Foreign media said the Chinese have made ​​rare earths

According to reports, about two years later , the U.S. rare earths will begin in Montana and Idaho border exploitation of rare earth . This mine could become the United States a new, non- Chinese rare earth sources.

But now, in addition to China , the world's almost no other place has the ability to process rare earths into the manufacture of electronic equipment and weapons components required for the core material .

China 's share of global output of rare earths recently has been reduced . Fears that Chinese control of rare earth supply too much , but even so, China still dominates the rare earth complex and serious pollution intermediate processing step, rare earth metals and mining transformed into a magnet . For example , China provides 80% of the world production of rare earth elements neodymium special magnets, widely used in other products from the elevator to the cruise .

U.S. RE CEO Kevin Cassidy said , "I'm surprised that these people have not yet linked thinking. "His company plans to build facilities in the United States of rare earth processing , but this investment will be very expensive , but also need to run many regulatory agencies for approval.

Three years ago, China announced on 17 kinds of rare earth elements to tighten export controls , alarmed tech industry . Rare earth prices rose in 10 times. Then U.S. Secretary of State Hillary Clinton will be the moment of panic described as " Exhale ."

U.S. mining companies all over the world began to look for rare earth minerals . Perth, Australia -known rare earth mining consultant Dudley Kingsnorth said that with the new rare earth ore was discovered in 2011 and 2012 , China 's share of global rare earths supply was reduced from 93% to 86 %.

Chinese export policy has been to Beijing, Washington and other governments focus of controversy in the WTO. WTO 10 months of this year ruled that some of China's rare earth export restrictions implemented is illegal.

But when it comes to rare earths processing, China faces almost no competition . See Wang Qin ( transliteration ) was seen with greasy hands will understand why. 45 -year-old Wang Qin Shenzhen Feller Magnets Corp 's mechanic. This company has dozens of rare earth magnet block cutting machine . After cutting rare earth magnet block becomes imaging as thin blade disk installed in the phone.

Although these computer-controlled saws accurately in accordance with the specifications of our customers to cut rare earth magnet block , but the machine out of the factory floor but was confused dirty oil . Equipment elsewhere eroded by acid and heat potholes . The company says the product is now half of the domestic market, with the recent 30% increase in the proportion of domestic sales . But the company did not give the work environment , " Wall Street Journal " reply.

China rare earth industry a bad work environment from one angle explains why China can play a key role in the global manufacturing side . China 's chemical fertilizer production and lead-acid battery production in the world of computer parts scrap metal recycling too.

Business executives that China 's pillar industries in the middle , including rare earths processing, will increase the attractiveness of China related industries , thereby consolidate and deepen the China automobile production in the computer to the position of the supply chain .

In 2010, the Chinese government announced to tighten exports of rare earths , said the industry serious environmental pollution, disorderly development of the industry , you need to straighten out . Seeing rare earth prices skyrocketed , investors invested in dozens of the world's rare earth mine started mining projects.

Illinois Metal Technology Co., Ltd. (Illinois-based Technology Metals Research LLC.) Investors Gareth Hatch said that since 2010 , both in California and Australia to enhance the production of rare earth ore began in full swing , and in South Africa , Vietnam, India and mine in Kazakhstan is in the construction phase. But he said that after 2010 the influx of prospectors joined RE mistakenly believe that you are not Chinese -built mines , the supply chain would not be in China.

Many U.S. defense contractors refused to comment on industry trends . Northrop Grumman Corporation (Northrop Grumman Corp) and Lockheed Martin Corporation (Lockheed Martin Corp) will issue kicked to the Aerospace Industries Association of America . The association cites the Congressional Research Service report in September that " the majority of rare earth materials processing is performed in China , which gives China the world's rare earth supply and pricing decisions of a dominant position. "

A Pentagon spokesman said the U.S. military continued to monitor developments , "the domestic and global supply chain of rare earths are more diversified , more robust . " March 2012 , a report by the U.S. military's emphasis on a positive trend for the better , " the U.S. market has the capacity to meet future demand for U.S. government of rare earth. "

Industrial Minerals Company of Australia (Industrial Minerals Company of Australia) Kingsnorth executives expect the proportion of the world's rare earth production in China fell to 63% of the stations may be in 2016 , but he pointed out that China will in the mining and processing of rare earth rare earth ore to mine 9 links champion .

Rare earth ore from the underground to be dug out , will not require ore was screened out, leaving the concentrate , the acid and then through a complex chemical process will separate rare earth elements separated and extracted to the amount of value . 17 kinds of rare earth elements in the physical properties of high similarity , separating them may last for several months , after the 1000 chemical treatment.

