cerium carb prices steady.smal buys come bak , page-13

agree with your view.

Someone has exaggerating spread of the negative of Cerium's price and demand, seems the Cerium to be as "bad boy" of rare earth, this view as short-sighted vision that
Only just to see a tree, but can't see the big picture of forest.

Cerium's Price:

While it is fact that Cerium is at a low price now, however, once Cerium was the star of rare earths, when in 2011 of the rare-earth prices reached high level, when Lynas's basket price reaches $193.21/kg(Q3/2011),
Cerium's price FOB China:
Cerium Oxide:$118.65/kg,
overtake of Lanthanum Oxide $117.68/kg,
closed to one of "the SEG" ---Samarium Oxide $129.45/kg, and "Samarium" only 2.27% of in Lynas's resources.

as Same time, Cerium Oxide Price China Domestic:
Cerium Oxide:$25.17/kg,
overtake of Lanthanum Oxide $21.90/kg,
even more than Samarium Oxide $20.50/kg.

the ratio of Cerium in Baotou's Rare Earth resources has than of Lynas's 46%, reaching 51%, Cerium was a real "good guy" helping Baotou catch a huge Profits during that time.

Demand:

From Cerium's price started rapidly rising, since 2011, Japan dramatically reducing the Cerium's import of about more than 80%, the reasons Possible be:

Cerium's price was too high that lead to appear of new alternative products and technologies;

for a long time, Japan always accustomed to buying from China when a period of price was cheap and packaged stockpile to prepare for future needs when price is high, so there should have a larger number of Cerium's inventory now.

Smuggling:

by Foreign customs's statistics of imported the Rare Earth from China, Compared with China's customs's statistics of exported from China, were 35% higher in 2008, 59% higher in 2009, 36% higher in 2010, 2011 was even higher than 120%, estimated at least more than 30,000 tons, the final acceptance as mainly Japan, how much of Cerium could not be identified,but if noted that in 2011, Japan began to sudden sharp lowering custom's imported from China,
What tricky, you can guess...