The State Council is expected to rectify environmental price of rare earth new booster

The State Council issued on November 27, "on the strengthening of environmental regulation and law enforcement," which made heavy combat illegal sewage, waste-water treatment snuck severe punishment, such as five malicious violations, the illegal enterprise "blacklisted" to the public.

About RE regulation to the Ministry of Industry has twice led, respectively, from August 15, 2013, and from October 2014, the integration period is about 3-6 months. The regulation issued by the State Environmental remediation notice, from another point of potential illegal conduct of private dug very much to rectify the rare earth industry, will undoubtedly become a new force under renovation background.

In addition, experienced a weak trend in the past two years, significant deterioration of upstream suppliers (miners and smelters) operating status, and the current year is approaching, in the case of cash flow shrinking, the State Department environmental remediation initiative is bound to hit Pirates mining initiative.


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Hunan special combat illegal rare earth companies verification 52

To increase efforts to crack down on illegal behavior of rare earth, Hunan Provincial Commission by letter recently issued the "Hunan Province to combat illegal rare special action plan" (hereinafter referred to as the "Program"), require the city (state) government departments concerned organizations included in the list of 52 rare earth mining, production and distribution companies one by one verification, the joint investigation of rare earth mining, production and distribution companies of illegal mining, illegal trading and processing of minerals, tax evasion charges, billing and other acts of illegal products off-site. RE should focus on priority areas 2-3 typical cases investigated according to invoices and reports and other clues. Carry out special operations time November 3, 2014 to March 16, 2015.


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Environmental regulatory enforcement crackdown upgrade rare earth mining chaos

November 12 State Council issued "on the strengthening of environmental regulatory enforcement notice" (the "Notice"), proposed cracked down on illegal sewage, waste-water treatment snuck severe punishment, such as five malicious violations, illegal enterprises will be included. "blacklist "to the public community. The industry believes that this measure means rare "hitting" action or become more severe, rare earth industry in standardizing order to avoid vicious competition is very favorable.

In recent years, China's rare earth smelting industry into rapid development, has become the world's largest rare earth producing countries, existing rare earth smelting enterprises up to hundreds of rare earth mineral production from 73,000 tons in 2000, increasing to 2009 129 400 ton, nearly doubled, accounting for about 95% of the world. The rapid growth of rare earth products yield economic benefits, but also poses a serious environmental pollution. Deputy Secretary-General Zhang Anwen Chinese Society of Rare Earths, said to the heavy rare earth mine in southern China as an example, in order to get 10,000 tons of heavy rare earth oxides, can cause destruction of 100 square kilometers of vegetation, the price is shocking. According to Deputy Minister of Industry and Su Bo introduced by the preliminary estimates, only the recovery of environmental pollution caused by rare earth mining due to Ganzhou, you need 38 billion yuan.

Luancai private dug earth industry phenomenon of repeated, not only caused serious environmental pollution, but also squeezing the formal business of living space.

For these cases, the "notice" requirement, various types of environmental violations "zero tolerance" to increase punishment to firmly correct law enforcement is not in place, the rectification of the problem is not in place. Cracked down on illegal sewage, waste-water treatment snuck severe punishment, such as five malicious violations, illegal enterprises will be included in the "blacklist" to the public.

"Notice" also requires a comprehensive clean-up of illegal construction projects completed before the end of 2016 to clean up the rectification task. Resolutely implement corrective measures, after the implementation of the law enforcement inspectors, to refuse to correct, enforcing the law. Crack down on environmental violations remain a high pressure situation. The upcoming Chinese Rare Earth Industry Development Policy clearly requires rational exploitation of rare earth resources, improve industrial concentration of rare earth, protect the environment, promote the application level rare in high-tech fields.

Rare earth industry known as "hitting" action, started last year. Last August 15, the Ministry of Ministry of Public Security, Ministry of Land and seven ministries, launched a three-month strike of rare earth mining, production and circulation of illegal conduct special operations, and to supervise the handling check out the problem. This year, the Ministry of eight departments jointly issued a special action program, since October 10, 2014 to March 31, 2015 to carry out special operations against illegal acts of illegal rare earth mining, production, distribution and export of the four aspects of the.


