Commodity Market Report
Global rare earths short-term outlook January 2022
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The start of 2022 has seen continued increases in prices for key rare earths used in magnet applications, led by restocking and expectation of a continued tight feed stock market. The closure of the Myanmar-China border in December has further exacerbated feed stock concerns for heavy rare earths with limited alternatives available and inventories already at low levels. Continued strong growth in magnet demand has been supported by further growth in EV vehicle sales though wind turbine technologies have increase above expectations. Overall rare earth demand growth is expect to exceed 5% in 2022, though demand from magnet applications is forecast to increase at a significantly higher rate. Conversely, non-magnet applications will display subdued or negative growth in the short term outlook.
Table of contents
- Lanthanum and cerium oxide
- Neodymium, praseodymium and Nd-Pr oxide
- Samarium, europium and gadolinium oxide
- Terbium and dysprosium oxide
- Other heavy rare earth oxides
- Omicron shutdowns continue to limit recovery
- Restocking bringing forward demand
- Chinese exports of rare earth products
- ROW trade movements
- Neodymium market balance
- Dysprosium market balance
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Mined supply
- China responds to HREE supply tightness
- China bullish on LREE production despite higher feedstock cost
- 2 more item(s)...
Tables and charts
This report includes the following images and tables:
- Lanthanum and cerium oxide prices
- Forecast lanthanum and cerium oxide prices
- Neodymium, praseodymium and Nd-Pr oxide prices
- Forecast praseodymium, neodymium and Nd-Pr oxide prices
- Samarium, europium and gadolinium oxide prices
- Forecast samarium, europium and gadolinium oxide prices
- Terbium and dysprosium oxide prices
- Forecast terbium and dysprosium oxide prices
- Holmium, ytterbium, yttrium and lutetium oxide prices
- Forecast ytterbium and yttrium oxide prices
- Forecast holmium and lutetium oxide prices
- Rare earth demand by application
- 8 more item(s)...
What's included
This report contains:
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