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heavies","ex-china-rare-earths-premium-to-grow-especially-for-heavies","article/ex-china-rare-earths-premium-to-grow-especially-for-heavies",{"_uid":547,"date":548,"tags":549,"editor":553,"content":563,"excerpt":799,"featured":51,"reporter":800,"component":820,"seo_title":543,"categories":821,"visibility":827,"data_vis_image":828,"featured_image":830,"seo_description":834,"formattedDate":835,"formattedArticleDate":836},"2027a55c-179c-4347-b5c3-833dc59350a5","2026-03-24 00:00",[550],{"slug":551,"name":552},"data-visualisation","Data Visualisation",[554],{"slug":555,"name":556,"content":557},"matthew-bird","Matthew Bird",{"job_title":558,"image":559,"bio":561,"linkedin":562},"Senior Editor - Supply Chains & Data Visualisation",{"filename":560},"https://a.storyblok.com/f/287943243085208/512x512/14738033ec/matthew-bird.jpeg","Matthew writes, edits and produces content for Benchmark Intelligence and Benchmark Source across the whole mine to grid supply chain. He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":564,"content":565},"doc",[566,595,617,625,635,645,667,675,697,746,754,764,773,782,797],{"type":567,"attrs":568,"content":569},"paragraph",{"textAlign":49},[570,578,590],{"text":571,"type":572,"marks":573},"Since China introduced export restrictions on rare earths in April 2025, ","text",[574],{"type":575,"attrs":576},"textStyle",{"color":577},"#000000",{"text":579,"type":572,"marks":580},"significant regional bifurcation",[581,588],{"type":582,"attrs":583},"link",{"href":584,"uuid":585,"anchor":49,"target":586,"linktype":587},"/article/rare-earth-prices-show-regional-bifurcation-following-export-restrictions-imposed-by-china","087ee693-546b-4bbb-9fcf-b00e664cae06","_self","story",{"type":575,"attrs":589},{"color":577},{"text":591,"type":572,"marks":592}," of heavy rare earth prices has developed. In 2025, dysprosium oxide prices on a CIF North America basis were 4.4 times that of EXW China prices, with a similar difference for European prices in terbium.",[593],{"type":575,"attrs":594},{"color":577},{"type":567,"attrs":596,"content":597},{"textAlign":49},[598,603,612],{"text":599,"type":572,"marks":600},"By 2027, ",[601],{"type":575,"attrs":602},{"color":577},{"text":604,"type":572,"marks":605},"Benchmark’s Rare Earths Service",[606,610],{"type":582,"attrs":607},{"href":608,"uuid":49,"anchor":49,"target":586,"linktype":609},"https://www.benchmarkminerals.com/rare-earths","url",{"type":575,"attrs":611},{"color":577},{"text":613,"type":572,"marks":614}," forecasts that this relative difference will almost double to 8.3 times. Although the difference is expected to reduce to 2035, the regional disparities are expected to persist.",[615],{"type":575,"attrs":616},{"color":577},{"type":567,"attrs":618,"content":619},{"textAlign":49},[620],{"text":621,"type":572,"marks":622},"“Rare earths export controls imposed by China have created a two-tier global market, where access to critical rare earths increasingly depends on geopolitics rather than underlying fundamentals,” said George Ingalls, a rare earths price analyst at Benchmark. “This raises input costs for magnet supply chains outside China, weakens the competitiveness of downstream manufacturing in regions such as North America, Europe and Japan, and strengthens the case for policy support, strategic stockpiling and ex-China supply chain investment.”",[623],{"type":575,"attrs":624},{"color":577},{"type":567,"attrs":626,"content":627},{"textAlign":49},[628],{"type":629,"attrs":630},"image",{"id":631,"alt":632,"src":633,"title":632,"source":632,"copyright":632,"meta_data":634},158427487780987,"","https://a.storyblok.com/f/287943243085208/4000x5302/b6fc389a59/rare-earths-ex-china-prices-v5-01.png",{},{"type":636,"attrs":637,"content":639},"heading",{"level":638,"textAlign":49},2,[640],{"text":641,"type":572,"marks":642},"What