Sorry, too many moving parts to make any guesses meaningful IMO, not dodging the Q, simple fact. Progress in improving ability to stream Ce to customer specs will play an important role over coming Q's.
NdPr sales values can be broadly estimated however based on 90 day trailing, so SB +10% at a minimum.
Interestingly:
"BEIJING (Info-RE) 27-Apr-17 Suppliers have significantly raised offer prices for lanthanum/cerium chloride recently underpinned by supply tightness within domestic market.
Given the stoppages at many producers caused by stringent environmental supervision, a marked reduction in lanthanum/cerium chloride output has been seen around the market, which has encouraged suppliers to have significantly marked up their quoted prices."
May present an opportunity to cash out some LaCe inventory as a bonus, but no big deal dollar wise.
The other one is SEG/HRE, presumably still being sold to spot, and the recent jump in Eu values. Economics of HRE production have gone to hell in a handcart resulting demand destruction, making incremental supply a lot more interesting. Only 5% production but SB north of ASP.
Pr/Nd oxide up again, market sentiment bullish, page-10
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