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RE prices low steady, terbium prices Firmer

Most of the low market price of rare earth products held steady, in addition to dysprosium, terbium prices relatively strong, but some businesses praseodymium neodymium products offer slightly back. Praseodymium, neodymium market, prices stable or slightly higher in the case of both the situation of reducing low-cost selling, traders said the Shanghai area, according to a recent neodymium oxide, praseodymium, neodymium and praseodymium metal quotations have been 275,000 yuan / ton and 355,000 yuan / ton did not adjust. According to the manufacturers said Ganzhou, praseodymium, neodymium now offer foreign edged up slightly, but only back to the mainstream price, and do not want to cut the price to ship.

Dysprosium oxide and dysprosium iron market at current prices rose steadily, according to traders reflect recent Ganzhou mainly the dysprosium-based, with a ticket price of about 1.47 million yuan / ton. Before some quotes at 147 yuan / ton and the following businesses generally offer raised to 148-150 yuan / ton, dysprosium iron current high bid at around 150-153 yuan / ton.

Gadolinium products market, the recent low of gadolinium iron prices steady, suppliers say about the actual transaction price 8.5,8.6 yuan / ton, but there are not many traders to reflect the recent low price supplier of gadolinium oxide, and businesses reluctant to sell will increase, currently gadolinium oxide market is 6.5 yuan / ton offer without tickets.

Other products, such as blue lanthanum, cerium, erbium, yttrium oxide prices are still low levels, there is the supplier of yttrium oxide, yttrium oxide, for nearly a month has been quoted 38000, think prices are still difficult to ship, the recent market outlook remains will remain low, weak demand is difficult to change.


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RE market continues steady downturn in demand for most products

Smooth continuation of the rare earth market today, in addition to dysprosium, terbium prices relatively strong, most of the low prices steady or continue to decline, industry business, said, "not optimistic, the downstream market purchases is not strong, this year most of the business losses, factory traders are afraid to stock funds are now on hand to see the stock up. "Rare earth materials market in the doldrums, the downstream businesses do scrap purchase is also more cautious, Shandong, Guangdong and Shanghai, some do waste recycling businesses, said magnetic material is now head N35 price performance is quite low, the price of 65-70 yuan / kg, even less than 65 yuan / kg in the case of both, according to the recycling factory in Ningbo, said head now N35 block material prices have dropped to 75 yuan / kg.

Dysprosium, terbium oxide market, the recent suppliers generally offer higher, according to the manufacturers said the recent Ganzhou dysprosium difficult to purchase, some will not consider shipping cargo operators with a higher offer or continue to rise. According to the Shanghai area vendors said, because without considering the recent shipments, quotes follow the mainstream raised 1.48 million yuan / ton. With the upward price of dysprosium oxide, dysprosium iron prices have been increased, according to Ganzhou businessmen said the actual turnover of 148 million price, the offer is more than up to 1.5 million and above.

Light rare earth market lanthanum, cerium, praseodymium, neodymium and other current prices temporarily steady, no significant fluctuations in the market, currently lanthanum oxide, cerium oxide with tickets 13,000 yuan / ton, the market price of praseodymium oxide, more chaos, there are businesses in Shanghai expressed with votes at about 420,000 yuan / ton. Neodymium oxide prices continue steady, market outlook is expected to hold still in the doldrums mainly weak.


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Japanese waters found difficult rare earth mining

According to Japanese media reports said Tokyo University professor Hiroshi Kato Thai and Japanese marine research and development institutions (hereinafter referred to as the marine agencies) found that, in the Ogasawara Islands south of Bird Island waters contain high concentrations of rare earth mud is widely distributed in the seabed of 2 to 4 meters . Japan had thought that if the mud deposited on the rare earth deposits is very thick, it will constitute an obstacle to mining.