is the impact of rare earths price bifurcation?",[643],{"type":575,"attrs":644},{"color":577},{"type":567,"attrs":646,"content":647},{"textAlign":49},[648,653,662],{"text":649,"type":572,"marks":650},"This substantial increase in the price of ",[651],{"type":575,"attrs":652},{"color":577},{"text":654,"type":572,"marks":655},"heavy rare earths outside of China",[656,660],{"type":582,"attrs":657},{"href":658,"uuid":659,"anchor":49,"target":586,"linktype":587},"/article/rare-earths-price-rally-highlights-china-s-influence-on-market","43bb65ef-102c-4f79-9f64-a8f6740ded80",{"type":575,"attrs":661},{"color":577},{"text":663,"type":572,"marks":664}," is a critical concern for regions globally as these minerals are of vital importance for the electrification of transport, with demand from the defence industry growing rapidly.",[665],{"type":575,"attrs":666},{"color":577},{"type":567,"attrs":668,"content":669},{"textAlign":49},[670],{"text":671,"type":572,"marks":672},"In 2025, China controlled 85% of total rare earth oxide production, including 99% of dysprosium oxide and terbium oxide.",[673],{"type":575,"attrs":674},{"color":577},{"type":567,"attrs":676,"content":677},{"textAlign":49},[678,683,692],{"text":679,"type":572,"marks":680},"Japan, in particular, is highly exposed to ",[681],{"type":575,"attrs":682},{"color":577},{"text":684,"type":572,"marks":685},"non-Chinese prices",[686,690],{"type":582,"attrs":687},{"href":688,"uuid":689,"anchor":49,"target":586,"linktype":587},"/article/what-are-the-implications-of-chinas-latest-rare-earth-export-restrictions-on-japan","9ddd3f7e-bf73-4e2a-a28b-7311cc5fcf20",{"type":575,"attrs":691},{"color":577},{"text":693,"type":572,"marks":694}," following China’s tighter expert controls on rare earths to the country.",[695],{"type":575,"attrs":696},{"color":577},{"type":567,"attrs":698,"content":699},{"textAlign":49},[700,705,713,718,727,732,741],{"text":701,"type":572,"marks":702},"The reality of China’s control over the rare earths and magnets supply chain has, in particular, pushed the US into action. The US DoW now has offtakes with ",[703],{"type":575,"attrs":704},{"color":577},{"text":706,"type":572,"marks":707},"MP Materials",[708,711],{"type":582,"attrs":709},{"href":710,"uuid":49,"anchor":49,"target":586,"linktype":609},"https://intelligence.benchmarkminerals.com/publications/price-analysis/pentagon-invests-in-mp-materials-in-bid-to-break-chinas-rare-earths-dominance-benchmark-rare-earths",{"type":575,"attrs":712},{"color":577},{"text":714,"type":572,"marks":715}," and ",[716],{"type":575,"attrs":717},{"color":577},{"text":719,"type":572,"marks":720},"Lynas",[721,725],{"type":582,"attrs":722},{"href":723,"uuid":724,"anchor":49,"target":586,"linktype":587},"/article/lynas-rare-earths-signs-us-96m-rare-earth-offtake-and-price-floor-commitment-with-dow","f74b2983-4b5a-494e-8eae-ce776123a85e",{"type":575,"attrs":726},{"color":577},{"text":728,"type":572,"marks":729}," backed by a price floor for praseodymium-neodymium (PrNd) oxide. Lynas also has a similar deal with ",[730],{"type":575,"attrs":731},{"color":577},{"text":733,"type":572,"marks":734},"Japan Australia Rare Earths",[735,739],{"type":582,"attrs":736},{"href":737,"uuid":738,"anchor":49,"target":586,"linktype":587},"/article/lynas-and-jare-sign-offtake-and-price-floor-commitment-up-to-2038","cdeaaca9-3844-44fb-bfe2-2517ccd954c9",{"type":575,"attrs":740},{"color":577},{"text":742,"type":572,"marks":743}," (JARE).",[744],{"type":575,"attrs":745},{"color":577},{"type":567,"attrs":747,"content":748},{"textAlign":49},[749],{"text":750,"type":572,"marks":751},"The