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高科技產業的稀土元素:市場分析和預測

Rare Earths Elements In High-Tech Industries: Market Analysis And Forecasts Amid China's Trade Embargo

出版商 Information Network 商品編碼 136854
出版日期 內容資訊 英文
商品交期: 2-3個工作天內
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高科技產業的稀土元素:市場分析和預測 Rare Earths Elements In High-Tech Industries: Market Analysis And Forecasts Amid China's Trade Embargo
出版日期: 2019年10月01日內容資訊: 英文
簡介

本報告研究高科技產業的稀土元素 (REE:Rare Earths Elements) 應用趨勢,彙整稀土資源埋藏情況和產業結構、中國禁運令影響、按應用領域的技術影響和市場趨勢預測、美國/歐洲相關政策和採購策略等情報。

第1章 簡介

  • 稀土元素特徵
  • 稀土元素埋藏量
  • 稀土元素應用領域:概要

第2章 稀土產業

  • 中國稀土產業
    • 中國國內產量
    • 生產結構
    • 消費結構
    • 稀土出口
    • 中國稀土產業近期動向
  • 其他國家 (RoW) 稀土產業
    • 美國
    • 加拿大
    • 南非
    • 澳洲
    • 格陵蘭
    • 阿根廷
    • 印度
    • 俄國
  • 採礦企業簡介

第3章 稀土市場分析

  • 概要
  • 稀土市場
    • 各國國內產量和消費量
    • 中國產量和消費量
  • 全球稀土市場分析

第4章 高科技產業應用的影響

  • 半導體
    • 受影響的技術
    • 利用的稀土材料
    • 市場預測
  • HDD
    • 受影響的技術
    • 利用的稀土材料
    • 市場預測
  • 顯示器:FPD/CRT
    • 受影響的技術
    • 利用的稀土材料
    • 市場預測
  • 手機和行動網路裝置
    • 受影響的技術
    • 利用的稀土材料
    • 市場預測
  • 固態照明 (SSL):LED/CFL
    • 受影響的技術
    • 利用的稀土材料
    • 市場預測
  • 環保技術
    • 受影響的技術
    • 利用的稀土材料
    • 市場預測

第5章 美國金屬市場策略展望

  • 國防產業中的稀土金屬應用
  • 稀土資源和產量潛力
  • 供應鏈問題
  • 國會稀土相關法令立法動向
  • 可能實現的政策選項

第6章 歐洲金屬市場策略展望

  • 重大性評估
  • 分析結果和重要原料一覽

第7章 美國國內供應鏈重建

  • 非中國來源的新稀土
  • 價格上漲的影響:按應用

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目錄

At the time of the alleged 2010 embargo, Chinese firms accounted for 97 percent of rare-earth oxide production and a large fraction of the processing business that turns these into rare earth metals, alloys, and products like magnets. This near-monopoly was in a market with surging demand and intense political resonance in consuming countries. And the most dependent countries-primarily Japan and the United States, but also several European states-happened to be those over which China most wanted influence. Prices soared in the REE spot market in the wake of China's 2010 export cuts, especially as downstream users-companies that incorporate REEs into other products-filled inventories to protect themselves from future disruptions.

Downstream markets are already adjusting to the changing supply picture through normal market mechanisms. This report presents a forecast of REE for a variety of technologies: semiconductors, HDDs, FPDs, mobile devices, LEDs, and alternative energy.

Table of Contents

Chapter 1: Introduction

  • 1.1. Rare Earth Element Characteristics
  • 1.2. Rare Earth Element Resources
  • 1.3. Overview of Rare Earth Element Applications

Chapter 2: Rare Earth Industry

  • 2.1. China' Rare Earth Industry
    • 2.1.1. China's Production
    • 2.1.2. China Rare Earth Production Structure
    • 2.1.3. China Rare Earth Consumption Structure
    • 2.1.4. China Export of Rare Earths
    • 2.1.5. Recent Activities Of China's Rare Earth Industry
      • 2.1.5.1. Consolidation Of China's Rare Earth Industry
  • 2.2. Rest Of World's Rare Earth Industry
    • 2.2.1. UNITED STATES
      • 2.2.1.1. Mountain Pass
      • 2.2.1.2. Utah Rare Earth Project
      • 2.2.1.3. Bear Lodge Rare-Earth Project
      • 2.2.1.4. Elk Creek
      • 2.2.1.5. Bokan-Dotson Ridge
      • 2.2.1.6. Diamond Creek
      • 2.2.1.7. Lemhi Pass
    • 2.2.2. CANADA
      • 2.2.2.1. MacLeod Lake Project
      • 2.2.2.2. Hoidas Lake
      • 2.2.2.3. Benjamin River Project
      • 2.2.2.4. Douglas River Project
      • 2.2.2.5. Nechalacho Rare Earth Element Project
      • 2.2.2.6. Archie Lake
      • 2.2.2.7. Bulstrode Rare Earth Property
      • 2.2.2.8. Mount Copeland
      • 2.2.2.9. Cross Hills Newfoundland
      • 2.2.2.10. Kipawa
      • 2.2.2.11. Strange Lake
      • 2.2.2.12. Ytterby
      • 2.2.2.13. Grevet REE
      • 2.2.2.14. Turner Falls
    • 2.2.3. SOUTH AFRICA
      • 2.2.3.1. Steenkampskraal Mine South Africa
    • 2.2.4. AUSTRALIA
      • 2.2.4.1. Nolans Bore
      • 2.2.4.2. Mount Weld
      • 2.2.4.3. Jungle Well/ Laverton
    • 2.2.5. GREENLAND
      • 2.2.5.1. Kvanefjeld Project
    • 2.2.6. ARGENTINA
      • 2.2.6.1. Cueva del Chacho
      • 2.2.6.2. Susques Property - Jujuy Province
      • 2.2.6.3. John Galt Project
    • 2.2.7. INDIA
      • 2.2.7.1. Indian Rare Earth
    • 2.2.8. RUSSIA
      • 2.2.8.1. Kutessay II
  • 2.3. Profiles of Mining Corporations