According to "Japanese Economic News" reported on November 25, the University of Tokyo and Mitsui Ocean Development, attended the "rare earth mud consortium to promote the development of" established recently, the development of mining technology for the production of rare earth mud from 5600 ~ 5800 m water depth at and seeking to achieve commercialization possibilities.

Dysprosium in rare earth-containing strong magnet for a hybrid motor, and yttrium for the laser element. Professor Kato in 2012 found that in obtaining an international investigation by the South Bird Island Sea seabed mud, containing high concentrations of rare earths. University of Tokyo and marine agencies through last year's survey found that the concentration exceeds 5000PPM (PPM 1 100 live births), reaching more than 30 times China's major producer of rare earth mine. In particular, a large number of distributed mostly Chinese "heavy rare earths."

October 15 - 29, located about 250 km south of Bird Island south of the EEZ (EEZ) of the seabed were investigated. It was found that high concentrations of rare earth mud are widely distributed in the west of the seabed surface waters located in close distance, easy exploitation of position. Distributed in the past was considered to be more than 10 meters deeper position.

After the spring of 2015, but also in the rest of the waters of advancing a detailed investigation. Investigation could be commercialized within the 100 square kilometers of sea. Kato teach, "said Japan's usage of a year in the area and perhaps just one square kilometer can get."

Because over 90% of total global production of China's policy changes, price spikes and supply instability rare events occur frequently. Therefore, the Japanese government is promoting the purchase negotiations with other countries, but there are problems and quality of reserves, China's monopoly status has not changed.

In addition, Japanese industry is by reducing usage and thoroughly promote recycling and other initiatives to deal with the problem.

Last year, the Japanese government to formulate policy guidelines as ocean marine basic plan proposed rare earth mud seabed mining as one of the goals. And to develop rare earth seabed, the need to sink a long pipe on the sea from the ship will suck up mud. Mined more than 5000 m deep seabed resources in the past has never been a precedent.

Many researchers believe that the use of existing technology, mining is feasible. Professor Hiroshi Kato Thai Mitsui Ocean Development and the University of Tokyo as the center of the consortium is studying the use of the pipe to the seabed mud into the air, and then sucked up "gas up" technology.

Institute for Security Studies seminar maritime expert technical analysis, even if the use of existing equipment and technology to exploit the day deep sea sediments contain rare earth will reach about 1,300 tons. If you work 200 days a year, will be able to get 3600 tons of rare earth, equivalent to about one quarter of last year, Japan's imports.

The actual price of rare earth compared to the previous period of time there has been a substantial decline. Reduce mining costs will become an important issue.


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European military-industrial complex is heavily dependent on China to reduce rare earths want to rely on China

According to the British "Jane's Defense Weekly" website reported on November 18, the European Defence Agency, said nearly 90 percent of the world's rare earths from one country: China. Most European countries, the lack of such natural resources and large-scale recycling of rare earth elements "in Europe and less developed." Europe need to work together to determine which areas of vital raw material for its defense, and to ensure the supply of these materials will not be interrupted.

European Defence Agency is planning to launch a new study on this issue, which represents the thrust of this action should be "eased, reducing or even eliminating the" reliance on key materials to provide these non-EU supply side.

European Defence Agency for the study is scheduled to commence in 2015 and the release of tender documents preface: "Raw materials used in the field of defense technology supply disruptions if the situation appears likely to endanger national defense capabilities, including the possible impact on national defense industry research and support capacity defense technology and equipment. "

Type of key raw materials needed for the European defense industry is no secret, but the outside world has known about these materials is not precise enough in the use of the number and distribution of the Member States, in particular, lack of awareness regarding the importance of the relevant material.

A person familiar with the situation defense industry official said: "Some of the big member states have launched their own analysis on this issue, but most countries have neither money, but also lack the expertise to do the work of the European Defence Agency will study. provide a global vision of all member states in order to give the Department of Defense to provide some options. "

According to the European Defence Agency's argument, raw materials for defense and civilian use and equipment are very similar. For example, copper, tungsten, molybdenum can be simultaneously applied to the nozzle throat and jet rudder military and civilian aircraft.

