2011-2015年的全球稀土元素市場:大肆宣傳是否合理？ 是由出版商IMARC Group在2011年07月所出版的。
這份英文市場調查報告書包含128 Pages 價格從美金1200起跳。
因為稀土元素預計全球性的供不應求，導致最終消費者間產生恐慌，生產國方面也出現了淘金熱潮。IMARC Group的調查報告指出，因為生產國在五年內預定進行的新開採事業生與生產量的增加，預計供給量將會大大超過需求量，但也會被環保人士指出這有可能會造成潔淨科技長期永續發展不可或缺的元素部分短缺。
本報告以該市場相關的調查分析與收集而來的統計資料為基礎，彙整今後的預測，將其結果為您概述為以下內容。
目錄
調查手法和市場定義
執行摘要
所謂的稀土元素？
稀土元素─它們真的稀有嗎？
稀土元素─經濟開採方面
- 礦山評估─等級及成分是關鍵
- 新計劃開發─可能成為長期發展的產業
- 稀土開採的費用─隨著地點和等級的不同有很大的變動
- 開採和加工
- 價格─過去數年呈數倍成長
- 稀土元素的價格變動因素
- 過去的價格
- 今後價格的相關預測
中國在全球稀土元素市場所扮演的角色
- 中國的壟斷市場
- 中國的開採成本明顯低於其他生產國
- 從工作標準和環保法規的不足中獲利的開採業者
- 中國的專業知識高於其他生產國
- 由於預計將供過於求，中國正在減少出口配額
- 中國的目標是出口高附加價值的商品
全球稀土元素市場
- 稀土元素的總銷售額和總生產量
- 從各地區來看稀土元素的生產
- 從各地區來看稀土元素的消費
各稀土元素的需求與供給
- 在不久的將來將會供不應求的元素
- 在不久的將來將會供過於求的元素
不同應用領域市場 (2010-2015年)
- 磁鐵
- NiMH電池
- 汽車用催化劑
- 柴油引擎
- 流體裂化催化劑
- 磷化物
- 玻璃
- 拋光粉
- 其他
克服潛在的供應短缺
競爭企業簡介
- Lynas Corporation
- Molycorp Minerals
- Arafura Resources Ltd
- Great Western Minerals Group Ltd
- Avalon Rare Metals Inc
- Greenland Minerals & Energy Ltd
- Alkane Resources Ltd
Abstract
Recent findings suggesting a global supply shortage of rare earth elements has
created a panic among end users and a gold rush among miners. IMARC Group, one
of the world' s leading research and advisory firms, finds that with a number
of new mines starting production in the next five years, the total supply of
rare earth elements will be significantly more than the total demand.
Although, a number of rare earth elements would be oversupplied, we may face a
shortage of some elements that are critical for the long term growth of the
clean technology industry.
IMARC' s new report entitled “The Global Rare Earth Elements Market
2011-2015: Is the Hype Justified?” provides an analytical and
statistical insight into the global rare earth elements market. The study that
has been undertaken using both desk-based as well as qualitative primary
research has analyzed five aspects of the rare earth elements market.
Key Aspects Analyzed:
- Understanding the Mining Economics of Rare Earth Elements:
- Focus of the Analysis:
- Rare earth mine valuation
- Stages and time taken to develop and start production at a rare earth
mine
- The total costs involved in rare earth mining
- Mining and downstream processing of rare earth elements
- Rare earth element pricing
- Understanding China' s Role in the Global Rare Earth Elements Market:
- Focus of the Analysis:
- China' s role in the global supply and demand of rare earth elements
- Reasons for China' s dominance
- China' s current and future supply strategies
- Comprehensive Situation Analysis of the Global Rare Earth Elements
Market: Focus of the analysis:
- Quantifying the historical sales and production of rare earth elements
- Identification and evaluation of current global rare earth mines
- Identification and evaluation of mines expected to begin production in
the next five years
- Current and future consumption of rare earth elements
- Evaluating the Supply and Demand of Various Rare Earth Elements: Focus
of the analysis:
- Quantifying the production of each element from current and future mines
- Quantifying the current and future demand of each element
- Historical, current and future prices of each element
- Evaluating the supply risks of each element and its importance for clean
technology
- Identification of critically undersupplied and oversupplied rare earth
elements
- Evaluating the Demand of Rare Earth Elements in Various Industries
Focus of the analysis:
- Quantifying the current and future size of each Industry
- Quantifying the current and future demands of rare earth elements in
each industry
- Identification of industries having the highest demand of rare earth
elements.
