브라질, 광물 채굴 계약 검토 법안 통과…핵심 광물 매장량 통제 강화

[SMM Rare Earth Daily Review: Rare earth prices mixed; Pr-Nd weakens while holmium and erbium buck the trend upward] In the short term, the Pr-Nd series may continue to consolidate on a subdued note amid insufficient transaction follow-through and loosening upstream quotes, with stabilization depending on the pace of downstream order releases. On the medium-heavy rare earth side, gadolinium products move in tandem with Pr-Nd, and their subsequent trend still hinges on whether Pr-Nd can stop falling. Holmium and erbium may remain relatively strong supported by export orders, but attention should be paid to the sustainability of oxide export growth. Terbium and dysprosium are likely to remain largely stable in the short term.

[SMM 희토류 조간 회의 요약: 프라세오디뮴-네오디뮴 고점에서 하락, 테르븀 계열 관망 속 보합] 프라세오디뮴-네오디뮴 산화물 시세는 중심가에서 보합을 유지하며 새로운 방향성이 없었고, 디스프로슘 산화물 시세는 변동 없이 유지되었으며, 테르븀 산화물은 저점에서 횡보하며 등락이 없었다.