New Report from Adamas Intelligence: Rare Earth Recap 2018

Mar. 11, 2019

The industry’s go-to guide for assessing rare earth production, trade and prices

Adamas Intelligence is pleased to announce the publication of a new report, titled ‘Rare Earth Recap 2018: Global Production, Trade and Prices‘.


The report provides a definitive overview of global primary and secondary production by country, oxide (or oxide equivalent) and value in 2018, as well as global monthly trade of key rare earth materials originating from China and other important regions.

The report also assesses prices of over 50 commonly-traded rare earth materials, including oxides, chemicals, metals, alloys and over 25 grades of NdFeB bulk / strip cast alloy.

Among the findings of this year’s report:

  • In 2018, total global primary rare earth oxide production increased by 20.8% as China raised domestic mining, smelting and separation quotas for the first time in five years, and production in Myanmar and the U.S. surged.
  • During the same period, we estimate that illegal production in China fell by 50%, creating a vacuum that was filled by record-high imports from Myanmar and the U.S., resulting in China becoming a net-importer of at least seven rare earth oxides (or oxide equivalents) in 2018.
  • With an ongoing crackdown on illegal rare earth production in China, concentrate imports from Myanmar have become a vital source of dysprosium, terbium and gadolinium for China’s magnet and alloy manufacturers.
  • If imports from Myanmar are banned in 2019 and China’s production quotas are not sufficiently increased to compensate, the potential for dysprosium, terbium and gadolinium supply disruptions will rapidly increase, as too will the potential for high-grade magnet supply disruptions.

Adamas Intelligence’s Rare Earth Recap is the industry’s go-to guide for assessing global rare earth production, trade and prices.

The report is an essential reference for producers, end-users, investors and other stakeholders with a professional interest in the rare earth industry. License the report for your organization today.

 

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