Rare Earth Metal Market Shares, Strategies, and Forecasts, Worldwide, 2011 to 2017

RARE EARTH ELEMENTS EXECUTIVE SUMMARY

China Becomes A Goliath In The Rare Earth Industry

Actions by China

Rare Earth Elements Market Shares

China Major Plans To Build A National Rare Earth

Resources Strategic Reserves Base

Rare Earth Elements Market Forecasts

Chinese Rare Earth Elements Companies Reduced

1. RARE EARTH ELEMENTS MARKET DESCRIPTION AND MARKET DYNAMICS

1.1 Term Rare Earth Is A Misnomer. They Are Not Rare At All

1.1.1 Discovery Of Rare Earth Elements

1.1.2 Mountain Pass Molybdenum Corporation of America

1.2 Rare Earth Elements

1.2.1 Definition of Rare Earth Elements

1.2.2 NdFeB Has Superior Permanent Magnetic Properties

1.2.3 Rare Earth Elements

1.3 Rare Earth Minerals Key In Growth Of Renewable Energy Technologies

1.4 Producing Rare Earth Oxides: No Small Task

1.4.1 China’s Clampdown On Exports

1.4.2 Dramatic Shift Is Beginning To Take Place

1.4.3 U.S. Rare Earth Deposits

1.4.4 Educational Awareness Of Rare Earth Elements

1.5 Rare Earth Minerals Industry

1.5.1 Global Consumption Of Rare Earth Elements

1.5.2 Chinese Consumption Of Rare Earth Elements

1.5.3 Demand for Rare Earth Products

2. RARE EARTH ELEMENTS MARKET SHARES AND MARKET FORECASTS

2.1 China Becomes A Goliath In The Rare Earth Industry

2.1.1 Actions by China

2.1.2 Finding and Mining More Rare earth elements

2.1.3 Mountain Pass Mine in California Competing with China

2.1.4 Rare Earth Curbs May Prove a Windfall for Molycorp, Lynas as Prices Surge

2.2 Rare Earth Elements Market Shares

2.2.1 China Major Plans To Build A National Rare Earth Resources Strategic Reserves Base

2.2.2 Chinese Rare Earth Elements Companies Reduced

2.2.3 Molycorp Mountain Pass California

2.2.4 Alkane Rare Earth Market

2.2.5 Rare Earth Mineral Mining Market Shares

2.2.6 Rare Earth Mineral Market Production Shares

2.2.7 China

2.2.8 Glencore International AG

2.2.9 Lynas’ Mt. Weld

2.2.10 Molycorp’s Mountain Pass

2.2.11 Rare Earth Curbs Spur Opportunities for Molycorp, Lynas

2.3 Rare Earth Elements Market Forecasts

2.3.1 Rare Earth Mineral Molycom Market Forecasts

2.4 Global Rare Earth Market Profile

2.4.1 Rare Earth Elements Applications, Including Magnets

2.5 Rare Earth Mineral Applications

2.5.1 Military

2.5.2 Communications

2.5.3 Hybrid Electric Vehicles

2.5.4 Clean Drinking Water

2.5.5 Aircraft

2.5.6 Incandescent bulbs

2.5.7 Rare-Earth

2.5.8 Displays

2.5.9 Rare earths Radar Systems

2.5.10 Gamesa Corp. Tecnologica SA Windmills

2.6 Rare Earth Elements Prices

2.6.1 Factors That Could Influence Demand For Rare Earth Products and Push Prices Upward:

2.6.2 Molycorp

2.6.3 Price of Rare Earth Products

2.7 Chinese Rare Earth Mineral Quotas

2.7.1 Costs of Rare Earth Mineral Water Pollution And Discharge Standards

2.7.2 Chinese Pay Toxic Price for a Green World

2.7.3 Japan And South Korea Have Built Up Stockpiles Of Rare Earth Minerals

2.7.4 Japan Gets 20 Percent Of Its Rare Earth From China’s Black Market

2.7.5 Costs of Rare Earth Mineral Water Pollution And Discharge Standards

2.8 Rare Earth Elements Regional Analysis

