稀土元素市场报告：2030 年趋势、预测与竞争分析

稀土元素趋势及预测

预计到 2030 年，全球稀土元素市场将达到 124 亿美元，2024 年至 2030 年复合年增长率为 12.3%。该市场的主要驱动力是电子设备需求的增加、马达马达数量的增加以及风力发电机中稀土元素磁体的采用增加。全球稀土元素市场前景广阔，永磁体、金属合金、玻璃抛光、玻璃添加剂、催化剂、磷光体和陶瓷市场都有机会。

Lucintel 预测，由于电动和混合动力汽车製造商的需求不断增加，氧化钕在预测期内仍将是最大的细分市场。

在这个市场中，磷光体预计将出现最高的成长。

由于中国需求激增，预计亚太地区在预测期内将出现最高增长。

常问问题

Q1.市场规模为：

A1. 到2030年，全球稀土元素市场预计将达到124亿美元。

Q2.市场成长预测是多少：

A2. 预计2024年至2030年全球稀土元素市场复合年增率为12.3%。

Q3.影响市场成长的主要驱动因素是：

A3. 这个市场的主要驱动因素是电子产品需求的成长、马达马达的兴起以及风力发电机中越来越多地采用稀土元素磁体。

Q4.市场的主要细分市场是：

A4.稀土元素市场前景广阔，永磁体、金属合金、玻璃抛光、玻璃添加剂、催化剂、磷光体、陶瓷市场都有机会。

Q5.市场的主要企业是：

A5.主要企业稀土元素企业如下：

• Lynas Corporation
• Alkane Resources
• Arafura Resources
• China Minmetals Rare Earth
• Avalon Advanced Materials
• Iluka Resource
• Canada Rare Earth Corporation

Q6.未来最大的细分市场是什么？

A6.Lucintel 预测，由于电动和混合动力汽车製造商的需求不断增加，氧化钕在预测期内仍将是最大的细分市场。

Q7. 未来五年预计哪些地区的市场成长最大？

A7.由于中国需求迅速扩大，亚太地区预计在预测期内将出现最高成长。

Q8. 可以客製化报告吗？

A8. 是的，Lucintel 提供 10% 的客製化服务，无需额外付费。

目录

第一章执行摘要

第二章全球稀土元素市场：市场动态

• 简介、背景、分类
• 供应链
• 产业驱动因素与挑战

第三章 2018-2030年市场趋势及预测分析

• 宏观经济趋势（2018-2023）与预测（2024-2030）
• 全球稀土元素市场趋势（2018-2023）与预测（2024-2030）
• 按类型分類的全球稀土元素市场
  • 氧化铈
  • 氧化镧
  • 氧化钕
  • 氧化钇
  • 氧化镨
  • 氧化镐
  • 氧化钆
  • 氧化镝
  • 氧化铽
• 全球稀土元素应用市场
  • 永久磁铁
  • 金属合金
  • 玻璃抛光
  • 玻璃添加物
  • 催化剂
  • 磷光体
  • 陶瓷
  • 其他的

第四章 2018-2030年区域市场趋势及预测分析

• 全球稀土元素市场按地区划分
• 北美稀土元素市场
• 欧洲稀土元素市场
• 亚太稀土元素市场
• 其他地区稀土元素市场

第五章 竞争分析

• 产品系列分析
• 营运整合
• 波特五力分析

第六章 成长机会与策略分析

• 成长机会分析
  • 按类型分類的全球稀土元素市场成长机会
  • 全球稀土元素市场成长机会（按应用）
  • 全球稀土元素市场成长机会（按地区）
• 全球稀土元素市场新趋势
• 战略分析
  • 新产品开发
  • 全球稀土元素市场扩大产能
  • 全球稀土元素市场的合併、收购与合资
  • 认证和许可

第七章主要企业概况

• Lynas Corporation
• Alkane Resources
  • Arafura Resources
• China Minmetals Rare Earth
• Avalon Advanced Materials
• Iluka Resource
• Canada Rare Earth Corporation

Rare Earth Element Trends and Forecast

The future of the global rare earth element market looks promising with opportunities in the permanent magnet, metal alloy, glass polishing, glass additives, catalyst, phosphors, and ceramic markets. The global rare earth element market is expected to reach an estimated $12.4 billion by 2030 with a CAGR of 12.3% from 2024 to 2030. The major drivers for this market are growing demand of electronic devices, rising number of electric motors, and increasing adoption of rare earth magnets in wind turbines.

