45 Baotou Jinhai delays rare earth metals and alloys project 30
    4.1.46 JL MAG obtains export licenses for rare earth products 30
    4.1.47 China Northern Rare Earth raises Q3 rare earth concentrate price 30
    4.1.48 Rising Nonferrous to transfer 3% stake in Zhujiang Rare Earth 31
    4.1.49 Xiamen Tungsten and SEW reach strategic cooperation agreement 31
    4.1.50 Bao Gang United Steel to supply RE alloy steel for Yarlung Zangbo megadam 31
    4.1.51 Shenlong New Materials to build rare earth metals and alloys project 31
    4.1.52 Baogang expands range of rare-earth wear-resistant steel 31
    4.1.53 BRIRE to launch pilot line for rare earth functional additives 31
    4.1.54 Northern Rare Earth sees robust H1 metal production and sales 31
    4.1.55 Huahong Technology H1 rare earth recycling and magnets revenue rises 31
    4.1.56 Shenghe Resources H1 rare earth metal sales jump over 30% YoY 31
    4.1.57 Rising Nonferrous reports strong H1 growth in rare earth separation output 31
    4.1.58 Northern Rare Earth's giant magnetostrictive material demo line completed 31
    4.1.59 Sinomag to expand wet-pressed ferrite magnet capacity in Vietnam 32
    4.1.60 Sinomag to expand wet-pressed ferrite magnet capacity in Vietnam 32
    4.1.61 China Northern Rare Earth hikes Q4 concentrate price 32
    4.1.62 Northern Gold Dragon gets approval to build rare earth separation project 32
    4.1.63 Northern Zhaobao rolls out first batch of NdFeB magnets 32
    4.1.64 Rising Nonferrous merges two rare earth subsidiaries 32
    4.1.65 Green Energy Rare Earths gains approval to build PrNd metal project 32
    4.1.66 Northern Gold Dragon gets approval to build rare earth separation project 32
    4.2 International Market 32
    4.2.1 Rama Ferro Alloys & Finance's LaCe mischmetal consumption to decline 32
    4.2.2 Lynas plans to increase PrNd products output 32
    4.2.3 ADL Mining to increase monazite output 32
    4.2.4 Aclara Resources to hold opening ceremony for pilot plant in Brazil 32
    4.2.Asian Metal Copyright2 Ferrodysprosium 80% FOB China 23 3.Asian Metal Copyright5 Sunrise secures follow-on placement for A$18.865 million for the Syerston Scandium Project 33
    4.2.6 Critical Metals' Tanbreez Rare Earth project gets environmental approval 33
    4.2.7 American Rare Earths boosts Mineral Resource Estimate for Cowboy State mine 33
    4.2.8 Vulcan Elements picks Benson, North Carolina to build $1B rare earth magnet plant 33
    4.2.9 USA Rare Earth brings forward commercial production plans by two years 33
    4.2.9 ADL Mining to increase monazite output 33
    4.2.10 Serra Verde cancels China offtake deal after being approached by Western firms 33
    5. Producers Statistics 33
    5.1 China's PrNd oxide production statistics(doesn't include recycling) 33
    5.1.1 China's PrNd oxide producers' total number 33
    5.1.3 China's PrNd oxide producers' average operating rate 34
    5.1.4 China's PrNd oxide producers' output 34
    5.1.4 China's PrNd oxide producers' stocks 35
    5.2 China's PrNd mischmetal production statistics 35
    5.2.1 China's PrNd mischmetal producers' total number 35
    5.2.1 China's PrNd mischmetal production capacity 36
    5.2.2 China's PrNd mischmetal producers' operating rate 36
    5.2.3 China's PrNd mischmetal producers' output 37
    5.2.4 China's PrNd mischmetal producers' inventory 37
    5.3 China's dysprosium oxide production statistics 38
    5.3.1 China's dysprosium oxide producers' total number capacity 38
    Following with reduced numbers in Jiangxi and Guangdong, China's dysprosium oxide 99.5%min producers' total number in 2025 dropped to 23, down by 11.Asian Metal Copyright1 China's PrNd oxide producers' total number 33 5.Asian Metal Copyright54% YoY. 38
    5.3.2 China's dysprosium oxide producers' production capacity 38
    5.3.3 China's dysprosium oxide producers' operating rate 39
    5.3.4 China's dysprosium oxide producers' output 39
    5.3.4 China's dysprosium oxide producers' inventory 40
    5.4 China's ferrodysprosium production statistics 40
    5.4.1 China's ferrodysprosium producers' total number 40
    5.4.2 China's ferrodysprosium producers' production capacity 41
    5.4.2 China's ferrodysprosium producers' operating rate 41
    5.4.3 China's ferrodysprosium producers' output 42
    5.4.4 China's ferrodysprosium producers' inventory 42
    5.5 China's neodymium metal production statistics 42
    5.5.1 China's neodymium metal producers' total number 42
    China's neodymium metal producers' total volume in 2025 rose to 9, up by 28.57% YoY. 42
    5.5.2 China's neodymium metal producers' capacity 43
    5.5.3 China's neodymium metal producers' operating rate 43
    5.5.3 China's neodymium metal producers' output 44
    5.5.4 China's neodymium metal producers' inventory 44
    6. Customs Statistics 44
    6.1 Summary of rare earth export statistics in 2025 44
    6.2 China's neodymium oxide export volume 45
    6.3 China's dysprosium oxide export volume 46
    6.4 China's terbium oxide export volume 46
    6.5 China's lanthanum oxide export volume 47
    6.6 China's cerium oxide export volume 48
    6.7 China's yttrium oxide export volume 49
    7 Supply and Demand Outlook 49
    7.1 Domestic Market 49
    7.1.1 PrNd oxide 99%min EXW China 49
    7.1.2 PrNd mischmetal 99%min Nd2O3 75% EXW China 49
    7.1.Asian Metal Copyright66 Northern Gold Dragon gets approval to build rare earth separation project 32 4.Asian Metal Copyright3 Neodymium oxide 99.5%min EXW China 49
    7.1.4 Neodymium metal 99%min EXW China 49
    7.1.Asian Metal Copyright3.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 49
    7.1.Asian Metal Copyright trade talks in Kuala Lumpur deliver positive results 11 2.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 49
    7.1.7 Ferrodysprosium 80% EXW China 50
    7.1.Asian Metal Copyright2 JL MAG to invest in 20ktpa rare earth magnet project 27 4.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 50
    7.1.Asian Metal Copyright10 China launches fourth batch of third round of environmental inspections 9 2.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 50
    7.1.10 Chinese cerium oxide market 50
    7.1.11 Chinese lanthanum oxide market 50
    7.1.Asian Metal Copyright1 Summary of rare earth export statistics in 2025 44 6.Asian Metal Copyright12 Gadolinium oxide 99.5%minmin EXW China 50
    7.1.Asian Metal Copyright5 China's neodymium metal production statistics 42 5.Asian Metal Copyright13 Yttrium oxide 99.999%min EXW China 50
    8.2 Export Market 50
    8.2.1 Neodymium metal 99%min FOB China 50
    8.2.2 Ferrodysprosium 80% FOB China 50
    8.2.Asian Metal Copyright24 China announces export controls on certain heavy rare earth products 11 2.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 50
    8.3 International Market 50
    8.3.1 European cerium oxide market 50
    8.3.2 European praseodymium oxide market 50



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