The Global Rare Earths Market Outlook 2016-2021
£1,695
Description
Report insight
Rare earths market has entered in a critical situation where uncertainty is looming around the future of some high probable rare earths mining projects. Chinese overflow in supply and plummeted rare earths prices have remained some major culprits behind the recent market distortions. All in all, they are also to a great extent responsible for the recent bankruptcies of Molycorp and Great Western. Moreover, the falling rare earths prices have also led to an indefinite hold on various mining projects.
The lustre in the rare earths market has been gradually vanishing, and miners are getting difficulty to lure investors. Some potential rare earths miners have also changed their names recently and ditched the once lucrative mining terms ‘rare earths’ and ‘rare metals’ from their corporate names. For instance, Avalon Rare Metals is now Avalon Advanced Materials and Texas Rare Earth Resources becomes Texas Mineral Resources.
Indeed factors such as cash costs, ratios of heavy and light rare earths elements, infrastructure, processing facilities, end users, rare earths prices etc will confront the viability of rare earths projects. Yet, above all them, it is ‘China’ which any potential investor needs to add in their profit equation to avoid failure.
Major end users are also exploring new ways to minimise the use of rare earths in their products. Japanese automaker Honda co-developed a hybrid battery without the use of heavy rare earths aiming to reduce reliance on Chinese rare earths. Stockpiling of rare earths is another option, albeit conventional, for end users to avoid any disruptions in supply, though it will be a menace to take any position without knowing the future price direction.
Why this report is unique and a must read for the rare earths industry?
This report is a valuable resource necessary for understanding the current global rare earths market and its future direction. Commodity Inside analysed the rare earths industry from a different perspective and use both top-to-bottom and bottom-to-top approaches for assessing the market and its impact on demand, supply and prices. The Global Rare Earths Market Outlook 2016-2021 report addresses the following key issues:
- How Chinese demand and supply will develop in coming years and how it would impact the global rare earths market?
- What will be the repercussions of Chinese market consolidation amidst its illegal exports for the global market?
- How will the changing prices reshape the global rare earth market?
- Are we expecting any new supply by 2021?
- How junior minors can reposition themselves against majors and Chinese?
- What will be driving demand for rare earths?
- How end use sectors will perform over the coming years?
Why should you buy this report?
A strategic outlook for the global rare earths market out to 2020 provides you with an in-depth analysis of the following:
- A full coverage of the global rare earths market in volume and value terms
- Detailed market analysis and projections of 14 national markets
- Coverage of 10 end use sectors
- Demand and supply by individual rare earths elements
- 104 tables and charts
- Forecasts and analysis of rare earths by elements and by end use sectors
- Price forecast of seven rare earths elements
- All supportive data are available in Excel
Who should buy this report?
- Rare earths producers
- Rare earths consumers
- Suppliers of mining equipment and machinery
- Potential investors
- Financial institutions
- Government bodies
Table of Contents
Chapter 1- Executive summary
1.1 Rare earths market and the Chinese influence
1.2 Competitive landscape in the rare earths market outside China
1.3 End use sectors dynamics
1.4 Rare earths prices
Chapter 2 – Rare earths market in China
2.1 Supply side analysis and forecast
2.2 Demand side analysis and forecast
Chapter 3 – Rare earths market outside China
3.1 India
3.2 Japan
3.3 Malaysia
3.4 South Korea
3.5 Thailand
3.6 Brazil
3.7 Canada
3.8 The US
3.9 Russia
3.10 France
3.11 Germany
3.12 Spain
3.13 The UK
3.14 Rest of the world
Chapter 4 – Risks to new rare earths supply
4.1 Upside risks
4.2 Downside risks
Chapter 5 – End user demand by sector and rare earths elements
5.1 Alloys – Batteries
