November 4 , Ganzhou Rare Earth Mining integration project EIA report for the Ministry of Environmental Protection approved . Insiders told reporters , Ganzhou Rare Earth Mining mining operations discontinued nearly two years after the approval of the Ministry for Environmental Protection is expected to re-open the mine . According to Ministry of Environmental Protection before the publicity Ganzhou Rare Earth EIA report submitted abridged , Ganzhou Rare Earth integration project in two phases , one intends to integrate mine 48 to 14 .

November 4 , Ganzhou Rare Earth Mining Integration ( a ) project in October 28 to get the ministry approval, which means discontinued two years of Ganzhou Mining mine is expected to re- mined.

According to the show , Ganzhou Ganzhou Rare Earth is directly under the government -owned enterprise, established in December 2004 , the SASAC Ganzhou cash shares from established, Ganzhou Rare Earth Mining is the only mining right people, with 44 mining permits .

Nearly two years , Jiangxi , Ganzhou Rare Earth remediation efforts are also much outside attention. According to the General Office of Jiangxi Provincial Government " on the issuance of Ganzhou Rare Earth rectification program of work notice" and Ganzhou government " on the issuance of abandoned mines in Ganzhou environmental governance to implement the views of the notice" , Ganzhou rare earth mine in the second half of 2011 production.

The Ganzhou Rare Earth integration project in two phases. One including County Long County and given the integration of rare earth mineral rights , two including full south, Anyuan , Xinfeng , Xunwu , Ning County, Jiangxi Rare Earth and tenements of integration.

An integration project originally planned to be 48 to 15 mines integration , Long South 16 Integration of four , will be integrated into the South 32 11 . However, due to the dragon 's cave -rich southern foot pit mine with highway and were not included in this consolidation projects , so long by the 15 South practical integration of three mines mines .

" The integration of mining rights , help to curb illegal mining of private mining and Ganzhou Rare Earth co-ordinated management ," Essence Securities analyst Qi Ding told reporters.

According to the EIA file briefings, Ganzhou Rare Earth integration projects using in-situ leaching mining process, the production scale of 24,325 tons / year of rare earth ammonium bicarbonate ( equivalent to 92% of the mixed rare earth oxide 6950 t / year ) , the total investment 1.36 billion yuan environmental Protection estimated investment of 510 million yuan , accounting for 37.8% , mainly used in the mining area historical waste land and ecological restoration of mined-out area and stope tail water collection treatment.

Ionic rare earth ore supply more adequate

Obtain approval of the Ministry of Environmental Protection Ganzhou Rare Earth , it has recently backdoor Wei Hua shares rare earth companies , industry insiders believe , Ganzhou Rare Earth mines resume production soon , the company will increase the supply of ionic rare earth mine , is conducive to growth for the company . However, the company is also facing the challenges of the current oversupply of rare earth market .

" Ganzhou Rare Earth discontinued more than two years , by the end of 2011 has basically no rare earth products , if the recovery mining production , capacity to be released , results of operations will be greatly improved . " a rare earth industry analyst , told reporters.

However, the rare earth industry analyst Du Shuai Bing told reporters that Ganzhou Rare Earth mines resume production , ion ore supply capacity will be enhanced, but the current market will not have much effect , "because the current market, is already a glut of rare earth stage , it is important if it is downstream demand , driven by rare earth prices continue to rise , " so it can only form a good performance .


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Rare earth industry can not discard a "quota "

China has basically confirmed the preliminary WTO rare earth export restrictions violations , and this decision is a direct consequence of rare earth export quota system will be canceled and this is designed to protect resources and prevent indiscriminate system once disappeared, China 's cheap rare earth turn comeback , for the industry will be the fatal blow "feels just out of the trough of internal problems , we must face the blow . " RE traders from Guangdong Dongguan Zhiqiang told reporters that his recent experience. And this blow, from the WTO on Chinese rare earth export quota system preliminary ruling .