Information Sources:
Information has been sourced from both primary and secondary sources:
- Primary sources include industry surveys and face to face/telephone
interviews with industry experts.
- Secondary sources include proprietary databases and search engines. These
sources include company websites and reports, books, trade journals,
magazines, white papers, industry portals, government sources and access to
more than 4000 paid databases.
Table of Contents
1. Research Methodology & Market Definitions
2. Executive Summary
3. What are Rare Earth Elements?
4. Rare Earth Elements: Are They Really Rare?
- 4.1. Reserve & Reserve Base Estimates
- 4.2. How Long will they Last?
5. Rare Earth Elements: Mining Economics
- 5.1. Mine Valuation: Grades & Composition are Key
- 5.2. Development of a New Project: Can Take Several Years
- 5.3. Rare Earth Mining Costs: Largely Location and Grade Dependent
- 5.3.1. Infrastructure & Capital Costs
- 5.3.2. Operating Costs
- 5.4. Mining & Processing
- 5.4.1. Mining
- 5.4.2. Downstream Processing
- 5.5. Prices: Have Risen Several Fold in Recent Years
- 5.5.1. Factors Affecting Rare Earth Element Prices
- 5.5.2. Historical Prices
- 5.5.3. Pricing Forecast
6. China' s Role in the Global Rare Earth Elements Market
- 6.1. China Has a Monopoly Over Rare Earth Elements
- 6.2. Mining Costs in China Are Significantly Lower Than Other Rare Earth
Producers
- 6.3. Miners Have Benefitted from the Lack of Proper Working Standards and
Environmental Regulations
- 6.4. China Has a Significantly Higher In-house Expertise Compared to Other
Rare Earth Producers
- 6.5. China is Decreasing Export Quotas as its Own Domestic Demand is
Expected to Outstrip Supply
- 6.6. China Aims to Become an Exporter of Higher Value Goods
7. The Global Rare Earth Elements Market
- 7.1. Total Sales & Production of Rare Earth Elements
- 7.2. Production of Rare Earth Elements by Region
- 7.2.1. Current Operational Mines
- 7.2.1.1. Bayan Obo, China
- 7.2.1.2. Longnan, China
- 7.2.1.3. Xunwu, China
- 7.2.1.4. India
- 7.2.1.5. Eastern Coast, Brazil
- 7.2.1.6. Lahat, Malaysia
- 7.2.2. Potential New Projects
- 7.2.2.1. Mt. Weld, Australia
- 7.2.2.2. Mountain Pass, United States
- 7.2.2.3. Nolans, Australia
- 7.2.2.4. Steenkampskraal, South Africa
- 7.2.2.5. Nechalacho, Canada
- 7.2.2.6. Kvanefjeld, Greenland
- 7.2.2.7. Dong Pao, Vietnam
- 7.2.2.8. Dubbo Zirconia, Australia
- 7.3. Consumption of Rare Earth Elements by Region
- 7.3.1. China
- 7.3.2. Japan & Northeast Asia
- 7.3.3. US
8. Supply & Demand of Individual Rare Earth Elements
- 8.1. Elements that will Face Supply Shortages in the Near Future
- 8.1.1. Terbium
- 8.1.1.1. Element Overview & Supply Risks
- 8.1.1.2. Supply & Demand
- 8.1.2. Dysprosium
- 8.1.2.1. Element Overview & Supply Risks
- 8.1.2.2. Supply & Demand
- 8.1.3. Neodymium
- 8.1.3.1. Element Overview & Supply Risks
- 8.1.3.2. Supply & Demand
- 8.1.4. Europium
- 8.1.4.1. Element Overview & Supply Risks
- 8.1.4.2. Supply & Demand
- 8.2. Elements That Will Be Oversupplied in the Near Future
- 8.2.1. Yttrium
- 8.2.1.1. Element Overview & Supply Risks
- 8.2.1.2. Supply & Demand
- 8.2.2. Lanthanum