2.8.1 Chinese Rare Earth Mineral Quotas

2.8.2 China Export Quota For The Second Half Of 2010, Which Reduced Rare Earth Exports by 72%

2.8.3 Chinese Pay Toxic Price for a Green World

2.8.4 Japan And South Korea Have Built Up Stockpiles Of Rare Earth Minerals

2.8.5 Japan Gets 20 Percent Of Its Rare Earth From China’s Black Market

2.8.6 German Government Adopted A Strategy To Secure Supply Of Raw Materials Including Rare Earths

2.8.7 Japan

2.8.8 Kyrgyzstan

3. RARE EARTH ELEMENTS PRODUCT DESCRIPTION

3.1 China’s Rare Earth Elements Industry:

3.1.1 Rare Earth Elements Industry Severe Environmental Damage in China

3.1.2 China Pollutant Discharge Standards

3.1.3 Rare Earth Deposits In China

3.1.4 Two Key State Rare Earth Elements Laboratories In China

3.1.5 Two Other Laboratories In China Dedicated To Rare Earth Elements

3.1.6 China Pursues Rare Earth Resources

3.1.7 Issues Facing China’s Rare Earth Resources

3.1.8 China Continually Worries About Depleting Rare Earth Reserves

3.1.9 China Dominates Magnet Industry

3.1.10 China Major Plans To Build A National Rare Earth Resources Strategic Reserves Base

3.1.11 Chinese Rare Earth Elements Companies Reduced

3.1.12 Bayan Obo Geology And Tectonic Setting

3.1.13 Carbonate Rocks of Bayan Obo

3.1.14 Mineralogy of the Bayan Obo Orebodies

3.1.15 Bayan Obo REE

3.1.16 Bayan Obo Deposits in China

3.1.17 Mianning Deposits in China

3.2 US Rare Earth Elements Industry

3.2.1 One Potential Threat to US REE From China

3.3 Molycorp Minerals

3.3.1 Molycorp Purchased Mountain Pass in 1951

3.3.2 Molycorp Mothballed Mine

3.3.3 Molycorp Minerals Expects To Produce 3,000 Metric Tons Initially

3.3.4 Molycorp Deposits Of Rare-Earth Elementss

3.3.5 Molycorp Hybrid Electric Vehicles

3.3.6 Molycom Water Purification

3.3.7 Molycorp Minerals Arsenic Sequestration Industrial Process Waste Streams

3.3.8 Molycomp Rare Earth Elements Enable A Wide Variety Of Defense Technologies

3.4 Lynas Corporation, Australian Mining Company

3.4.1 Lynas Corp, Mount Weld

3.4.2 Lynas Australian Block

3.5 Avalon / Thor Lake

3.6 Great Western / Hoidas Lake

3.7 Great Western, Rareco Steenkampskraal

3.8 Mt. Weld Carbonatite

3.9 India’s Heavy-Mineral Sands Deposits In The States of Kerala, Orrisa, and Tamil Nadu

3.10 Re-cycling Rare Earth Minerals

3.11 Arafura Resources Ltd.

3.12 Alkane Resources Ltd.

3.13 Glencore International AG

3.14 German Government Adopted A Strategy To Secure Supply Of Raw Materials Including Rare Earths

4. RARE EARTH METAL TECHNOLOGY

4.1 Rare Earth Ore Technology Description

4.1.1 Rare Earth Ores

4.1.2 MolyCorp Rare Earth Minerals

4.2 Rare Earth Elements Uses

4.2.1 La Lanthanum 57

4.2.2 Ce Cerium 58

4.2.3 Pr Praseodymium 59

4.2.4 Nd Neodymium 60

4.2.5 Pm Promethium 61

4.2.6 Sm Samarium 62

4.2.7 Eu Europium 63

4.2.8 Gd Gadolinium 64

4.2.9 Er Terbium 65

4.2.10 Dy Dysprosium 66

4.2.11 Ho Holmium 67

4.2.12 Er Erbium 68

4.2.13 Tm Thulium 69

4.2.14 Yb Ytterbium 70

4.2.15 Lu Lutetium 71

4.2.16 Y Yttrium 39

4.2.17 Sc Scandium 21

4.2.18 Loparite

4.2.19 Xenotime

4.2.20 REE 4-17

4.2.21 REE Supply

4.3 Rare Earth Elements Sources