The media recently reported that has lasted a year and a half of foreign rare earth litigation outgoing message , WTO has basically confirmed the Chinese rare earth export restrictions violation notice to the relevant countries . In fact, the industry is not surprised by this result , but the result is really going to so when they felt the earth practitioners no small pressure.

In this regard, the deepest feelings is the first line of rare earth export traders . Liu Zhiqiang said that many long-term needs before foreign clients are considering delayed orders, because once the export quota was canceled , the customer's inquiry will increase choice and negotiate the price of rare earth space naturally becomes large. This allows Zhiqiang and his colleagues are beginning to worry about , just starting out the plight of the rare earth industry internal problems , it also suffered another outside the storm ? In this regard, some analysts believe that the preliminary results of the forthcoming, China's rare earth industry may not be entirely bad news.

"WTO losing almost a foregone conclusion , leaving no time for the government response expected by the market so long, it will instead be a quota system for rare earth industry Forced reasonable transformation. " CRE Securities researcher Peng Bo told reporters.


Quota system to prove safety
The reason why so rare practitioners are so terrified , because they are accompanied by 15-year export quota system is in jeopardy. It is understood that China has about 23% of the world 's rare earth reserves , but long-term supply more than 90% of global rare earth production. Previously few years, China has been in the export of rare earth export quota system perform , that is clearly a year of domestic manufacturing enterprises meet the relevant conditions of export volume and distribution companies , in order to protect resources and the environment and realize sustainable development.

But if the U.S. , EU and Japan in joint prosecution Chinese " undue restrictions on exports of rare earths " in favor of the issue , then China will have to make concessions on the issue of export quotas , and thus the earth tariffs, quotas fully liberalized , which may so once "cabbage price" of rare earth products comeback . Why other side of the United States and Japan of rare earth export restrictions so keep a close eye ? Is China 's rare earth export " demand" has touched a sensitive nerve of each other ?

Reporters learned from the China Rare Earth Industry Association , in fact , due to the global market demand for China 's rare earth dropped significantly in recent years China's rare earth export quota has never run out of Chinese rare earth export quota for the 2011 decline of 52.01% to 48.75% in 2012 .

" The aim of our foreign quota system , which has not export enough to use , but rather want to deal with the quota system is reasonable. " Ganzhou a rare business person in charge told reporters . Like many entrepreneurs, he and rare earth , rare earth might think is just the beginning , once the rare earth quotas fall, many resources sector would have been affected.

China International Economic and Trade Arbitration Commission (CIETAC) Mo Shijian told reporters , in some specific cases, WTO rules allow members to conduct export control , one of which is out of non-renewable natural resources protection. But Europe and the United States put forward , if indeed out of this consideration , China 's restrictive measures should also be applied to China 's domestic production, which is currently China's rare earth industry problems.

Peng Bo told reporters that China's rare earth industry, precisely because of the amount of private mining of rare earth rare earth even more than the quota of total control and global consumption , which makes the rare earth prices have been suppressed . To this end, in August of this year the Government has launched a crack down on excessive and indiscriminate digging earth for action on , and began to bear fruit , the rare earth prices have rebounded , to a certain extent, protect the rare earth resources. And the preliminary results of the WTO , and perhaps will be the efforts came to naught before .

In this regard, the Shanghai Metals Rare analyst Jiang Hanmei believe that allowing return of rare earth products cheap and China 's rare earth industry is currently undergoing consolidation, as well as China 's resource strategy are contrary . Therefore, China is bound to appeal on this issue , the game will continue, but the end result is likely to be both sides to make concessions.

"Buy kuroko eat "

What China 's rare earth serious private mining to what extent , that makes the quota system brought to the cusp ? Reporters from Ganzhou Rare Earth Group Qiandong learned that the current domestic rare earth separation smelting capacity has been severely surplus. Gong Bin, chairman of the group told the media that the current separation of the South ionic rare earth smelting capacity has exceeded 100,000 tons , and as the boss southern Jiangxi Rare Earth , in 2013 the first batch of production index was only 3950 tons . Indicators huge difference and capacity , making the "food" companies use a lot of rare earth separation kuroko to " eat ."