- 8.2.2.1. Element Overview & Supply Risks
- 8.2.2.2. Supply & Demand
- 8.2.3. Cerium
- 8.2.3.1. Element Overview & Supply Risks
- 8.2.3.2. Supply & Demand
- 8.2.4. Praseodymium
- 8.2.4.1. Element Overview & Supply Risks
- 8.2.4.2. Supply & Demand
- 8.2.5. Samarium
- 8.2.5.1. Element Overview & Supply Risks
- 8.2.5.2. Supply & Demand
9. Market by Application (2010-2015)
- 9.1. Magnets
- 9.2. NiMH Batteries
- 9.3. Auto Catalysts
- 9.4. Diesel Engines
- 9.5. Fluid Cracking Catalysts
- 9.6. Phosphers
- 9.7. Glass
- 9.8. Polishing Powders
- 9.9. Other Applications
11. Overcoming the Potential shortfalls in Supply
- 11.1. Stockpiling
- 11.2. Recycling
- 11.3. Substitution
- 11.4. Material Shortfall Strategies by Various Rare Earth Consumers
12. Key Player Profiles
- 12.1. Lynas Corporation
- 12.2. Molycorp Minerals
- 12.3. Arafura Resources Ltd.
- 12.4. Great Western Minerals Group Ltd.
- 12.5. Avalon Rare Metals Inc.
- 12.6. Greenland Minerals & Energy Ltd.
- 12.7. Alkane Resources Ltd.
List of Figures
- Figure 2-1: Timeline for Important Events in the Rare Earth Elements Market
- Figure 3-1: Periodic Table Showing Rare Earth Elements
- Figure 4-1: Topology of Rare Earth Elements
- Figure 4-2: Global: Rare Earth Metal Reserves by Country (in Million
Metric Tons), 2010
- Figure 4-3: Global: Rare Earth Metal Reserves by Country (in %), 2010
- Figure 4-4: Global: Rare Earth Metals Reserve Base by Country (in Million
Metric Tons), 2009
- Figure 4-5: Global: Rare Earth Metals Reserve Base by Country (in %), in
2009
- Figure 4-6: Global: Breakup of Light & Heavy Rare Earth Metal Reserves (in
%), 2010
- Figure 5-1: Comparative Total Rare Earth Oxide Values of Various Rare
Earth Mines, 2010
- Figure 5-2: Thor Lake Rare Earth Mine: Breakup of Total Operational Costs
Involved in Mining & Processing, (in % )
- Figure 5-3: Global: Sources of Rare Earth Metals
- Figure 5-4: Flow Chart: Concentration of Rare Earth Ores
- Figure 5-5: Flow Chart: Extraction of Rare Earths from their Concentrated
Ores
- Figure 6-1: China' s Rare Earth Monopoly
- Figure 6-2: China & US: Average Labor Costs Per Hour (in US$), 2006
- Figure 6-3: China: Domestic Demand and Supply of Rare Earth Elements, (in
Metric Tons), 2010-2015
- Figure 6-4: China: High Technology Exports (% of Manufactured Exports)
2000 & 2009
- Figure 6-5: China: Rare Earth Elements Market Evolution, 1970 - 2010
- Figure 7-1: Global: Rare Earth Metals Production (in 000' Metric Tons)
1995-2010
- Figure 7-2: Global: Rare Earth Metals Market (in Billion US$) 2008-2010
- Figure 7-3: Global: Rare Earth Metals Production Forecast (in 000' Metric
Tons), 2011-2015
- Figure 7-4: Global: Rare Earth Metals Market Forecast (in Billion US$),
2011-2015
- Figure 7-5: Global: Rare Earth Elements Production by Country (in %), 2010
- Figure 7-6: Global: Rare Earth Elements Production by Country Forecast (in
%), 2015
- Figure 7-7: Bayan Obo Rare Earth Mine: Composition of Various Elements,
(in %)
- Figure 7-8: Longnan Rare Earth Mine: Composition of Various Elements, (in
%)
- Figure 7-9: Xunwu Rare Earth Mine: Composition of Various Elements, (in %)
