In terms of down stream, here's a paper from 2021 on magnet production/ supply, rather than oxide.
https://macropolo.org/wp-content/uploads/2021/11/magnet_final.pdf
Less concentrated with Japan and EU contributing significant capacity, however as usual... "While Japan and Germany still account for around half of the high-performance magnets output, their production levels have remained relatively constant. This leaves China as the main supplier to ramp up marginal capacity on high-end magnets. In the absence of substitutes in the near term, China may have little choice but to become the supplier of last resort in the face of a supply crunch."
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Open | High | Low | Value | Volume |
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12 | 3791 | $10.06 |
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No. | Vol. | Price($) |
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5 | 6707 | 10.030 |
10 | 4801 | 10.020 |
17 | 11246 | 10.010 |
16 | 13461 | 10.000 |
12 | 11104 | 9.990 |
Price($) | Vol. | No. |
---|---|---|
10.040 | 9797 | 6 |
10.050 | 9883 | 8 |
10.060 | 10807 | 8 |
10.070 | 11533 | 9 |
10.080 | 18016 | 9 |
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