" hundreds of tons of plant capacity often only get a few dozen tons of targets, indicators and capacity difference of nearly 10 times . This is their capacity is simply an empty stomach . In order to prevent a large number of separate smelting capacity has been idle , buy black ore production has become a common phenomenon in the industry . "These Ganzhou Rare Earth company official told reporters .

This phenomenon has also been a trade association 's attention. According to the China Association of Deputy Secretary-General Chen Zhanheng earth , at present China 's actual annual production capacity of rare earth is 15 to 180,000 tons , while the global to the actual demand of 13 million tons, China 's demand of about 100,000 tons , of which the South separation smelting enterprises ion ore obtained more than 70% of unknown origin, ultra mandatory plan production is widespread. These " bounce guerrillas " is the Chinese rare earth industry a quota system was the "culprit ."

If the final result of the WTO's final ruling , as expected , to release the Chinese quota , then the consolidation is accelerating , " civil strife ," the Chinese rare earth industry, will undoubtedly be a new shock .

In Peng Bo opinion, then the domestic varieties might be interested in all the earth export quotas for relaxation . However, due to large reserves of light rare foreign and domestic light rare earth industry is also relatively mature , so the light rare earth quotas will be gradually liberalized the vanguard . In this regard, China Rare Earth Industry Association vice president Wang Qin also publicly said: "Cancel rare earth export quota management proposals first began to consider a lighter rare earths . "

The news that some engaged in light rare earth production and processing enterprises anxiety . " with China 's unique heavy rare earth different light rare earth reserves in the world have a rich , this is treated as if the quota released a pioneer in its export price may be volatile, resulting in many manufacturing enterprises are facing restructuring. " Liu Zhiqiang told reporters . But for the heavy rare earth products he was not worried , based on his past experience in the trade , even if the true abolition of export quotas and other regulatory tools , heavy rare earth prices should also be a return to the market , rather than return to the price of cabbage .

This view has been analysts agree. Jianghan Mei believes that rare earth export tariffs have been an important part of the cost . Exports of rare earths after the opening , with lower costs , China may increase overseas orders , when only 10% of the low tariffs or to squeeze many irregular light rare earth production enterprise production space . But if you want to eradicate irregularities within the industry , but also the introduction of new policies each response .

Use Regulation reasonable deal in fact , in the face of the WTO " bad " ruling that China was not unprepared .

As early as May 10, 2011 , the State Council issued " on the promotion of rare earth industry, the healthy development of a number of opinions", the Chinese around the rare earth resource development, smelting separation and circulation market order expand regulation by the Ministry of Industry and the formation of large rare earth industry group the program , currently the industry has formed a number of sets resource extraction, smelting separation processing and application technology research and development of rare earth industry in one large group .

But in Xiamen University, China Energy Economic Research Center Lin Boqiang view, the rare earth industry, small, scattered , chaotic situation has improved though , but with the original Chinese side hopes that the use of the time for appeal which had been expected to achieve the purpose of integrating the gap .

" This is due to related companies are often small and medium- rare local government tax ' bulk ', where , between enterprises , and even the rare earth industry between upstream and downstream have to stick to the benefit of local integration makes progress very difficult. Therefore, how to coordinate the relationship with the local government , is the key to integration of rare earth . " said Lin Boqiang .

He also worried that once the quota system release , in front of huge interest , China 's excessive and indiscriminate digging earth , illegal smuggling or re- export of such issues arise in the market .

To this end, Chen Zhanheng recommended by communicating with the WTO , the country may be the first of LREE classified management , such as light rare earth export management to some extent liberalized, but the heavy rare earth is still the implementation of conservation policies . Also play a role in the production market, mandatory plans ; establish RE purchasing and storage system , in order to mitigate the impact of WTO ruling . At the same time , how to more rational use of WTO rules also require rare earth industry "catch-up " one of the priorities .