- Figure 7-10: India Rare Earth Mine: Composition of Various Elements, (in %)
- Figure 7-11: Eastern Coast Rare Earth Mine: Composition of Various
Elements, (in %)
- Figure 7-12: Lahat Rare Earth Mine: Composition of Various Elements, (in %)
- Figure 7-13: Mt Weld Rare Earth Mine: Composition of Various Elements, (in
%)
- Figure 7-14: Mountain Pass Rare Earth Mine: Composition of Various
Elements, (in %)
- Figure 7-15: Nolans Rare Earth Mine: Composition of Various Elements, (in
%)
- Figure 7-16: Steenkampskraal Rare Earth Mine: Composition of Various
Elements, (in %)
- Figure 7-17: Nechalacho Rare Earth Mine: Composition of Various Elements,
(in %)
- Figure 7-18: Kvanefjeld Rare Earth Mine: Composition of Various Elements,
(in %)
- Figure 7-19: Dong Pao Rare Earth Mine: Composition of Various Elements,
(in %)
- Figure 7-20: Dubbo Zirconia Rare Earth Mine: Composition of Various
Elements, (in %)
- Figure 7-21: Global: Rare Earth Elements Consumption by Region, (in %),
2010
- Figure 7-22: Global: Rare Earth Elements Consumption by Region Forecast,
(in %), 2015
- Figure 8-1: Terbium: Supply & Demand Balance, (in Metric Tons), 2015
- Figure 8-2: Terbium: Historical prices (in US$/kg), 2007-2010
- Figure 8-3: Terbium: Price Forecasts (in US$/kg), 2011-2015
- Figure 8-4: Dysprosium: Supply & Demand Balance, (in Metric Tons), 2015
- Figure 8-5: Dysprosium: Price Forecasts (in US$/kg), 2011-2015
- Figure 8-6: Neodymium: Supply & Demand Balance, (in Metric Tons), 2015
- Figure 8-7: Neodymium: Historical prices (in US$/kg), 2007-2010
- Figure 8-8: Neodymium: Price Forecasts (in US$/kg), 2011-2015
- Figure 8-9: Europium: Supply & Demand Balance, (in Metric Tons), 2015
- Figure 8-10: Europium: Historical prices (in US$/kg), 2007-2010
- Figure 8-11: Europium: Price Forecasts (in US$/kg), 2011-2015
- Figure 8-12: Yttrium: Supply & Demand Balance, 2015 (in Metric Tons)
- Figure 8-13: Yttrium: Historical prices (in US$/kg), 2007-2010
- Figure 8-14: Yttrium: Price Forecasts (in US$/kg), 2011-2015
- Figure 8-15: Lanthanum: Supply & Demand Balance, (in Metric Tons), 2015
- Figure 8-16: Lanthanum: Historical prices (in US$/kg), 2007-2010
- Figure 8-17: Lanthanum: Price Forecasts (in US$/kg), 2011-2015
- Figure 8-18: Cerium: Supply & Demand Balance, (in Metric Tons), 2015
- Figure 8-19: Cerium: Historical prices (in US$/kg), 2007-2010
- Figure 8-20: Cerium: Price Forecasts (in US$/kg), 2011-2015
- Figure 8-21: Praseodymium: Supply & Demand Balance, (in Metric Tons), 2015
- Figure 8-22: Praseodymium: Historical prices (in US$/kg), 2007-2010
- Figure 8-23: Praseodymium: Price Forecasts (in US$/kg), 2011-2015
- Figure 8-24: Samarium: Supply & Demand Balance, (in Metric Tons), 2015
- Figure 8-25: Samarium: Historical Prices (in US$/kg), 2007-2010
- Figure 8-26: Samarium: Price Forecasts (in US$/kg), 2011-2015
- Figure 9-1: Diesel Particulate Filter
List of Tables
- Table 1-1: Rare Earth Elements: Light & Heavy Definitions
- Table 3-1: Rare Earth Elements: Characteristics & Applications
- Table 4-1: Global: Rare Earth Metals: Reserve & Reserve Base Estimates by
Country (in Million Metric Tons)
- Table 5-1: Light & Heavy Rare Earth Elements: Key Barriers to Entry