In addition to China , virtually no country 's industrial capacity by the separation of rare earth elements . United States, Russia , France and Japan, where the state-owned processing plant some steps , but only China has the ability to handle all the steps .

World Emerging Rare Earth - United States Colorado Molycorp Inc company from California 's Mojave Desert mining of rare earth neodymium and samarium , some plants are shipped to China for processing . Constantine Karayannopoulos , vice president of the company , said, " really need time to develop downstream industries ."

Molycorp said it has invested $ 1.5 billion in California, a new processing facilities , Karayannopoulos estimated cost half or one-third of the plant to improve environmental standards on , including how to recycle wastewater treatment . Molycorp said that despite this, some still cheaper materials processing factories in China . Karayannopoulos estimated that about 60% of the company 's rare earth products are sold to multinational companies located in China .

Karayannopoulos lamented that " too complex supply chain , how to say no exaggeration. "

Currently, only Australia's Lynas Corp. Companies of Chinese dominance in the rare earth processing sectors pose a threat . The company last year opened its rare earths processing plant in Malaysia , but was condemned by local environmental scientist .

However , China is also gradually shift the focus of the rare earth business from the more profitable aspects of export and processing. It was to be compared with the European wineries, " not now export grapes of France . "


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Baotou Rare Earth Research Institute of Physical and Chemical Testing Center laboratory accreditation by brand

Recently, after careful and meticulous preparation and tireless efforts , Baotou Rare Earth Research Institute of Physical and Chemical Testing Center honors the brand passed the Inner Mongolia Autonomous Region laboratory assessment. In the three finalists ranked brand out of the lab first .

Brand laboratory accreditation is to improve the ability of the Inner Mongolia Autonomous laboratory inspection and standards development capabilities, promote scientific development and technical inspection services industry. RAE adhere to government guidance, the voluntary application laboratory , department recommendation, expert assessment , social assessment science fair, open and fair principles . Through the laboratory personnel , equipment, technology, management system and comprehensive evaluation of research work , give the final evaluation results . Standard laboratory R & D capability is the most important assessment indicators in the evaluation work, the Baotou Rare Earth Research Institute of Physical and Chemical Testing Center in the field of rare earth involved in the drafting and revision of the various standards accounted for more than half as many , more than 900 laboratories in Inner Mongolia second to none . Baotou Rare Earth Research Institute of Physical and Chemical same testing center also has a number of outstanding management personnel and research and technical personnel, which is topped laboratory accreditation work has laid a solid foundation.

Inner Mongolia Autonomous Region honors brand lab will enhance the brand influence and visibility within the industry Baotou Rare Earth Research Institute of Physical and Chemical Testing Center , is conducive to the physical and chemical testing center to expand the scope of business in the market, the addition of a strong road pass .


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Mandatory plan is completed, is expected to further clarify the purchasing and storage

December 5 in the evening , "Gan County Red Gold " and " set South China ," the two companies said the separation of rare earth were completed in 2013 the annual RE mandatory plan , so arrange these enterprises have ceased production , according to the Ministry of Industry and 14-year mandatory production of rare earth market conditions and arrangements for follow-up plan to resume production . 2013 January to September , revenue 360 million yuan , to the same period of heavy rare earth oxides price 330,000 / tonne basis , the sales volume of approximately 1,100 tons ; while the 13-year quota of 3,570 tons of rare earth smelting , including 700 tons for the next temporary increase in half tone . Therefore, we believe that in the case of a weak recovery in demand , through national purchasing and storage of rare earth products to complete the sale of the 13-year mandatory plan is expected to be further defined.

Sharp appreciation of the 1.5 billion of stock , is expected to benefit from the rare earth Shouchu

Heavy rare earth prices since the end of June the Ministry has been gained over 4 percent , and the latter affected by smuggling of rare earth elements , rare large group integration and national purchasing and storage , and we believe that the heavy rare earth prices rise in the future is still a large space , 3 quarter end with rare earth inventory of about 15 million, which includes a large part of the stock appreciation. Is a heavy rare earth enterprises, purchasing and storage is included in the national list of rare earth is a high probability event , we believe that is expected to benefit from the rare earth reserve, will deliver low-cost inventory .