Mo Shijian told reporters , WTO rules , while not supporting Member States restrict the export volume and set high tariffs behavior , but allows member states to manage exports through export qualification . If the earth through the formation of large enterprise groups , can contain rare earth Luancailuanwa , effective management of rare earth exports . Moreover, China 's rare earth industry in line with WTO majority requirement, but did not do the export quota and the number of domestic consumption to maintain consistency , so China under the framework of the WTO may request to retain the rare earth export quota , while the quota extended to domestic consumption consistent with levels.

"Perhaps in the long run , China's rare earth quotas certainly still will continue to suffer criticism. But stabbing outside must first be peace within , if they can be govern domestic rare earth industry in chaos , and then export management perfecting , Chinese rare earth export quota system to complete the transformation, so that no foreign country can handle grip . " Jianghan Mei expressed .


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Rare Shouchu news recently renewed influence A-share market listed companies in the rare earth industry , following the sector rose on Friday after the listed company's share price yesterday, the rare earth industry to continue to open higher.

On the other hand , Baotou Steel Rare Earth International Trade Company recently announced partial listing price of rare earth oxides , including neodymium oxide, praseodymium 370,000 yuan / ton, praseodymium oxide 600,000 yuan / ton, neodymium oxide 350,000 yuan / ton, europium oxide 5 million yuan / t , which is more than the current market price of about 10 % to 20% . Stimulate the market for publicly listed third national reserve of rare earth is expected to start soon . November 30 last year , Baotou Steel Rare Earth Rare Earth International Trade company publicly listed price , is the second national reserve of rare earth eve of the start .

Industry consolidation news continued

Rare Shouchu news, because the role of internal and external factors , has been in ferment.

Prior to the Baotou Rare Earth insiders revealed to the media that the plan purchasing and storage 10,000 tons of rare earth , neodymium oxide, praseodymium purchasing and storage plan which 4,000 tons of oxide, praseodymium , neodymium oxide of 500 tons , 1200 tons of dysprosium oxide , erbium oxide 300 tons . Also plans Shouchu europium oxide, terbium each 500 tons , 2500 tons of yttrium oxide .

Analysts Ye Pei also known as the market anticipated that the large-scale purchasing and storage , purchasing and storage varieties including neodymium oxide, praseodymium oxide, praseodymium oxide, neodymium oxide , dysprosium oxide, europium , terbium oxide, yttrium oxide, erbium and so on. Strategic purchasing and storage help to consolidate China in the global supply of rare earth in the dominant position , and enhance the worldwide influence of rare-earth prices .

Analysts expect the purchasing and storage of rare earth stocks in favor of heavy rare earth clearing ; based on the price up 10% , after estimated 15 billion yuan to complete the market middlemen purchasing and storage of heavy rare earth stockpile ( including 2013 annual ) .

Currently , WTO dispute panel on China's rare earth export an interim report , although the report did not open , but the market is widely expected , WTO has basically endorsed the idea of ​​America, Europe , and has issued a tentative judgment relevant national notice , finds China violation of the 2001 agreement when joining the WTO commitments , may eventually open in about two months after the official preliminary ruling Chinese rare earth export restrictions violations.

Analysts believe that the time left to the Chinese government does not strain so long expected by the market , which will deepen the governance policies Forced rare earth industry, accelerate the introduction .

Interim Report WTO ruled China rare earth export restrictions violation will result in a large group of rare earth consolidation is expected to accelerate.

The end of 2012 , the coke industry report by WTO ruled illegal exports , then quickly pick up in exports , so the market expectations, the rare earth industry after the WTO ruled illegal exports will be significantly warmer , thus conducive to digestion domestic rare earth products in stock .

"The market is too weak, previously raised the price of hot money by positive hype , it is by good shipping. " Beijing a broker who told reporters that information management , purchasing and storage has been rumored since September , the market was already on the rare earth sector with a wave of speculation , but now it is a good cash , sell the stock when .