- Table 5-2: Total Time & Stages Required in Constructing & Bringing a Rare
Earth Mine to Production
- Table 5-3: Rare Earth Elements: Mining & Processing Costs
- Table 5-4: Thor Lake Rare Earth Mine: Total Infrastructure & Capital
Costs, (in Million US$)
- Table 5-5: Thor Lake Rare Earth Mine: Breakup of Capital Costs, (in
Million US$)
- Table 5-6: Thor Lake Rare Earth Mine: Operational Costs Involved in
Underground Mining and Preparation of a Bulk Concentrate, (Cost US$ Per Metric
Ton of Ore Mined)
- Table 5-7: Thor Lake Rare Earth Mine: Operational Costs Involved in
Hydrometallurgical Processing, (Cost US$ Per Metric Ton of Ore Mined)
- Table 5-8: Thor Lake Rare Earth Mine: Total Operational Costs Involved in
Mining & Processing, (Cost US$ Metric Ton of Ore Mined)
- Table 5-9: Sources of Rare Earth Elements & Their Composition
- Table 5-10: Average Annual Prices of Individual Rare Earth Elements, (in
US$/Kg), 2007-2011
- Table 5-11: Average Annual Price Forecast of Individual Rare Earth
Elements, (in US$/Kg), 2011-2015
- Table 6-1: China: Rare Earth Elements Export Quota (in Metric Tons), 2005
- 2011
- Table 7-1: Global: Rare Earth Elements Production by Country (in Metric
Tons), 1995-2002
- Table 7-2: Global: Rare Earth Elements Production by Country (in Metric
Tons), 2003-2010
- Table 7-3: Global: Rare Earth Elements Production by Country & Mine
Forecast (in Metric Tons), 2011-2015
- Table 7-4: Global: Distribution of Elements in Various Rare Earth Mines,
(in %)
- Table 7-5: Bayan Obo Rare Earth Mine: Composition of Various Elements, (in
%)
- Table 7-6: Longnan Rare Earth Mine: Composition of Various Elements, (in %)
- Table 7-7: Xunwu Rare Earth Mine: Composition of Various Elements, (in %)
- Table 7-8: India Rare Earth Mine: Composition of Various Elements, (in %)
- Table 7-9: Eastern Coast Rare Earth Mine: Composition of Various Elements,
(in %)
- Table 7-10: Lahat Rare Earth Mine: Composition of Various Elements, (in %)
- Table 7-11: Mt Weld Rare Earth Mine: Composition of Various Elements, (in
%)
- Table 7-12: Mountain Pass Rare Earth Mine: Composition of Various
Elements, (in %)
- Table 7-13: Nolans Rare Earth Mine: Composition of Various Elements, (in %)
- Table 7-14: Steenkampskraal Rare Earth Mine: Composition of Various
Elements, (in %)
- Table 7-15: Nechalacho Rare Earth Mine: Composition of Various Elements,
(in %)
- Table 7-16: Kvanefjeld Rare Earth Mine: Composition of Various Elements,
(in %)
- Table 7-17: Dong Pao Rare Earth Mine: Composition of Various Elements, (in
%)
- Table 7-18: Dubbo Zirconia Rare Earth Mine: Composition of Various
Elements, (in %)
- Table 7-19: Global: Rare Earth Elements Consumption by Region &
Application, (in Metric Tons), 2010
- Table 7-20: Global: Rare Earth Elements Consumption by Region &
Application Forecast, (in Metric Tons), 2015
- Table 7-21: China: Rare Earth Elements Consumption by Application, (in
Metric Tons), 2010 & 2015
- Table 7-22: Japan & Northeast Asia: Rare Earth Elements Consumption by
Application, (in Metric Tons), 2010 - 2015
- Table 7-23: US: Rare Earth Elements Consumption by Application, (in Metric
