Good but needs to overcapacity, fierce competition in the industry NdFeB

With the beginning of the Festival downstream restocking and Reform Commission issued favorable policies for new energy vehicles , rare earth elements in the four months after experiencing a low ebb , for the first time this month, a significant rise in the current metal praseodymium neodymium Quote 420,000 , closing at 410 000 - 415,000 oxide, praseodymium , neodymium quotes 330,000 . Dysprosium oxide is also a prolonged slump after it appeared to rise . The 160 square rose from 1.8 million tonne per tonne and near it.

NdFeB manufacturers face of favorable policies and orders , better yet NdFeB industry sources said they were not optimistic, NdFeB companies said : situation , " opened in 2014 and 2013 in NdFeB rare earth market similar serious excess capacity , fierce competition , low product prices appear upside down , but there have also been a big money fight in, regardless of the cost as long as the capacity. According to statistics, currently there are 22 companies intend to build capacity planning , total annual output of 69,800 tons , if fully completed by the end of 2014 , an increase of late Chinese NdFeB production capacity will reach 21.2% , when the market situation will be more severe.

Why in the case of overcapacity , there are still a lot of money reached NdFeB market?

Recently, some foreign technology , said the article " terrific performance neodymium magnets , the magnetic field in such a big piece of fingernail magnet , but also stronger than the Earth's iron core of the magnetic field across thousands of times . " under the " room temperature , neodymium magnets are the strongest magnets we currently know . "

Early Neodymium has a nasty flaw - thermal disturbance will destroy those carefully arranged always good spin , so the magnet demagnetization , and over 100 ℃, complete loss of magnetism , but just need a little building, a ready solution in sight patch : to get a more thermodynamically stable structure , just a fraction of neodymium atoms to a few percent , replacing it heavier companion - Dy .

This technology abroad who described "Neodymium was invented , people feel it is a bit too good to head it. It REE demand , even more than the latter's reserves. " So they began to exclaim " Magnet emergency not enough ! China Rare is the key . "

Very hot recently in the United States , known as the White House and the reality of the political rule of the case 99% similarity drama " house of cards ", the two sides have repeatedly referred to the contest in the rare earth area, but they are drama REE mentioned, that is not magic , " praseodymium neodymium " is not the top priority of heavy rare earths , " Di ", but currently only a few million tonne but a ton of samarium . Drama is this description : "In order to prevent energy being controlled China , the United States intends to purchase in the name of defense of samarium and then hoarding it to , but also circumvent China , sourcing from India samarium ."


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Muzi chop: From chaos scarce rare earth monopoly to see the need for resources

Rare earth industry chaos for a long time , in recent years more crazy , which brings us Reflections : strategic non-renewable resources , carried out by state-owned monopoly , is absolutely necessary ; state-owned monopoly is the national interest , national effective protection of the interests of such a monopoly is a must !

1 , Rare is what

Rare is called " industrial MSG " , known as the "21st century gold" , "mother of the new material" , has an important economic value and strategic value. Rare has excellent optical, electrical , magnetic, superconducting and catalytic properties, are widely used in cutting-edge fields such as new energy , defense and military fields , rare earth is a strategic non-renewable resources .

2 , which uses rare earth

Application of rare earth almost everywhere, in defense, energy , information, environmental protection , health, agriculture , etc., have a wide range of applications , especially magneto-optical properties of rare earths , has been widely used in new materials, new technology, currently containing rare earth functional materials of more than 50 categories, has become an important strategic resource of modern high-tech industries .

3 , what is the significance of rare earth

Rare for the military field , can significantly improve tactical performance tanks, planes , missiles, steel, magnesium alloys, titanium alloys , rare earth technology to military technology brings a qualitative leap. Such as the "Patriot " missiles able to easily destroy "Scud " missiles , because " Patriot" guidance system used in about 4 kg of samarium cobalt magnets and NdFeB magnets.

4 , unknown RE know

With the understanding of the special nature of the rare earth elements , every two or three years , you will find a new use of rare earth. Data shows that in today's world every five patents , and there a rare earth related. As countries reduce the use of fossil fuels in the coming decades , demand for rare earths market will show a geometric growth .

