Rare earth market update on July 25, 2025

This week, the price trends for domestic light and heavy rare earths showed clear differences: mainstream light rare earth product prices fluctuated upward, with the price increase widening toward the weekend; heavy rare earth prices remained in a state of slight decline, though the downward adjustment narrowed toward the weekend.

Rare earth market update on July 24, 2025

The overall market sentiment for domestic rare earths is rather chaotic, influenced by numerous uncertainties, leading to pergent price trends among mainstream light and heavy rare earth products: praseodymium-neodymium prices have seen significant increases, while dysprosium-terbium prices continue to weaken.

Rare earth market update on July 23, 2025

The domestic rare earth market outlook is generally stable. With no significant increase in downstream demand and supportive factors gradually weakening, the price increase for praseodymium-neodymium appears to lack momentum, while prices for dysprosium-terbium have been declining steadily. Today, the prices of terbium oxide and dysprosium oxide decreased by approximately 110 yuan per kilogram and 20,000 yuan per ton, respectively.

According to the South China Morning Post, in the first half of 2025, Brazil’s rare earth exports to China doubled in volume, and China’s rare earth imports surged to a historical high. The report states that Brazil’s rare earth export value to China reached $6.7 million, three times that of the same period in 2024. Although this figure remains relatively small in absolute terms, analysts believe it indicates China’s efforts to persify its sourcing channels for strategic minerals.

According to Global Times, data released by the General Administration of Customs on the 20th shows that in June, China, the world’s largest producer of rare earth magnets, saw its exports to the United States surge to 352.8 tons, a 660% increase from May. This marks a sharp recovery in the export of critical minerals needed for electric vehicles and wind turbines following a trade agreement between China and the United States.

Rare earth market update on July 22, 2025

Domestic rare earth prices remain partially stable, with some showing slight increases, including praseodymium-neodymium oxide price increasing by approximately 2,000 yuan per ton and praseodymium-neodymium metal price increasing by about 5,000 yuan per ton.

On July 18, the Ministry of State Security published an article titled “Key Point! It’s Not Ordinary Soil”, with the full text as follows:

Recently, the International Mineralogical Association’s Commission on New Minerals, Nomenclature and Classification (IMA-CNMNC) unanimously approved a new mineral, “Huanghoite-(Nd),” discovered and submitted by a joint research team from China University of Geosciences and the Inner Mongolia Autonomous Region Geological Survey Institute, with the approval number IMA No. 2025-014. The discovery of Huanghoite-(Nd) is one of the innovative outcomes of the comprehensive budget project of the Inner Mongolia Autonomous Region Natural Resources Department, titled “Study on the Distribution Patterns and Occurrence Regularities of Rare Earth Elements in the Bayan Obo Deposit.” The research team, in collaboration with researchers from Jiangxi University of Applied Science and the Beijing Research Institute of Uranium Geology, named and submitted the mineral for approval.

Rare earth market update on July 21, 2025

At the beginning of the week, the domestic rare earth market maintained a sideways trend, with a slightly strained negotiation atmosphere between buyers and sellers due to the interplay of bullish and bearish factors, resulting in moderate market transaction volumes.

Rare earth market update on July 18, 2025

This week, the domestic rare earth market performed relatively well, with light and heavy rare earth product prices showing pergent trends under the interplay of bullish and bearish factors, though overall market transaction activity still has room for improvement.