Lucintel forecasts that neodymium oxide will remain the largest segment over the forecast period due to increasing demand from electric and hybrid vehicle manufacturers.

Within this market, phosphors is expected to witness the highest growth.

APAC is expected to witness highest growth over the forecast period due to rapidly growing demand in China.

Emerging Trends in the Rare Earth Element Market

The rare earth element market is influenced by several emerging trends that are shaping its future direction.

• Diversification of Supply Sources: There has been a trend towards diversifying supply sources characterized by increased geopolitical uncertainties and vulnerabilities within the supply chain. Countries and companies have set aside funds for alternative mining operations as well as entered into international partnerships with an aim to abridge over-reliance on one source, so that they enhance security and stability in their respective supply chains.
• Technological Advancements in Extraction: New technological advancements improve efficiency as well as sustainability associated with extraction or processing activities involving rare-earth elements. Examples include advanced hydrometallurgical techniques, production automation which are boosting output capacity while minimizing environmental footprints in order to render this sector competitive sustainable than before.
• Increase in Recycling and Circular Economy: The focus on recycling and circular economy is gaining momentum as a strategy for dealing with supply constraints and environmental concerns. This involves developing enhanced recycling technologies and closed-loop systems that extract rare earth elements from end-of-life products so as to avoid the need for new mining, minimizing waste.
• Rare Earth Substitutes Development: At present, research into rare earth substitutes is an emerging trend focused on reducing dependence on critical rare earth elements. As such, scientists and engineers are working towards developing alternative materials and technologies to replace rare earths in various applications like magnets or batteries with a view of improving supply chain resilience.
• Strategic Stockpiling and Reserves: Rare earth elements supply security is increasingly becoming an issue leading to increased strategic stockpiling and reserves by countries. For instance, Governments and corporations are building strategic reserves against potential disruptions in supplies while also managing price volatility thus ensuring a stable supply of critical industries.

These trends are reshaping the rare earth element market, which encompasses diversification of sources of supply, technology progression, focus on recycling, development of substitutes as well as strategic stock piling. They reflect global efforts aimed at boosting supply chain security, enhancing sustainability and mitigating risks associated with reliance on rare earths.

Recent Developments in the Rare Earth Element Market

This piece highlights recent developments within the rare earth element market that have had significant impacts upon its future direction.

• Domestic Production Expansion: Many countries are investing heavily in growing their domestic capacities to produce more amounts of rare-earth metals. Specifically, this includes launching new mines or upgrading existing processing facilities thus decreasing dependence upon imports so as to ensure self-sufficiency which is crucial when trying to increase supply chain resilience or stabilize markets.
• Extraction Technologies Advancement: Advances in extraction technologies recently made have improved efficiency and sustainability of rare earth element production. For example, innovations such as improved hydrometallurgical methods as well as new extraction techniques have led to reduced environmental impacts and increased recovery rates making the industry more competitive.
• Recycling Initiatives Growth: The growth of recycling initiatives is a significant response to supply constraints and environmental challenges. Therefore, new recycling technologies and processes are being implemented with a view to extracting rare earth elements from end-of-life products so as to support transition towards circular economy by reducing demand for news mining.
• International Collaboration Rise: The global market for rare earth elements is shaped by increasing international collaboration that involves countries and companies entering into strategic partnership in order to guarantee supply sources or share technology. This has helped increase global supply chain security through international collaborations that are forging ahead against their common problems in the rare earth industry.
• Sustainability Focus and Green Technologies: Focus on sustainability and green technologies has spawned innovation within the rare earth sector. Consequently, companies are now prioritizing environmentally friendly practices while governments are investing in research aimed at developing sustainable alternatives and reducing overall environmental footprint associated with rare earth production processes.

These developments significantly influenced the market situation of the most important industrial organizations - domestic expansion, technological advancements, growth of material returns, sustainable development and cooperation - reveal an attempt to ensure provision chain safety, improve ecological systems balance at least minimize potential risks implied by using scarce metals.

