Global Status of rare earth resources, market analysis

Rare is an important non-renewable natural resources , was listed as China 's strategic metals. Rare deep-processing products, including catalytic materials, magnetic materials , luminescent materials, hydrogen storage materials and polishing materials, new materials, have important applications in environmental protection, aerospace , new energy and national defense industries. While the traditional metallurgical machinery , petrochemical and glass ceramics are also widely used.

According to Chinese Rare Earth Society statistics , in 2009 the world's rare earth resources as of ( rare earth oxide equivalent REO) is 8,109 tons, of which China is 1,859 tons, accounting for 23 % of the world 's rare earth resources . Other rare earth resource-rich countries or organizations, including the Commonwealth of Independent States ( 23% ) , the U.S. ( 16% ) , Australia ( 7% ) and India ( 4% ) . From the rare earth production , China Rare Earth ( equivalent REO) production in 2011 was 9.69 million tons, accounting for more than 90 % of world production .

Rare mainly occur in monazite , bastnaesite , xenotime and saprolite ore type ( ie type rare earth ion adsorption ore ) . Weld Hill mine in Australia is a typical monazite ; California Mountain Pass mine is the world's leading Bastnasite . Chinese REE "North Light south heavy" , mainly in the light rare earth mine in Baotou , Inner Mongolia ( Bayan Obo mine ) , Weishan , Shandong and Sichuan Liangshan , ionic heavy mineral distribution in Jiangxi, Guangdong , Guangxi, Fujian and other southern seven provinces. Ion adsorption type is unique to China 's rare earth mine new rare-earth minerals - in the form of compounds of rare earth elements do not exist , but the ions adsorbed on the clay minerals , the main features of such mine is a high content of heavy rare earth elements , mainly in China Southern foothills .

Rare earth industry supply -side phenomenon is currently the most prominent : Chinese "black chain" repeated, rare earth minerals can be gradually released overseas , so basically you can say is "internal and external ." "troubles " - we think the Chinese government 's crackdown will continue to increase , there is still more difficult to contain completely , but the heavy rare earth supply will slow down ; " foreign aggression" - rare earth prices fall will make major overseas rare manufacturers slowed production release schedule , but in construction projects in order to reduce production costs and increase capacity utilization will enable the continued excess capacity in the medium term light rare earths . Overall, the supply of light rare earth trends and heavy rare earth will be somewhat divided.

Root causes of rare "black chain" that profits generated by the temptation , as well as informal channels threshold setting. Chinese government efforts to increase regulation of rare earth industry management , industry entry barriers and other measures to promote the improvement of the rare earth prices rose sharply, so that the existence of the illegal exploitation of rare earth profiteering space , resulting in rampant illegal mining in southern China .

Rare policies to promote sustained overweight rising prices of rare earth oxide, praseodymium , neodymium price from 57,000 yuan at the beginning of the 2009 / ton up to July 2011 of 1.249 million yuan / ton, dysprosium oxide in the same period rose from 455,000 yuan / ton to 1,379.3 yuan / ton. The sharp rise in the price of rare earth production capacity also makes illegal breed quickly , especially in the southern ionic rare earth ore scattered distribution , the higher the value , the main source of illegal production . Due to sluggish demand oxide, praseodymium , neodymium end of 2013 fell to 312,500 yuan / ton, down to 1.805 million yuan dysprosium oxide / ton , compared with the price at the beginning of 2009 , there are still large rare earth minerals profit margins .

With the sharp rise in the price of rare earths and China to limit exports of rare earths , rare earth ore overseas began to gradually resume production / production. The main projects include the U.S. Molybdenum Company 's Mountain Pass mine a 19,050 ton, two planning to reach 40,000 tons ; Lynas 's Mt.Weld a 10,500 tons , 21,000 tons two planning . American Molybdenum Company and Lynas 's a project has been put into ( capacity planning capacity has not been reached ), because rare earth prices fell sharply , the two companies for the construction of two projects are more cautious. In addition, other rare earth projects include both in Australia ArafuraResources subordinates Nolans Project 20,000 tons of production capacity ( the original plan a 2013 production, but plans have been postponed to 2014 ), Alkane 's DubboZirconia project 4,900 tons of production capacity and Avalon 's Nechalacho9286 t rare earth oxides projects.

Rare overseas construction projects are mainly based on commercial considerations , the construction of a large mine capital expenditures (generally greater than $ 40,000 / ton ) . After taking into account the production of rare earth ore pressure on earnings , generally want to maximize capacity utilization by reducing production costs. Therefore, production capacity is expected to release the first phase of Molycorp and Lynas will further increase the light rare earth supply . With the construction of the mine ( mainly light rare earth ) to come on stream in the medium term , the light rare earths will face further pressure.

Overall, the expected mine production control and smelting of rare earth products mandatory production plans will remain basically stable. South " black chain" in the short term is difficult to completely curb , but increasing Chinese government crackdown and policies gradually implemented , would make it illegal production decline , slowing growth in the supply of heavy rare earths . China is expected to remain light rare earth supplies basically stable, capacity pressures , mostly from overseas release energy light rare earth minerals . China's rare earth oxide production in 2014-15 is forecast to be 95,000 tons and 98,000 tons , down 2 %, and an increase of 3 %, respectively.


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Ministry of Commerce Announced The Second Batch of 9,770 Tons of Rare Earth Export Quotas

Ministry of Commerce announced the second batch of 9,770 tons of rare earth export quotas.




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MIIT:China Will Take The Initiative If They Are Sued Respondent Rare Earth Export Case

MIIT:China will take the initiative if they are sued respondent rare earth export case.




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Rare Earth Concept Relay Combat

 

Rare earth concept Relay combat suspected identity popular.