price floor mechanism these deals include are focused on PrNd, which is less constrained by China’s export restrictions and so there is a less pronounced regional bifurcation for this oxide.",[752],{"type":575,"attrs":753},{"color":577},{"type":567,"attrs":755,"content":756},{"textAlign":49},[757],{"text":758,"type":572,"marks":759},"Benchmark's ex-China Rare Earth Price Forecast is a new addition to our comprehensive Rare Earths Service. ",[760,762],{"type":575,"attrs":761},{"color":577},{"type":763},"italic",{"type":567,"attrs":765,"content":766},{"textAlign":49},[767],{"text":768,"type":572,"marks":769},"Subscribers rely on Benchmark's granular price data, supply/demand forecast, price outlook and cost analysis to make strategic decisions in the rare earths sector.",[770,772],{"type":575,"attrs":771},{"color":577},{"type":763},{"type":567,"attrs":774,"content":775},{"textAlign":49},[776],{"text":777,"type":572,"marks":778},"To learn more or book a demo, contact us:",[779,781],{"type":575,"attrs":780},{"color":577},{"type":763},{"type":783,"attrs":784},"blok",{"id":785,"body":786},"bb765be4-cc4f-406c-8b97-6acdff7e2789",[787],{"id":788,"_uid":789,"component":790,"wrap_in_box":50,"redirect_url":791,"success_file":793,"default_height":632,"success_message":632,"v2_hubspot_form":50,"success_sub_text":632,"hidden_field_values":796,"show_on_intelligence":50},"57a99950-73f5-48be-98a4-7324c28e5d0b","i-9ec83f0c-4e98-4545-beec-6e9f11452e03","ContentHubspotForm",{"id":632,"url":632,"linktype":587,"fieldtype":792,"cached_url":632},"multilink",{"id":49,"alt":49,"name":632,"focus":49,"title":49,"source":49,"filename":632,"copyright":49,"fieldtype":794,"meta_data":795},"asset",{},[],{"type":567,"attrs":798},{"textAlign":49},"Since China introduced export restrictions on rare earths in April 2025, significant regional bifurcation of heavy rare earth prices has developed. In 2025, dysprosium oxide prices on a CIF North America basis were 4.4 times that of EXW China prices, with a similar difference for European prices in terbium.\n\nBy 2027, Benchmark’s Rare Earths Service forecasts that this relative difference will almost double to 8.3 times. Although the difference is expected to reduce to 2035, the regional disparities are expected to persist.",[801,811],{"slug":802,"name":803,"content":804},"george-ingall","George Ingall",{"job_title":805,"image":806,"bio":808,"linkedin":809,"markets_covered":810},"Price Analyst - Rare Earths & Battery Minerals",{"filename":807},"https://a.storyblok.com/f/287943243085208/2943x3679/899ad64a5e/george-ingall.jpg","George specialises in rare earths and battery minerals, with expertise in tracking market movements, pricing trends, and supply-demand dynamics across critical raw materials. Experienced in delivering clear market insights and analysis that support commercial strategy, investment decisions, and industry understanding in fast-evolving global commodities markets.","https://www.linkedin.com/in/georgeingall/","Rare Earths, Cobalt, Natural Graphite, Synthetic Graphite, Anode",{"slug":812,"name":813,"content":814},"neha-mukherjee","Neha Mukherjee",{"job_title":815,"image":816,"bio":818,"linkedin":819,"markets_covered":414},"Senior Analyst - Rare Earths",{"filename":817},"https://a.storyblok.com/f/287943243085208/512x512/687eb77e03/neha-mukherjee.jpeg","Neha is a Research Manager at Benchmark Mineral Intelligence, where she leads the market analysis of rare earth elements, covering supply, demand, cost, pricing, and ESG factors. She has two years of experience in the critical minerals sector and has executed consulting projects focused on market due diligence. Her