Rare Earth

$8,468.00

• Contains data and analysis from TECHCET’s database and Sr. Analyst experience, as well as that developed from primary and secondary market research
• Provides focused information for supply-chain managers, process integration and R&D directors, as well as business development and financial analysts
• Covers information about key suppliers, issues/trends in the material supply chain, estimates on supplier market share, and forecast for the material segments

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Description

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1  EXECUTIVE SUMMARY  10 
1.1	MATERIAL SEGMENT BUSINESS GROWTH OVERVIEW	10
1.2	MATERIAL SEGMENT MARKET TRENDS	                10
1.3	HIGHLIGHT MATERIAL SEGMENT TECHNOLOGY TRENDS	12
1.4	COMPETITIVE LANDSCAPE	                        13
1.5	EHS ISSUES/CONCERNS 	                        16
1.6	ANALYST ASSESSMENT	                        16
2  SCOPE, PURPOSE AND METHODOLOGY  17
2.1     SCOPE                                           17
2.2     PURPOSE                                         17
2.3     METHODOLOGY                                     17
2.4     OVERVIEW OF OTHER TECHCET CMR & REPORTS         18
3  REE APPLICATIONS AND CATEGORIZATIONS  19
3.1     CATEGORIZATION                                  19
3.2     CLASSIFICATION OF RARE EARTHS                   19
3.3     REE VS. REO VS. REM                             21
3.3.1   CHINA CAPITALIZATION AND CONSOLIDATION INTO SIX GROUPS  21
3.4     ELECTRONIC AND CONSUMER APPLICATIONS OF RARE EARTHS 22
3.4.1   AUTOMOBILE APPLICATION                          23
3.4.2   SOLAR AND WIND TURBINES                         23
3.4.3   ELECTRONICS                                     24
3.4.4   ELECTRONICS                                     25
3.4.5   SEMICONDUCTOR DEVICE SPECIFIC REE               26
3.4.6   OVERVIEW                                        27
4  RARE EARTH PRODUCTION  28
4.1     OVERVIEW OF MINES (LOCATION, PRODUCTION, RESERVES) 28
4.2     REE RESOURCES OUTSIDE OF CHINA	                30
5  GLOBAL GOVERNMENTAL RESPONSE/POLICIES  40
5.1	JAPAN                                           40
5.1.1	JAPAN – CORPORATE AND GOVERNMENT SUPPORTED PROGRAMS  40
5.1.2	JAPAN STRATEGY                                  40
5.2	US                                              41
5.2.1	ORE ACT 2020                                    41
5.2.2	NATIONAL DEFENSE AUTHORIZATION ACT FOR FISCAL YEAR 2019  43
5.2.3	CHINA - US TRADE AND RARE EARTH PRODUCTS        43
5.3	EUROPE                                          44
5.3.1	EUROPEAN REES RESOURCES                         44
5.3.2	EU ACTIONS ON CRITICAL RAW MATERIALS            45
6  CHINA RARE EARTHS DOMINANCE	46
6.1	CHINA AMID COVID AND TARIFFS	                46
6.2	CHINA’S NEW RARE EARTH POLICY & IMPACT ON THE WORLDWIDE RARE EARTH INDUSTRY  47
6.3	ANALYST ASSESSMENT US TARIFF STRATEGIES	        49  
7  RECYCLE OR SUBSTITUTION  51
7.1	RARE EARTHS RECYCLED FROM FLUORESCENT LAMPS	52
7.2	APPLE RECYCLE OF SMART PHONES	                54
7.3	CONCENTRATION OF RARE EARTH ELEMENTS DURING HIGH TEMPERATURE PYROLYSIS OF WASTE PRINTED CIRCUIT BOARDS	54
8  POTENTIAL NEW NON-CHINA SOURCES OF RARE EARTH METALS	 55
8.1	LOCATION	                                55
9  PRICE TRENDS 2020  57
9.1	REE PRICE TREND PROJECTIONS 	                57
9.1.1	CERIUM 	                                        58
9.1.2	DYSPROSIUM (DP) 	                        59
9.1.3	NEODYMIUM AND PRASEODYMIUM (ND & PR) 	        59
9.1.4	LANTHANUM (LA)	                                61
9.1.5	YTTRIUM AND SAMARIUM OXIDES 	                61
9.1.6	SCANDIUM (SC) 	                                62
9.1.7	HOLMIUM, ERBIUM, EUROPEAN, GADOLINIUM, AND YTTERBIUM (HO, ER, EU, GD, Y) 63
9.1.8	TERBIUM	                                        65
9.1.9	CAGR SUMMARY	                                65
10  RARE EARTH OXIDE REVIEW AND FORECAST  67
10.1	RARE EARTH OXIDE FORECAST	                68
10.2	NDPR REVIEW	                                71
11  SUMMARY, STRATEGY AND RECOMMENDATION  74
12  APPENDIX A	75
12.1	CHINA’S CONSOLIDATED RARE EARTH INDUSTRY INFRASTRUCTURE  75
12.1.1	BUSINESS ETHICS 	                        76
12.1.2	CHINA REE INVESTMENT ARM 	                76
12.1.3	CHINA’S NEW RESOURCE LAW IMPACT ON THE RARE EARTH PRICE TRENDS 	79
12.1.4	CHINA RESEARCH ADVANTAGE	                80
