Commodity Market Report
Rare earth markets 2021 outlook to 2050
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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
Prices for key rare earth products increased to ten-year highs in 2021, with the largest increases limited to critical elements for permanent magnet technologies. Demand growth from automotive and renewable energy generation applications has placed significant pressure on the supply chain for neodymium-praseodymium and dysprosium products. China has increasingly transitioned to imported or recycled feedstock, which was disrupted in mid-2021 with closure of the Myanmar border. Inventory drawdown and increasing cost of reagents and energy in China have both placed upward pressure on prices in H2 2021.
Table of contents
-
Welcome
- Prices
- Price trends linked to involvement in permanent magnet industry
- Key magnet element prices to remain elevated, though limited by substitution
- Heavy rare earth prices to fall back from mid-2020 highs
- Lanthanum and cerium prices to remain at cost of production
- Market balance
- Neodymium supply defines rare earth market
- Rare earths elements to remain in significant oversupply
- 60 more item(s)...
Tables and charts
This report includes the following images and tables:
- Refined outlook comparison (2020-2035)
- Demand outlook comparison (2020-2035)
- Nd-Pr, Dy and Tb oxide price outlook
- La and Ce oxide price outlook
- Demand distribution by element
- Demand distribution by end-use market
- Rare earth oxide price indexed (2020 = 1.00, real US$2021)
- Rare earth price forecast (real US$2021 per kg REO)
- China lanthanum and cerium oxide price outlook (real US$2021 per kg REO)
- China neodymium, praseodymium and Nd-Pr oxide price outlook (real US$2021 per kg REO)
- China samarium, europium and gadolinium oxide price outlook (real US$2021 per kg REO)
- China dysprosium and terbium oxide price outlook (real US$2021 per kg REO)
- 34 more item(s)...
What's included
This report contains:
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