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For Japan’s purchase of Australian rare earths, foreign media has made a lot of exaggeration, but China’s rare earth industry seems to have not responded too well. Many people in the industry believe that this matter has little impact on China’s rare earth industry.
On November 29, although the rare earth permanent magnet plate index fell by 3.8%, Deng Xinrong, an analyst of the non-ferrous metal industry at Founder Securities, believes that this is caused by the gradual decline in the speculation of rare earths in the market. The original soaring price of rare earths is tending to be calm. At the same time, he also said that in fact, the rare earth market prices have stabilized, but the stock market continues to hype, but there are still individual commodity prices are still adjusting.
Rare earth individual product price adjustment stage It is understood that on November 24, the average market price of antimony oxide in the 205,000 yuan / ton -215,000 yuan / ton, before the price was 215,000 yuan / ton -22 million / Tungsten oxide price is currently 2800 yuan / kg -2850 yuan / kg, before the price is maintained at 2850 yuan / kg -2,950 yuan / kg; before the price of yttrium oxide is 1350 yuan / kg -1400 yuan / kg, currently at 1,300 yuan / kg -1,350 yuan / kg or so; and the long-term maintenance of 5.4 yuan / ton -57,000 yuan / ton of antimony metal, the current price fell to 51,000 yuan / ton -5.3 yuan / ton.
Some market analysts told reporters that the recent rare earth overall market turnover is small, the market wait-and-see atmosphere is strong. “Since the buyers of NdFeB magnetic materials have taken a wait-and-see attitude, there has been less transaction of ytterbium and mixed metals, and the mainstream prices have all declined. Although the price of yttrium oxide is stable recently, the overall turnover is relatively flat because the overall market trend of rare earths is not Clearly, consumers and traders are cautious about buying and they are not willing to make short positions in the near future."
“The current price of individual rare earth products has declined slightly, which is caused by the fact that China’s environment for building a green economy, environmental protection, energy conservation, and recycling economy is still immature, and the proportion of active comprehensive investment is low. The market’s recognition of long-term interest and harmonious development It is not high, compared with the strong demand of developed countries, even because of the rare earths to China, which fully demonstrates the importance of rare earths for high-tech and emerging industries.The state has already attached importance to the overall development prospects of the rare earth industry, society should also protect the environment, technology Innovation will increase the use of rare earths and input to serve our new economic transformation, which will make rare earth stocks will be more optimistic about the future.†The analysts believe that.
Japan's Access to Australia Highlights China's Rare Earth Value When the domestic rare earth market is becoming stable, how does Japan's access to Australia buy rare earths affect China's rare earth industry?
The relevant experts interviewed said that because China's rare earth mineral extraction and smelting and separation technologies are at the lowest end of the global cost curve, that is, China firmly grasps the pricing power of rare earth products. Only when the rare earth price rises to a certain height makes the profit margin greatly increase, foreign mines have the power to resume production. However, once the production of foreign minerals at the top of the cost curve is resumed, in order to ensure profits, it will become the guarantee for future global rare earth product prices. There is no need to worry that Australian Ore will pose a threat to the profits of domestic companies; and the emergence of more rare earth mineral resources will benefit our current supply pressure.
According to an agreement reached between Lynas and Japan, the content includes acquisition, distribution, and financing. The contract involves the production of minerals from the second phase of Lynas's Western Australia project in 2011 and the capacity of its imported material processing plant in Malaysia. The Lynas Phase I project is scheduled to begin production in the third quarter of 2011 with an initial capacity of 11,000 tons/year of rare earth oxides. The second phase of the project is expected to reach capacity in 2012, which will again increase production capacity to 22,000 tons.
In 2009, the output of rare earth oxides in China was close to 130,000 tons, and the export quota for oxides this year was 30,000 tons. If Lynas production and sales goals are achieved, it will indeed occupy a part of the international market share of rare earths. However, a number of people involved in rare earth mining and deep processing companies interviewed by the reporter have expressed ease of the news and believe that the so-called market pressure can actually be ignored.
In terms of the price of rare earth oxides, for example, yttrium oxide, the official website of Lynas Company, gave the FOB price of cerium oxide on November 29, 2010 at US$60 per kilogram, while cerium oxide, yttrium oxide, and ytterbium oxide were extracted from heavy rare earths. And other product prices have reached hundreds of dollars per kilogram.
It is also known that rare earths produced by Lynas are mainly light rare earths, which are similar to Baosteel's rare earth products. The light rare earth is originally a relatively abundant reserve of rare earth species, will not seriously affect the supply and demand pattern due to the expansion of the Australian ore. As for the rare earth heavy rare earths that are distributed in southern China, the product structure of Lynas cannot be replaced.
Domestic rare earth price leveling week shows Australia's value of Chinese resources
On November 25, foreign media reported that Japan and Australia have signed a preliminary agreement to purchase rare earths, and this strategic move aims to reduce Japan’s dependence on China, the world’s major rare earth producer.