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Rare Earth Permanent Magnet Sector Gainers

Rare earth permanent magnet sector gainers.




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Lanzhou promote the project rare earth permanent magnet alloy

Lanzhou Municipal Bureau of Commerce recently reported to the " science and technology trade Lanzhou Innovation Base ( new material ) implementation of the program ." According to the "program" , Lanzhou City, according to the " one base, four parks ," the model construction, and strive to 2016 sales revenue reached 20 billion yuan base , base exports reached $ 600 million .

According to the " program " in the base building architecture , according to " a base, four park " mode of construction. Maryland is striving to build a base for national science and technology trade new materials innovation base. Four parks were New Industrial Park in Lanzhou : Lanzhou positive IDT International Group New Electronic Information Industrial Park as the leading high-tech electronic information products export base. High-tech Development Zone, Lanzhou Yuzhong Park : Lanzhou Jinchuan Technology Park , new materials and Lanzhou Lanzhou Jinchuan Jinchuan Ke Li Yuan Battery and other enterprises as the backbone of nickel, cobalt , copper and platinum group non-ferrous materials , battery materials and battery products national production and export base . High-tech Development Zone, Lanzhou Feiyantan Park : Star Gansu Rare Earth Functional Materials Co., Ltd. and Lanzhou West veins memory alloys , Ltd. and other enterprises as the backbone, focusing on the development Terfenol alloy and new products, nanocrystalline soft magnetic alloys and rare earth permanent magnet alloy materials ; vigorously develop memory titanium-nickel alloy material and its application technology in other areas ; through terbium , dysprosium iron giant magnetostrictive material and application projects, the formation of large -scale continuous production GMM crystal orientation and size GMM application device development of production and export base. Maryland Economic Development Honggu Park : enterprise Fangda Carbon New Material Technology Co., Ltd., as a leader of a large size, high power , ultra-high -power graphite electrode, high conductivity carbon brick , senior carbon fiber , nuclear graphite , specialty graphite and other carbon new materials export base.


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MIIT to Anyuan County investigation of rare earth and rare earth mining industry governance

Secretary, Ministry of Industry and Information Technology of raw materials , rare earth Office Director JiaYinSong his entourage, accompanied Jiangxi Province , Ganzhou letter appoint the person in charge to Anyuan County industrial development and research of rare earth rare earth mine management and so on.

JiaYinSong his entourage went to Jiangxi informed Functional Materials Co. , Cai Fang Xiang rare earth mine management point site on aspects of the production equipment , process, scale and product applications to conduct a detailed understanding of the situation of rare earth , asking the difficulties and problems encountered in the development of enterprises .

Research, JiaYinSong pointed out that the relationship between the rare earth is a strategic resource for national development , we should take advantage of this resource advantages, seize significant opportunities to strengthen the country 's rare earth industry management , further improve the integrated use of rare earth resources , innovative technology, and actively develop rare earths processing and application industry , and strive to seize the high ground of the rare earth industry , and embark on a path of sustainable development of rare earth in the national interest .


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March 12, 2014 market price of rare earth market

As downstream demand does not increase, rare earths continued weak market operations less actual volume scarce. Lack of good news, some suppliers negative attitude highlights , watching Sheng concentrated .

Dysprosium oxide mainstream manufacturers tax 170-185 yuan / ton, dysprosium iron mainstream manufacturers tax price 185-195 yuan / ton.

Praseodymium oxide mainstream manufacturers tax price 570,000-580,000 yuan / ton. Neodymium oxide 315,000-325,000 yuan / ton.

Lanthanum oxide manufacturers tax price 22,000-23,000 yuan / ton. Cerium oxide mainstream manufacturers tax price 22,000-24,000 yuan / ton.

Neodymium oxide, praseodymium mainstream manufacturers tax price 325,000-335,000 yuan / ton , praseodymium , neodymium metal mainstream manufacturers tax price 425000-435,000 yuan / ton.

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


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March 12, 2014 Price of rare earth products

March 12, 2014 market 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 22500 0
Cerium oxide CeO2/TREO 99.5-99.9% Domestic 23000-25000 yuan / ton 23000 0
Praseodymium oxide Pr6O11/TREO 99.0-99.9% Domestic 560000-580000 yuan / ton 575000 0
Neodymium oxide Nd2O3/TREO 99.0-99.9% Domestic 305000-315000 yuan / ton 320000 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 4300 0
Gadolinium oxide Gd2O3/TREO 99.5-99.9% Domestic 152000-158000 yuan / ton 165000 0
Terbium oxide Tb4O7/TREO 99.95-99.99% Domestic 3300-3400 yuan / kg 3450 0
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 63500 0
Praseodymium , neodymium oxide (Nd2O3 + Pr6O11) / TREO ≥ 75.0% Domestic 305000-315000 yuan / ton 330000 0
Metal lanthanum La / TREM ≥ 99.0% Domestic 53000-55000 yuan / ton 50000 0
Metal cerium Ce / TREM ≥ 99.0% Domestic 58000-62000 yuan / ton 57000 0
Metal Pr Pr / TREM 96.0-99.0% Domestic 800000-820000 yuan / ton 825000 0
Neodymium Nd / TREM 99.0-99.9% Domestic 395000-405000 yuan / ton 425000 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 41000 0
Praseodymium neodymium metal Pr / TREM 20-25% Nd / TREM 75-80% TREM ≥ 98.5% Domestic 390000-400000 yuan / ton 430000 0
Praseodymium , neodymium and dysprosium metal TREM ≥ 99.0% Domestic 405000-415000 yuan / ton 435000 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 1900000 0



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Rare Earth Xenon Weathering Aging Test

Rare earth Xenon weathering aging test display vide.




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