Strategic Growth Opportunities for Rare Earth Element Market

Technological advancements and changing market dynamics provide several strategic growth opportunities across various main applications relevant for the REE market.

• Investment in Domestic Mining and Processing: Investing in local mining industries and processing capabilities is a significant growth opportunity. This can be achieved when countries develop local resources and technologies that minimize import reliance and enhance supply chain security. In addition, this approach has economic benefits and supports national strategic interests.
• Development of Advanced Recycling Technologies: Developing advanced recycling technologies offers growth potential by enabling the recovery of rare earth elements from end-of-life products. Enhanced recycling processes may reduce the need for new mining, address supply constraints, and contribute to a circular economy-this aligns with sustainability goals.
• Exploration of Alternative Materials and Substitutes: Exploring other materials and substitutes to rare-earth elements presents ridership opportunities in terms of mitigating supply risks as well as reducing dependence on critical materials. Research into new materials and technologies can result into innovations aimed at improving product performance leading to market competitiveness.
• Expansion into Emerging Markets: Emerging markets expansion offers growth potential due to high tech applications demand for rare earth elements that is on the rise. The growing economies of regions like Asia or Latin America is projected to increase demand for electronic gadgets, green energy, cars among others hence higher usage of REEs.
• Strengthening International Partnerships: By putting more weight behind global alliances businesses stand better chances of growing their markets by ensuring consistent supplies while technology transfer occurs. When countries' joint efforts are combined with those put in place by business it will be possible to build supply chain resilience share expertise on global initiatives related to rare earth element etc...

Domestic mining investment, advanced recycling, alternative materials, emerging markets expansion, international partnerships are some opportunities that need attention if they are going to fuel the growth in the rare earth element market. These embrace opportunities enable companies and nations alike improve both business security and innovation which eventually leads to long-term market success.

Rare Earth Element Market Driver and Challenges

Additionally, technological advancements, economic factors and regulatory factors are among the key drivers and challenges that shape the rare earth element market. These will be vital in navigating through it for optimum positioning while addressing opportunities as well as managing threats.

The factors responsible for driving the rare earth element market include:

1. Growing Demand for High-Tech Applications: Moreover, demand for rare earth elements comes from growing electronics industry, renewable energy sector and electric vehicle markets which provide these stacks with their specific rare earths hence boost market growth and focus on securing steady supplies chains.

2. Advancements in Extraction and Processing Technologies: Progresses in extraction and processing technologies for rare earth mining have made production more efficient and sustainable. To make rare earth extraction environmentally friendly and sustainable through technologies such as improved hydrometallurgy techniques alongside automation innovations that minimize environmental impacts while raising recovery rates have been developed to make REEs extraction more economically viable.

3. Increased Focus on Sustainability and Recycling: This leads to need to invest in new technologies or practices aimed at recovering REEs from redundant products due to increased focus on sustainability including recycling. In this regard, this movement supports a circular economy thus reduces mining demands whereas addressing environmental concerns facilitating its expansion.

4. Strategic Stockpiling and Reserves: Strategic stock piling has become a way of ensuring supply chain risks are managed well together with price volatility. This means that governments should build reserves so as to assure themselves a steady supply of rare earth elements even when potential disruptions occur this serves to keep the market stable.

5. Expanding International Partnerships: Expansion of international partnerships boosts market growth by ensuring supply sources and enabling technology transfer. In this regard, it is worth noting that cooperation between countries and companies increases the resilience of supply chains, promotes shared knowledge, and underpins rare earth initiatives worldwide.

Challenges in the rare earth element market are:

1. Geopolitical and Trade Risks: Geopolitical tensions and trade risks are the main challenges faced by the rare earth element market. It is therefore important to diversify supply sources through making investment in trade agreements because political instability and various trade barriers disrupt supply chains leading to market instability hence these crucial steps must be taken.

2. High Production Costs: A significant challenge affecting the rare earth industry is high production costs which make it difficult for rare earth elements to be competitive. The cost of mining, processing activities, as well as environmental compliance could be large thus necessitating investments on efficient technologies that are cost effective.