But analysts believe that policy mix boxing plus inventory clearing plus demand for the better , just like buying time to set up rare earth stocks . Rare worthwhile short-term market , but for medium to long term investment opportunities , analysts expect to see the establishment of long-term mechanism of rare earth industry , including the supply side orderly and stable price expectations , as well as downstream demand continues to improve .

Calendar year exceeds private mining of rare earth rare earth quota of total control and global consumption has become an important reason to suppress the price of rare earth . Rare earth listed company insiders said the reporter , rare earth only take control excessive and indiscriminate digging , rare earth prices to remain high , since August, the government crack down on excessive and indiscriminate digging , resulting in rare earth prices rebounded sharply . But now the market has been worried that this is just a gust of wind .


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Currently expected impact of rare earth market has been purchasing and storage , some businesses raised the offer. Currently there are businesses reflect current price changes quickly , good quotes , the overall trend is upward . There are also businesses that currently some vendors offer unrealistically high , the actual shipping price is not much change.

Praseodymium neodymium market today , there is a business to continue to offer up to 425,000 yuan / ton, compared with the previous weekend's 410,000 yuan / ton, up by 15,000 , praseodymium neodymium some businesses offer the market high to 430,000 yuan / ton. Neodymium oxide, praseodymium market, currently quoted at 33-34 yuan / ton , one on offer were improved over the previous weekend .

Today, Ganzhou raised some suppliers of neodymium oxide with ticket prices to 33 yuan / ton , compared with last weekend raised 10,000 yuan / ton, the supplier also raised erbium oxide external offer to 345,000 yuan / ton, before the transaction Price is less than 34 yuan / ton. Today dysprosium products market quotations or stable or continue to increase , the market price than the chaos , the price gap is also large. In the current market price of dysprosium oxide 185-200 yuan / ton are , the actual transaction price is low.

Gadolinium products market , today Ganzhou suppliers gadolinium oxide transaction price represents a significant change yet , remained at 165,000 yuan / ton, slightly higher offer . While other areas are some of the suppliers can accept shipment price of 17 yuan / ton or more. Gadolinium iron with a ticket price of 185,000 yuan / ton, slightly higher than the previous weekend .

Compared rose varieties , lanthanum, cerium oxide price not yet have changed, now with a ticket price of lanthanum oxide 3N 2.6-2.7 yuan / ton , 4N lanthanum oxide with votes 29,000 yuan / ton. 3N market with a ticket price of cerium oxide 2.4-2.5 yuan / ton or less.


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Rare earth prices remained unchanged today , due to market demand continues to light, purchasing and storage of messages so that prices are not mentioned again improved , the current stalemate in the rare earth market is still slightly weaker . Purchasing and storage plan included more mainstream manufacturers insist on holding firm offer , few shipments.

Dysprosium oxide mainstream manufacturers incl 180-190 yuan / ton, dysprosium iron mainstream manufacturers tax price 190-200 yuan / ton.

Praseodymium oxide mainstream manufacturers tax price 560,000-580,000 yuan / ton. Neodymium oxide 330,000-340,000 yuan / ton.

Lanthanum oxide manufacturers tax price 26,000-27,000 yuan / ton. Cerium oxide mainstream manufacturers tax price 25,000-27,000 yuan / ton.

Neodymium oxide, praseodymium mainstream manufacturers tax price 325,000-335,000 yuan / ton , praseodymium neodymium metal mainstream manufacturers tax price 425,000-435,000 yuan / ton.

Europium oxide phosphor grade mainstream manufacturers tax price 4,600-4,800 yuan / kg . Terbium oxide phosphor grade mainstream manufacturers tax price 3,700-3,900 yuan / kg .


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Guangdong prospecting breakthrough strategic actions implemented three years, the province's new rare earth resources (REO) 10 tonnes of uranium ore producing medium-sized two other exploration results .

The 4th from the Guangdong provincial committee was informed that the results highlight the province's multiple exploration area , such as large Golconda mines found around its deep Heavy copper metal industry body , with a medium-sized scale prospecting ; Yingde Baishuizhai discovery of industrial value of tungsten ore deposit plan is expected to reach medium to large ; Yingde Zhouwu copper polymetallic ore exploration discovered an important clue copper polymetallic ore and so on.