5 , the current situation of China's rare earth

China's rare earth reserves in the last century, in the early 1980s accounted for 71 % of the world 's rare earth reserves in 2012 to 23 %. In just three decades , China's already sold 48 percent of rare earth reserves , at current production rates , the class of heavy rare earth reserves only to maintain less than two decades . We first complacent once the world's reserves , but should act Duanzaijuesun three decades and deep repentance.

6 , the distribution of the world's rare earth

U.S. 2009 energy analysis report pointed out that China's rare earth reserves of 36 million tons , accounting for 36% of the world ; annual output of 120,000 tons , accounting for 97% of the world . Russia's reserves of 19 million tons , accounting for 19% of the world . U.S. reserves of 13 million tons , accounting for 13% of the world . Australia's reserves of 540 million tons, accounting for 5 % of the world . India's reserves of 310 million tons, accounting for 3% of the world production of 2,700 tons , accounting for 2% of the world .

7 , the world's rare earth supply and demand conditions

In addition to China , other countries are in the rare earth mining state of zero , one third of global reserves , the supply of more than 95% of global demand , known as the " gold selling cabbage price ", because of a low a large number of exports , the United States from 1985 shut down their rare earth mine , all imported from China and Japan also import large quantities of Chinese rare earth hoarding .

8, the failure of the export quota management

China's rare earth export quota management , export restrictions only on rare earth materials , but the purchase of rare earth materials in Chinese primary products , are not subject to quota restrictions . Thus, large-scale investments in Western countries set up factories in China , is currently the United States, Germany, Japan, Canada and other countries have set up in our wholly-owned, joint ventures 38 , they only rare earth resources for roughing, the primary products shipped abroad for further processing , or reserve up, disguised so that our exports of rare earth resources in excess of quota restrictions .

9 , the impact on the environment of rare earth production

Jiangxi Ganzhou rare earth mining began in the 1970s , the pool leaching process once used to be called "moving mountain sports ," Hill suffered great damage of vegetation , a large number of wastewater containing ammonia , heavy metals and other pollutants, polluted drinking water and agricultural irrigation water. One ton of rare earth mining will destroy 200 square meters of vegetation , topsoil stripping 300 square meters , forming a 2,000 m3 of tailings , resulting in 1,200 cubic meters of soil erosion.

10 rare earth industry chaos revelation

( 1 ) on non-renewable resources such as rare earth, from the policy aspects relevant departments should take strong measures to strengthen supervision and control efforts , otherwise, is irresponsible countries , the Chinese nation is a crime.

( 2 ) on scarce resources like this rare , strategic resources , not only the so-called market-oriented reforms , but also must be achieved absolute control of resources by the state-owned enterprises, and simply can not afford to be configured through the market .

( 3 ) local interests must be completely cut off the chain , completely cut off the black hands of vested interests to accelerate the formation of the rare earth group of six , from the source control , from all aspects of the production, supply and control , fundamentally reverse the rare earth industry chaos .

( 4 ) any sacrifice of resources , sacrificing the environment and harmed the expense of future generations of development, have to brake immediately ; any reform measures must be based on national interests , national interests as the fundamental starting point. Facts have fully proved that the state monopoly on scarce resources is a must. Rare earth industry consolidation must ton output capacity before effective.

( 5 ) the rare earth industry chaos to a reinforcement of the " pro-market " who sounded the alarm , "monopoly " is not a panacea, "market" but not a panacea, of scarce non-renewable resources , strategic resources , "market" is totally unacceptable . Rare earth industry irrefutable facts , once again proved that what the "market good" or "monopoly good" , must be based on the characteristics of each industry to decide.


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February 20, 2014 the market price of the rare earth market

Today, the rare earth market basically stable , the market is slightly warmer overall market , some price increases . It is understood that downstream orders increased, the demand side has turned for the better is the main reason .

Dysprosium oxide mainstream manufacturers tax 170-180 yuan / ton, dysprosium iron mainstream manufacturers tax price 180-190 yuan / ton.

Praseodymium oxide mainstream manufacturers tax price 550,000-570,000 yuan / ton. Neodymium oxide 300,000-310,000 yuan / ton.

