Monthly Rare Earth Market Report Oct 2024

Contents

1. Market Highlights 3
2. Economy and Policy 3
2.1 WTO: Global trade in goods continues to recover in Q3 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 Copyright3 Neodymium oxide 99.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 Copyright8 Terbium oxide 99.Asian Metal Copyright5 Praseodymium 99.5%min EXW China 4
3.1.Asian Metal Copyright1.Asian Metal Copyright6 Dysprosium oxide 99.5%min EXW China 4
3.1.7 Ferrodysprosium 80% EXW China 4
3.1.Asian Metal Copyright1.Asian Metal Copyright8 Terbium oxide 99.99%min EXW China 4
3.1.Asian Metal Copyright2 China's rare earth average export price in September 2024 declines by 26.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 Copyright4 China's dysprosium oxide production statistics 10 5.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 Copyright12 Europium oxide 99.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 Bao Gang United Steel adjusts Q4 rare earth concentrate price 6
4.2 World's biggest rare earth raw materials production base put into operation 6
4.3 Aclara Resources plans to produce rare earth oxides in Chile from 2027 6
4.4 Northern Rare Earth sees stronger sales results for Q1-Q3 6
4.5 ADL Mining to increase monazite output 7
5. Producers Statistics 7
5.1 China's PrNd oxide production statistics 7
5.1.Asian Metal Copyright Company News 6 4.Asian Metal Copyright1 China's PrNd oxide producers' average operating rate in October 2024 slides by 1.29% MoM 7
5.1.Asian Metal Copyright3.Asian Metal Copyright2 China's PrNd oxide producers' output in October 2024 down by 0.33% MoM 7
5.1.Asian Metal Copyright1.Asian Metal Copyright3 China's PrNd oxide producers' stocks in October 2024 increases by 4.03% MoM 7
5.2 China's PrNd mischmetal production statistics 8
5.2.Asian Metal Copyright05% MoM 9 5.Asian Metal Copyright1 China's PrNd mischmetal major producers' average operation rate in October 2024 slides by 0.69% MoM 8
5.2.Asian Metal Copyright1.Asian Metal Copyright2 China's PrNd mischmetal major producers' output in October 2024 down by 0.69% MoM 8
5.2.Asian Metal Copyright1.Asian Metal Copyright3 China's PrNd mischmetal producers' stocks in October 2024 up by 6.25% MoM 9
5.3 China's neodymium metal production statistics 9
5.3.Asian Metal Copyright2 Ferrodysprosium 80% FOB China 5 3.Asian Metal Copyright1 China's neodymium metal major producers' average operating rate in October 2024 climbs by 12.21% MoM 9
5.3.Asian Metal Copyright13 Yttrium oxide 99.Asian Metal Copyright2 China's neodymium metal major producers' output in October 2024 up by 19.05% MoM 9
5.3.3 China's neodymium metal producers' stocks in October 2024 unchanged MoM 10
5.4 China's dysprosium oxide production statistics 10
5.4.Asian Metal Copyright5%min EXW China 4 3.Asian Metal Copyright1 China's dysprosium oxide major producers' average operating rate in October 2024 down by 0.38% MoM 10
5.4.Asian Metal Copyright Company News 6 4.Asian Metal Copyright2 China's dysprosium oxide major producers' output in October 2024 edges by 0.37% MoM 11
5.4.Asian Metal Copyright9%min EXW China 4 3.Asian Metal Copyright3 China's dysprosium oxide major producers' stocks in October 2024 rises by 1.24% MoM 11
5.5 China's ferrodysprosium production statistics 12
5.5.Asian Metal Copyright2 China's neodymium metal major producers' output in October 2024 up by 19.Asian Metal Copyright1 China's ferrodysprosium major producers' average operating rate in October 2024 up by 5.48% MoM 12
5.5.Asian Metal Copyright2.Asian Metal Copyright2 China's ferrodysprosium major producers' output in October 2024 up by 3.25% MoM 12
5.5.Asian Metal Copyright3 Aclara Resources plans to produce rare earth oxides in Chile from 2027 6 4.Asian Metal Copyright3 China's ferrodysprosium major producers' inventories in October 2024 climbs by 8.33% MoM 12
6. Customs Statistics (Sep. 2024) 13
6.1 China's rare earth export volume in September 2024 declines by 11.5% 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 14
6.2 China's rare earth average export price in September 2024 declines by 26.2% MoM 15

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