Global Rare Earths Strategic Planning Outlook - Q1 2022
Report summary
Table of contents
-
Pricing
- Prices reach new 10 year highs before reversal in price trend
- MIIT intervenes to bring rare earth pricing to lower levels
- Chinese quota increase sees limited price response from domestic industry
- Forecast prices for key magnet alloy elements remain supported by strong demand growth
- Heavy rare earth prices forecast to stabilise towards mid-2020s as supply availability improves
-
Market balance
- Neodymium supply defines the rare earth market
- Rare earth elements to remain in significant oversupply
- Diverging trend between magnet and non-magnet materials
-
Demand
- Permanent magnet applications will further increase their share of rare earth demand
- Growth in EV sales and production critical to rare earth demand growth
- Wind energy championed as alternative to Russian oil and gas
-
Supply
- Mine supply to become increasingly diversified
- Alternative sources of rare earths: future growth opportunities
- Refined supply set to remain China-centred
- Secondary supply will grow in importance
- Lanthanum and cerium oxides
- Risks to the base case
- Neodymium, praseodymium, and Nd-Pr oxides
- Risks to the base case
- Samarium, europium and gadolinium oxide
- Risks to the base case
- Dysprosium and terbium
- Risks to the base case
- Other heavy rare earths
- Neodymium
- Praseodymium
- Dysprosium
- Terbium
- Lanthanum and cerium
- Samarium, europium, gadolinium (SEG)
- Other heavy rare earths
-
Overview
- Changes since Q4 2021
- Magnet applications
- Catalyst applications
- Polishing powders
- Batteries
- Glass
- Metallurgical
- Minor applications
- Mine supply
- Mine production capability
- Alternative sources of rare earths
- Monazite mineral sands
- Apatite
- Other phosphates
- Regional supply trends
- China
- North America
- Asia Pacific (ex-China)
- Europe
- Africa and Middle East
- Latin America
- Refined supply
- Refined production capability
- Regional supply trends
- China
- North America
- Asia Pacific (ex-China)
- Europe
- Africa and Middle East
- Latin America
- Recycled supply
- Recycling production capability
- Regional supply trends
- China
- North America
- Asia Pacific (ex-China)
- Europe
- Africa and Middle East
- Latin America
Tables and charts
This report includes 39 images and tables including:
- Global rare earth demand by element (kt REO)
- Rare earth demand by region
- Demand distribution by element
- Demand distribution by end-use market
- Rare earth oxide price indexed (2022=1.00, Real US$2022)
- Rare earth oxide price forecast (Real, US$2022)
- China lanthanum and cerium oxide price outlook
- China neodymium, praseodymium and Nd-Pr oxide price outlook
- China samarium, europium and gadolinium oxide price outlook
- China dysprosium and terbium oxide price outlook
- China lutetium and holmium oxide price outlook
- China ytterbium, yttrium and erbium oxide price outlook
- Global supply-demand balance, 2022-2050
- Global supply-demand balance for neodymium oxide, 2022-2050
- Global supply-demand balance for praseodymium, 2022-2050
- Dysprosium supply from refined and recycled sources, 2015-2050
- Supply-demand balance for dysprosium oxide, 2022-2050
- Supply-demand balance for terbium oxide, 2022-2050
- Changes in rare earth demand forecast since Q4 2021 by end-use
- NdFeB and Sm-Co magnet demand
- NdFeB demand in automotive and transport
- NdFeB magnet demand by end use
- Wind energy generation and generator type
- NdFeB demand in Computing, electronics, and audio
- Demand by major element
- Demand by minor element
- Regional demand in magnet applications
- Global automotive sales outlook, 2022-2050 (million units)
- Regional demand in auto-catalysts
- Demand in catalyst applications
- Polishing powder demand
- Demand by glass application
- NiMH alloy demand and rare earth consumption
- Rare earth demand from minor applications (t REO)
- Global mined supply, 2022-2050 (kt REO)
- Outlook for rare earth production from monazite mineral sands, 2020-2030
- Outlook for global refined rare earths, 2022-2050 (kt REO)
- Rare earth refined supply by element (kt REO)
- Outlook for rare earths supply from recycled sources, 2022-2050 (kt REO)
What's included
This report contains:
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