5.2 Alloys – Excluding batteries
5.3 Catalysts – Automotive
5.4 Catalysts – Petroleum refining
5.5 Ceramics
5.6 Glass
5.7 Phosphors
5.8 Polishing
5.9 Magnets
5.10 Others
Chapter 6 – Rare earths prices
6.1 Assumptions
6.2 Price forecasts of selected rare earths
List of tables
Table 1.1 Global rare earths demand in volume 2013-2021 (tonnes, % change)
Table 1.2 Global rare earths demand in value 2013 – 2021 ($ millions, % change)
Table 1.3: Chinese demand and supply of rare earths 2013 – 2021 (tonnes)
Table 1.4: Rare earths demand and supply outside China 2013- 2021 (tonnes)
Table 1.5: Rare earths demand by 10 end use sectors 2013 – 2021 (tonnes)
Table 1.6: Rare earths price projections, FOB, China exports, 2010 – 2021 ($/kg)
Table 2.1: Rare earths reserves by major regions in China (%)
Table 2.2: Supply of Chinese rare earths (including recycled and illegal) 2013-2021 (tonnes, % change)
Table 2.3: Chinese supply of rare earths by individual elements 2013-2021 (tonnes)
Table 2.4: Chinese rare earths production quota by light and heavy rare earths in 2016 (tonnes)
Table 2.5: Illegal and recycled rare earths supply in China 2013-2021 (tonnes, % change)
Table 2.6: Chinese rare earths demand 2013-2021 (tonnes, % change)
Table 2.7: Chinese rare earths demand segmentations by 10 end use sectors 2015 and 2021 (tonnes)
Table 3.1: Indian rare earths supply 2013-2021 (tonnes, % change)
Table 3.2: Indian rare earths demand 2013-2021 (tonnes, % change)
Table 3.3: Indian monazite reserves by region (million tonnes)
Table 3.4: Supply projections for Orissa by rare earths elements 2013-2021 (tonnes)
Table 3.5: Japanese rare earths demand 2013-2021 (tonnes, % change)
Table 3.6: Malaysian rare earths supply 2013-2021 (tonnes, % change)
Table 3.7: Malaysian rare earths demand 2013-2021 (tonnes, % change)
Table 3.8: Supply projections for Bukit Merah by rare earths elements 2013-2021 (tonnes)
Table 3.9: South Korean rare earths demand 2013-2021 (tonnes, % change)
Table 3.10: Thailand’s rare earths demand 2013-2021 (tonnes, % change)
Table 3.11: The US rare earths supply 2013-2021 (tonnes, % change)
Table 3.12: The US rare earths demand 2013-2021 (tonnes, % change)
Table 3.13: Supply projections for Mountain Pass by rare earths elements 2013-2021 (tonnes)
Table 3.14: Canadian rare earths demand 2013-2021 (tonnes, % change)
Table 3.15: Brazilian rare earths supply 2013-2021 (tonnes, % change)
Table 3.16: Brazilian rare earths demand 2013-2021 (tonnes, % change)
Table 3.17: Supply projections for Buena Norte by rare earths elements 2013-2021 (tonnes)
Table 3.18: Russian rare earths supply 2013-2021 (tonnes, % change)
Table 3.19: Russian rare earths demand 2013-2021 (tonnes, % change)
Table 3.20: Supply projections for Lovozersky by rare earths elements 2013-2021 (tonnes)
Table 3.21: Spanish rare earths demand 2013-2021 (tonnes, % change)
Table 3.22: French rare earths demand 2013-2021 (tonnes, % change)
Table 3.23: German rare earths demand 2013-2021 (tonnes, % change)
Table 3.24: The UK rare earths demand 2013-2021 (tonnes, % change)
Table 3.25: Rest of the world rare earths supply 2013-2021 (tonnes, % change)
Table 3.26: Rest of the world rare earths demand 2013-2021 (tonnes, % change)
Table 3.27: Supply projections for Mount Weld by rare earths elements 2013-2021 (tonnes)
Table 3.28: Supply projections for Kutessay II by rare earths elements 2013-2021 (tonnes)
Table 3.29: Supply projections for Dong Pao by rare earths elements 2013-2021 (tonnes)
Table 3.30: Supply projections for Aktau by rare earths elements 2013-2021 (tonnes)
Table 5.1: Global rare earths demand by individual elements in ten end use sectors 2015 (tonnes % change)
Table 5.2: Global rare earths demand by individual elements in ten end use sectors 2021 (tonnes % change)
Table 5.3: Rare earths demand segmentations in alloys (batteries) sector 2013-2021 (tonnes, % Change)
Table 5.4: Rare earths demand segmentations in alloys (excluding batteries) sector 2013-2021 (tonnes, % Change)
Table 5.5: Rare earths demand segmentations in catalysts (automotive) sector 2013-2021 (tonnes, % Change)
Table 5.6: Rare earths demand segmentations in catalysts (petroleum refining) sector 2013-2021 (tonnes, % Change)
Table 5.7: Rare earths demand segmentations in ceramics sector 2013-2021 (tonnes, % Change)
