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Welcome to REIA-your gateway to the global rare earth industry  

Dear REIA members and stakeholders,
NEW MEMBER JOINING: We are extremely pleased to welcome RareX to our network of members. RareX Limited (ASX: REE) is an Australian-based rare earths company developing the 100% owned Cummins Range rare earth project in the Kimberley region, Western Australia.
Last week the UK Department of Business, Energy and Industrial Strategy launched a white paper on UK Critical Minerals Strategy. The critical document was released at REIA member Pensana’s Ground Breaking ceremony at Saltend where our members were invited. The strategy focuses on three key areas: accelerate the UK’s domestic capabilities; collaborate with international partners; and enhance international markets. The goal is to improve the resilience of critical minerals supply chains.
In this week's lead article, Biao Zheng investigates lanthanum flows and stocks in China by conducting a dynamic material flow analysis for the period of 2011–2020. The main results are that the registered quota production of La from 2011 to 2020 is 235,306 tons, and net La import accounts for 24.79% of the total input flows. The result also shows that China is the net La importer of concentrates (133,769 tons) and net La exporter of primary, intermediate, and final products.
Other stories include updates from REIA members Pensana Plc, Appia Rare Earths, Namibia Critical Metals, REE market updates, e-mobility and geo-political news.
Please feel free to contact us if you have any further queries.

Investigating Lanthanum Flows and Stocks in China: A Dynamic Material Flow Analysis

Accompanying the differences in applications between different REEs, an imbalance between the natural abundance and the limited market demand can arise, and it is often referred to as the Balance Problem. In fact, the increasing use of REEs with relatively low concentrations in ores has resulted in a notable surplus of elements that are with higher concentrations, such as lanthanum and cerium (Read more)

Resilience for the future: The UK’s critical minerals strategy

The UK’s first ever Critical Minerals Strategy sets out our plan to secure our supply chains, by boosting domestic capability in a way that generates new jobs and wealth, attracting investment and playing a leading role in solving global challenges with our international partners. It aims to ensure that, in the decades to come, the minerals we will need to power our world in the future, can be made available in the quantities needed, extracted in responsible ways and supported by well-functioning and transparent markets (Read more)

Australian critical minerals developer RareX joins REIA

RareX is committed to becoming one of the world’s top leading rare earth material suppliers, providing high quality, sustainable, ethical and low carbon produced materials and services. Their integrated operation and corporate business model reflect their ESG commitments through a continuous improvement process to partners, customers, shareholders, employees and communities. RareX is currently performing an extensive drilling program with the aim of developing Cummins Range eventually into one of the most significant rare-earth deposits in Australia (Read more)

REIA member Pensana Plc breaks ground at Saltend and secures ATF funding

Pensana announces that it has broken ground at its Saltend rare earth processing hub, a key development in the Company’s plans to create the world’s first independent and sustainable rare earth supply chain. Located in the Humber Freeport in Hull, Saltend is set to become the world's first rare earth processing facility powered by offshore wind, producing the key components for electric vehicle and offshore wind original equipment manufacturers with low-embedded carbon (Read more)

REIA Member Appia Announces Exploration Update and Completion of Record 2022 Drilling Program of 17,481 Metres at Alces Lake Rare Earth Property

Appia Rare Earths & Uranium Corp. (the “Company” or “Appia”) (CSE:API, OTCQX:APAAF, Germany: “A0I.F”, “A0I.MU”, “A0I.BE”) is pleased to announce that the Company has completed the initial phase of the 2022 drilling / exploration program on the 100%-owned Alces Lake high-grade rare earth elements and gallium property, Athabasca Basin area, northern Saskatchewan (Read more)

REIA Member Namibia Critical Metals Announces Exceptionally Positive Flotation Test Program Completed at Lofdal Heavy Rare Earth Project

Namibia Critical Metals Inc is pleased to provide an update on the development of the Lofdal Heavy Rare Earth project. Lofdal is one of only two primary xenotime projects under development in the world, which requires pioneering processing approaches to this unusual type of rare earth mineralisation. The deposit has the potential for significant production of dysprosium and terbium, two of the most valuable heavy rare earth elements used in high powered magnets for electric vehicle motors and other high-tech applications (Read more)

Rare Earths Market Update: H1 2022 in Review

Here’s an overview of the main factors that impacted the rare earths market in H1 2022, and what’s ahead for the rest of the year. Kicking off the year on a bright note, prices for some rare earth elements (REEs) have been strong during the first half of 2022 (Read more)

China REE Market: Tight Supply and Strong Demand Boost Rare Earth Recycling, with Major Companies Busy with Expansions

Boosted by the rising price of rare earth and the rapid growth of downstream demand, the rare earth recycling industry is ushering in a new round of expansion. Some rare earth waste separation enterprises have plans to expand production. The price of rare earths rose significantly in 2021, and the orders of downstream magnetic material enterprises are strong, and rare earth recycling volume also rose. In the past three years, the proportion of recycled rare earth in China’s total rare earth output has shown an upward trend (Read more)

SMM: Rare Earth Products Prices Likely to Drop More Quickly in Second Half

In the first half of 2022, the rare earth market experienced frequent ups and downs. The prices of PrNd oxide recorded the low and high at 810,000 yuan/m and 1.1 million yuan/mt respectively, with a price spread of 290,000 yuan/mt. In January and February, due to the tight supply, the low inventory held by separations companies, coupled with restocking demand of downstream magnetic material companies, pushed up rare earth products prices (Read more)

Disconnect between rare earth stock and commodity prices is a value pointer

Rare earth stocks, like the rest of the mining sector, have been sold down for much of the past six months, but three clues can be found, which point to the potential for a strong recovery. The first clue lies in a disconnection between share prices and underlying commodity values with prices for leading players in the rare earth business falling even as prices for what they sell continue rising (Read more)

Fuel types of new cars in EU: battery electric 9.9%, hybrid 22.6% and petrol 38.5% market share in Q2 2022

In the second quarter of 2022, sales of battery electric vehicles continued to expand in the EU, accounting for 9.9% of total passenger car registrations. Plug-in hybrid cars accounted for 8.7% of market share, up from 8.4% in the second quarter of 2021, despite a decline in the number of units sold. Petrol- and diesel-powered cars suffered significant drops during this three-months period, leading to a contracting market share (55.8% for diesel and petrol combined) (Read more)

Almost half of new passenger car sales in Germany are alternate drive

44.3 percent of all passenger cars - new registrations in the first half of 2022 were equipped with alternative drives. Almost a quarter (24.7%/+9.8%) were new vehicles with an electric drive (electric ( BEV ), plug-in , fuel cell). New registrations of electric ( BEV ) passenger cars accounted for 13.5 percent in the reporting period, an increase of +26.2 percent (Read more)

Why is Europe so dependent on China's rare earths? | DW News

Europe is extremely dependent on overseas trade for elements like cobalt, lithium, graphite, titanium and rare earth elements. Germany and other EU countries rely heavily on imports of raw materials for use in key technologies, such as batteries, robotics and renewable energies. Often on one single supplier country like China (Read more)

The opinions expressed in our published works are those of the author(s) and neither reflect the opinions of REIA, its management team, its members nor REIA endorses those views.

Copyright © 2022, Rare Earth Industry Association, All rights reserved.


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