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Study #: 2775

Published: 07/2011

Pages: 270

Full Study Price: US$ 6,100

Per Page Price: US$ 35.00 (text) | 60.00 (table)

World Rare Earths to 2015 - Industry Market Research, Market Share, Market Size, Sales, Demand Forecast, Market Leaders, Company Profiles, Industry Trends

World rare earths demand will expand 7.1 percent annually through 2015, driven by gains in battery alloy, electronic product, motor vehicle and permanent magnet output. Neodymium and dysprosium will post the fastest growth, while cerium will remain the most widely used.

This study analyzes the 128 thousand metric ton world rare earths industry. It presents historical demand data (2000, 2005, 2010) and forecasts for 2015 and 2020 by product (e.g., cerium, lanthanum, neodymium, yttrium, dysprosium, terbium, europium), market (e.g., permanent magnets, fluid cracking catalysts, battery alloys, glass, polishing and ceramics, metal processing, auto catalysts, phosphors), world region and for 13 countries.

The study also considers market environment factors, details industry structure, evaluates company market share and profiles 21 industry players, Inner Mongolia Baotou Rare-Earth Hi-Tech, China Minmetals and Jiangxi Copper.

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				    TABLE OF CONTENTS

     SECTION									    PAGE

		INTRODUCTION							      ix

	I.	EXECUTIVE SUMMARY						       1

	II.	MARKET ENVIRONMENT						       4
		General								       4
		World Economic Overview						       5
		   Recent Economic Performance					       5
		   World Economic Outlook					       7
		World Population Outlook					      11
		World Fixed Capital Formation Trends				      12
		World Manufacturing Outlook					      14
		World Permanent Magnets Production Trends			      17
		World Catalysts Outlook						      19
		World Petroleum Refining Outlook				      21
		World Motor Vehicle Production Trends				      24
		World Crude Steel Production Trends				      27
		World Secondary Battery Outlook					      28
		World Flat Glass Production Trends				      30
		World Electronics Sector Outlook				      32
		Technology							      34
		   Production & Processing Technologies				      36
		   Recycling Technologies					      39
		   Competitive Materials					      40
		Pricing Trends							      41
		Legal & Regulatory Environment					      48

	III.	WORLD SUPPLY & DEMAND						      53
		General								      53
		Regional Overview						      54
		   Demand							      54
		   Production							      57
		      China							      58
		      Rest of World						      60
		   Reserves							      63
		   International Trade						      65
		Demand by Product						      65
		   Cerium							      69
		   Lanthanum							      71
		   Neodymium							      73
		   Yttrium							      76
		   Dysprosium							      78
		   Terbium							      80
		   Europium							      82
		   Other Products						      84
		Demand by Market						      86
		   Permanent Magnets						      90
		   Fluid Cracking Catalysts					      93
		   Battery Alloys						      95
		   Glass, Polishing & Ceramics					      96
		   Metal Processing						      99
		   Auto Catalysts						     101
		   Phosphors							     103
		   Other Markets						     105
		Emerging Applications						     107
		   Wind Turbines						     108
		   Solid-Oxide Fuel Cells					     109

	IV.	NORTH AMERICA							     111
		General								     111
		Rare Earths Supply & Demand					     113
		United States							     115
		Canada								     121
		Mexico								     125

	V.	WESTERN EUROPE							     129
		General								     129
		Rare Earths Supply & Demand					     131
		France								     134
		Germany								     138
		Italy								     142
		United Kingdom							     146
		Other Western Europe						     150

	VI.	ASIA/PACIFIC							     155
		General								     155
		Rare Earths Supply & Demand					     157
		China								     160
		Japan								     166
		South Korea							     171
		India								     175
		Taiwan								     179
		Other Asia/Pacific						     183

	VII.	OTHER REGIONS							     188
		Central & South America						     188
		   General							     188
		   Rare Earths Supply & Demand					     190
		Eastern Europe							     191
		   General							     191
		   Rare Earths Supply & Demand					     193
		   Russia							     195
		   Other Eastern Europe						     199
		Africa/Mideast							     203
		   General							     203
		   Rare Earths Supply & Demand					     206