4.3.1 La Lanthanum 57

4.3.2 Ce Cerium 58

4.3.3 Pr Praseodymium 59

4.3.4 Nd Neodymium 60

4.3.5 Pm Promethium 61

4.3.6 Sm Samarium 62

4.3.7 Eu Europium 63

4.3.8 Gd Gadolinium 64

4.3.9 Er Terbium 65

4.3.10 Dy Dysprosium 66

4.3.11 Ho Holmium 67

4.3.12 Er Erbium 68

4.3.13 Tm Thulium 69

4.3.14 Yb Ytterbium 70

4.3.15 Lu Lutetium 71

4.3.16 Y Yttrium 39

4.3.17 Sc Scandium 21

4.3.18 Dictionary

4.4 Disposal Of Rare Earth Metal Tailings

4.5 Rare Earth Minerals: US Environmental Regulations

4.5.1 Mine Health and Safety Laws

4.5.2 Molycorp Mountain Pass Facility

5. RARE EARTH ELEMENTS COMPANY PROFILES

5.1 Alkane

5.1.1 Alkane Dubbo Project - New Revenue Numbers

5.1.2 Alkane Cudal - New Gold And Base Elements Discovery

5.1.3 Alkane Light Rare Earth Concentrate And A Heavy Rare Earth Concentrate

5.2 Arafura

5.3 Baotou League, East Mine, Bayan Obo

5.3.1 Bayan Obo Aeschynite-(Nd) : (Nd,Ce,Ca)(Ti,Nb)2(O,OH)6

5.4 Darhan Muminggan United Banner Main pit, Bayan Obo (Bayun-Obo)

5.5 East Mine, Bayan Obo

5.6 Inner Mongolia Baotou Steel Rare Earth High-Tech Co

5.7 Lynas Corporation

5.8 Molycorp

5.8.1 Molycorp Mine Process and Development Plans

5.8.2 Molycorp Non-Binding Letter Of Intent With Hitachi

5.8.3 Molycorp Products and Markets

5.8.4 Molycorp Modernization and Expansion of Mountain Pass Facility

5.8.5 Molycorp Acquired the Mountain Pass Facility on September 30, 2008

5.8.6 Molycorp Revenues

5.8.7 Molycorp Revenues

5.8.8 Molycorp Mountain Pass Location

5.8.9 Rare Earth Reserves and Non-Reserve Deposits

5.8.10 Molycorp Customers

5.8.11 Molycorp Ore Processing

5.8.12 Molycorp Mine-to-Oxides

5.8.13 Molycorp Processing Technologies

5.8.14 Molycorp Oxides-To-Elementss/Alloys

5.8.15 Molycorp Alloy and Magnet Production Joint Ventures

5.8.16 Molycorp Decision to Double Original Planned Production Capacity

5.8.17 Molycorp Sumitomo Investment

List of Tables

Figure ES-1

Rare Earth Elements Market Driving Forces

Figure ES-2

Rare Earth Elements Market Shares, Dollars, 2010

Figure ES-3

Rare Earth Elements Market Forecasts Dollars,

Worldwide, 2011-2017

Figure ES-4

Samples of Rare Earth Compounds Displayed In

The Showroom At Inner Mongolia Baotou Steel

Rare-Earth Hi-Tech Co. in Baotou, Inner Mongolia,

Figure ES-5

Close Up showing Bayan Obo, the world’s Largest

Rare Earth Mine, located north of Baotou, Inner Mongolia, China

Figure 1-1

Rare Earth Elements Table

Table 1-2

Rare Earth Elements Existing And Emerging Applications

Table 1-3

April 2010 U.S. GAO Briefing Conclusions

Table 2-1

Steps to Starting New Rare Earth Elements Mine

Table 2-2

Rare Earth Elements Mine Time Consuming Step By Step Processes

Figure 2-3

Rare Earth Elements Market Driving Forces

Figure 2-4

Rare Earth Elements Market Shares, Dollars, 2010

Table 2-5

Rare Earth Market Shares, Dollars, Worldwide, 2010

Table 2-6

Rare Earth Market Shares, Production of Ore, Worldwide, 2010

Table 2-7

Light Rare Earth Market Shares, Production of Ore,

Worldwide, 2010

Table 2-8

Heavy Rare Earth Market Shares, Production of Ore,

Worldwide, 2010

Table 2-9

Rare Earth Element Markets, Segments of Ore Use

