Fluctuations in demand is stable rare earth market

RE market experienced a rapid rebound in July to early August, the price of rare earth products have returned to a higher position, dysprosium offer has reached 2500 yuan to 2600 yuan / kg, compared with the beginning of July when the 1450 yuan ~ 1500 yuan / kg price, the price rose to 73%, is the rare earth products, the largest rate of increase product. Praseodymium, neodymium oxide, terbium, europium oxide and other product prices were also achieved the largest increase of 29.6%, 36.6% and 12.8%. However, in early August, the price of dysprosium has appeared more substantial decline, from the highest bit of 2500 yuan to 2600 yuan / kg fell to 2100 yuan to 2200 yuan / kg, the largest decline reached 16%, subject to its influence the price of neodymium oxide, praseodymium appeared loose and started a callback, but the callback rate of neodymium praseodymium oxide is not large, the decline in the 5000 yuan per ton to 10,000 yuan. At this point the market turnover decreased, watching each other.


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Japan's four rare earth trying to beg seeking cooperation with Russia

Japan from the United Nations International Seabed Authority to obtain a high seas in the Pacific seabed mining of rare earth exploration rights agency , in the next 15 years, located in Tokyo about 2000 kilometers southeast of Bird Island near the south , an area of ​​3000 square kilometers of seabed area for exploration and exploitation .

Exploration Team Leader , Tokyo University professor Yasuhiro Kato (YasuhiroKato) pointed out that , according to the preliminary findings , the mine 's metal reserves is even higher than expected . However, when there is no clear Japanese mining of rare earth metals can potentially become a reality .

Over the past few years, Japan has invested in mining and production of precious metals in Kazakhstan and Kazakhstan斯捷普诺戈尔Minsk City built rare earth joint venture production plant. In addition , in order to find alternative raw materials of rare earth metals , Japan is considering including cell phones and computers , including the use of waste electronic products as a renewable raw material.

Japan is doing everything possible to reduce the rare earth production areas in monopolistic China 's dependence. One-third of the world's rare earth reserves China currently supplies 90% of global market. Rare earth metals main importing countries are Japan, the U.S. and the EU. For this reason, in 2009 China significantly reduce the production and export of rare earth , causing prices to rise and the main importing countries of discontent. Intensification of territorial disputes with China in the context of Japan was particularly passive .

At the same time , the Russian state-owned enterprises and private enterprises PocTex ICT Group has announced plans to mine rare earth deposits in Yakutia Republic , the Republic of Yakutia Thom Thor prepared to invest billions of dollars in mining . The mine is considered to be the world's largest deposits of rare earths , proven reserves of 1.54 billion tons of ore containing yttrium, niobium oxide , scandium, terbium , and other rare earth elements.

ICT Group spokesman Vlad ? Vail efavirenz said: "Now is not only Japan but the whole world is concerned about ensuring their own supply of rare earth metals . We do not have any in Yakutia collaborative projects , but as a consumer market , all manufacturers interested in Japan . we decided to make mining of rare earth metals is geared towards the future not only hopes to export , but also take into account the Russian industry will increase the demand for rare earth metals . mineral properties may help to improve its competitiveness . "

According to experts estimates, including Chinese experts , China 's reserves of rare earth materials are not inexhaustible . And those who have their own resources in order to preserve and protect the ecological environment of rare earth mining freeze countries are re-examine their policies . 5-7 years later, if all goes well , Russia will be able to exactly rare earth production to meet market demand .



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Expected results of the rare earth industry will be a sharp decline

Recently, the Ministry of raw materials at the fifth Secretary Chen Yanhai Baotou Rare Earth Industry Forum, said the first half of this year, smelting and separation of rare earth minerals and products production was 41,000 tons and 35,000 tons, 87% plan to complete in the first half and 78 %, to achieve industry profit of about 20 million.

Although the first half of the demand to pick up, but considering the first half of the indicators have been completed more than half of the earth, the overall industry performance is expected this year will be a sharp decline.

Reporters on the scene to get the data show that in 2011 to 2012, respectively, of rare earth industry realized profits of 15.9 billion yuan, 10.8 billion yuan, respectively, compared with 2010 growth of 288% and 163%.

Since the first quarter of this year, China's rare earth trade rebounded trajectory since February monthly export volume are gradually rise, according to customs statistics, in April Chinese rare earth export volume of 2196 tons, an increase of 6 times more than in March of export volume grew 28%.

Market analysis, in destocking slow development of alternative technologies that foreign rare earth project competition, the Chinese rare earth export enterprises, especially private enterprises willingness enhanced, resulting in a substantial increase in Chinese exports of rare earths.

It is noteworthy that, in 2011 and 2012 were exported 18,600 tons of rare earth products and 16,800 tons, respectively, compared to 2010 decreased by 53% and 58%, but the average export prices were up 1 and 5 times or so.