Table 5.8: Rare earths demand segmentations in glass sector 2013-2021 (tonnes, % Change)
Table 5.9: Rare earths demand segmentations in phosphors sector 2013-2021 (tonnes, % Change)
Table 5.10: Rare earths demand segmentations in polishing sector 2013-2021 (tonnes, % Change)
Table 5.11: Rare earths demand segmentations in magnets sector 2013-2021 (tonnes, % Change)
Table 5.12 Breakdown of Composition of NdFeB (% share)
Table 5.13: Rare earths demand segmentations in other sector 2013-2021 (tonnes, % Change)
Table 6.1: Rare earths oxide price forecasts, FOB China exports, 2010-2021 ($/kg)
List of figures
Figure 1.1 Global rare earths demand in volume 2013-2021 (tonnes)
Figure 1.2 Global rare earths demand in value 2013 – 2021 ($ millions)
Figure 1.3: Chinese demand and supply of rare earths 2013- 2021 (tonnes)
Figure 1.4: Chinese rare earths demand by 10 end use sectors 2015 and 2021 (tonnes)
Figure 1.5: Rare earths demand and supply outside China 2013 -2021 (tonnes, % change)
Figure 2.1: Chinese rare earths supply (including illegal and recycled) 2010-2021 (tonnes)
Figure 2.2: Chinese rare earths production share in the world 2013-2021 (%)
Figure 2.3: Chinese rare earths element export quotas from 2006 to 2015 (tonnes)
Figure 2.4: Chinese rare earths demand 2013-2021 (tonnes)
Figure 2.5: Chinese rare earths demand share in the world 2013- 2021 (%)
Figure 2.6: Chinese rare earths demand 2013-2021 ($ millions)
Figure 2.7: Chinese rare earths demand by 10 end use sectors 2015 (tonnes)
Figure 2.8: Chinese rare earths demand by 10 end use sectors 2015 ($ millions)
Figure 2.9: Chinese rare earths demand by 10 end use sectors 2021 (tonnes)
Figure 2.10: Chinese rare earths demand by 10 end use sectors 2021 ($ millions)
Figure 3.1: Indian rare earths supply 2013-2021(tonnes)
Figure 3.2: Indian rare earths demand 2013-2021(tonnes)
Figure 3.3: Japanese rare earths demand 2013-2021 (tonnes)
Figure 3.4: Malaysian rare earths supply 2013-2021 (tonnes)
Figure 3.5: Malaysian rare earths demand 2013-2021 (tonnes)
Figure 3.6: South Korean rare earths demand 2013-2021 (tonnes)
Figure 3.7: Thailand rare earths demand 2013-2021 (tonnes)
Figure 3.8: The US rare earths supply 2013-2021 (tonnes)
Figure 3.9: The US rare earths demand 2013-2021 (tonnes)
Figure 3.10: Canadian rare earths demand 2013-2021 (tonnes)
Figure 3.11: Canadian rare earths demand 2013-2021 (tonnes)
Figure 3.12: Brazilian rare earths supply 2013-2021 (tonnes)
Figure 3.13: Brazilian rare earths demand 2013-2021 (tonnes)
Figure 3.14: Russian rare earths supply 2013-2021 (tonnes)
Figure 3.15: Russian rare earths demand 2013-2021 (tonnes)
Figure 3.16: Spanish rare earths demand 2013-2021 (tonnes)
Figure 3.17: French rare earths demand 2013-2021 (tonnes)
Figure 3.18: German rare earths demand 2013-2021 (tonnes)
Figure 3.19: The UK rare earths demand 2013-2021 (tonnes)
Figure 3.20: Rest of the world rare earths demand 2013-2021 (tonnes)
Figure 3.21: Rest of the world rare earths demand 2013-2021 (tonnes)
Figure 5.1: Rare earths demand segmentations in alloys (batteries) sector 2013-2021 (tonnes)
Figure 5.2: Rare earths demand segmentations in alloys (excluding batteries) sector 2013-2021 (tonnes)
Figure 5.3: Rare earths demand segmentations in catalysts (automotive) sector 2013-2021 (tonnes)
Figure 5.4: Rare earths demand segmentations in catalysts (petroleum refining) sector 2013-2021 (tonnes)
Figure 5.5: Rare earths demand segmentations in ceramics sector 2013-2021 (tonnes)
Figure 5.6: Rare earths demand segmentations in glass sector 2013-2021 (tonnes)
Figure 5.7: Rare earths demand segmentations in phosphors sector 2013-2021 (tonnes)
Figure 5.8: Rare earths demand segmentations in polishing sector 2013-2021 (tonnes)
Figure 5.9: Rare earths demand segmentations in magnets sector 2013-2021 (tonnes)
Figure 5.10: Rare earths demand segmentations in other sector 2013-2021 (tonnes)
Figure 6.1: Methodology of rare earths price forecast
ADDITIONAL INFORMATION
| Publication date | July 2016 |
|---|---|
| Number of pages | 80 |
| Report format | PDF with supportive data in excel |
| Single user licence | £1,695 (Single user) |
| Departmental licence | £2,995 (2-5 users) |
| Global licence | £4,995 (6 and over users) |
| Hard copy of the report | A hard copy can be purchased for an additional £250/copy |