Table of Content



1. OVERVIEW
1.1. Catalyst
1.2. Summary

2. INDUSTRY DEMAND FOR RARE EARTH ELEMENTS WILL RISE BUT MINING FIRMS SHOULD BE WARY
2.1. Efficient use of rare earth elements is increasing at speed, changing industry dynamics
2.2. Reductions in cobalt use by car makers means greater consumption of certain rare earth elements
2.3. Beijing must solve illegal mining problem to gain maximum advantage from REE deposits

3. CHINA CONTINUES TO DOMINATE REE MINING, BUT DYNAMICS OF INDUSTRY ARE SLOWLY SHIFTING
3.1. China will retain extreme control over rare earth element mining industry
3.2. China has become a net importer, at least for now
3.2.1. Consolidation among Chinese mining firms will help grow long-term legal production

4. GEOPOLITICS OF RARE EARTH ELEMENTS MEAN MARKET DOES NOT BEHAVE NORMALLY
4.1. United States is now stressing importance of improving geopolitical position, but doing so is far from easy
4.2. US must act fast to halt Chinese progress in REE mining outside of Asia-Pacific

5. RARE EARTH ELEMENT DEPOSITS ARE BEING FOUND OUTSIDE OF CHINA
5.1. Alternatives to Chinese supply are emerging but only very slowly
5.1.1. Japan has found very promising reserves of rare earth elements, but big advances are needed to enter market
5.1.2. New finds in Greenland are coming on stream, opening up new supplies for western countries

6. APPENDIX
6.1. Abbreviations and acronyms
6.2. Sources
6.3. Further reading

7. ASK THE ANALYST

8. ABOUT MARKETLINE



List of Figures


Figure 1: Number of hybrid and electric cars sold globally, 2011 to 2018 (millions)
Figure 2: Share of cobalt production per country, 2017 (%)
Figure 3: Rare earth element production 2018 (000s tons)
Figure 4: Reserves of rare earth elements (millions of tons)
Figure 5: Metals and mining volume (millions of tons) 2017
Figure 6: Figure Title
Figure 7: Shenghe Resources Holding
Figure 8: Rainbow Gakara project in Burundi
Figure 9: Minamitori Island


List of Tables