Rare Earths

Rare Earth Monthly

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Rare Earth Monthly Report

In July’s Issue

In June the rare earth market started receiving a lot of attention with the US/Sino trade war arguably at the heart of both the soaring prices and a flurry of corporate activity.

The two presidents have now agreed to come back to the table, but we do not expect an easy negotiation. China’s NDRC relaxed a number of restrictions for foreign investors across various sectors. However, we note that the restrictions around foreigners separating rare earths was purposefully left unaltered.

Meanwhile, the US Department of Defense has started seeking alternative sources of supply, having approached two African rare earth junior companies. Countries, in general, are set on reducing their reliance on China, with India even toying with the idea of opening their resources to private investors.

With respect to the end-users, Toyota has now revealed its EV rollout plan. By 2025, the company hopes to sell 1 million EV’s. While this bodes well for praseodymium, neodymium and the permanent magnet market in general, Toyota currently accounts for a major proportion of Japan’s cerium and lanthanum imports for use in their hybrid electric vehicles. While the company is still pushing their hybrids, if they slowly switch over to EV’s, it is expected to destabilize the lanthanum and to a lesser extent, the cerium markets, which are already in surplus.

Looking ahead, we expect that July and August will be slower months, characterised by fewer transactions as the US and Europe reduce production during the summer months. Permanent magnet prices have also declined slightly, which has negatively impacted neodymium, praseodymium, and Pr/Nd oxide prices, though we don’t expect the market will give back all its gains from June.

  1. Global Market Summary
  2. Rare Earth Prices
    1. Pricing Highlights
    2. Rare Earth Price Outlook
  3. Rare Earth Production and Trade
    1. China Highlights
    2. Global Highlights
  4. Trends in Rare Earth Applications
  5. Data and News Wrap
    1. Economic Analysis
    2. Export Analysis
    3. Rare Earth End-User Data
  6. Key Industry Players
    1. Company Highlights
    2. Share Price and Index

Each report is accompanied by an excel workbook detailing FOB rare earth metal and oxide prices and Chinese Domestic rare earth oxide, metal and permanent magnet prices

List of Tables

Table 1: Estimate of basket price for rare earth oxides

Table 2: Rare earth price forecast

Table 3: Economic Indicators.

Table 4: Chinese NdFeB magnet prices

List of Charts

Chart 1: Export vs domestics prices

Chart 2: Outlook for heavy rare earths

Chart 3: Outlook for light rare earths

Chart 4: Chinese permanent magnet exports

Chart 5: Average Chinese NdFeB magnet prices (N-range)

Chart 6: Average Chinese NdFeB magnet prices

**Whilst we make every effort to keep the chapters and data consistent, this data may vary from month to month based on availability and relevance.

Lara Smith

Lara has been an analyst for over 13 years, starting her career as an equity analyst at Foord Asset Management. In 2009, Lara founded Core Consultants, an independent advisory and subscription firm focused on commodity markets.  Read More

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