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市場調査レポート

レアアース (希土類) の世界市場

World Rare Earths

発行 Freedonia Group 商品コード 206550
出版日 ページ情報 英文 318 Pages
納期: 即日から翌営業日
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レアアース (希土類) の世界市場 World Rare Earths
出版日: 2015年11月19日 ページ情報: 英文 318 Pages
担当者のコメント
Freedonia社はレポート発行会社の中でも老舗のひとつで、レアアース Wall Street Journal、 Financial Times、Economistなど数多くのメディアで多数引用されております。本レポートでは特にレアアース を取り上げており、各地域、国別の市場動向を分析しております。またマクロ環境からの影響、バリューチェーンについても情報を提供しております。
概要

2014年重量ベースで12万5,900メートルトンとなった世界のレアアース需要は、今後、年率平均3.5%で成長し、2019年には14万9,500メートルトンに達することが見込まれています。これは、金額ベースにすると45億米ドル程になります。

当レポートでは、世界におけるレアアース市場の2004年、2009年、2014年の需要実績データと2019年および2024年の予測を製品・市場・地域 (6地域) 、国 (13カ国) 別に調査しており、市場環境要因、主要企業の市場シェアやプロファイルなどとともにお届けします。

イントロダクション

第1章 エグゼクティブサマリー

第2章 市場環境

  • 概況
  • 世界経済の概要
  • 世界における人口統計の見通し
  • 世界における製造業の見通し
  • 世界における永久磁石製造の動向
  • 世界における石油精製の見通し
  • 世界における二次電池の見通し
  • 世界における粗鋼生産の動向
  • 世界における電子機器の見通し
  • 世界における自動車製造の見通し
  • 技術
  • 価格動向
  • 法規制環境

第3章 世界におけるレアアース製品とサプライヤー

  • 概況
  • 地域別の概要
    • 需要
    • 生産
      • 中国
      • その他
    • 埋蔵量
    • 国際貿易
  • 製品別の需要
    • セリウム
    • ランタン
    • ネオジム
    • プラセオジム
    • イットリウム
    • その他
  • 市場別の需要
    • 永久磁石
    • ガラス・研磨・セラミックス
    • 流動分解触媒
    • 金属加工
    • バッテリー用合金
    • 自動車用触媒
    • リン光体
    • その他

第4章 北米市場

  • 経済概要
  • レアアース製品とサプライヤー
  • レアアース市場
  • 米国
  • カナダ
  • メキシコ

第5章 西欧市場

  • 経済概要
  • レアアース製品とサプライヤー
  • レアアース市場
  • フランス
  • ドイツ
  • 英国
  • イタリア
  • その他

第6章 アジア太平洋地域市場

  • 経済概要
  • レアアース製品とサプライヤー
  • レアアース市場
  • 中国
  • 日本
  • 韓国
  • インド
  • 台湾
  • その他

第7章 その他の地域市場

  • 中南米
    • 経済概要
    • レアアース製品とサプライヤー
    • レアアース市場
  • 東欧
    • 経済概要
    • レアアース製品とサプライヤー
    • レアアース市場
    • ロシア
    • その他
  • アフリカ/中東
    • 経済概要
    • レアアース製品とサプライヤー
    • レアアース市場

第8章 産業構造

  • 概況
  • 産業の構図
  • 市場シェア
  • マーケティングと流通
  • M&A・売却
  • 提携
  • 企業プロファイル

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目次
Product Code: 3349

World demand to rise 3.5% annually through 2019

Worldwide demand for rare earths is pro-jected to increase 3.5 percent per annum to 149,500 metric tons in 2019, valued at $4.5 billion. The best prospects are fore-cast for the permanent magnets segment, boosted by expanding production of ad-vanced neodymium magnets for applications such as wind turbines and hybrid and electric vehicles (H/EVs). Growing output of nickel-metal hydride (Ni-MH) batteries is also expected to boost rare earths consumption, although strong competition from sales of lithium-ion batteries will prevent faster market expansion. In addition, upgrades to oil refining sectors in emerging countries are projected to fuel global catalytic cracking capacity, supporting the production of fluid cracking catalysts and associated de-mand for lanthanum and cerium. Among other major markets, rising production of steel, motor vehicles, and electronics is expected to stimulate the consumption of rare earths. Ongoing weakness in rare earth prices is also expected to bolster demand volumes, promoting a shift back to rare earth-based catalysts, polishing powders, and other products that manufacturers abandoned amid the 2010-2012 price spike. Nevertheless, lingering wariness of price volatility will support the continued usage of alternative low- and zero-rare earth products, limiting stronger market advances through 2019.

