Rare earth market update on August 26, 2025

Domestic rare earth prices are generally adjusting within a reasonable range, with a mix of bullish and bearish factors. Despite this, the seller’s market maintains a significant advantage, though actual transaction volumes remain modest.

Recently, the Baotou Municipal Bureau of Industry and Information Technology reported that, in July 2025, among the 36 key industrial products monitored in Baotou, compared to the previous month, the prices of 4 products—high-carbon ferrochrome, photovoltaic modules, metallic lanthanum, and metallic cerium—remained stable; the prices of 23 products, including hot-rolled coils, A00 aluminum, polysilicon, and neodymium oxide, increased; and the prices of 9 products, such as rebar, polypropylene, and fluorite, decreased. Compared to the same month last year, the prices of 24 products, including seamless pipes, polyethylene, and PVC, decreased, while the prices of 12 products, including A00 aluminum, polysilicon, and praseodymium-neodymium metal, increased.

Rare earth market update on August 25, 2025

At the beginning of the week, the overall focus of domestic rare earth prices has shifted downward, primarily due to a significant price increase by many suppliers last week and strong resistance from downstream users due to high prices.

Rare earth market update on August 22, 2025

This week, the domestic molybdenum market has shown a steady upward trend, driven by multiple factors including tight raw material spot supply, downstream users' procurement primarily based on rigid demand, decent performance in steel mill tender prices, strong production cost support, and positive market expectations for future trends.