3. Environmental and Regulatory Compliance: Environmental and regulatory compliance pose difficulties for the rare earth industry. Rigorous requisites in terms of environment plus sustainability may result into higher operational expenses as well as complexity in manufacturing processes with respect to investment in cleaner technology & households regulation measures.

Market growth is driven by factors like increasing demand for high-tech applications, advances in technologies used today, focus on sustainability instead of consumption patterns or rates of use (i.e., recycling), strategic stockpiling rather than short-term speculation for profit gains (hoarding) or other reasons such as scarcity due to embargo controls; international partnerships between countries around the world have also been a key driver here. On the other hand, among these challenges include geopolitical risks such as political uncertainties or instabilities caused by wars between nations which greatly impact industry dynamics; high production costs where unnecessary overhead expenses could make all doing business unprofitable even when selling at reasonable prices; noncompliance with environmental rules as well as regulations that can result into production suspension or penalties. As a result, the market should be steered through these drivers while ensuring it navigates past these challenges so as to remain successful in the long run rare earth element industry.

List of Rare Earth Element Companies

Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. With these strategies rare earth element companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the rare earth element companies profiled in this report include-

• Lynas Corporation
• Alkane Resources
• Arafura Resources
• China Minmetals Rare Earth
• Avalon Advanced Materials
• Iluka Resource
• Canada Rare Earth Corporation

Rare Earth Element by Segment

The study includes a forecast for the global rare earth element by type, application, and region.

Rare Earth Element Market by Type [Analysis by Value from 2018 to 2030]:

• Cerium Oxide
• Lanthanum Oxide
• Neodymium Oxide
• Yttrium Oxide
• Praseodymium Oxide
• Samarium Oxide
• Gadolinium Oxide
• Dysprosium Oxide
• Terbium Oxide
• Others

Rare Earth Element Market by Application [Analysis by Value from 2018 to 2030]:

• Permanent Magnets
• Metal Alloys
• Glass Polishing
• Glass Additives
• Catalysts
• Phosphors
• Ceramics
• Others

Rare Earth Element Market by Region [Analysis by Value from 2018 to 2030]:

• North America
• Europe
• Asia Pacific
• The Rest of the World

Country Wise Outlook for the Rare Earth Element Market

The rare earth element (REE) market is undergoing significant transformations as countries strive to secure supply chains and develop new technologies. Key developments across the United States, China, Germany, India, and Japan highlight a global shift towards reducing dependency on single sources and enhancing recycling efforts. The evolving geopolitical landscape, technological advancements, and increasing demand for high-tech applications are shaping the market dynamics.

• United States: In the United States today's trend in minimizing reliance on Chinese rare earth imports is remarkable. There are U.S. government programs aimed at supporting domestic mining and processing facilities which range from funding for development of new extraction techniques to recycling initiatives. Furthermore, partnerships with allied nations have been considered for more secure and diversified supplies that have strengthened its position within the world REE market.
• China: It still occupies a huge share of the global rare earths sector; thus China remains a leader in this field. current Developments include an expansion of domestic production capabilities as well as investment in advanced processing technologies by China. This country also focuses on strategic reserves build up while pursuing international partnership agreements to access rare earth deposits globally. These measures are taken to maintain their leadership in this sphere and influence global REE pricing.
• Germany: Germany is focusing on reducing its dependence on imported rare earth by investing in alternative technologies and improving recycling capacities. New materials are being developed by the country to substitute rare earth elements used in electric vehicles or renewable energy systems among other high-tech applications like these. Germany aims at achieving innovations concerning REE recovery, reuse through sustainability with principles underpinning circular economy such as recycling policies so that it becomes a leading country integrating green technology.
• India: Domestic mining and processing capabilities development has seen India making strides into rare earth sector today. Recent actions encompass creation of fresh mines projects coupled with signing agreements with overseas firms having expertise in cutting-edge technology. Transferring technology and R&D work to reduce dependency on importation while increasing their role in the global supply chain of rare earths.
• Japan: To mitigate risks associated with supply, Japan has made recycling of rare earth and alternative materials research her top priority. Notable developments include improvements in recycling technology and the production of substitute rare earths for critical applications. Improving the resilience of the supply chain would require close cooperation between Japan and other countries to ensure stable sources are secure from disruptions. These measures will reduce dependence on imports thereby ensuring a stable supply of key REEs.

