Oversupply of Rare-Earths Oxides Looms -- Market Talk

Dow Jones

Nov 28

2212 GMT - An oversupply of rare-earths oxides is coming as separation plants outpace production of magnets, says Ord Minnett. The U.S. is supporting new magnet plants with government loans. "We expect ex-China magnet capacity to grow from 15,000 tons per annum now to 71,000 tons/annum by 2030," analyst Matthew Hope says. That would represent demand of 21,000 tons of neodymium-praseodymium and 850 tons of dysprosium. However, support for separation plants is accelerating to counter China's monopoly on exports. "The unrestrained buildout of separation plants is likely to boost NdPr capacity by over 18,000 tons/annum to 42,000 tons/annum to 2030," Ord Minnett says. "It appears that NdPr and DyTb will both be oversupplied relative to magnet demand by 1.5-2.0x in 2030." (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

November 27, 2025 17:12 ET (22:12 GMT)

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The U.S. is supporting new magnet plants with government loans. \"We expect ex-China magnet capacity to grow from 15,000 tons per annum now to 71,000 tons/annum by 2030,\" analyst Matthew Hope says. That would represent demand of 21,000 tons of neodymium-praseodymium and 850 tons of dysprosium. However, support for separation plants is accelerating to counter China's monopoly on exports. \"The unrestrained buildout of separation plants is likely to boost NdPr capacity by over 18,000 tons/annum to 42,000 tons/annum to 2030,\" Ord Minnett says. \"It appears that NdPr and DyTb will both be oversupplied relative to magnet demand by 1.5-2.0x in 2030.\" (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 27, 2025 17:12 ET (22:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oversupply of Rare-Earths Oxides Looms -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOversupply of Rare-Earths Oxides Looms -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-28 06:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2212 GMT - An oversupply of rare-earths oxides is coming as separation plants outpace production of magnets, says Ord Minnett. The U.S. is supporting new magnet plants with government loans. \"We expect ex-China magnet capacity to grow from 15,000 tons per annum now to 71,000 tons/annum by 2030,\" analyst Matthew Hope says. That would represent demand of 21,000 tons of neodymium-praseodymium and 850 tons of dysprosium. However, support for separation plants is accelerating to counter China's monopoly on exports. \"The unrestrained buildout of separation plants is likely to boost NdPr capacity by over 18,000 tons/annum to 42,000 tons/annum to 2030,\" Ord Minnett says. \"It appears that NdPr and DyTb will both be oversupplied relative to magnet demand by 1.5-2.0x in 2030.\" (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 27, 2025 17:12 ET (22:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LYC.AU","symbol_name":"LYNAS RARE EARTHS LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2586278354","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2586278354","pubTimestamp":1764281520,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2212 GMT - An oversupply of rare-earths oxides is coming as separation plants outpace production of magnets, says Ord Minnett. The U.S. is supporting new magnet plants with government loans. \"We expect ex-China magnet capacity to grow from 15,000 tons per annum now to 71,000 tons/annum by 2030,\" analyst Matthew Hope says. That would represent demand of 21,000 tons of neodymium-praseodymium and 850 tons of dysprosium. However, support for separation plants is accelerating to counter China's monopoly on exports. \"The unrestrained buildout of separation plants is likely to boost NdPr capacity by over 18,000 tons/annum to 42,000 tons/annum to 2030,\" Ord Minnett says. \"It appears that NdPr and DyTb will both be oversupplied relative to magnet demand by 1.5-2.0x in 2030.\" ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LYC.AU":"LYNAS RARE EARTHS LTD","BK7507":"资源股","ILU.AU":"ILUKA RESOURCES LIMITED","BK7095":"多种金属与采矿","BRE.AU":"BRAZILIAN RARE EARTHS LTD","NTU.AU":"NORTHERN MINERALS LTD"},"translate_title":"稀土氧化物供应过剩迫在眉睫——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LYC.AU":0.9,"NTU.AU":0.9,"ILU.AU":0.9,"BRE.AU":0.9},"content_text":"2212 GMT - An oversupply of rare-earths oxides is coming as separation plants outpace production of magnets, says Ord Minnett. The U.S. is supporting new magnet plants with government loans. \"We expect ex-China magnet capacity to grow from 15,000 tons per annum now to 71,000 tons/annum by 2030,\" analyst Matthew Hope says. That would represent demand of 21,000 tons of neodymium-praseodymium and 850 tons of dysprosium. However, support for separation plants is accelerating to counter China's monopoly on exports. \"The unrestrained buildout of separation plants is likely to boost NdPr capacity by over 18,000 tons/annum to 42,000 tons/annum to 2030,\" Ord Minnett says. \"It appears that NdPr and DyTb will both be oversupplied relative to magnet demand by 1.5-2.0x in 2030.\" (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 27, 2025 17:12 ET (22:12 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}