September 2013 Rare Earth Report

Core tips:

In September, except for the price of some varieties, the prices of rare earths continued to fluctuate and the prices of most rare earths remained stable and stable. The market was affected by the rumors of purchasing and storage. Some merchants were optimistic about the market outlook. During the period, there were suppliers who lowered the price and shipped the goods, and the price cuts of the manufacturers were slightly lower. In addition to the large price cuts of yttrium oxide and lanthanum iron, the stagnation is weak and stabilizes. The oxides of antimony, bismuth and antimony were basically stable, and the prices of antimony, bismuth and antimony were slightly fluctuated, and market transactions were limited.

Export data:


According to statistics released by Hohhot Customs, from January to August 2013, the Inner Mongolia Autonomous Region exported 3392.2 tons of rare earths, an increase of 82.5% over the same period of last year; the value was 37.789 million US dollars, down 24.7%; the average export price was 11,000 US dollars per ton. A drop of 59.3%, of which more than 80% were exported to the United States, France and Japan. From January to August, the rare earths exported from the Inner Mongolia Autonomous Region to the United States, France and Japan were 1738.6 tons and 568 tons 433.7 tons respectively. The three together accounted for 80.8% of the total export of rare earths in the autonomous region. Compared with the same period of last year, exports to France decreased by 59.4%, exports to Japan increased by 1.4 times, and there was no export to the United States last year.

Industry News:

In January, the Ministry of Land and Resources approved the list of mining licenses involving rare earth mines.

The website of the Ministry of Land and Resources announced on September 2 that the Ministry of Land and Resources approved the list of mining rights permits in August. The two rare earth mines involved are listed in the following table:

2. Notice of the Ministry of Land and Resources on the release of the 2013 total control index of rare earth ore and tungsten ore mining

In 2013, the national total rare earth ore (REO) mining total control index was 93,800 tons, of which the ion type (mainly medium and heavy rare earth) rare earth mineral index was 17,900 tons, and the rock type (light) rare earth mineral index was 75,900 tons.

3. Bayannaoer City shuts down 8 illegal and rare earth production enterprises

Recently, the Municipal Economic and Information Committee and the former Banner and Economic Information Bureau cooperated with the joint inspection team of the State and the autonomous region to carry out verification and evidence collection for 8 enterprises in the city that have been reported to violate the law and regulations. It has been powered off and shut down.
4. Su Bo, Ministry of Industry and Information Technology: The results of the integration of rare earth groups during the year

On September 11, Su Bo, deputy minister of the Ministry of Industry and Information Technology, told the media at the Dalian Summer Davos Forum that the integration of the rare earth industry is not slow, and there will be great progress soon. "There will be results before the end of the year."

5. Minmetals internal adjustment of rare earth directive indicators

Minmetals Rare Earth announced on the evening of September 11 that the Rare Earth Office of the Ministry of Industry and Information Technology agreed to adjust the second batch of rare earth mineral products and smelting and separation products in 2013, which are part of the Minmetals Rare Earth Group. Gold Rare Earth Co., Ltd. (hereinafter referred to as “Red Gold Rare Earth”) and Dingnan Dahua New Materials Resources Co., Ltd. The second batch of rare earth directive production plan indicators in 2013 was adjusted from the original 835 tons and 600 tons to 1,335 tons and 800 tons respectively. Increase 500 tons and 200 tons.

6. The Ministry of Industry and Information Technology and the Ministry of Finance have implemented more than 4 billion to support new energy vehicles.

Vice Minister of the Ministry of Industry and Information Technology Su Bo said at the World Economic Forum's 2013 New Champions Annual Meeting and the 7th Summer Davos Forum that the support policy for new energy vehicle development is still continuing, and the cost of reducing new energy vehicles is ultimately needed. Rely on technology development. The Ministry of Industry and Information Technology and the Ministry of Finance will jointly implement more than 4 billion yuan to support new energy vehicle design and battery development projects.

7. Baotou Steel Rare Earth plans to invest 2.2 billion yuan to build the largest environmental protection project

The “three-concentration” project with a planned investment of 2.2 billion yuan is the largest environmental protection project in the history of Baotou Steel's rare earth. The Baotou Steel Rare Earth began preparations and conducted several demonstrations two years ago. By the end of June this year, the process has been basically confirmed. That is, it consists of concentrate roasting, P204 transformation, separation and addition of two wastewater treatment processes. At present, the “three-concentration” project has been transferred from the preliminary preparation to the specific implementation stage, the land acquisition has been basically in place, and the feasibility study and preliminary design are being fully promoted.

8. China National Color will establish a rare earth factory in Guangdong Province

The subsidiaries of the state-owned China Nonferrous Mining Group Co., Ltd. plan to raise up to RMB 1.79 billion through non-public offering of A shares. China National Color Co., Ltd. will build a rare earth plant in Guangdong with a total of RMB 450 million in the raised funds. The annual production capacity of rare earth oxides is expected to be 7,000 tons.

foreign market:

1. Japan's “dilution” new initiative for the first time launched a rare earth alternative material research and development project

On September 1st, the Ministry of Education, Culture, Sports, Science and Technology and the Ministry of Economy, Trade and Industry launched a new material project using the ultra-computer "Kyoto" to develop the same properties as rare earth metals from natural resources that can be stably mined in China. The project is planned to be put into practical use in 8 years, with an annual investment of about 15 billion yen. A total of 2,500 researchers from Dongda, Beijing University, and Donggong University, entrusted by the Ministry of Education, will participate in research and development. This is the first time in Japan to develop alternative materials for rare earth metals in China. In order to get rid of the dependence of rare earth on China, Japanese officials and people are looking for rare earth resources in exclusive waters, developing magnets for motors that do not use rare earth metals, and dispersing sources of rare earth procurement. However, the rare earths currently imported from China still account for the majority. According to the statistics of the Ministry of Finance, Japan imported about 4,793 tons of rare earths in 2012, of which about 2,985 tons came from China.