Features of the Global Rare Earth Element Market

Market Size Estimates: Rare earth element market size estimation in terms of value ($B).

Trend and Forecast Analysis: Market trends (2018 to 2023) and forecast (2024 to 2030) by various segments and regions.

Segmentation Analysis: Rare earth element market size by type, application, and region in terms of value ($B).

Regional Analysis: Rare earth element market breakdown by North America, Europe, Asia Pacific, and Rest of the World.

Growth Opportunities: Analysis of growth opportunities in different types, applications, and regions for the rare earth element market.

Strategic Analysis: This includes M&A, new product development, and competitive landscape of the rare earth element market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

If you are looking to expand your business in this or adjacent markets, then contact us. We have done hundreds of strategic consulting projects in market entry, opportunity screening, due diligence, supply chain analysis, M & A, and more.

FAQ

Q1. What is the rare earth element market size?

Answer: The global rare earth element market is expected to reach an estimated $12.4 billion by 2030.

Q2. What is the growth forecast for rare earth element market?

Answer: The global rare earth element market is expected to grow with a CAGR of 12.3% from 2024 to 2030.

Q3. What are the major drivers influencing the growth of the rare earth element market?

Answer: The major drivers for this market are growing demand of electronic devices, rising number of electric motors, and increasing adoption of rare earth magnets in wind turbines.

Q4. What are the major segments for rare earth element market?

Answer: The future of the rare earth element market looks promising with opportunities in the permanent magnet, metal alloy, glass polishing, glass additives, catalyst, phosphors, and ceramic markets.

Q5. Who are the key rare earth element market companies?

Answer: Some of the key rare earth element companies are as follows:

• Lynas Corporation
• Alkane Resources
• Arafura Resources
• China Minmetals Rare Earth
• Avalon Advanced Materials
• Iluka Resource
• Canada Rare Earth Corporation

Q6. Which rare earth element market segment will be the largest in future?

Answer: Lucintel forecasts that neodymium oxide will remain the largest segment over the forecast period due to increasing demand from electric and hybrid vehicle manufacturers.

Q7. In rare earth element market, which region is expected to be the largest in next 5 years?

Answer: APAC is expected to witness highest growth over the forecast period due to rapidly growing demand in China.

Q.8 Do we receive customization in this report?

Answer: Yes, Lucintel provides 10% customization without any additional cost.

This report answers following 11 key questions:

• Q.1. What are some of the most promising, high-growth opportunities for the rare earth element market by type (cerium oxide, lanthanum oxide, neodymium oxide, yttrium oxide, praseodymium oxide, samarium oxide, gadolinium oxide, dysprosium oxide, terbium oxide, and others), application (permanent magnets, metal alloys, glass polishing, glass additives, catalysts, phosphors, ceramics, and others), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
• Q.2. Which segments will grow at a faster pace and why?
• Q.3. Which region will grow at a faster pace and why?
• Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
• Q.5. What are the business risks and competitive threats in this market?
• Q.6. What are the emerging trends in this market and the reasons behind them?
• Q.7. What are some of the changing demands of customers in the market?
• Q.8. What are the new developments in the market? Which companies are leading these developments?
• Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
• Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
• Q.11. What M&A activity has occurred in the last 5 years and what has its impact been on the industry?

Table of Contents

1. Executive Summary

2. Global Rare Earth Element Market : Market Dynamics

• 2.1: Introduction, Background, and Classifications
• 2.2: Supply Chain
• 2.3: Industry Drivers and Challenges

