Argus Rare Earths Analytics
概要
2033年までの戦略的分析、ベンチマーキング、資産や生産者、機会の評価に向けてご活用いただけます。
購読者様には、最新の市場動向と1年間の価格予測に関する弊社専門家による分析が毎月提供されます。10年予測については、6ヵ月ごとに更新され、レアアース市場の詳細な長期展望を提供します。
Key features
Monthly rare earths outlook
12-month price projections with comprehensive trade data, supply and demand analysis, and crucial developments.
Biannual rare earths analytics
Comprehensive 15-year forecasts for prices, production, and supply and demand, with unrivalled detail on rare earths and magnet global trading.
Inform your strategy and minimise your risk
Plan your next move with one-year and 15-year forecasts across supply, demand, prices and projects updated every six months. Stay ahead of impending regulations, policy changes and supply chain challenges.
Data and downloads
Access and manipulate valuable data with the Excel add-in, including project trackers, import/export numbers, electric vehicle (EV) sales and forecasts, demand projections for renewables and magnets.
Adding context to data
Understand the drivers and limiters behind our rare earth outlooks with extensive market analysis and commentary.
Access to experts
Subscribers gain access to our rare earths consultants and subject matter experts in 28 offices across Asia-Pacific, Africa, Europe and the Americas.
Customers that benefit
Mining Companies
Mining companies use Argus Rare Earths Analytics for competitive analysis of additional capacity through new mining projects and additional options for developing refining partners in new markets. Demand from end-use markets is also analysed to uncover potential opportunities for business development.
Rare Earths Refiners
Refiners benefit from using Argus analytics data in their long-term supply and demand projections to ensure resilience in the supply chain and identify additional refining projects in development that could threaten market position.
Traders
Traders rely on Argus impartial forecasts to spot favourable market conditions for imports and exports, plan for tightening supply, tariff implications, and to time trades effectively.
Manufacturers
For buyers of rare earths - or products that rely on them - an independent forecast offers critical advantages, including price risk management, strategic sourcing, transparency on information imbalance, investment decisions, and regulatory readiness.
Magnet manufacturers
Magnet manufacturers use the fundamental data in Argus Rare Earths Analytics to ensure a reliable supply of rare earths feedstocks, to understand demand drivers from various end-use markets and to plan for geopolitical complications for trade.
Government entities
With rare earths being central to geopolitical tensions due to their use in many important defence and technology applications, government entities that are responsible for securing critical materials can look to Argus for detailed information on the global supply and trade landscape.
Product Specifications
The Argus Rare Earths Analytics Service gives you access to market-leading and independently developed price forecasts and analysis across the global rare earths market with a specific lens on China as the dominant producer. Clients receive a monthly PDF with short-term analysis and outlook by element, and a biannual long-term analytics report with a data-rich executive summary of long-term fundamentals and forecasts, as well as the raw data in Excel accessible via a client portal.
- 12-month price projections
- Comprehensive trade data and full-year forecast
- Supply and demand analysis, and crucial developments
- Project tracker
- Excel datafile
- Comprehensive 15-year forecasts for prices, production, supply and demand
- Reliable intelligence on potential future supply and demand projections from key end-use markets
- Project tracker for Chinese and global rare earths mining and refining
- Exclusive insights on geopolitical developments, export controls, tariffs and other threats to stability in costs and supply
- Unrivalled detail on rare earths and magnet global trading
- Historic and forecast prices for Neodymium metal and oxide for cif Europe and fob China
- Historic and forecast prices for NdPr metal and oxide fob China
- Expert analysis of market drivers for Neodymium
- Neodymium 15-year forecast with detailed operating statistics on global supply, magnet and other demand, and calculation of supply/demand balance for 15 years forward
- Historic and forecast prices for Praseodymium metal and oxide fob China
- Expert analysis of market drivers for Praseodymium
- Praseodymium 15-year forecast with detailed operating statistics on global supply, magnet and other demand, and calculation of supply/demand balance for 15 years forward
- Historic and forecast prices for Dysprosium metal and oxide for cif Europe and fob China
- Expert analysis of market drivers for Dysprosium
- Dysprosium 15-year forecast with detailed operating statistics on global supply, magnet and other demand, and calculation of supply/demand balance for 15 years forward
- Historic and forecast prices for Yttrium oxide for cif Europe and fob China
- Historic and forecast prices for Yttrium metal fob China
- Expert analysis of market drivers for Yttrium
