Monthly Rare Earth Market Report Aug 2023

Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 Exchange rate of U.Asian Metal Copyright3 China's neodymium metal production statistics 10 5.Asian Metal CopyrightS. dollar against Chinese Yuan in August 2023 up by 506 basis points MoM 3
3. Market Movements 3
3.1 Chinese Market 3
3.1.1 PrNd oxide 99%min EXW China 3
3.1.2 PrNd mischmetal 99%min Nd2O3 75% EXW China 3
3.1.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in August 2023 down by 6.Asian Metal Copyright3 Neodymium oxide 99.5%min EXW China 3
3.1.4 Neodymium metal 99%min EXW China 3
3.1.Asian Metal Copyright2.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 4
3.1.Asian Metal Copyright2 China's PrNd mischmetal major producers' output in August 2023 down by 1.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 4
3.1.7 Ferrodysprosium 80% EXW China 4
3.1.Asian Metal Copyright5 Northern Rare Earth H1 metal production hits new high 7 4.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 4
3.1.Asian Metal Copyright5 Praseodymium oxide 99.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 4
3.1.10 Chinese cerium oxide market 4
3.1.11 Chinese lanthanum oxide market 5
3.1.Asian Metal Copyright2.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 5
3.1.Asian Metal Copyright3.Asian Metal Copyright13 Yttrium oxide 99.999%min EXW China 5
3.2 Chinese Export Market 5
3.2.1 Neodymium metal 99%min FOB China 5
3.2.2 Ferrodysprosium 80% FOB China 5
3.2.Asian Metal Copyright2.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 5
3.3. International Market 6
3.3.1 European praseodymium oxide market 6
3.3.2 European cerium oxide market 6
4. Company News 6
4.1 Giastar Magnet begins phase one production at 100ktpa sintered NdFeB magnets project 6
4.2 Hunan Rare Earth signs contracts to build 40ktpa monazite processing project 6
4.3 Guangxi University team achieves breakthrough in scandium oxide purification 6
4.4 High-purity rare earth and high-end rare earth alloy project to break ground in Liuyang, China 6
4.5 Northern Rare Earth H1 metal production hits new high 7
4.6 Rama Ferro Alloys & Finance's LaCe mischmetal consumption to reduce 7
4.8 Chaori Technology increases bonded magnetic powder output 7
4.9 Sisecam Genel Merkezi halts to consume erbium oxide 7
5. Producers Statistics 7
5.1 China's PrNd oxide production statistics 7
5.1.Asian Metal Copyright8 Chaori Technology increases bonded magnetic powder output 7 4.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in August 2023 down by 6.28% MoM 7
5.1.Asian Metal Copyright3 Lanthanum oxide 99.Asian Metal Copyright2 China's PrNd oxide producers' output in August 2023 declines by 10.11% MoM 7
5.1.Asian Metal Copyright1 PrNd oxide EXW China 16 8.Asian Metal Copyright3 China's PrNd oxide producers' stocks in August 2023 slides by 0.68% MoM 8
5.2 China's PrNd mischmetal production statistics 8
5.2.Asian Metal Copyright3.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in August 2023 down by 0.65% MoM 8
5.2.Asian Metal Copyright5 China's cerium oxide export volume 15 6.Asian Metal Copyright2 China's PrNd mischmetal major producers' output in August 2023 down by 1.05% MoM 9
5.2.Asian Metal Copyright5 Northern Rare Earth H1 metal production hits new high 7 4.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in August 2023 up by 1.13% MoM 9
5.3 China's neodymium metal production statistics 10
5.3.1 China's neodymium metal major producers' average operating rate in August 2023 unchanged MoM 10
5.3.2 China's neodymium metal major producers' output in August 2023 unchanged MoM 10
5.3.3 China's neodymium metal producers' stocks in August 2023 unchanged MoM 10
5.4 China's dysprosium oxide production statistics 11
5.4.Asian Metal CopyrightContents 1.Asian Metal Copyright1 China's dysprosium oxide major producers' average operating rate in August 2023 edges up by 1.94% MoM 11
5.4.Asian Metal Copyright8 Chaori Technology increases bonded magnetic powder output 7 4.Asian Metal Copyright2 China's dysprosium oxide major producers' output in August 2023 up by 1.94% MoM 11
5.4.Asian Metal Copyright2 European cerium oxide market 6 4.Asian Metal Copyright3 China's dysprosium oxide major producers' stocks in August 2023 down by 1.39% MoM 11
5.5 China's ferrodysprosium production statistics 12
5.5.1 China's ferrodysprosium major producers' average operating rate in August 2023 level off MoM 12
5.5.2 China's ferrodysprosium major producers' output in August 2023 level off MoM 12
5.5.Asian Metal Copyright1 China's neodymium oxide export volume 13 6.Asian Metal Copyright3 China's ferrodysprosium major producers' inventories in August 2023 declines by 12.21% MoM 13
6. Customs Statistics (July 2023) 13
6.1 China's rare earth export volume in July 2023 up by 8.3% MoM 13
6.1.1 China's neodymium oxide export volume 13
6.1.2 China's dysprosium oxide export volume 13
6.1.3 China's terbium oxide export volume 14
6.1.4 China's lanthanum oxide export volume 14
6.1.5 China's cerium oxide export volume 15
6.2 China's rare earth average export price in July 2023 up by 4% MoM 15
7. Relevant Industry News 15
7.1 NdFeB Magnet industry 15
7.2 SmCo magnet industry 15
7.3 Rare earth phosphors industry 16
8. Market Outlook for Next Month 16
8.1 Chinese domestic market 16
8.1.1 PrNd oxide EXW China 16
8.1.2 PrNd mischmetal EXW China 16
8.1.Asian Metal Copyright68% MoM 8 5.Asian Metal Copyright3 Neodymium oxide 99.5%min EXW China 16
8.1.4 Neodymium metal 99%min EXW China 16
8.1.Asian Metal Copyright12 Europium oxide 99.Asian Metal Copyright5 Praseodymium oxide 99.5%min EXW China 16
8.1.Asian Metal Copyright3.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 16
8.1.7 Ferrodysprosium 80% EXW China 16
8.1.Asian Metal Copyright3% MoM 13 6.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 16
8.1.Asian Metal Copyright2 China's PrNd mischmetal production statistics 8 5.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 16
8.1.Asian Metal Copyright3 Neodymium oxide 99.Asian Metal Copyright10 Cerium oxide 99.9%min EXW China 16
8.1.Asian Metal Copyright1 Chinese domestic market 16 8.Asian Metal Copyright11 Lanthanum oxide 99.9%min EXW China 16
8.1.Asian Metal Copyright3 Rare earth phosphors industry 16 8.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 16
8.1.Asian Metal Copyright2.Asian Metal Copyright13 Yttrium oxide 99.999%min EXW China 16
8.2 Chinese Export market 16
8.2.1 Neodymium metal 99%min FOB China 16
8.2.2 Ferrodysprosium 80% FOB China 16
8.2.Asian Metal Copyright99%min EXW China 4 3.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 16
8.3 International Market 16
8.3.Asian Metal Copyright1 Neodymium metal 99%min FOB China 16 8.Asian Metal Copyright1 Praseodymium oxide 99.5%min in warehouse Rotterdam 16
8.3.Asian Metal Copyright1.Asian Metal Copyright2 Cerium oxide 99.9%min in warehouse Rotterdam 17


.Asian Metal Copyright2Asian Metal Copyright