Tender document says: "However, (military field) number is much less likely to use, but high purity grade but this requires a lot of European defense industry used to determine the amount of raw materials and grades.."

Rare earth elements into the defense industry, including dysprosium, erbium, europium, gadolinium, neodymium, yttrium and praseodymium. European Defence Agency said that these elements are "munitions, aerospace, military surveillance systems, and military engine catalytic converters, permanent magnets, batteries, isotope batteries, laser and X-ray tubes are indispensable."

Nearly 90 percent of the world's rare earths from one country: China. European Defense Agency, said most European countries lack such natural resources, but large-scale recycling of rare earth elements "in Europe and less developed."


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RE differentiation trend, the market volume is small

This week most of the rare earth market prices continue steady, some products prices continue to decline, stable prices or dysprosium products rose slightly overall, procurement businesses watching the market, be cautious purchasing smaller market volume.

Praseodymium neodymium products, prices flat this week, the market downturn is not busy, the downstream businesses that purchase because the market is poor, dare procurement, concession vendors offer room for further tightening, mainly offer steady this week.

Lanthanum, cerium products market, to multi-week, no big price changes, according to a recent shipment of businesses that generally small metal volume, because volume is not, almost no profit or low profit. According to Ganzhou, a trader said, now ceria 3N5 still steady at 1.4-1.5 yuan / ton.

Dysprosium, terbium oxide week, the price is still relatively strong, the price is not further substantially increased, with the outlook on prices stabilized at a relatively high level, coupled with the merchant before considering the recovery of funds, has been watching some of the recent high of business subsequent shipments will likely enhanced. Terbium oxide market, although businesses offer relatively strong, but the actual demand is limited, a reduction in state purchasing and storage and commercial purchasing and storage due to the positive market expectations, the price is difficult to further significant increases.

Other oxides market, yttrium, erbium, neodymium oxide recent prices have been deadlocked, traders said, according to Ganzhou area for nearly a week were not adjusted quotes, inquiries deserted, although a small amount of praseodymium oxide deal, but the transaction prices. This week gadolinium products prices continue to dip, the market did not improve, the industry's business that bad if the recent demand, prices may still fall further.


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Rare earth resource tax reform will be included in the map

Recently, this reporter learned from authoritative sources, the state authorities are brewing rare earth resource tax levied way from the original "From the amount of taxable" to "ad valorem." According to the current plan has not been finalized, the northern light rare earth resources in accordance with the 22% tax rate will be levied, the South-ion ore levied in accordance with 35 percent, the national level, the rare earth resource tax burden will be increased substantially.

Reporters learned that, in the face of rare earth WTO litigation losses and some rare earth export tariffs faced cancel the status quo, the state of rare earth regulation and integration efforts will once again tightened, while stepping up to support large groups to improve the degree of concentration of resources, on the other hand a substantial transfer high resource tax to curb massive exports of rare earth, in order to achieve the protection of strategic resources, while helping to reduce the negative effects of losing because of WTO on China's rare earth management brings. Starting in 2011, WTO ruled that China include bauxite, coke, fluorspar, magnesium, manganese, silicon metal, silicon carbide, yellow phosphorus and zinc, nine kinds of raw materials violations, followed by rare earth, tungsten, molybdenum export management measures have also been the same ruling, "changing the rare earth resource tax levied brewing methods, to some extent, but also a signal for the release of the above-mentioned strategic metals resource tax reform, which may also be the next step of our strategy to adjust the focus of resource conservation." an authoritative "Economic Information Daily" correspondent said.

"On one hand the rare earth resource tax from quantitative change pricing, follow the market can play the role of a relative increase in the sensitivity of the resource tax regulation, while the resource tax rate has been developed by local, especially the heavy rare earth dominated southern provinces more prominent, in Jiangxi Province, resource tax burden for 36,000 yuan per ton, while it was only 06,000 yuan in Guangxi, resource tax reform will undoubtedly make a more equitable market environment. "an authoritative source told reporters.