	VIII.	INDUSTRY STRUCTURE						     208
		General								     208
		Industry Composition						     209
		Market Share							     211
		Marketing & Distribution					     215
		Cooperative Agreements						     216
		Mergers & Acquisitions						     221
		Company Profiles						     226
		   Alkane Resources Limited					     227
		   Arafura Resources Limited					     228
		   AS Silmet, see Molycorp
		   Avalon Rare Metals Incorporated				     229
		   Baotou Huamei Rare Earth Products, see Inner Mongolia Baotou Steel 
			Rare-Earth Group Hi-Tech
		   China Minmetals Nonferrous Metals Company Limited		     231
		   China Rare Earth Holdings Limited				     232
		   Frontier Rare Earths Limited					     234
		   Ganzhou Qiandong Rare Earth Group Company Limited		     235
		   Great Western Minerals Group Limited				     236
		   Greenland Minerals and Energy Limited			     241
		   Grirem Advanced Materials Company Limited			     242
		   Indian Rare Earths Limited					     244
		   Inner Mongolia Baotou Steel Rare-Earth Group Hi-Tech 
		      Company Limited						     246
		   Jiangsu Guosheng Rare Earth, see Grirem Advanced Materials
		   Jiangxi Copper Company Limited				     250
		   Langfang GANS Magnetic Material, see Grirem Advanced Materials
		   Leshan Grirem Advanced Materials, see Grirem Advanced Materials
		   Less Common Metals, see Great Western Minerals Group
		   Lynas Corporation Limited					     251
		   Medallion Resources Limited					     253
		   Molycorp Incorporated					     254
		   Neo Material Technologies Incorporated			     257
		   Quest Rare Minerals Limited					     260
		   Rare Earth Extraction, see Great Western Minerals Group
		   Rare Element Resources Limited				     261
		   Santoku America, see Molycorp
		   Shin-Etsu Chemical Company Limited				     263
		   Sichuan Jiangtong Rare Earth, see Jiangxi Copper
		   Stans Energy Corporation					     265
		   Treibacher Industrie AG					     266
		   Wings Enterprises Incorporated				     268
		   Zibo Baosteel Lingzhi Rare Earth Hi-Tech, see Inner 
		      Mongolia Baotou Steel Rare-Earth Group Hi-Tech
		Other Companies Involved in the Rare Earths Industry		     269


				      LIST OF TABLES

    TABLE NUMBER								    PAGE


		SECTION I -- EXECUTIVE SUMMARY
		Summary Table							       3

		SECTION II -- MARKET ENVIRONMENT
	1	World Gross Domestic Product by Region				      10
	2	World Population by Region					      12
	3	World Gross Fixed Capital Formation by Region			      14
	4	World Manufacturing Value Added by Region			      16
	5	World Permanent Magnet Production by Region			      19
	6	World Catalysts Demand by Region				      21
	7	World Refined Petroleum Production by Region			      24
	8	World Motor Vehicle Production by Region			      26
	9	World Crude Steel Production by Region				      28
	10	World Secondary Battery Shipments by Region			      30
	11	World Flat Glass Production by Region				      32
	12	World Electronic Products Shipments by Region			      34
	13	The Rare Earth Elements						      36
	14	China's Rare Earth Export Quotas, 2005-2010			      43
	15	World Rare Earths Prices					      46

		SECTION III -- WORLD SUPPLY & DEMAND
	1	World Rare Earths Demand by Region				      56
	2	World Rare Earths Mine Production by Region			      58
	3	Current Rare Earth Projects					      62
	4	World Rare Earths Demand by Product				      67
	5	World Cerium Demand by Region					      71
	6	World Lanthanum Demand by Region				      73
	7	World Neodymium Demand by Region				      75
	8	World Yttrium Demand by Region					      78
	9	World Dysprosium Demand by Region				      80
	10	World Terbium Demand by Region					      82
	11	World Europium Demand by Region					      84
	12	World Demand for Other Rare Earths by Region			      86
	13	World Rare Earths Demand by Market				      88
	14	World Permanent Magnets Market for Rare Earths by Region	      92
	15	World FCC Market for Rare Earths by Region			      94
	16	World Battery Alloys Market for Rare Earths by Region		      96
	17	World Glass, Polishing & Ceramics Market for Rare Earths
		   by Region							      98
	18	World Metal Processing Market for Rare Earths by Region		     100
	19	World Auto Catalysts Market for Rare Earths by Region		     102
	20	World Phosphors Market for Rare Earths by Region		     105
	21	World Demand for Rare Earths in Other Markets by Region		     107