Chapter 3: Rare Earth Market Analysis

  • 3.1. Overview
  • 3.2. Rare Earth Market
    • 3.2.1. Domestic Production and Consumption
    • 3.2.2. China Production and Consumption
  • 3.3. Global Rare Earth Market Analysis

Chapter 4: Impact on Hi-Tech Applications

  • 4.1. Semiconductors
    • 4.1.1. Technology Impacted
      • 4.1.1.1. High-k Dielectrics
      • 4.1.1.2. Polishing Powders
    • 4.1.2. Rare Earth Material Used
    • 4.1.3. Market Forecast of Impacted Semiconductor Devices/Materials
  • 4.2. Hard Disk Drives (HDDs)
    • 4.2.1. Technology Impacted
      • 4.2.1.1. Neo Magnets for HDDs
      • 4.2.1.2. High Strength Glass Substrates
    • 4.2.1. 3 Polishing Materials
    • 4.2.2. Rare Earth Material Used
    • 4.2.3. Market Forecast of Impacted HDD Devices/Materials
  • 4.3. Displays - FPD/CRT
    • 4.3.1. Technology Impacted
      • 4.3.1.1. Polishing Materials
      • 4.3.1.2. Phosphors
    • 4.3.2. Rare Earth Material Used
    • 4.3.3. Market Forecast of Impacted CRT/FPD Devices/Materials
  • 4.4. Mobile and Mobile Internet Devices
    • 4.4.1. Technology Impacted
    • 4.4.2. Rare Earth Material Used
    • 4.4.3. Market Forecast of Impacted Mobile Devices/Materials
  • 4.5. Solid State Lighting - LED/CFL
    • 4.5.1. Technology Impacted
      • 4.5.1.1. Phosphors for Light Emitting Diodes (LEDs)
      • 4.5.1.2. Phosphors for Compact Fluorescent Lamps (CFL)
    • 4.5.2. Rare Earth Material Used
    • 4.5.3. Market Forecast of Impacted LED Devices/Materials
  • 4.6. Green Technology
    • 4.6.1. Technology Impacted
      • 4.6.1.1. Rare Earths for Hybrid Vehicle Batteries (NiMH)
      • 4.6.1.2. Neo Magnets for Hybrid Vehicle Electric Motors and Brakes
      • 4.6.1.3. Neo Magnets for Wind Turbines
      • 4.6.1.4. Catalytic Converter for Automobiles
    • 4.6.2. Rare Earth Material Used
    • 4.6.3. Market Forecast of Impacted Green Devices/Materials
    • 4.6.4. Other Green Technologies

Chapter 5: U.S Strategic Metal Perspective

  • 5.1. The Application of Rare Earth Metals in National Defense
  • 5.2. Rare Earth Resources and Production Potential
  • 5.3. Supply Chain Issues
  • 5.4. Rare Earth Legislation in the 111th Congress
    • 5.4.1. H.R. 6160, Rare Earths And Critical Materials Revitalization Act Of 2010
    • 5.4.2. H.R. 4866, the Rare Earths Transformation Act of 2010
    • 5.4.3. S. 3521, Rare Earths Supply Technology and Resources Transformation Act of 2010
    • 5.4.4. H.R. 5136, the Fiscal Year 2011 National Defense Authorization Act
    • 5.4.5. P.L. 111-84, the Fiscal Year 2010 National Defense Authorization Act
    • 5.4.6. H.R. 1960, National Defense Authorization Act (NDAA) for FY2014
  • 5.5. Possible Policy Options
    • 5.5.1. Authorize And Appropriate Funding For A USGS Assessment
    • 5.5.2. Support And Encourage Greater Exploration For REE
    • 5.5.3. Challenge China On Its Export Policy
    • 5.5.4. Establish A Stockpile

