Very nice find Lei, far more positive for La than Ce but any demand points have to be positive.
The stat China v US is particularly interesting as the US is only increasing their RE usage in FCC due to the processing of more heavier shale oil. As I understand China is also developing shale oil they are likely to follow.
From http://www.google.com/patents/US7514385
".... for cracking heavy oil and decreasing olefin content. The catalyst is characterized with good cracking activity, high hydrothermal stability, and high conversion of heavy oil as well as excellent selectivity of gasoline, dry gas and coke; moreover, the olefin content in the produced gasoline decreases effectively."
“In order to increase the activity of Y-zeolite with high silica content, U.S. Pat. No. 4,840,724 discloses a method to increase the rare-earth content of ultra-stable Y-zeolite by rare-earth ion exchange.”
“The RE2O3 content of REHY zeolite was increased to about 6˜16% by weight and the RE2O3 content of REY zeolite was increased to about 8˜20% by weight”
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