Preliminary statistics , three years, in addition to rare earths, uranium , the amount of resources in Guangdong also added 760,000 tons of copper , lead and zinc 1.82 million tons , 86 tons gold , silver and 2,387 tons of tungsten (WO3) 37 tons, 90,000 tons of tin , molybdenum 490,000 tons , 12 million tons of iron .

Guangdong is located in the junction of the Eurasian Plate and the Pacific Plate , is rich in mineral resources, China has one of the provinces , the " rare metals and nonferrous metals " title. Guangdong is China's most important ionic rare earth resources in the province , ionic rare earth resources in the country 's total reserves of about 1/ 3 , ranking second in the country .


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Interim Report WTO ruled China rare earth export restrictions violations, is expected to accelerate the process of China's rare earth industry consolidation , China is brewing a number of New Deal response to export changing situation , including the crackdown private mines, the proposed introduction of "Rare Management Regulations" , the formation of a large group of rare earth , rare earth brewing different varieties differentiated management. Recently, Su Bo, vice minister of the Ministry of Industry , said during the forum in Davos , the formation of a large group of rare earth is expected before the end of the introduction program .

Rare earth industry consolidation will usher in peer review stage, the follow-up is expected to further boost the market sentiment. Evening of August 7 MIIT eight ministries jointly issued " against rare earth mining , production, circulation of illegal behavior special action program ", the consolidation scope and intensity of combat or exceed all previous actions with the rare earth industry consolidation actions in depth, rare private mining is expected to be effectively suppressed and boost market sentiment , and thus promote the stabilization and recovery of rare earth prices .


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Rare concern WTO litigation finally conclusion, China lost the case . The unsuccessful outcome is Chinese rare earth quotas cancellation policy , open the supply of rare earths , the government can not constrain the export business behavior . The so-called meat eaters are rustic , not far to seek .

China exports a lot of rare earth , but no international rare earth market pricing ; domestic rare earth industry persistent over-exploitation, environmental destruction, excessive exports and low utilization of chaos ...... so many, it is the development of China 's rare earth industry for 30 years " scourge ."

In order to reverse the passive situation facing the rare earth industry , the Chinese government in recent years gradually began to scale rare earth mining , production and export volume for the overall planning and restrictions. However, I did not expect the United States , European Union, Japan, quit, bring to the WTO against China rare earth export restrictions of trade litigation .

Today losing a foregone conclusion , rather feebly complaint Europe , America, Japan sinister than complaining, from the reality , looking for their own short board , a positive response . Do not lift a "rare earth " on their own feet .

The face of the earth intensifying dispute , China should regain the initiative , gain back their due rights , safeguard their own interests. In the long run , the fundamental problem lies in the development and implementation of a set of sustainable development and utilization of rare earth resources strategy , which focuses on three areas :

First, strengthen the management of rare earth resource exploitation . For long-standing problem of over-exploitation and pollution , of rare earth resources management is the first link in the protection of exploitation . Rare earth mine in the existing State shall give full consideration to the actual needs and the capacity of the environment on the basis of selectively mined , sealed mine as part of strategic reserves of rare earth resources and to achieve the dual purpose of protection of local environment . In recent years, relevant departments in this regard has already made ​​a good start and a successful practice .

Second, accelerate the pace of rare earth industry consolidation , strengthen industry supervision, do not let the earth "cabbage price" tragedies . One can not ignore the background , the current domestic rare earth separation smelting capacity has been severely surplus. Currently the South ionic rare earth separation of smelting capacity has exceeded 100,000 tons , and as the boss of southern Jiangxi Rare Earth 2013 production targets for the first batch of 3,950 tons . Southern separation ion ore smelting enterprises to obtain more than 70% of unknown origin . According to statistics, China's annual production capacity of rare earth practical 150,000 to 180,000 tons , while the actual global annual demand of 13 million tons, China 's demand of about 100,000 tons .

