Os elementos de terras raras são essenciais para mercados de utilização final avaliados em biliões
A superar em várias ordens de grandeza o valor da cadeia de valor «da mina ao íman» estão as indústrias de utilização final, avaliadas em biliões de dólares, que dependem do abastecimento sustentável de ímanes de terras raras.
With the total value of global magnet rare earth oxide consumption to increase more than five-fold from 2024 through 2040, we forecast that the global value of metals, alloy, magnetic alloy and magnet consumption will follow suit.
However, eclipsing the worth of the mine-to-magnet value chain by orders of magnitude are the trillion-dollar end-use industries enabled by and reliant on sustainable supplies of rare earth magnets.
In 2023, the global automotive industry was valued at a whopping $3.5 trillion, the defense industry $2.2 trillion, the renewables industry $1.3 trillion and consumer electronics and appliances combined for $1.6 trillion.
Today, the robotics industry and advanced air mobility sector are nascent billion-dollar markets but they too stand to approach the trillion dollar mark in the 2040s, if not sooner.
The nominal heft of end-use industries reliant on rare earth elements speaks to the strategic and economic criticality of having sustainable, uninterrupted supplies going forward and, in the case of China, reinforces why the nation may be willing to forgo upstream profitability for net greater economic gains downstream.
Mais informações?
Consulte o nosso mais recente relatório anual «Perspetivas do Mercado dos Ímanes de Terras Raras até 2040» – a referência incontornável do setor para informações sobre o mercado dos ímanes.
