[Spoiler] China Rare Earth Industry Chain Annual Report 2021-2025

Published: Nov 19, 2021 11:34 (GMT+8)

Save

China’s total rare earth exports from January to September, 2021 came in at 35,637 mt, up 35% on the year. China’s monthly rare earth exports have stabilised entering H2 and the average monthly exports stood at 3,956 mt in June-September.

SHANGHAI, Nov 19 (SMM) - China’s total rare earth exports from January to September, 2021 came in at 35,637 mt, up 35% on the year. China’s monthly rare earth exports have stabilised entering H2 and the average monthly exports stood at 3,956 mt in June-September.

The prices of rare earth products in China fluctuated slightly in August-September. The exports were basically flat from August. The European and American markets ended the summer break in September, and the demand was better than in August. However, the exports did not increase amid tight domestic supply.

In addition, although the prices of many rare earth products in China rose sharply year-on-year in September, the exports increased YoY in September as overseas markets rely heavily on domestic supply and their demand in 2020 has been greatly suppressed by the Covid-19 pandemic, which resulted in a lower baseline.

rare earth

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

Sep 24, 2026 17:40 (GMT+8)

SMM Rare Earth Afternoon Trading Comment on September 24

Sep 24, 2026 17:40 (GMT+8)

Sep 24, 2026 17:14 (GMT+8)

Vulcan Elements Wins U.S. Army Contract to Supply Rare Earth Magnets for SkyFoundry Drone Program

【SMM Rare Earth Flash】 U.S. rare earth magnet manufacturer Vulcan Elements announced it has passed the U.S. Army's competitive selection to supply high-performance NdFeB magnets for the Army's SkyFoundry drone program. The program aims to produce 1 million small drones annually at Tobyhanna Army Depot, Pennsylvania, requiring a "fully domestic, vertically integrated manufacturing process." Vulcan claims to be the only rare earth magnet company globally fully decoupled from China across materials, technology, software, IP, and ownership. Its Benson, North Carolina plant under construction will have 10,000 t/y magnet capacity, becoming the largest rare earth magnet plant outside China and creating about 1,000 manufacturing jobs. This is Vulcan's 10th U.S. Department of War contract.

Sep 24, 2026 17:14 (GMT+8)

Sep 24, 2026 15:56 (GMT+8)

Scrap Pr-Nd Moves Sideways, Pre-Holiday Stockpiling Rises Then Falls [SMM Recycled Rare Earth Weekly Review]

[SMM Recycled Rare Earth Weekly Review: Scrap Pr-Nd Moves Sideways, Pre-Holiday Stockpiling Rises Then Falls] Overall, scrap Pr-Nd prices held steady this week. Early in the week, trading was briefly active as suppliers cashed out ahead of the holiday, but as recycling enterprises wound down stockpiling and procurement slowed, transactions turned quiet in the second half of the week, with actual market activity rising first and then falling. In the short term, downstream demand is expected to see limited release amid holiday disruptions, and scrap Pr-Nd prices are likely to consolidate sideways.

Sep 24, 2026 15:56 (GMT+8)