Therefore, the Chinese rare earth industry can withstand the removal of export restrictions "waves " impact , not only export policy can hold depends on the Road "gate" , is more important is to see whether this build a strong self-regulation road " levee ."

Third, the establishment of high-tech proprietary rare earth industry chain . This is to change the current situation of China's rare earth passive key application areas . Only increase in the rare earth resource base and applied fields of investment and research , focusing on technological innovation and product innovation, improve the level of the secondary development of China's rare earth , in order to fundamentally reverse the country on the one hand by selling a small amount of foreign exchange resources in exchange outweigh the other but in terms of high-end rare earth products and heavily dependent on imports of the kinds of adverse situation. Eventually establish a set of rare earth resources in the domestic mining, primary development, secondary development , recycling virtuous circle complete industrial chain , true to form their own rare earth industry chain .

Sober face , in order, it will not lift a "rare earth " on their own feet .


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Recently, the rare earth industry events frequent. October 31 , Baotou Steel Rare Earth in the official website quoted the latest price of rare earth oxides , compared with the current market prices on average go up 8%. In addition, the suspension of six months old Wei Hua shares , on November 4 announced Ganzhou Rare Earth backdoor listing plan. Coincidentally, the two largest rare earth giant 's move , it occurred in the "WTO ruled that China rare earth export controls will be illegal" after the news .

It seems people in the industry , with the Chinese rare earth export environment has changed , the market is looking for good policy is likely to be ahead of the arrival .

Export environment encountered mutations

October 26 , has been a year and a half Chinese rare earth international litigation outgoing messages. Allegedly , WTO dispute settlement mechanism to complete panel ruled that the interim report , supports the United States , Japan and the EU against Chinese rare earth export restrictions policy violations aspirations. Preliminary reports may soon be officially announced.

"Once the Chinese really lost, rare earth industry may suffer disaster, Chinese rare earth export regime will be adjusted. Quota system , the export tariff liberalization will vary under pressure , structural disorder , low concentration , smuggling and trafficking phenomenon will rise. "CIC Consulting Fellow Weiqi Ning said.

It is reported that if the Chinese rare earth international litigation fails, means that China will be forced on China 's rare earth export quotas of existing policies , rare earth export tariff adjustments , China 's rare earth export controls may have to end . Market and even fears in the export liberalized environment, the presence of rare earth prices again "cabbage price " risk.

Peng Bo said : "WTO losing almost a foregone conclusion , 2014 will export environment changed dramatically , leaving the Chinese government 's response time is not so long expected by the market , which will deepen the governance policies Forced rare earth industry, accelerate the introduction . "

Both north and south giant moves

How to reduce the losing to China 's rare earth industry to bring the pain , the market will focus on the rare earth industry, the answer reorganization and integration policies such as purchasing and storage policy portfolio .

Baotou Steel Rare Earth price adjustment , Ganzhou Rare Earth backdoor listing , perhaps China rare earth industry policy mix boxing resorted prelude .

Baotou Steel Rare Earth 's last public listing price of rare earth , but also retroactive to November 30, 2012 , when the national reserve of rare earth coincided with the second eve of the start . Therefore, the Baotou Rare Earth Rare listing price increases , the market for rare earths is expected to increase purchasing and storage . November 1 , the rare earth industry representation varieties - neodymium oxide, praseodymium market price at 3,335,000 yuan / ton ; compared with the previous week, by 0.5 yuan / ton, metal praseodymium neodymium market mainstream in 440,000 yuan / ton, compared with the previous week raised 05,000 yuan / ton.

Peng Bo said , Baotou Steel Rare Earth announced last listing price , intended to coordinate purchasing and storage stability of rare earth market price. This is also the market participants have speculated that the recent introduction of purchasing and storage or reason .

Coincidentally, suspended after six months of Wei Hua shares also in this point in time announced Ganzhou Rare Earth backdoor plan. Restructuring plan shows Ganzhou Rare Earth will listed as rare earth industry development and capital market financing platform to further integrate Ganzhou area of rare earth downstream smelting and separation operations , and gradually developed into a mining and dressing , smelting separation and processing as one of the major rare earth industry group company .