background includes roles in energy market consulting and management consulting. Neha holds a Master’s degree in Sustainable Energy from the University of Glasgow and a B.Tech in Electrical Engineering from India.","https://www.linkedin.com/in/neha-mukherjee-5825b0135/","article",[822,825],{"slug":823,"name":824},"critical-minerals","Critical Minerals",{"slug":826,"name":414},"rare-earths","public",{"id":631,"alt":632,"name":632,"focus":632,"title":632,"source":632,"filename":633,"copyright":632,"fieldtype":794,"meta_data":829,"is_external_url":50},{},{"id":831,"alt":632,"name":632,"focus":632,"title":632,"source":632,"filename":832,"copyright":632,"fieldtype":794,"meta_data":833,"is_external_url":50},129070861042134,"https://a.storyblok.com/f/287943243085208/373d029e01/bm-rare-earth-oxides-2.jpg",{},"Since China introduced export restrictions on rare earths in April 2025, significant regional bifurcation of heavy rare earth prices has developed. In 2025, dysprosium oxide prices on a CIF North America basis were 4.4 times that of EXW China prices.","Mar 24, 2026","24th March 2026",[],[],{"id":840,"uuid":841,"name":842,"slug":843,"full_slug":843,"content":844,"relatedArticles":848,"relatedVideos":849},120886048076734,"4b6fbcc0-7881-4fbb-92ee-06d1ed3f3cec","⚙️ Settings","settings",{"_uid":845,"component":843,"black_listed_email_domains":846,"_editable":847,"formattedDate":632,"formattedArticleDate":632},"8dcafbcc-28de-4388-a68e-6b41e24f31bb","direkt.se\nstreetwisereports.com\nalpha-sense.com\nafrica-energy.com\ntcs.com\nmm-markets.com\nsmr-premium.com\nsci99.com\nlondoncib.com\nyeb.com.br\nnewautomotive.org\nsina.com.cn\ngwstrategies.net\noliverwyman.com\ndazeinfo.com\ndataintelo.com\ninfyos.com\nevalueserve.com\ninsightwoo.com\ncrescendoanalytic.com\nipaglobal.com\nweare121.com\nzemek.com\nryancommodityinsights.com\nonyxsi.com\ncostmine.com\nnickhatchmining.com\naethoslabs.com\nmysteel.com\nbuzblox.com\nfutureproofconsulting.com.au\ncmgroup.net\noptelgroup.com\nberylls.com\nreputex.com\nnumber-three.net\nrobertdallison.com\nwsp.com\nafriforesight.com\npaydirt.com.au\nmetal.com\ninforma.com\nfelixstrategy.com\ncrisil.com\nantaike.com\nbatterymaterialsreview.com\nsrk.com\nglobaltrustgrp.com\nnapiermeridian.com\nprojectblue.com\nplutonic-rma.com\nrosaearth.io\ndrivesustainability.org\nminehub.com\nscsglobalservices.com\nLynxglobalintelligence.com\nsphera.com\nminespider.com\nc-resource.com\ntdi-sustainability.com\nkumi.consulting\nsc-insights.com\nkallanish.com\naboutenergy.co.uk\nenant.io\nopisnet.com\nacuitycommodities.com\nevinfocus.com\nsfa-oxford.com\ncrugroup.com\nwoodmac.com\nspglobal.com\nrolandberger.com\nrcsglobal.com\nnornik.ru\nlivista.energy\nihsmarkit.com\ncapitalightresearch.com\namegroup.com\ncapitalight.co\nsustainablelabs.io\ncommoditiesanalysis.co.uk\navicenne.com\nkearney.com\nnornickel.net\n5napier.com\nvoltility.net\ngf.com.cn\nhindenburgresearch.com\ndigbee.com\nadamasintel.com\nac-harvard.com\nsneresearch.com\ninventusbioenergy.com\nproactiveinvestors.com\nauroraer.com\nresourceworld.com\nbatteryline.com\norennia.com\nfastmarkets.com\nmsci.com\nbcg.com\nklinegroup.com\ndelta-ee.com\nskarnassociates.com\nricardo.com\ncleanhorizon.com\np3-group.com\naccenture.com\nporsche-consulting.com\numlaut.com\nadi-analytics.com\ncpmgroup.com\nilimarkets.com\nminviro.com\nmckinsey.com\ncicenergigune.com\ne4tech.com\nargusmedia.com\ndolbear.com\nerm.com\nlithium.org\nradiusq.com\ndigivla.com\njeri.co.jp\ntopology.com.tw\nsaurenergy.com\novaladvisory.com\ngsixenergy.com","\u003C!--#storyblok#{\"name\": \"settings\", \"space\": \"287943243085208\", \"uid\": \"8dcafbcc-28de-4388-a68e-6b41e24f31bb\", \"id\": \"120886048076734\"}-->",[],[],1782404254809]