First one http://www.repe.com.cn
1, Supply side, global REE supply increased from 64,600 tons in 1994 to 123,000 tons in 2004, annually increased 6.04%!!! 2005 to 2016, global REE production maintain stable. However the refine and separation capability increased 2.61% annually since 2000
2, 2017 Quota distribution, 87100 tons L-REE, 17900 tons H-REE! Northern REE got 59500 tons in L-REE and SICHUAN province got 25000 tons in L-REE.
3, Demand side 2016 . Traditional industries, Glass (11,000 tons LA,CE,GD,EU,YBO); Ceramic (8300 tons YBO) OIL industry (23100 tons LA,CE,YBO); Steel industry (12900 tons LA,CE, YBO, PR etc)
New industries: Light (YBO, EUO 6400 tons); Polishing (17800 tons) ; EV (NDPR, SM 15100 tons)
4, 2012-2016, Glass and Ceramic industry REE demand annual increased 3.62%; 2012-2016, oil industry REE demand annual increased 1.69%; Same period steel industry REE demand annual increased 2.47%
5, NdFeB permanent magnet demand in EV industry 9068 tons in 2015 and 2020E is 10606
NdFeB 2013-2016 annual demand increased by 12% and estimate growth until 2020 is 7.5%
6, New Materials 2013-2016 annual demand increased by 2.54% and estimate it would maintain stable growth in next few years.
7, Last table, supply and demand from 2015 to 2020, the ** is and would be cover by illegal REE mining.
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