Monthly Rare Earth Market Report Mar 2026

Contents

1. Market Highlights 2
2. Economy and Policy 2
3. Market Movements 2
3.1 Chinese Market 2
3.1.1 PrNd oxide 99%min EXW China 2
3.1.2 PrNd mischmetal 99%min Nd2O3 75% EXW China 2
3.1.Asian Metal Copyright2 China's PrNd mischmetal major producers' output in March 2026 down by 1.Asian Metal Copyright3 Neodymium oxide 99.5%min EXW China 2
3.1.4 Neodymium metal 99%min EXW China 2
3.1.Asian Metal Copyright4 China's dysprosium oxide production statistics 9 5.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 2
3.1.Asian Metal Copyright1.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 3
3.1.7 Ferrodysprosium 80% EXW China 3
3.1.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in March 2026 rises by 5.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 3
3.1.Asian Metal Copyright1.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 3
3.1.10 Chinese cerium oxide market 3
3.1.11 Chinese lanthanum oxide market 3
3.1.Asian Metal Copyright5%min EXW China 4 3.Asian Metal Copyright12 Gadolinium oxide 99.5%min EXW China 4
3.1.Asian Metal Copyright1.Asian Metal Copyright13 Yttrium oxide 99.999%min EXW China 4
3.2 Chinese Export Market 4
3.2.1 Neodymium metal 99%min FOB China 4
3.2.2 Ferrodysprosium 80% FOB China 4
3.2.Asian Metal Copyright3 Neodymium oxide 99.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 4
3.3. International Market 4
3.3.1 European praseodymium oxide market 4
3.3.2 European cerium oxide market 5
4. Company News 5
4.1 Northern Rare Earth to set up JV for 10ktpa Ce-containing NdFeB magnet project 5
4.2 Ganzhou Kerui Precision Magnetic Materials enhances samarium cobalt production 5
4.3 Baogang achieves first bulk delivery of rare earth steel pipes for energy applications 5
4.4 JL MAG posts record rare earth magnet sales in 2025 5
5. Producers Metrics 5
5.1 China's PrNd oxide production statistics (produced from rare earth ore) 5
5.1.Asian Metal Copyright1 Northern Rare Earth to set up JV for 10ktpa Ce-containing NdFeB magnet project 5 4.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in March 2026 slides by 1.50% MoM 5
5.1.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in March 2026 rises by 5.Asian Metal Copyright2 China's PrNd oxide producers' output in March 2026 rises by 1.50% MoM 6
5.1.Asian Metal Copyright1 European praseodymium oxide market 4 3.Asian Metal Copyright3 China's PrNd oxide producers' stocks in March 2026 down by 0.92% MoM 6
5.2 China's PrNd mischmetal production statistics 6
5.2.Asian Metal Copyright1.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in March 2026 drops by 2.26% MoM 6
5.2.Asian Metal Copyright1.Asian Metal Copyright2 China's PrNd mischmetal major producers' output in March 2026 down by 1.59% MoM 7
5.2.Asian Metal Copyright03% MoM 7 5.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in March 2026 rises by 2.03% MoM 7
5.3 China's neodymium metal production statistics 8
5.3.Asian Metal Copyright4.Asian Metal Copyright1 China's neodymium metal major producers' average operating rate in March 2026 increases by 3.71% MoM 8
5.3.2 China's neodymium metal major producers' output in March 2026 unchanged MoM 8
5.3.Asian Metal Copyright11 Chinese lanthanum oxide market 3 3.Asian Metal Copyright3 China's neodymium metal producers' stocks in March 2026 increases by 11.43% MoM 9
5.4 China's dysprosium oxide production statistics 9
5.4.1 China's dysprosium oxide major producers' average operating rate in March 2026 level off MoM 9
5.4.2 China's dysprosium oxide major producers' output in March 2026 unchanged MoM 9
5.4.3 China's dysprosium oxide major producers' stocks in March 2026 unchanged MoM 10
5.5 China's ferrodysprosium production statistics 10
5.5.Asian Metal Copyright11 Chinese lanthanum oxide market 3 3.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in March 2026 rises by 5.45% MoM 10
5.5.Asian Metal Copyright3.Asian Metal Copyright2 China's ferrodysprosium major producers' output in March 2026 climbs by 11.21% MoM 10
5.5.Asian Metal Copyright5.Asian Metal Copyright3 China's ferrodysprosium major producers' inventories in March 2026 declines by 22.22% MoM 11
6. Trade Data (Jan.Asian Metal Copyright4 JL MAG posts record rare earth magnet sales in 2025 5 5.Asian Metal Copyright-Feb. 2026) 11
6.1 China's rare earth export volume in January and February 2026 climbs by 23.0% MoM 11
6.1.1 China's neodymium oxide export volume 11
6.1.2 China's dysprosium oxide export volume 12
6.1.3 China's terbium oxide export volume 12
6.1.4 China's lanthanum oxide export volume 12
6.1.5 China's cerium oxide export volume 13
6.2 China's rare earth average export price in January and February 2026 declines by 31.7% MoM 13


.Asian Metal Copyright5 China's cerium oxide export volume 13 6Asian Metal Copyright