		SECTION IV -- NORTH AMERICA
	1	North America Market Environment for Rare Earths		     112
	2	North America Rare Earths Demand by Product & Market		     114
	3	United States Market Environment for Rare Earths		     117
	4	United States Rare Earths Demand by Product & Market		     120
	5	Canada Market Environment for Rare Earths			     122
	6	Canada Rare Earths Demand by Product & Market			     124
	7	Mexico Market Environment for Rare Earths			     126
	8	Mexico Rare Earths Demand by Product & Market			     128

		SECTION V -- WESTERN EUROPE
	1	Western Europe Market Environment for Rare Earths		     130
	2	Western Europe Rare Earths Demand by Product & Market		     133
	3	France Market Environment for Rare Earths			     136
	4	France Rare Earths Demand by Product & Market			     138
	5	Germany Market Environment for Rare Earths			     140
	6	Germany Rare Earths Demand by Product & Market			     142
	7	Italy Market Environment for Rare Earths			     144
	8	Italy Rare Earths Demand by Product & Market			     146
	9	United Kingdom Market Environment for Rare Earths		     148
	10	United Kingdom Rare Earths Demand by Product & Market		     150
	11	Other Western Europe Market Environment for Rare Earths		     152
	12	Other Western Europe Rare Earths Demand by Product 
		   & Market							     154

		SECTION VI -- ASIA/PACIFIC
	1	Asia/Pacific Market Environment for Rare Earths			     157
	2	Asia/Pacific Rare Earths Demand by Product & Market		     159
	3	China Market Environment for Rare Earths			     163
	4	China Rare Earths Demand by Product & Market			     166
	5	Japan Market Environment for Rare Earths			     168
	6	Japan Rare Earths Demand by Market & Product			     171
	7	South Korea Market Environment for Rare Earths			     173
	8	South Korea Rare Earths Demand by Product & Market		     175
	9	India Market Environment for Rare Earths			     177
	10	India Rare Earths Demand by Product & Market			     179
	11	Taiwan Market Environment for Rare Earths			     181
	12	Taiwan Rare Earths Demand by Product & Market			     183
	13	Other Asia/Pacific Market Environment for Rare Earths		     185
	14	Other Asia/Pacific Rare Earths Demand by Product & Market	     187

		SECTION VII -- OTHER REGIONS
	1	Central & South America Market Environment for Rare Earths	     189
	2	Central & South America Rare Earths Demand by Product 
		   & Market							     191
	3	Eastern Europe Market Environment for Rare Earths		     193
	4	Eastern Europe Rare Earths Demand by Product & Market		     195
	5	Russia Market Environment for Rare Earths			     197
	6	Russia Rare Earths Demand by Product & Market			     199
	7	Other Eastern Europe Market Environment for Rare Earths		     201
	8	Other Eastern Europe Rare Earths Demand by Product 
		   & Market							     203
	9	Africa/Mideast Market Environment for Rare Earths		     205
	10	Africa/Mideast Rare Earths Demand by Product & Market		     207

		SECTION VIII -- INDUSTRY STRUCTURE
	1	Rare Earth Sales for Selected Companies, 2010			     210
	2	Selected Cooperative Agreements					     219
	3	Selected Acquisitions & Divestitures				     225

				      LIST OF CHARTS

    CHART NUMBER								    PAGE

		SECTION II -- MARKET ENVIRONMENT
	1	World Manufacturing Value Added by Region, 2010			      17
	2	World Rare Earths Spot Prices, June 2011			      46
	3	World Rare Earths Prices, 2000-2020				      47

		SECTION III -- WORLD SUPPLY & DEMAND
	1	World Rare Earths Demand by Region, 2010			      57
	2	World Rare Earth Reserves by Country, 2010			      64
	3	World Rare Earths Demand by Product, 2010			      68
	4	Increase in Rare Earths Demand from 2010 to 2015 by Product	      68
	5	World Rare Earths Demand by Market, 2010			      89
	6	Increase in Rare Earths Demand from 2010 to 2015 by Market	      89

		SECTION IV -- NORTH AMERICA
	1	North America Rare Earths Demand by Country, 2010		     115

		SECTION V -- WESTERN EUROPE
	1	Western Europe Rare Earths Demand by Country, 2010		     134

		SECTION VI -- ASIA/PACIFIC
	1	Asia/Pacific Rare Earths Demand by Country, 2010		     160

		SECTION VIII -- INDUSTRY STRUCTURE
	1	World Rare Earths Market Share by Company, 2010			     211


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