2.Lynas' production plan is linked to price this year

Eric Noyrez, CEO of Australian rare earth company Lynas, said that Lynas' production plan this year depends on the price of rare earths. If the price of rare earths is too low, the company will temporarily sell rare earths.

Lynas has a rare earth plant in Malaysia and produced about 6,000 tons of rare earth oxides in 2012. The first phase of the Malaysian LAMP project has been put into operation at 11,000 tons/year, and the second phase of 11,000 tons/year capacity will also be put into operation in the third quarter. If the LAMP project is full, production can account for about 20% of world production.

3. The stock prices of foreign rare earth development companies have risen

Shares of Avalon Rare Earth Metals rose 11% on Tuesday, and other large-scale rare earth exploration companies and mining companies were also eagerly sought after by investors, such as REE, and TRER's share price rose more than 10% on Tuesday. Australia's Peak Resources Inc. rose 9% after releasing its rare earth project in Ngualla, Tanzania. Canada's GWM shares have risen more than 4%.

4. Russian scientists plan to build a new Arctic scientific research station diamond rare earth into a new hot spot

Alexander Asayev, deputy dean of the Russian Academy of Sciences and director of the Siberian Institute, said here on the 24th that in addition to traditional oil and gas, diamonds and rare earths have become new hotspots for global resources in the Arctic. He revealed that Russian scientists plan to establish a new scientific research station in the Yamal-Nenets Autonomous Region in the Arctic.

Market review:

In September, the market price of base metals and oxides was stable, and the market price in the middle and late ten days was slightly lower. The price of bismuth metal in the month was concentrated at around 45.5-460,000 yuan/ton. The bismuth oxide price is concentrated at 34.5-35.5 million yuan / ton. The price adjustment of suppliers with price adjustments this month is around 5,000 to 10,000. A few days before the end of the month, market purchases increased slightly. Suppliers were not actively shipping, and the quotations were stable or slightly increased. However, industry insiders generally reported that there was no market turnover.

In September, the price trend of single oxides in lanthanum, cerium and lanthanum was slightly different. The price of samarium oxide was slightly increased slightly. During the period, some suppliers slightly lowered the price. The current price is stable and firm. The price of antimony oxide and antimony oxide is slightly lower than that of the antimony oxide market. The price of antimony oxide in the quotation is slightly lower than the beginning of the month by 1-2 million yuan/ton. The price of cerium oxide at the end of the month was basically the same as that at the beginning of the month. Some high quotations such as 39,400,000 yuan/ton appeared in the market in the first half of the year, and the mainstream price was concentrated at about 370,000 yuan/ton.
In September, the price trend of ionic rare earth lanthanum oxide and lanthanum oxide remained stable. The market price remained basically at a level, and suppliers were less likely to adjust the price. The price adjustment range was around 100,000-200,000 yuan/ton. The market price of cerium oxide was basically maintained at 470, 4.8 million yuan / ton this month, and cerium oxide was charged with 410, 4.2 million yuan / ton.

In September, the price of antimony oxide and antimony iron continued the downward trend of the shock in late August. The current price of antimony oxide and antimony iron is temporarily stable. The price of antimony oxide is maintained at around 2 million yuan/ton, which is about 200,000 yuan lower than that at the end of August. The price of tantalum iron ticket is about 2.05 million yuan/ton, which is lower than that in early August. About 100,000 yuan / ton.

In September, the market for antimony and antimony oxides remained basically stable. Some merchants in the middle and late period were slightly reduced by 1-2 thousand/ton. At present, the price of 3N antimony oxide and antimony oxide is about 2.6-2.7 million yuan/ton, which is slightly lower than that in August. In September, the purchase of antimony oxide increased slightly, during the period of short-term rise, and slightly decreased in the later period. The average price of the month was around 80,000 yuan/ton.

In September, the scrap motor market was relatively sluggish, and market transactions were increasingly stagnant. By mid-September, many recyclers no longer received goods, and stopped accepting and quoting to wait and see the market. At present, the main areas of the market such as Linyi brushless waste motor price is 81.5 yuan / piece, Zhejiang area brushless waste motor 80, 81 yuan / piece, many merchants said that the current stop-and-wait digestive inventory, Jiangsu brushless waste motor The recycling price is around 78, 79 yuan / month. At present, the price of brushless waste motor is generally 2-3 yuan / month.

In September, the electric vehicle waste magnetic market, with the weakening of the rare earth bismuth and antimony markets, the price did not appear in different magnitudes. In September, the recyclers said that there were more inventories, limited funds, and the market conditions of rare earth raw materials were poor. After the Mid-Autumn Festival, the market price dropped sharply, and the recyclers’ willingness to receive goods decreased. Later, some merchants re-received the goods, and the receiving price basically remained. The low position is stable. The current price of waste magnetics for electric vehicles has dropped by 8-10 yuan/kg from the end of August.

market prediction:

Due to market rumors that the storage will be determined in October, the price of rare earth may face another upward adjustment. However, the rumors of purchasing and storage last year have caused greater stimulation to the market, and market volatility has a negative impact on the downstream. The impact of this purchase on the market may be reduced, and the price of rare earths will not fluctuate greatly, and a moderate increase is more likely. In October, the price of antimony oxide and antimony iron was more likely to fall. The current stalemate in the electric vehicle waste magnetic market will be eased, and market transactions are gradually becoming active.

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