Thickening of the proposed cash acquisition results of rare earth mine can inject

Minmetals recently proposed cash offer Kin Fung . After the completion of the transaction , will have 4,570 tons of rare earth smelting quota / year, accounting for 68% of the total quota of rare earth smelting Minmetals Group , we expect this acquisition will thicken more than 20% of earnings . In addition, Minmetals Group also has three rare earth mining warrants , get the heavy rare earth mining quota of about 2,200 tons. In the current context of the integration of rare earth resources , we believe that there is a strong injection of some rare earth mining assets are expected in the future.


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Two enterprises have ceased production targets accused of "food"

Two rare earth separating enterprises suffered "enough " because the country had run out in 2013 allocated production quotas , have been forced to stop production.

Minmetals announced that has completed the full year 2013 RE mandatory production plan. For the effective implementation of relevant national policies to promote sustained and healthy development of rare earth industry , the company has recently set these two rare earth separating enterprises have ceased .

The two companies had already won Minmetals Rare internal allocation of resources . September 11 this year, Minmetals Rare has announced that the Office of the Ministry of rare earth consent adjusted Minmetals Rare Earth Group, part of the enterprise in 2013 and the second batch of rare earth minerals smelting separation products mandatory production plans , the original 835 tons and 600 tons respectively. adjusted to 1,335 tons and 800 tons , which increased 500 tons and 200 tons.

But in fact , Gan County of rare earth smelting separation production capacity has reached 4,000 tons / year, add 500 tons of rare earth smelting and separation index , it will still face a serious shortage of capacity utilization problems .

In order to prevent the indiscriminate digging , control excess capacity , the Ministry issued two batches of rare earth mandatory annual production plan , announced by the province 's rare earth resources . But from the reaction of each company 's point of view, mandatory production plans tend to get less than their corporate capacity , resulting in low operating and low capacity utilization .

Minmetals said the company will arrange matters subsequent to resume production in 2014 according to the Ministry of rare earth production plans mandatory requirements and market conditions.


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December 6, 2013 Price of rare earth products

December 6, 2013 Price of rare earth products

Name Specifications Origin / Mark Reference Price Average Change
Lanthanum oxide La2O3/TREO 99.5-99.9% Domestic 23000-24000 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 570000 0
Neodymium oxide Nd2O3/TREO 99.0-99.9% Domestic 315000-325000 yuan / ton 320000 0
Samarium oxide Sm2O3/TREO 99.5-99.9% Domestic 19000-20000 yuan / ton 19500 0
Europium oxide Eu2O3/TREO 99.95-99.99% Domestic 4500-4700 yuan / kg 4600 0
Gadolinium oxide Gd2O3/TREO 99.5-99.9% Domestic 170000-180000 yuan / ton 175000 0
Terbium oxide Tb4O7/TREO 99.95-99.99% Domestic 3500-3600 yuan / kg 3550 0
Dysprosium oxide Dy2O3/TREO 99.5-99.9% Domestic 1750-1850 yuan / kg 1800 0
Erbium oxide Er2O3/TREO 99.5-99.9% Domestic 350000-355000 yuan / ton 347500 -5000
Yttria Y2O3/TREO 99.995-99.999% Domestic 60000-70000 yuan / ton 65000 0
Praseodymium , neodymium oxide (Nd2O3 + Pr6O11) / TREO ≥ 75.0% Domestic 315000-325000 yuan / ton 320000 0
Rare earth carbonate REO 42.0-45.0% Domestic 27000-28000 yuan / ton 27500 0
Metal lanthanum La / TREM ≥ 99.0% Domestic 53000-55000 yuan / ton 54000 0
Metal cerium Ce / TREM ≥ 99.0% Domestic 58000-63000 yuan / ton 60500 0
Metal Pr Pr / TREM 96.0-99.0% Domestic 590000-610000 yuan / ton 600000 0
Neodymium Nd / TREM 99.0-99.9% Domestic 415000-425000 yuan / ton 420000 0
Metal terbium Tb / TREM ≥ 99.9% Domestic 4800-4900 yuan / kg 4850 0
Dysprosium Dy / TREM ≥ 99% Domestic 2800-3000 yuan / kg 2900 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 45000-47000 yuan / ton 46000 0
Praseodymium neodymium metal Pr / TREM 20-25% Nd / TREM 75-80% TREM ≥ 98.5% Domestic 415000-425000 yuan / ton 415000 0
Praseodymium , neodymium and dysprosium metal TREM ≥ 99.0% Domestic 425000-435000 yuan / ton 430000 0
Dy alloy Dy80% Domestic 1950000-2050000 yuan / ton 2000000 0
Battery grade mixed rare earth TREM ≥ 99.0% Nd / TREM ≥ 15% Domestic 135000-145000 yuan / ton 140000 0



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