Chapter 6: European Strategic Metal Perspective

  • 6.1. Assessing Criticality
    • 6.1.1. Geological And Technical Availability
    • 6.1.2. Key Terms And Definitions
    • 6.1.3. Geological Availability
    • 6.1.4. Technological Development
    • 6.1.5. Geopolitical-Economic Availability
  • 6.2. Results And List Of Critical Raw Materials
    • 6.2.1. Economic Importance And Supply Risks
    • 6.2.2. Future Perspectives On Raw Material Demand - Implications Of Technological Change.
    • 6.2.3. Emerging technologies and raw materials

Chapter 7: Rebuilding a U.S. Supply Chain

  • 7.1. Non-Chinese Sources of New Rare Earths
  • 7.2. Impact of Price Hikes by Application

List of Tables

  • 1.1. Selected Rare Earth Element Bearing Products
  • 1.2. Rare Earths Elements And Some Of Their End Uses
  • 2.1. Rare Earth Prices
  • 2.2. Global Capacity Of Rare Earth Oxides - 2010
  • 2.3. Global Capacity Of Rare Earth Oxides - 2014
  • 3.1. U.S. Rare Earth Statistics
  • 3.2. Rare Earth Prices
  • 3.3. Rare Earth Elements: World Production And Reserves
  • 3.4. Rare Earth Oxide Capacity
  • 3.5. Rare Earth Oxide Capacity
  • 3.6. Rare Earth Oxide Demand-Supply
  • 3.7. Rare Earth Composition By End Use
  • 4.1. Properties Of Rare Earth Ln2O3 Oxides
  • 4.2. Forecast of CMP Slurry
  • 4.3. Demand of Rare Earths for Neo Magnets
  • 4.4. Market Forecast for Hard Disk Drives by Size
  • 4.5. Market Forecast For Ceria Slurry For Glass Disks
  • 4.6. Demand of Rare Earths for Polishing Compounts for FPD/CRT
  • 4.7. Demand of Rare Earths for Phosphors for FPD/CRT
  • 4.8. Market Forecast of FPD/CRT by Type
  • 4.9. Market Forecast of Mobile/MID by Type
  • 4.10. Demand of Rare Earths for Phosphors for CFLs
  • 4.11. Market forecast of Backlight LEDs by Application
  • 4.12. Demand of Rare Earths for NiMH Batteries
  • 4.13. Demand of Rare Earths for Neo Magnets
  • 4.14. Demand for Rare Earths for Automobile Catalysts
  • 5.1. Rare Earth Elements: World Production And Reserves
  • 6.1. Rare Earth Applications
  • 6.2. Global Metal Production

List of Figures

  • 1.1. Periodic Table Of Rare Earth Elements
  • 1.2. Abundance Of The Rare Earth Elements
  • 1.3. Rare Earth Production Since 1950
  • 1.4. China's Rare Earth Dominance
  • 2.1. Rare Earth Proportion And Distribution In China
  • 2.2. Production Of Rare Earth Concentrates Since 1994
  • 2.3. Production Of Smelting Separation Products Since 1999
  • 2.4. Production Of Rare Earth Metals Since 1988
  • 2.5. Production Of Rare Earth Oxides Since 1950
  • 2.6. Consumption Of Rare Earths Since 1990
  • 2.7. Consumption Structure Of China From 1988
  • 2.8. Gross Volume Of Exports From 1979
  • 2.9. Gross Value Of Exports From 1979
  • 3.1. U.S. Distribution Of Refined Rare Earth Products
  • 3.2. Rare-Earth Price Index
  • 3.3. Comparison Of Rare Earth Consumption .Between

China And The World

  • 3.4. Global Supply-Demand Forecast
  • 3.5. ROW Supply-Demand Forecast
  • 3.6. REO Distribution By Weight - 2010
  • 3.7. REO Distribution By Revenue - 2010
  • 3.8. REO Distribution By Weight - 2014
  • 3.9. REO Distribution By Revenue - 2014
  • 3.10. REE Composition By End Use
  • 3.11. Approximate Percentage Content Of Current And

Prospective Ores

  • 4.1. Illustration of MOSFET and Gate Oxide
  • 4.2. STI CMP Using Ceria
  • 4.3. HDD Drive and Neo Magnets
  • 4.4. Glass Media Drive Forecast
  • 4.5. Market Forecast For Neo Magnets
  • 4.6. Illustration of Phosphors in PDPs
  • 4.7. Market Forecast For Neo Magnets
  • 4.8. Traditional Design of a 5-mm white LED
  • 4.9. Scattered Photon Extraction white LED
  • 4.10. Supply Chain for Fluorescent Lighting
  • 4.11. Rare Earths Used in Hybrid Vehicles
  • 4.12. Hybrid Vehicle Battery (NiMH)
  • 4.13. Hybrid Vehicle Electric Motor and Brakes
  • 4.14. Wind Turbine Motor
  • 4.15. Supply Chain for Permanent Magnets
  • 4.16. Catalytic Converter for Automobiles
  • 4.17. Forecast of Hybrid Vehicles
  • 4.18. Forecast of Wind Generators
  • 6.1. Supply Of Strategic Metals To The European Union
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