AdamasIntel: Mounting Supply Risks in China and Malaysia Report: Rare Earth Market and Pricing Outlook to 2030
With mounting supply risks in both China and Malaysia, the potential for near-term price increases is high in 2019. If Lynas is forced to halt production in Malaysia in September, we expect availability of neodymium, praseodymium, dysprosium, terbium and gadolinium to grow increasingly limited, and prices to rise accordingly.