3. Market Trends and Forecast Analysis from 2018 to 2030

• 3.1. Macroeconomic Trends (2018-2023) and Forecast (2024-2030)
• 3.2. Global Rare Earth Element Market Trends (2018-2023) and Forecast (2024-2030)
• 3.3: Global Rare Earth Element Market by Type
  • 3.3.1: Cerium Oxide
  • 3.3.2: Lanthanum Oxide
  • 3.3.3: Neodymium Oxide
  • 3.3.4: Yttrium Oxide
  • 3.3.5: Praseodymium Oxide
  • 3.3.6: Samarium Oxide
  • 3.3.7: Gadolinium Oxide
  • 3.3.8: Dysprosium Oxide
  • 3.3.9: Terbium Oxide
• 3.4: Global Rare Earth Element Market by Application
  • 3.4.1: Permanent Magnets
  • 3.4.2: Metal Alloys
  • 3.4.3: Glass Polishing
  • 3.4.4: Glass Additives
  • 3.4.5: Catalysts
  • 3.4.6: Phosphors
  • 3.4.7: Ceramics
  • 3.4.8: Others

4. Market Trends and Forecast Analysis by Region from 2018 to 2030

• 4.1: Global Rare Earth Element Market by Region
• 4.2: North American Rare Earth Element Market
  • 4.2.1: North American Rare Earth Element Market by Type: Cerium Oxide, Lanthanum Oxide, Neodymium Oxide, Yttrium Oxide, Praseodymium Oxide, Samarium Oxide, Gadolinium Oxide, Dysprosium Oxide, Terbium Oxide, and Others
  • 4.2.2: North American Rare Earth Element Market by Application: Permanent Magnets, Metal Alloys, Glass Polishing, Glass Additives, Catalysts, Phosphors, Ceramics, and Others
• 4.3: European Rare Earth Element Market
  • 4.3.1: European Rare Earth Element Market by Type: Cerium Oxide, Lanthanum Oxide, Neodymium Oxide, Yttrium Oxide, Praseodymium Oxide, Samarium Oxide, Gadolinium Oxide, Dysprosium Oxide, Terbium Oxide, and Others
  • 4.3.2: European Rare Earth Element Market by Application: Permanent Magnets, Metal Alloys, Glass Polishing, Glass Additives, Catalysts, Phosphors, Ceramics, and Others
• 4.4: APAC Rare Earth Element Market
  • 4.4.1: APAC Rare Earth Element Market by Type: Cerium Oxide, Lanthanum Oxide, Neodymium Oxide, Yttrium Oxide, Praseodymium Oxide, Samarium Oxide, Gadolinium Oxide, Dysprosium Oxide, Terbium Oxide, and Others
  • 4.4.2: APAC Rare Earth Element Market by Application: Permanent Magnets, Metal Alloys, Glass Polishing, Glass Additives, Catalysts, Phosphors, Ceramics, and Others
• 4.5: ROW Rare Earth Element Market
  • 4.5.1: ROW Rare Earth Element Market by Type: Cerium Oxide, Lanthanum Oxide, Neodymium Oxide, Yttrium Oxide, Praseodymium Oxide, Samarium Oxide, Gadolinium Oxide, Dysprosium Oxide, Terbium Oxide, and Others
  • 4.5.2: ROW Rare Earth Element Market by Application: Permanent Magnets, Metal Alloys, Glass Polishing, Glass Additives, Catalysts, Phosphors, Ceramics, and Others

5. Competitor Analysis

• 5.1: Product Portfolio Analysis
• 5.2: Operational Integration
• 5.3: Porter's Five Forces Analysis

6. Growth Opportunities and Strategic Analysis

• 6.1: Growth Opportunity Analysis
  • 6.1.1: Growth Opportunities for the Global Rare Earth Element Market by Type
  • 6.1.2: Growth Opportunities for the Global Rare Earth Element Market by Application
  • 6.1.3: Growth Opportunities for the Global Rare Earth Element Market by Region
• 6.2: Emerging Trends in the Global Rare Earth Element Market
• 6.3: Strategic Analysis
  • 6.3.1: New Product Development
  • 6.3.2: Capacity Expansion of the Global Rare Earth Element Market
  • 6.3.3: Mergers, Acquisitions, and Joint Ventures in the Global Rare Earth Element Market
  • 6.3.4: Certification and Licensing

7. Company Profiles of Leading Players

• 7.1: Lynas Corporation
• 7.2: Alkane Resources
  • 7.1.1: Arafura Resources
• 7.4: China Minmetals Rare Earth
• 7.5: Avalon Advanced Materials
• 7.6: Iluka Resource
• 7.7: Canada Rare Earth Corporation