Monthly Rare Earth Market Report Sep 2023

Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 Exchange rate of U.Asian Metal Copyright1.Asian Metal CopyrightS. dollar against Chinese Yuan in September 2023 down by 13 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 Copyright2 PrNd mischmetal 99%min Nd2O3 75% EXW China 3 3.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 Copyright5.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 4
3.1.Asian Metal Copyright9%min FOB China 6 3.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 4
3.1.7 Ferrodysprosium 80% EXW China 4
3.1.Asian Metal Copyright15% MoM 11 5.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 4
3.1.Asian Metal Copyright1 Exchange rate of U.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 4
3.1.10 Chinese cerium oxide market 5
3.1.11 Chinese lanthanum oxide market 5
3.1.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in September 2023 edges up by 1.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 5
3.1.Asian Metal Copyright12 Europium oxide 99.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 Copyright International Market 6 3.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 6
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 Ganzhou Fortune's 5ktpa NdFeB project to begin trial production 6
4.2 Hunan Jingxiang increases bonded magnetic powder output 6
4.3 Baotou Weiming restarts samarium metal production 6
4.4 Jinzhou Haite increases crude scandium oxide output 6
4.5 Xiamen Tungsten and China Rare Earth Group sign agreement to develop rate earth resources in Fujian 7
4.6 Chaori Technology to reduce bonded magnetic powder output 7
4.7 Rama Ferro Alloys & Finance to increase LaCe mischmetal consumption 7
5. Producers Statistics 7
5.1 China's PrNd oxide production statistics 7
5.1.Asian Metal Copyright1.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in September 2023 edges up by 1.26% MoM 7
5.1.Asian Metal Copyright7% MoM 15 7.Asian Metal Copyright2 China's PrNd oxide producers' output in September 2023 declines by 10.11% MoM 7
5.1.Asian Metal Copyright5%min EXW China 16 8.Asian Metal Copyright3 China's PrNd oxide producers' stocks in September 2023 slides by 0.20% MoM 8
5.2 China's PrNd mischmetal production statistics 8
5.2.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in September 2023 edges up by 1.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in September 2023 edges up by 1.35% 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 September 2023 up by 2.19% MoM 9
5.2.Asian Metal Copyright9%min FOB China 16 8.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in September 2023 down by 0.28% MoM 9
5.3 China's neodymium metal production statistics 9
5.3.1 China's neodymium metal major producers' average operating rate in September 2023 level off MoM 9
5.3.2 China's neodymium metal major producers' output in September 2023 unchanged MoM 10
5.3.3 China's neodymium metal producers' stocks in September 2023 level off MoM 10
5.4 China's dysprosium oxide production statistics 11
5.4.Asian Metal Copyright11 Lanthanum oxide 99.Asian Metal Copyright1 China's dysprosium oxide major producers' average operating rate in September 2023 increases by 4.15% MoM 11
5.4.2 China's dysprosium oxide major producers' output in September 2023 unchanged MoM 11
5.4.3 China's dysprosium oxide major producers' stocks in September 2023 level off MoM 11
5.5 China's ferrodysprosium production statistics 12
5.5.Asian Metal Copyright Relevant Industry News 15 7.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in September 2023 declines by 7.40% MoM 12
5.5.Asian Metal Copyright2.Asian Metal Copyright2 China's ferrodysprosium major producers' output in September 2023 down by 14.63%MoM 12
5.5.Asian Metal Copyright1.Asian Metal Copyright3 China's ferrodysprosium major producers' inventories in September 2023 climbs by 11.30% MoM 13
6. Customs Statistics (August 2023) 13
6.1 China's rare earth export volume in August 2023 declines by 12% 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 August 2023 climbs by 34.7% 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 Copyright2 China's PrNd mischmetal major producers' output in September 2023 up by 2.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 Copyright1 PrNd oxide 99%min EXW China 3 3.Asian Metal Copyright5 Praseodymium oxide 99.5%min EXW China 16
8.1.Asian Metal CopyrightContents 1.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 16
8.1.7 Ferrodysprosium 80% EXW China 16
8.1.Asian Metal Copyright2 China's dysprosium oxide major producers' output in September 2023 unchanged MoM 11 5.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 16
8.1.Asian Metal Copyright11 Lanthanum oxide 99.Asian Metal Copyright9 Terbium metal 99.9%min EXW China 16
8.1.Asian Metal Copyright Producers Statistics 7 5.Asian Metal Copyright10 Cerium oxide 99.9%min EXW China 16
8.1.Asian Metal Copyright2.Asian Metal Copyright11 Lanthanum oxide 99.9%min EXW China 16
8.1.Asian Metal Copyright1.Asian Metal Copyright12 Europium oxide 99.999%min EXW China 16
8.1.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in September 2023 declines by 7.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 Copyright1 China's PrNd oxide production statistics 7 5.Asian Metal Copyright3 Lanthanum oxide 99.9%min FOB China 16
8.3 International Market 17
8.3.Asian Metal Copyright1.Asian Metal Copyright1 Praseodymium oxide 99.5%min in warehouse Rotterdam 17
8.3.Asian Metal Copyright20% MoM 8 5.Asian Metal Copyright2 Cerium oxide 99.9%min in warehouse Rotterdam 17

.Asian Metal Copyright2 China's neodymium metal major producers' output in September 2023 unchanged MoM 10 5Asian Metal Copyright