Tons), 2010 & 2015
- Table 8-1: Global: Supply of Various Rare Earth Elements (in Metric Tons),
2010-2015
- Table 8-2: Global: Composition of Various Rare Earth Elements, (in %)
2010-2015
- Table 8-3: Global: Supply & Demand of Various Rare Earth Elements, (in
Metric Tons), 2015
- Table 8-4: Terbium: Overview, Importance to Clean Energy & Supply Risk
- Table 8-5: Global: Terbium Production: Break-up by Mine (in Metric Tons),
2010 - 2015
- Table 8-6: Dysprosium: Overview, Importance to Clean Energy & Supply Risk
- Table 8-7: Global: Dysprosium Production: Break-up by Mine (in Metric
Tons), 2010 - 2015
- Table 8-8: Neodymium: Overview, Importance to Clean Energy & Supply Risk
- Table 8-9: Global: Neodymium Production: Break-up by Mine (in Metric
Tons), 2010 - 2015
- Table 8-10: Europium: Overview, Importance to Clean Energy & Supply Risk
- Table 8-11: Global: Europium Production: Break-up by Mine (in Metric
Tons), 2010 - 2015
- Table 8-12: Yttrium: Overview, Importance to Clean Energy & Supply Risk
- Table 8-13: Global: Yttrium Production: Break-up by Mine (in Metric Tons),
2010 - 2015
- Table 8-14: Lanthanum: Overview, Importance to Clean Energy & Supply Risk
- Table 8-15: Global: Lanthanum: Production Break-up by Mine (in Metric
Tons), 2010 - 2015
- Table 8-16: Cerium: Overview, Importance to Clean Energy & Supply Risk
- Table 8-17: Global: Cerium: Production Break-up by Mine (in Metric Tons),
2010 - 2015
- Table 8-18: Praseodymium: Overview, Importance to Clean Energy & Supply
Risk
- Table 8-19: Global: Praseodymium: Production Break-up by Mine (in Metric
Tons), 2010 - 2015
- Table 8-20: Samarium: Overview, Importance to Clean Energy & Supply Risk
- Table 8-21: Global: Samarium: Production Break-up by Mine (in Metric
Tons), 2010 - 2015
- Table 9-1: Global: Demand of Rare Earth Elements by Application, (in
Metric Tons), 2010-2015
- Table 9-2: Global: Share of Rare Earth Elements by Application, (in %),
2010-2015
- Table 9-3: Global: Production of NdFeB Magnets & Rare Earth Element
Consumption, (in Metric Tons), 2010-2015
- Table 9-4: Global: Production of NiMH Battery Alloys & Rare Earth Element
Consumption, (in Metric Tons), 2010-2015
- Table 9-5: Global: Demand for Auto Catalysts & Rare Earth Elements
Consumption, (in Metric Tons), 2010-2015
- Table 9-6: Global: Demand of Cerium Oxide for Diesel Fuel Borne Catalysts,
(in Metric Tons), 2010-2015
- Table 9-7: Global Demand of FCC Catalysts & Rare Earth Element
Consumption, (in Metric Tons), 2010-2015
- Table 9-8: Global: Demand of Rare Earth Elements in Phosphors, (in Metric
Tons), 2010-2015
- Table 9-9: Global: Demand of Rare Earth Elements in Major Glass
Applications (in Metric Tons), 2010-2015
- Table 9-10: Global: Demand of Rare Earth Elements in Polishing Powders (in
Metric Tons), 2010-2015
- Table 9-11: Global: Demand of Rare Earth Elements in Other Applications
(in Metric Tons),
- Table 11-1: Substitution Possibilities in Rare Earth Elements
- Table 11-2: Material Strategies by Rare Earth Reserve Rich Countries
- Table 11-3: Material Strategies by Countries Not Having Rich Rare Earth
Reserves
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