12.1.5	WTO	                                        81
13  APPENDIX B	83
13.1	CHINA’S PREVIOUS TAX LAW FOR THEIR RARE EARTH EXPORT  83
13.2	RECENT CHINA’S IMPORT TARIFFS - 2018	        83
14  APPENDIX C	85
14.1	OVERVIEW OF APPLICATION	                        85
14.2	RARE EARTH ELEMENT DESCRIPTIONS	                85
14.3	RARE EARTH PROCESS FROM ORE TO CONSUMER PRODUCTS. APPENDIX  96
15	SUPPLIER PROFILES	99
TABLE OF FIGURES
Figure 1: Global Production Forecast Segmented by REE	11
Figure 2: REE Elements by Application	                13
Figure 3: Market Caps of REE Companies	                14
Figure 4: Global Rare Earth Mine Production 1998-2019	15
Figure 5: Light versus Heavy REE	                19
Figure 6: REE to end user product process flow	        21
Figure 7: Market Cap of Leading REE companies	        22
Figure 8: REE in Automobile	                        23
Figure 9: REE in Solar and Wind Turbines	        24
Figure 10: Consumer Applications of Rare Earth Materials  25
Figure 11: REE Minerals	                                28
Figure 12: Mine Production is Dominated by China	29
Figure 13: Global Distribution of Rare Earth Deposits	30
Figure 14: Rare Mineralogy relation to Production	31
Figure 15: Rare Earth Production by Country (as a % of WW total) 32
Figure 16: Rare Earth Reserves by Country (as a % of WW total)	 32
Figure 17: Non-China Mining Capability by Region (as a % of total WW Volumes)	35
Figure 18: Non-China Production Capability by company as a Percent of Total Volume  36
Figure 19: REO Production Share for Non-China Based REO Companies for Select REOs   38
Figure 20: REE Mining Share as a Percent of WW Mining Output 2019  47
Figure 21: Input Data for the Primary Supply Analysis (1/2) 	   53
Figure 22: Cerium Oxide Price Trends	                58
Figure 23: Dysprosium Oxide Price Trends	        59
Figure 24: Neodymium and Praseodymium Oxide Price Trends  60
Figure 25: Lanthanum Oxide Price Trends	                61
Figure 26: Yttrium and Samarium Price Trends	        62
Figure 27: Scandium Price Trends	                63
Figure 28: Ho, ER, Eu, Gd, Yb Price Trends	        64
Figure 29: Various REO Average Annual Price Changes 2020-2023  64
Figure 30: Terbium Oxide Price Trends	                65
Figure 31: Global Demand for Magnet and Related Applications	68
Figure 32: WW REO Production Volume History & Forecast Estimates (stacked bar chart)	69
Figure 33: WW Volume History and Forecast of Rare Earth Oxide Production and Consumption. 70 
Figure 34:WW Electric Vehicles driving NdPr Demand (2020)  72
Figure 35: NdPr Oxide Supply & Demand	                73
Figure 36: REE-Bearing Mineral Mining China	        75
Figure 37: R&D Programs-China	                        81
Figure 38  Rare Earth Applications	                85
Figure 39: La High K	                                87
Figure 40 Ceria Application CMP	                        89
Figure 41: Pr Capacitor	                                90
Figure 42: Toyota Nd Reduction	                        91
Figure 43: Development of Magnetic Material Technology	92
Figure 44: Rare Earth Process from Ore to Consumer Products  96
Figure 45: Rare Earths Separation in China	        98
List of Tables
Table 1: Average Annual Price Change Estimated (2020-2023)  12
Table 2: 2019 TECHCET Critical Materials Reports	18
Table 3: Comparison Classification of Rare Earths	20
Table 4 : Overview of REE Market Applications	        27
Table 5: Top 10 Non-China Rare Earth Mines, Ranked by Total Potential REO Value	 33
Table 6: Top 35 Rare Earth Mines External to China	34
Table 7: Rare Earth Mining Outside of China	        37
Table 8: REO Content in Various Lamps	                52
Table 9: End of Life Recycling Rates For Lamps	        52
Table 10: Australia Resource Location	                55
Table 11: Canada and Greenland Resource Location	55
Table 12: Africa Resource Location	                56
Table 13: US Resource Location	                        56
Table 14: Price Trends for REO (Price Change Per Year Estimates (2020-2023)  66
Table 15: REO Production Growth Rates, 5-year CAGRs (2020-2025)	 69
Table 16 China Big 6 Rare Earth Groups	                78
Table 17 Chine New Resource Table 18Tas (May 2015)	83
Table 19 China Import Tariffs( September 2019) 	        84
Table 20: Supplier Profiles	                        99

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