In fact , as early as in 2011 , the State Council issued the " State Council on promoting the sustained and healthy development of rare earth industry, a number of opinions" have clearly with one to two years , the basic formation of large-scale enterprises as the leading rare earth industry pattern. However, due to the rare earth industry interests of all parties involved , especially the central government and local governments delicate relationship , making progress in integrating a large group of rare earth flat .

In September this year , the Ministry of Su Bo , vice minister at the Summer Davos Forum, said that the rare earth industry consolidation work is not slow, soon there will be great progress , " before the end of the year there will be results ."

In addition to purchasing and storage , integrating full of expectations, SW researcher Ye Peipei also believes that China is brewing a number of New Deal response to export change in the situation , including the crackdown private mines, the proposed introduction of "Rare Management Regulations", brewing differentiated management of different varieties of rare earth and other policies . If the WTO ruled that China rare earth export restrictions violations, the policy is also expected to launch .


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November 4 hearing , which lasted a year and a half has been abroad recently came news of rare-earth litigation , WTO preliminary ruling Chinese rare earth export restrictions violations. Industry pundits said the results had expected , and if we have to cancel the rare earth export quotas, tariff reductions , "may be lighter rare earth began release ."

The authorities said that if the rare case eventually lost , on all domestic varieties of rare earth export quotas and other " non-discriminatory " , but our advice and judgment of view, should be gradually liberalized LREE ( exports ) , because of foreign light more rare earth reserves , domestic light rare earth industry is also relatively mature .

It is reported that rare earth by resource type can be divided into light rare earths and heavy rare earths, light rare earths outside of China , the United States , Russia, Australia , India, South Africa and other countries also have distribution , mainly in China LREE Baotou, Inner Mongolia Jining, Shandong and Sichuan Liangshan northern regions. However, the known heavy rare earth reserves , almost all concentrated in southern China .

China Nonferrous Metals Industry Association vice president, China Rare Earth Industry Association vice president Wang Qin had said in public : "WTO litigation involving nearing the end of rare earth , rare earth export quota management will be canceled in case after the end of the agenda , the recommend that you first began to consider a lighter rare earths . "

Public information, in 2009 the EU requested the lifting of China rare metal products export quota system ; 2010 United States, Mexico and other countries memorandum submitted to the WTO , requiring China to cancel rare earth export quota system ; 13 March 2012 , the European Union , the United States and Japan to the WTO on China's rare earth export management measures of the " request for consultations ," the appeal said the tripartite while in violation of the relevant provisions of the WTO .

" China will further appeal is unclear, but if really the elimination of export quotas and other regulatory tools , rare earth prices should also return to the market , will not return to the price of cabbage , the industry is not particularly big impact. " The authorities said .

Rare Analyst Jianghan Mei had great wisdom news agency said that if the case against China's rare earth , the state should be the appropriate policy responses , such as controlling the supply of rare earths , " personally feel that the current fight against rare earth mine and promising private prepare this feeling However, it is not known what specific policies . " She analyzed, China is a major supplier of rare earth , rare earth minerals are mainly central enterprises accounted for the government from the source control provides the conditions for the supply of rare earth .

In fact , due to the global market demand for Chinese rare earth dropped significantly , resulting in nearly two years, China's rare earth export quotas were exhausted. Chinese rare earth export quota utilization rate of 52.01% from 2011 into 2012 to 48.75% .

China Rare Earth Association, an expert had previously said publicly that it is oversupply, the annual quota of 30,000 tons actual sales 10,000 tons , it will not be big in terms of supply and demand changes.

According to public information , 2012 rare earth export quota of 30,996 tons total , more than 30,184 tons in 2011 increased slightly . In 2013 the first batch of rare earth quotas continue in LREE and HREE are two, a total 15,501 tons , of which the amount of light rare earth 13,563 tons , 1,938 tons of heavy rare earth .


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