Table 2-10

Rare Earth Elements Regional Market Segments, Dollars, 2010

Table 2-11

Rare Earth Market Shares, Production of Ore,

Worldwide, 2008, 2009, 2010

Figure 2-12

Rare Earth Elements Market Forecasts Dollars,

Worldwide, 2011-2017

Figure 2-13

Rare Earth Elements Market Forecasts Tons of

Ore Shipped, Worldwide, 2011-2017

Table 2-14

Rare Earth Elements Reserves

Table 2-15

REEs Critical Materials To Existing Applications

Because Of Unique Properties

Table 2-16

Rare Earth Elements Market Segment Forecasts

Tons of Ore, Worldwide, 2011-2017

Table 2-17

Rare Earth Elements Market Segment Forecasts Percent,

Worldwide, 2011-2017

Table 2-18

Rare Earth Mineral Applications

Table 2-19

Factors That Could Influence Demand For Rare Earth

Products And Push Prices Upward

Table 2-20

Rare Earth Project Variables

Table 2-21

Rare Earth Products Prices

Table 2-22

Rare Earth Products Prices

Table 2-23

Rare Earth Elements Regional Market Segments,

Dollars, 2010

Table 2-24

Rare Earth Market Shares, Production of Ore,

Worldwide, 2008, 2009, 2010

Figure 3-1

Samples of Rare Earth Compounds Displayed In The

Showroom At Inner Mongolia Baotou Steel Rare-Earth Hi-

Tech Co. in Baotou, Inner Mongolia,

Figure 3-2

Close Up showing Bayan Obo, The World’s

Largest Rare Earth Mine, Located North of Baotou,

Inner Mongolia, China

Figure 3-3

Bayan Obo Mining Area

Figure 3-4

Geologic Map of Bayan Obo

Figure 3-5

Bayan Obo, the World’s Largest Rare Earth Mine, Located

North of Baotou, Inner Mongolia, China

Figure 3-6

Bayan Obo REE Ore Outcropping

Figure 3-7

Bayan Obo Outcrop of Bodies Of Massive Magnetite (MT)

And Hematite (HE)

Figure 3-8

Molycorp Rare-Earth Elementss Used for Wind Mills

Figure 3-9

Molycorp Deposits Of Rare-Earth Elements

Used to Make Wind Mills

Figure 3-10

Molycorp Hybrid Electric Vehicles Use of Rare Earth Minerals

Figure 3-11

Battery Pack for Toyota Prius

Figure 3-12

Molycorp Minerals Portable Clean Drinking Water Device

Table 3-13

Molycomp Rare Earths Critical To Many Defense

Related Applications

Figure 3-14

Rare Earth Mineral Night Vision and Optics Applications

Figure 4-1

Rare Earth Ores

Figure 4-2

MolyCorp Rare Earth Minerals

Figure 4-3

Bastnasite Rare Earth Mineral Weight % of Total

Figure 4-4

Monazite Rare Earth Mineral Weight % of Total

Figure 4-5

Laparite Weight % of Total

Figure 4-6

Xenotime Rare Earth Metals Weight % of Total

Figure 4-7

Lateritic Rare Earth Ore Weight % of Total

Figure 4-8

Lateritic Rare Earth Mineral Weight % of Total

Table 4-9

Molycorp Sample Environmental Permits

Figure 5-1

Rare Earth Elements Mine Samples from

East Mine Bayan Obo China

Figure 5-2

Dolomite, Bastnasite, Parisite, and Magnetite

Figure 5-3

Rare Earth Elements Crystals

Figure 5-4

East Mine, Bayan Obo

Table 5-5

Molycorp Rare Earth Elements Development Goals

Table 5-6

Molycorp Initial Production of Rare Earth Elements

Figure 5-7

Molycorp Mountain Pass Location

Figure 5-8

Molycorp Open Pit Mine

Figure 5-9

Molycorp Rare Earth “Mine-To-Magnets”

Production Supply Chain

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