Lanthanum oxide manufacturers tax price 23,000-25,000 yuan / ton. Cerium oxide mainstream manufacturers tax price 23,000-25,000 yuan / ton.

Neodymium oxide, praseodymium mainstream manufacturers tax price 305,000-315,000 yuan / ton , praseodymium , neodymium metal mainstream manufacturers tax price 395000-405,000 yuan / ton.

Fluorescent europium oxide mainstream manufacturers tax price 4,300-4,500 yuan / kg. Terbium oxide phosphor grade mainstream manufacturers tax price 3,200-3,300 yuan / kg.


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February 20, 2014 Price of rare earth products

February 20, 2014 Price of rare earth products

Name Specifications Origin / Mark Reference Price Average Change
Rare earth carbonate REO 42.0-45.0% Domestic 24000-25000 yuan / ton 24500 0
Lanthanum oxide La2O3/TREO 99.5-99.9% Domestic 22000-23000 yuan / ton 23500 0
Cerium oxide CeO2/TREO 99.5-99.9% Domestic 23000-25000 yuan / ton 24000 0
Praseodymium oxide Pr6O11/TREO 99.0-99.9% Domestic 560000-580000 yuan / ton 560000 0
Neodymium oxide Nd2O3/TREO 99.0-99.9% Domestic 305000-315000 yuan / ton 305000 0
Samarium oxide Sm2O3/TREO 99.5-99.9% Domestic 18000-19000 yuan / ton 18000 0
Europium oxide Eu2O3/TREO 99.95-99.99% Domestic 4300-4500 yuan / kg 4400 50
Gd2O3 Gd2O3/TREO 99.5-99.9% Domestic 152000-158000 yuan / ton 155000 0
Terbium oxide Tb4O7/TREO 99.95-99.99% Domestic 3300-3400 yuan / kg 3350 100
Dysprosium oxide Dy2O3/TREO 99.5-99.9% Domestic 1650-1750 yuan / kg 1775 0
Erbium oxide Er2O3/TREO 99.5-99.9% Domestic 330000-350000 yuan / ton 330000 0
Yttria Y2O3/TREO 99.995-99.999% Domestic 55000-60000 yuan / ton 62500 0
Praseodymium , neodymium oxide (Nd2O3 + Pr6O11) / TREO ≥ 75.0% Domestic 305000-315000 yuan / ton 310000 0
Metal lanthanum La / TREM ≥ 99.0% Domestic 53000-55000 yuan / ton 53000 0
Metal cerium Ce / TREM ≥ 99.0% Domestic 58000-62000 yuan / ton 60000 0
Metal praseodymium Pr / TREM 96.0-99.0% Domestic 800000-820000 yuan / ton 810000 0
Neodymium Nd / TREM 99.0-99.9% Domestic 395000-405000 yuan / ton 400000 0
Metal terbium Tb / TREM ≥ 99.9% Domestic 4800-4900 yuan / kg 4850 0
Dysprosium Dy / TREM ≥ 99% Domestic 2400-2600 yuan / kg 2500 0
Metal yttrium Y / TREM 99.9-99.95% Domestic 270-290 yuan / kg 280 0
Lanthanum cerium metal Ce / TREM ≥ 65.0% TREM ≥ 98.5% Domestic 42000-44000 yuan / ton 43000 0
Praseodymium , neodymium metal Pr / TREM 20-25% Nd / TREM 75-80% TREM ≥ 98.5% Domestic 390000-400000 yuan / ton 400000 0
Praseodymium , neodymium and dysprosium metal TREM ≥ 99.0% Domestic 405000-415000 yuan / ton 410000 0
Battery grade mixed rare earth TREM ≥ 99.0% Nd / TREM ≥ 15% Domestic 135000-145000 yuan / ton 140000 0
Dy alloy Dy80% Domestic 1700000-1800000 yuan / ton 1850000 0

 



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Explosion LYNAS Malaysia rare earth plant construction, was full of anti-Ma Renmin! This set D with Pet Pet Po Tsai together again attack, bombers burst rare earth plant!




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