Comments on: The Second Round of Chinese Rare-Earth Export-Quota Allocations for 2013

By: Ruirui Chen

Ruirui Chen — Mon, 08 Jul 2013 06:36:19 +0000

As I know though there export quota,rare earth smuggling is more serious,they smuggled through Hong Kong ?Taiwan then overseas.The result about China WTO case on rare earths this year will come out, there may be some impact on the market.

By: Gennady

Gennady — Mon, 08 Jul 2013 05:24:16 +0000

Hi Gareth,

Thank You. Valuable information.

By: Gareth Hatch

Gareth Hatch — Sun, 07 Jul 2013 13:30:25 +0000

@Christina Chen: these days the quotas are as much a way of exerting additional control on the individual producers as anything else. For me a key number to watch is the ratio of LRE to M/HRE quota, since they separated the two. The first three allocations (H1 & H2 2012 and H1 2013) are similar (14.2-14.4%) but for this latest announcement, it is closer to 12.1% – i.e. there was a reduction on available M/HREs. We’ll have to wait to see if this becomes a trend.

@Andriette Casantini: thanks for the feedback – we’re working on increasing the frequency of narrative / commentary pieces – watch this space :-)

@E. Lee Huston: to my knowledge the source of feedstocks has no bearing on the quotas. I wouldn’t look at it as Molycorp “reducing permitted Chinese production” – their two facilities have been producing for years and we have to remember that the majority of production in China is destined for China-based end users.

By: E. Lee Huston

E. Lee Huston — Sun, 07 Jul 2013 13:18:34 +0000

Hi Gareth,
Thanks for the MOFCOM update. Allocations set exports from China. How do the regs deal with companies like Molycorp’s Zipo and Jaingyin that import REOs for separation? Do the imports add to the allowed exports or is Molycorp reducing permitted Chinese production?
— Lee

By: Amar Acharjee

Amar Acharjee — Sun, 07 Jul 2013 05:03:13 +0000

Dear Sir,

Thanks for the information with chart of the export quota from 2009 to 2013.

By: Andriette Casantini

Andriette Casantini — Sat, 06 Jul 2013 23:48:37 +0000

Looked Tmr better when there was conversation. Also liked the words of jack Lifton and Gareth. iChat more helpful than the measurements. Are u both too busy with innovations and consulting $$

Namaste
A

By: Christina Chen

Christina Chen — Sat, 06 Jul 2013 19:56:04 +0000

Hi Gareth,

Thanks for the info as as always. I learned that last year the quotas in 2012 was only used 48.75% and 2011 was used 61.6%. I wonder what is the significance of the quotas. Sometimes, I almost wonder if the quotas actually have been encouraging people to buy more rare earth product…

I wonder how other people think about this.

Best regards,
Christina