Rare Earth Monthly Summary: March 2019
In the March 2019 issue of the Core Consultants Rare Earth Report, we discuss how the rare earth export restrictions from Myanmar might lend support to heavy rare earth prices.
Currently the light rare earth market is suffering a supply overhang, which is further impacted by poor demand for permanent magnets.
However there is some positive support for permanent magnets expected this year from the wind power and EV sectors, especially in China.
China develops new rare earth military and applications
China has been open about its intentions to develop downstream applications for its rare earth sector. To this end, China’s achievements in the electric vehicle sector have been well documented. Sales are expected to reach 2% of the passenger vehicle market by the end of the year, with some reports suggesting that EV’s could reach […]
Rare Earths in Review — Core Consultants — 2017
2017 saw massive development in the rare earth elements market across four levels; namely, policy, prices, supply and end-user markets. With respect to policy, China’s Department of the Raw Materials Industry and the Ministry of Industry and Information Technology organised the Chinese rare-earth industry into six groups, the last of which was completed earlier […]
October Rare Earth Price Correction
We cautioned in our October report that whilst the fundamentals of the industry have greatly improved, prices have run hard and we should expect to see some correction in October. This correction was even more pronounced as the Chinese State Reserve Bureau (SRB) did not make any purchases in September and subsequently we have started […]
Rare Earths Right Now: Burundi, Oligarchs and Chinese Quotas
On Monday, Core Consultants’ published its April Rare Earth Monthly Report. Rare earths has been somewhat muted the past few months and global investors have looked to cobalt and lithium as better investments. However, we would advise not to take your eye off the ball just yet. There is some interesting behind the scene developments. […]
USA Military Spend Causes Anxiety Over Rare Earth Supply
Core Consultants’ Rare Earth Report this month focuses on President Trump’s announcement that he intends to increase the military spend by $54bn (+10%). In light of the fact that Molycorp- the US’s flagship rare earth mining producer is insolvent, this announcement to upgrade the military spend has left concern over how the US will procure the necessary […]
Does China Intend To Own ALL The World’s Rare Earths?
Core Consultants has just released its December rare earth report- the last report for 2016! It has certainly been a controversial year for the rare earth industry not least with policy changes within China, false starts as regards stockpiling and the finalisation of China’s six mega rare earth entities. Molycorp has gone bankrupt and Lynas […]
China Consolidates South Rare Earth Group
Core Consultants released its August 2016 Monthly Rare Earth Report. The main topics discussed in this feature include: China consolidates South Rare Earth Group Development of cerium/aluminium alloy China reducing windpower waste China had a target to establish six rare earth entities by the end of 1H16. At the end of June, the expert panel […]
Rare Earth Stockpiling by SRB Ends In Stalemate
The main topics in this feature include: Potential for new round of stockpiling SuperLig®-One plant successful India to develop rare earth to further defence industry The last round of stockpiling ended in a stalemate. The SRB were unable to procure material at their target price owing to artificially inflated offer prices. The expectations are that […]
China Reforms Its Resource Taxes-Rare Earth Summary-
Core Consultants has now released its June Rare Earth Monthly Report. The main topics in this feature looks at China’s new resource tax structure, new investments into rare earth smelting and changes to incentive schemes in the electric vehicle market. Market Summary From 1 July, China will expand its reform of resource taxes across the […]