When the rare earth resources on tax reform, in contrast of the "Economic Information Daily" reporters visited a number of domestic rare earth group has found that due to the current RE rampant black market lacks a fair competitive environment, a substantial increase resource tax agent but will become a "fierce medicine ", stimulating black and illegal smuggling of rare earth industry chain more flooding, while rare legitimate business survival will be more difficult, accelerate industrial crisis.

"By the local protection and the difficulty of monitoring the impact of large, rare black chain rampant, because you can resource tax evasion, VAT, income tax, etc., it seems legitimate businesses lose money prices for rare earths in terms of black and still have a very substantial profits, "North of a large group of rare-earth person in charge," said economic Information Daily "reporters. He admitted that after the rare earth resource tax reform, which means that even a substantial increase in the tax rate, the profit is undoubtedly very attractive, the illegal exploitation of rare earth smelting and separation, sale, export, etc. will also thrive.

Data show that in 2013 the national mandatory production quotas for rare earths 93,800 t (oxide), the industry's assessment of the actual production of about 160,000 tons that year (oxide), 2014 RE mandatory production quotas for 105,000 t (oxide), the industry is also expected to be close to the actual production of 160,000 tons (oxide), in which the South-ion ore black chain is particularly prominent, rare earth downstream products based on projections, in 2013 produced a total of 1,600 tons of dysprosium oxide, thereby estimating needs about 5 Southern ion ore tons, but the rare Earth Industry Association data show that southern mining enterprise was only 04,000 tons, most of them are offered for private dug illegal mining of illegal products.

Many industry insiders worried about the increased burden on legitimate businesses will accelerate the market "Gresham's law," the scene, on the one hand overwhelmed legitimate businesses in order to stabilize costs arising from the impact by means of transfer pricing and other tax resources tax, and even some companies have begun to participate in the "black rare earth" chain, even more detrimental to the smooth implementation of the national implementation cultivate rare large group strategy.

In fact, to change the RE to "cabbage price" massive fire sale situation, our country has taken a number of policy measures. 2007, China began to implement mandatory plan for rare earth production and decreasing export quotas to limit exports of rare earths, and improve individual rare earth export tariffs since 2011 onwards, in order to better protect the resource, in April 2011 for the first time a substantial increase in the rare earth resource tax.

Reporters learned that, in 2011, the Ministry of Finance, State Administration of Taxation issued a notice for the first time, decided since the year April 1, uniform adjustment of rare earth ores resources tax, the increase rate of more than 10 times. Rare earth resources tax was adjusted as follows: light rare earths including Bastnaesite, solitary quarry, 60 yuan per ton; the heavy rare earths including xenotime, ionic rare earth mine, 30 yuan per ton.

Many industry experts on the "Economic Information Daily" reporters, said while the rare earth resource tax reform, a substantial increase in resources tax is an important means of regulation of rare earth industry, in particular, can enhance the market price of rare earths from the source, so that it reflects the resources scarcity and environmental costs of mining and changing supply and demand through price increases, effectively reduce smuggling and other countries to buy hoarding rare phenomenon, while helping to reduce lost because of WTO on China's rare earth managed to bring negative effects.

But on the other hand, for the rare earth resources tax adjustment scale and magnitude may still need research and consideration, especially in the current domestic rare earth black flooding, lack of fair market environment, if a substantial adjustment in accordance with the above ratio of rare earth resources tax may make black already difficult to monitor more crazy and smuggling of rare earth chain increased, while the number of legitimate companies are in trouble, so since not only affect the ongoing industrial restructuring, but also make resource protection again threatened.


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Smelting and separation of rare earth mining project requires approval by the State Council

Today, the State Council issued in 2014 the government approved the investment project directory, which pointed out that for the rare earth mine development project, approved by the State Council, industry management department; colored mine development project approved by the provincial government.

The rare earth industry, smelting and separation projects approved by the State Council administrative department industry, deep processing project approved by the provincial government.

Gold mining beneficiation project approved by the provincial government.


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