China to remain dominant, India to post fastest gains

China is expected to remain the leading consumer of rare earths, accounting for two-thirds of global demand in 2019. Growth in the Chinese market will be stimulated by healthy increases in the country's output of neodymium magnets, Ni-MH batteries, and refinery products. Japan will represent the second largest global market, benefiting from a large domestic electronics manufacturing sector, and robust demand for rare earths in the production of batteries, magnets, and polishing powders. The fastest gains of any major market worldwide are projected for India, where heightened domestic shipments of motor vehicles and metal alloys, as well as ex-panding catalytic cracking capacity, are expected to boost rare earths consumption. India is also developing local pro-duction of rare earth magnets, although this market will remain small in the near term.

Global supply to rebound despite weak prices

China will continue to account for the majority of rare earths mining output through 2019, although its share of total production is expected to drop as a num-ber of new projects in Canada, Tanzania, South Africa, and other countries begin commercial production. Major output increases are also expected in Australia as Lynas continues to ramp up production following capacity expansions. However, junior mining companies will struggle to obtain investments for new ventures as rare earth prices remain depressed. Prices are expected to remain weak, due in part to rampant illegal mining in China.

Study coverage

This upcoming Freedonia industry study, World Rare Earths, presents historical demand and mine production data (2004, 2009, 2014) plus forecasts (2019, 2024) by product and market in six world regions and 13 major countries. The study also considers key market environment factors, evaluates company market share, and profiles 30 industry players such as China Northern Rare Earth Group High-Tech, Lynas, and Molycorp.

Table of Contents

INTRODUCTION

I. EXECUTIVE SUMMARY

II. MARKET ENVIRONMENT

  • General
  • World Economic Overview
    • Recent Historical Trends
    • World Economic Outlook
  • World Demographic Outlook
  • World Manufacturing Outlook
  • World Permanent Magnets Trends
  • World Petroleum Refining Outlook
  • World Rechargeable Battery Outlook
  • World Crude Steel Production Trends
  • World Electronic Equipment Outlook
  • World Motor Vehicle Outlook
    • World Motor Vehicle Production Trends
    • Hybrid & Electric Vehicles
  • Technology
    • Production & Processing Technologies
    • Emerging Technologies
    • Recycling
    • Competitive Materials
  • Pricing Trends
  • Environmental & Regulatory Considerations

III. WORLD RARE EARTHS SUPPLY & DEMAND

  • General
  • Regional Overview
    • Demand
    • Production
      • China
    • Rest of World
      • United States
      • India
      • Australia
      • Russia
      • Other Countries
    • Reserves
    • International Trade
  • Demand by Product
    • Cerium
    • Lanthanum
    • Neodymium
    • Praseodymium
    • Yttrium
    • Other Rare Earths
      • Dysprosium
      • Gadolinium
      • Samarium
      • Terbium
      • Europium
      • All Other
  • Demand by Market
    • Permanent Magnets
    • Glass, Polishing, & Ceramics
    • Fluid Cracking Catalysts
    • Metal Processing
    • Battery Alloys
    • Autocatalysts
    • Phosphors
    • Other Markets

IV. NORTH AMERICA

  • Economic Overview
  • Rare Earths Products & Suppliers
  • Rare Earths Markets
  • United States
  • Canada
  • Mexico

V. WESTERN EUROPE

  • Economic Overview
  • Rare Earths Products & Suppliers
  • Rare Earths Markets
  • France
  • Germany
  • United Kingdom
  • Italy
  • Other Western Europe

VI. ASIA/PACIFIC

  • Economic Overview
  • Rare Earths Products & Suppliers
  • Rare Earths Markets
  • China
  • Japan
  • South Korea
  • India
  • Taiwan
  • Other Asia/Pacific

VII. OTHER REGIONS

  • Central & South America
    • Economic Overview
    • Rare Earths Products & Suppliers
    • Rare Earths Markets
  • Eastern Europe
    • Economic Overview
    • Rare Earths Products & Suppliers
    • Rare Earths Markets
    • Russia
    • Other Eastern Europe
  • Africa/Mideast
    • Economic Overview
    • Rare Earths Products & Suppliers
    • Rare Earths Markets

VIII. INDUSTRY STRUCTURE

  • General
  • Industry Composition
  • Market Share
  • Marketing & Distribution
  • Mergers, Acquisitions, & Divestitures
  • Cooperative Agreements