- Yttrium supply and demand historic data and 15-year forecast
- Historic and forecast prices for Terbium oxide for cif Europe and fob China
- Historic and forecast prices for Terbium metal fob China
- Expert analysis of market drivers for Terbium
- Terbium 15-year forecast with detailed operating statistics on global supply, magnet and other demand, and calculation of supply/demand balance for 15 years forward
- Terbium supply and demand historic data and 15-year forecast
- Historic and forecast prices for Cerium oxide fob China
- Expert analysis of market drivers for Cerium
- Cerium supply and demand historic data and 15-year forecast
- Historic and forecast prices for Lanthanum oxide fob China
- Expert analysis of market drivers for Lanthanum
- Lanthanum supply and demand historic data and 15-year forecast
- Historic and forecast prices for Gadolinium oxide fob China
- Expert analysis of market drivers for Gadolinium
- Gadolinium supply and demand historic data and 15-year forecast
- Historic and forecast prices for Samarium oxide fob China
- Expert analysis of market drivers for Samarium
- Samarium supply and demand historic data and 15-year forecast
- Historic and forecast prices for Lutetium oxide fob China
- Expert analysis of market drivers for Lutetium
- Lutetium supply and demand historic data and 15-year forecast
- Historic and forecast prices for Europium oxide fob China
- Expert analysis of market drivers for Europium
- Europium supply and demand historic data and 15-year forecast
- Chinese and rest of the world permanent magnet export and import data for ores, concentrates and mixed carbonates
- Chinese rare earths compound and metal import and export data
- US, Japanese and EU rare earths import data
- Rare earths demand by application (volume and value), current and forecast
- Rare Earths demand by element, current and forecast
- Detailed data on demand from EVs including EV sales forecast and EV-driven demand by element forecast
- Detailed data on rare earths demand from the renewable energy sector including global wind power growth forecast
- Global rare earths mining output by region/country, source
- Global rare earths supply by element, current and forecast
- Rare earths project tracker with global mines and separation projects by company, location, stage of development and output
- Cost curve analysis for rare earths mining by location
- Rare earths feedstock prices
- Demand drivers for rare earth permanent magnets in electric vehicles, renewable energy, robotics and consumer electronics
- Insights into magnet recycling, substitution trends and downstream manufacturing
- Global rare earth permanent magnet producers
Monthly PDF report with quick-take Outlook on the month ahead, the next 3-6 months and the 12 months forward for easy takeaway of highlights. Forecast prices are updated monthly and are accompanied by a detailed Price Outlook section that provides justification for the forecast movement.
A comprehensive analysis of the rare earths market is provided with out of the box charts and infographics for easy consumption of the detailed data sets provided by Argus. The summary includes our long-term forecasts on pricing, supply and demand and these are updated every six months. The presentation-ready graphics are accompanied by bullet point summaries of the data with key takeaways.
As a client of an Argus analytics product, you gain access to a valuable subject matter expert who can add value to your project planning with bespoke work, detailed market discussions, or to answer questions about the data provided.
Market fundamentals can offer additional context for price movements and forecasts and Argus provides clients with a variety of additional data sets in Excel for download. Clients can use the raw data for further business-specific interrogation, to create charts or tables for use in reports and to build correlations with price data to detect potential leading indicators for price drivers.
主な価格アセスメント
アーガスの価格は、実際の市場価値を知る、信頼できる指標として市場で認められています。最も広く利用され、関連性の高い価格アセスメントの一部をご覧ください。
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Argus Base Oils Europe Group II fca ARA
Argus AGS
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Argus Bakken
Argus Antimony
Argus Austria VTP
Argus 8800 PRB
AFEI-Edmonton and AFEI-Ripet netbacks
Argus Brazil gasoline diesel dap
Argus Brazil diesel fca
Argus Brazil MAP cfr
Argus bionaphtha fob ARA
Argus bionaphtha cfr NE Asia
Argus aluminium scrap
Argus Asia-Pacific coking coal
Argus Base Oils Europe Group III (a) and (b) price
Argus Base Oils Europe Group II fca ARA
Argus AGS
Argus Asian UCO price assessments
Argus Bakken
Argus Antimony
Argus Austria VTP
Argus 8800 PRB
AFEI-Edmonton and AFEI-Ripet netbacks
Argus Brazil gasoline diesel dap
Argus Brazil diesel fca
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Related documents
Argus Rare Earths
See the news and analysis included in the monthly PDF report (does not include access to data & downloads).
Argus Non-Ferrous Markets
Understand how Argus prices the non-ferrous metals powering Argus Rare Earths Analytics, ensuring currencies, volume units, locations and other particulars of assessments reflect the market conditions.