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- Lynas and JARE Sign Long-Term Rare Earth Supply Deal with Floor Price and Profit-Sharing Mechanisms【SMM Analysis】
On March 10, 2026, Lynas and Japan’s JARE signed a long-term deal featuring PrNd floor prices, profit-sharing, and heavy rare earth priority. Analyzing 2025 production data, this report evaluates the partnership’s commercial terms, operational progress, and downstream demand security.
Mar 16, 2026 18:12 - SMM analysis on China June medium-heavy rare earth output and July forecast
In June, China's production of dysprosium oxide was 214 mt, down 0.6% MoM, with the decline mainly reflected in Guangxi and Jiangsu.
Jul 11, 2024 13:54 - SMM analysis on China June light rare earth output and July forecast
In June, China's Pr-Nd oxide output was 7,325 mt, up 3.7% MoM, with the main increase reflected in Inner Mongolia and Guangxi.
Jul 10, 2024 13:53