Company Profiles

  • Alkane Resources Limited
  • Aluminum Corporation of China Limited
  • Arafura Resources Limited
  • Avalon Rare Metals Incorporated
  • Baotou Huamei Rare Earth Hi-Tech, see China Northern Rare Earth Group High-Tech
  • Baotou Ruixin Rare Earth Metal Materials, see China Northern Rare Earth Group High-Tech
  • Baotou Showa Rare Earth Hi-Tech New Materials, see China Northern Rare Earth Group High-Tech
  • Baotou Tianjiao Kiyomi Rare Earth Polishing Powder, see China Northern Rare Earth Group High-Tech
  • Changting Jinlong Rare Earth, see Xiamen Tungsten
  • China Minmetals Corporation
  • China Nonferrous Metal Industry's Foreign Engineering and Construction Company Limited
  • China Northern Rare Earth Group High-Tech
  • Company Limited
  • China Rare Earth Holdings Limited
  • China Rare Rare-Earth, see Aluminum Corporation of China
  • China Southern Rare Earth Group, see Ganzhou Rare
  • Earth Group, Jiangxi Copper, and Jiangxi Rare Earth and Rare Metals Tungsten Group
  • Frontier Rare Earths Limited
  • Ganoderma Zibo Baotou Rare Earth Hi-Tech, see China Northern Rare Earth Group High-Tech
  • Ganzhou Chenguang Rare Earths New Material, see China Northern Rare Earth Group High-Tech
  • Ganzhou Qiandong Rare Earth Group Company Limited
  • Ganzhou Rare Earth Group Company Limited
  • Great Western GQD Rare Earth Materials Proprietary, see Ganzhou Qiandong Rare Earth Group and Great Western Minerals Group
  • Great Western Minerals Group Limited
  • Greenland Minerals and Energy Limited
  • GRINM Advanced Materials Company Limited
  • Grirem Advanced Materials, see GRINM Advanced Materials
  • Guangdong Zhujiang Rare Earth, see China Nonferrous Metal Industry's Foreign Engineering and Construction
  • Guangzhou Jiangfeng Minmetals Rare Earth, see China Minmetals
  • Iluka Resources Limited
  • Indian Rare Earths Limited
  • Inner Mongolia Baotou Steel Rare-Earth Group Hi-Tech, see China Northern Rare Earth Group High-Tech
  • Inner Mongolia Baotou Steel Rare Earth Magnetic Material, see China Northern Rare Earth Group High- Tech
  • Jiangsu Guosheng Rare-earth, see GRINM Advanced Materials
  • Jiangxi Copper Corporation
  • Jiangxi Golden Century Advanced Materials, see Jiangxi Rare Earth and Rare Metals Tungsten Group
  • Jiangxi Rare Earth and Rare Metals Tungsten Group Corporation
  • Jiangxi Tungsten Industry Group, see China Minmetals and Jiangxi Rare Earth and Rare Metals Tungsten Group
  • Jiangyin Jiahua Advanced Material Resources, see Molycorp
  • Langfang GANS Magnetic Material, see GRINM Advanced Materials
  • Leshan Grirem Advanced Materials, see GRINM Advanced Materials
  • Less Common Metals, see Great Western Minerals Group
  • Lynas Corporation Limited
  • Medallion Resources Limited
  • Molycorp Incorporated
  • Pele Mountain Resources Incorporated
  • Quest Rare Minerals Limited
  • Rare Earth Extraction, see Great Western Minerals Group
  • Rare Element Resources Limited
  • Rising Nonferrous Metals Company Limited
  • Shin-Etsu Chemical Company Limited
  • Sichuan Jiangxi Copper Rare Earth, see Jiangxi Copper
  • Solvay SA
  • Treibacher Industrie AG
  • Ucore Rare Metals Incorporated
  • Xiamen Tungsten Company Limited
  • Other Companies Involved in the Rare Earths Industry

LIST OF TABLES

SECTION I -- EXECUTIVE SUMMARY

  • Summary Table

SECTION II -- MARKET ENVIRONMENT

  • 1 World Gross Domestic Product by Region
  • 2 World Population by Region
  • 3 World Manufacturing Value Added by Region
  • 4 World Permanent Magnet Shipments by Type & Region
  • 5 World Refined Petroleum Liquids Production by Region
  • 6 World Rechargeable Battery Shipments by Region
  • 7 World Crude Steel Production by Region
  • 8 World Electronic Equipment Manufacturing Value Added by Region
  • 9 World Motor Vehicle Production by Type & Region
  • 10 World Hybrid & Electric Vehicle Production by Type & Region
  • 11 The Rare Earth Elements
  • 12 China's Rare Earth Export Quotas, 2004-2014
  • 13 World Rare Earth Prices