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Inner Mongolia "rare earth academician expert workstation" opening

August 29 Mining Engineering Inner Mongolia University of Technology, rare earth resource utilization "academician expert workstation" Today unveiled. Will promote the Inner Mongolia coal and rare earth resources development and utilization and protection.

Inner Mongolia Baotou Bayan Obo mine, is the world-famous multi-featured rare earth metal Ore, has proven reserves 175 kinds of mineral ore body, 71 kinds of elements, with a high utilization value. "Rare Earth Resources Comprehensive Utilization" academician workstation, will focus on improving the rare earth industry output capacity of independent intellectual property rights, the rare earth core technology competitiveness, corporate patent management and protection standards, product technology content and added value of research and other aspects.

Currently, Mongolia has proven coal reserves rank first, but build wells for a serious shortage of coal reserves, mining is not efficient, ecological and environmental problems seriously. Peng Suping academician academicians and experts led by mining engineering workstations, will be "Inner Mongolia coal mining and the use of safety engineering technology research center" as a research platform for the exploitation of mineral resources and security issues facing the technical research, efficient and safe mining of coal resources in Inner Mongolia to provide pilot geological theory and technical support.

Currently, Inner Mongolia University of Technology has appointed Hu Zhuangqi, Zhou Guo-zhi, Wang Guodong and many other academicians, conducted a number of academic lectures, workstations staff are also experts in the field with the formation of the more active academic exchanges atmosphere. Research projects have been started, including "physical and chemical properties of the melt metallurgy and database development", "iron niobium and rare earth metals were associated more optimal use of resources," two studies have been through demonstration.



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Morning stir Jiangxi Rare Earth backdoor listing of regional integration

Whether intentionally or unintentionally , the backdoor listing Chenguang Rare Earths , Baotou Steel Rare Earth has entered the Fujian indirect field of rare earth .

Baotou Steel Rare Earth , general manager Zhang has on several occasions publicly expressed the heavy rare earth desire , at present, foreign countries have launched a large light rare earth project , involved in the heavy rare earth undoubtedly improve the Baotou Rare Earth competitiveness. 2010 , Baotou Steel Rare Earth will spend 230 million yuan to obtain through three Ganzhou rare earth separation and processing enterprises portion of the shares involved in the success of Jiangxi heavy rare earth fields.

August 28 , the investment adviser metallurgical industry researcher Yuan Zhibin to the "First Financial Daily" reporters , said Chenguang Rare Earths backdoor Yinrun capital investment, Baotou Steel Rare Earth will get involved in Fujian rare opportunity, " though it does not get involved in two provinces RE integration , but also to expand its industrial chain and regional distribution , and strengthen its leading position . "

But for the Baotou Rare Earth in the future it will participate in Fujian integration, as of this writing , the Baotou Rare Earth has not been a reply.

This reporter learned that, as early as last August , Fujian Province have been identified to Xiamenwuye for the province RE integration platform , does not want foreign companies gain a foothold in the province of rare earth consolidation. " Fujian itself or tend to their home countries ' Xiamen Tungsten mode ' is ." One has done the group formed program investigating brokerage sources said .

Yuan Zhibin said , Baotou Steel Rare Earth Rare Earth if involved in the integration of Fujian Province , is bound to earth with Fujian 's own policies are in conflict .

There unnamed industry sources believe that Chenguang Rare Earths backdoor listing in Fujian , but from the Baotou Rare Earth really involved Fujian RE integration is still far away . " Rare-Earth held Yinrun investment share ratio is too low , the regional integration , Baotou Steel Rare Earth and Xiamen Tungsten no obvious competition ."

In this view, the dawn rare backdoor listing , it touches Jiangxi province in an awkward position. "Now the area of ​​a large rare earth famous enterprises ' jump ' out of the Jiangxi plates, and listed, this and Ganzhou Rare Earth Group 's listing plan is in conflict ."

This year on March 30 , Ganzhou Rare Earth Holdings Limited formal operation , that time, Ganzhou has completed eight smelting and separation enterprises mergers and acquisitions and has been put into operation , and the remaining companies being acquired assets assessment . "Next , Ganzhou Rare Earth Group to accelerate corporate mergers and acquisitions pace ." Rare Earth Industry Association Secretary-General Ma Rongzhang said .

However, unlike other provinces integration compared to sitting in the heavy rare earths in Jiangxi Province has attracted Minmetals Group , the aluminum company , Rising colored rare earth heavyweights competing for their enterprises in the province many conflicting interests and more complex . This leads to Jiangxi not only integrate the slow progress in the rare earth group formation is even more "late ."

Aforementioned industry sources said , Jiangxi large group difficult integration is the fact that , if we say Chenguang Rare Earths already on the market in the future Ganzhou Rare Earth Group would like to integrate its chances even smaller. He also revealed that another local large private enterprises have openly Jiangxi Province forcibly integrated approach discontent , " at a meeting , this enterprise appeared very is indignant ."



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