SECTION III -- WORLD RARE EARTHS SUPPLY &

  • DEMAND
  • 1 World Rare Earths Demand by Region
  • 2 World Rare Earths Mine Production by Region
  • 3 Selected Rare Earths Mine Projects
  • 4 World Rare Earths Reserves by Country, 2014
  • 5 World Rare Earths Demand by Product
  • 6 World Cerium Demand by Market & Region
  • 7 World Lanthanum Demand by Market & Region
  • 8 World Neodymium Demand by Market & Region
  • 9 World Praseodymium Demand by Market & Region
  • 10 World Yttrium Demand by Market & Region
  • 11 World Demand for Other Rare Earths by Product, Market & Region
  • 12 World Rare Earths Demand by Market
  • 13 World Permanent Magnet Market for Rare Earths by Region
  • 14 World Glass, Polishing, & Ceramics Market for Rare Earths by Region
  • 15 World Fluid Cracking Catalyst Market for Rare Earths by Region
  • 16 World Metal Processing Market for Rare Earths by Region
  • 17 World Battery Alloy Market for Rare Earths by Region
  • 18 World Autocatalyst Market for Rare Earths by Region
  • 19 World Phosphors Market for Rare Earths by Region
  • 20 World Demand for Rare Earths in Other Markets by Region

SECTION IV -- NORTH AMERICA

  • 1 North America: Rare Earths Demand by Product
  • 2 North America: Rare Earths Demand by Market
  • 3 United States: Rare Earths Demand by Product
  • 4 United States: Rare Earths Demand by Market
  • 5 Canada: Rare Earths Demand by Product
  • 6 Canada: Rare Earths Demand by Market
  • 7 Mexico: Rare Earths Demand by Product
  • 8 Mexico: Rare Earths Demand by Market

SECTION V -- WESTERN EUROPE

  • 1 Western Europe: Rare Earths Demand by Product
  • 2 Western Europe: Rare Earths Demand by Market
  • 3 France: Rare Earths Demand by Product
  • 4 France: Rare Earths Demand by Market
  • 5 Germany: Rare Earths Demand by Product
  • 6 Germany: Rare Earths Demand by Market
  • 7 United Kingdom: Rare Earths Demand by Product
  • 8 United Kingdom: Rare Earths Demand by Market
  • 9 Italy: Rare Earths Demand by Product
  • 10 Italy: Rare Earths Demand by Market
  • 11 Other Western Europe: Rare Earths Demand by Product & Country
  • 12 Other Western Europe: Rare Earths Demand by Market

SECTION VI -- ASIA/PACIFIC

  • 1 Asia/Pacific: Rare Earths Demand by Product
  • 2 Asia/Pacific: Rare Earths Demand by Market
  • 3 China: Rare Earths Demand by Product
  • 4 China: Rare Earths Demand by Market
  • 5 Japan: Rare Earths Demand by Product
  • 6 Japan: Rare Earths Demand by Market
  • 7 South Korea: Rare Earths Demand by Product
  • 8 South Korea: Rare Earths Demand by Market
  • 9 India: Rare Earths Demand by Product
  • 10 India: Rare Earths Demand by Market
  • 11 Taiwan: Rare Earths Demand by Product
  • 12 Taiwan: Rare Earths Demand by Market
  • 13 Other Asia/Pacific: Rare Earths Demand by Product
  • 14 Other Asia/Pacific: Rare Earths Demand by Market

SECTION VII -- OTHER REGIONS

  • 1 Central & South America: Rare Earths Demand by Product
  • 2 Central & South America: Rare Earths Demand by Market
  • 3 Eastern Europe: Rare Earths Demand by Product
  • 4 Eastern Europe: Rare Earths Demand by Market
  • 5 Russia: Rare Earths Demand by Product
  • 6 Russia: Rare Earths Demand by Market
  • 7 Other Eastern Europe: Rare Earths Demand by Product
  • 8 Other Eastern Europe: Rare Earths Demand by Market
  • 9 Africa/Mideast: Rare Earths Demand by Product
  • 10 Africa/Mideast: Rare Earths Demand by Market

SECTION VIII -- INDUSTRY STRUCTURE

  • 1 World Rare Earth Sales by Company, 2014
  • 2 Selected Consolidation Activities in China's Rare Earths Industry
  • 3 Selected Acquisitions & Divestitures
  • 4 Selected Cooperative Agreements
  • 5 Memorandums of Understanding & Other Agreements

LIST OF CHARTS

SECTION II -- MARKET ENVIRONMENT

  • 1 World Rare Earth Prices, 2004-2024

SECTION III -- WORLD RARE EARTHS SUPPLY & DEMAND

  • 1 World Rare Earths Demand, 2004-2014
  • 2 World Rare Earths Mine Production by Country, 2014 & 2024
  • 3 World Rare Earths Demand by Product, 2014
  • 4 World Rare Earths Demand by Market, 2014

SECTION IV -- NORTH AMERICA

  • 1 North America: Rare Earths Demand by Country, 2014

SECTION V -- WESTERN EUROPE

  • 1 Western Europe: Rare Earths Demand by Country, 2014

SECTION VI -- ASIA/PACIFIC

  • 1 Asia/Pacific: Rare Earths Demand by Country, 2014

SECTION VIII -- INDUSTRY STRUCTURE

  • 1 World Rare Earths Market Share, 2014
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