Recently, the United States may decide whether or not to take action against China on the issue of exports of rare earths, and then sues China. This is an announcement issued by the Ministry of Finance that "Since January 1, 2011, the tariff rates on China's import and export tariffs will be Some adjustments will be made. "The export tariffs on individual rare earth products will also be increased," separated by only half a month.
In Japan, Europe, and the United States, it seems that every move of rare earths in China seems to have "special significance." However, Japan, Europe, and the United States have shown unprecedented "coincidence of interests" in the rare earth problem, and even tend to reach a coalition of interests. On the one hand, it is the "finiteness" of China's resources, and on the other hand, it is the "combination of the world" of rare earths. Industry insiders believe that the International Rare Earths Union is "intentionally exerting pressure on the Chinese side." China's rare earths should extend toward the upper reaches of the region.
China raises tariff regulations Rare earth exports The Ministry of Finance announced on the 14th that in order to regulate rare earth exports, the export tariffs of individual rare earth products will be raised, but the announcement has not announced which export tariffs of rare earth species will be raised and the rate of increase will be adjusted. "The word" shows that the standardization effort is quite small.
Industry officials have long called for China's rare earth reserves, production and exports to be ranked first, but this does not mean that China's rare earth "inexhaustible", to adjust the rare earth export tariffs to reflect the scarcity of different varieties.
The Ministry of Finance announced that in 2011, China will continue to impose export tariffs on coal, crude oil, fertilizers, and non-ferrous metals such as “two high and one capital†(high energy consumption, high pollution, and resource) products in the form of tentative tax rates. On the import side, in 2011, China will implement a lower annual tentative tax rate on imports for more than 600 resources, basic raw materials and key components and parts. Among them, the first implementation of the annual tentative tariff rate of imports includes propane, butane and other resource commodities.
This year, China's rare earth exports have become the focus of global attention. In July of this year, China announced that it would cut its export quotas for rare earths in the second half of the year, incurring complaints from companies and governments such as Japan, the United States, and the European Union. In response to this, Chen Jian, the vice minister of the Ministry of Commerce, responded that the export quota for rare earths will not drop significantly in 2011, and China will continue to implement the rare earth export quota system.
In fact, industry experts said that although China's rare earth has a certain stock advantage, it has been responsible for more than 90% of the global "responsible" each year. Hua Ye, a joint researcher at Huatai, even said that as China's new demand for rare earths is greatly increased, at some time in the future, China will not rule out the transition to importing rare earth resources.
U.S., Japan, and Europe form alliance to force China to expand exports of rare earths As China's rare earth exports can not meet the "appetite" of Japan and Europe and other places, the above areas began to seek "different cooperation" in the field of rare earths. According to reports from the media, a few days ago, Heinz Zulek, Director-General of Enterprise and Industry of the European Commission of Europe, said in a visit to Japan that the EU is willing to take concerted steps with Japan on international negotiations on the development of new rare earth technologies and deployment of rare earths.
Zou Haike accused China of “continuing to maintain the stable supply of rare earths indiscriminately, both internally and externally.†He also stressed that “the EU will take the opportunity to bring lawsuits to the World Trade Organization (WTO) into consideration when seeking to improve the rare earth crisis. Stakeholders, Japan and Europe should fight side by side."
In addition to the EU, the United States has also become one of the forces in the “opening†to China’s search for rare earth exports. According to reports released by overseas media publicly, on the 15th, the U.S. government announced the "important resource strategy" and proposed to work closely with Japan and European countries to ensure the supply of essential rare earth resources such as electric vehicles and strategic weapons. At present, more than 90% of the rare earth imports in the United States come from China.
In fact, as early as October, Japan’s ambassador to China, Yukio Taniko, once called on the ambassadors of the major countries of the United States, Britain, Germany, France and South Korea to the Chinese embassy in China to request China to ease restrictions on the export of rare earth elements. According to industry insiders, some developed countries have secretly snowed their resources for their own interests, and at the same time demanded that China meet their “big stomachâ€. This is an “amazing unanimity†in attitude towards rare earth resources.
Recently, Japan's Asahi Shimbun reported that even if China produces enough rare earths to produce rare earths, it is far from reaching the world's limited supply of rare earths. It is expected that in 2011 alone, the demand gap that Japan faces will reach 7,000 tons to 8,000 tons.
Rare earth coalition "pressure" hard to have a substantial impact In fact, the international market and China's game on the rare earth export has never stopped, and the rare earth foreign dependence on Japan is even more action. Prior to this, the Japanese government had specifically proposed the “Comprehensive Countermeasures for Rare Earths†and clearly proposed to cooperate with other countries in the development of new mineral deposits. At present, Japan is actively coordinating with countries such as Vietnam and Mongolia.
The European and American countries have also maintained a "high degree of concern". On November 30th, the Wall Street Journal reported that "Australia wants to be a stable rare earth supplier in Japan". It covers the news of signing a rare earth purchase agreement between Japan and Australia. It is possible to explore the possible changes in the structure of rare earth supply markets.
"In fact, this time the same thing as before, it is in a posture to put pressure on China." An analyst who declined to be named domestic rare earth industry analysts believe that "First of all, Europe and the United States can not export large amounts of rare earth to Japan After all, limited reserves, but also to meet the needs of their own development, "actually consistent" verbal expression, it is only intended to exert pressure, there will be no real impact."
Indeed, according to an agreement signed by Japan and Australia, the Lynas Phase I project is scheduled to be put into production in the third quarter of 2011, with an initial production capacity of 11,000 tons/year of rare earth oxides. The second phase of the project is expected to reach capacity in 2012, which will again increase production capacity to 22,000 tons. In 2009, the output of rare earth oxides in China was close to 130,000 tons, and the export quota for oxides this year was 30,000 tons. A number of rare earth mining and deep processing companies have stated that they will not form pressure.
“So what we have to do now is to focus on the bigger and stronger rare earth industry, and firmly grasp the pricing power.†Analysts said, “China’s actions to rectify minor mines have been very successful since 2005, and customs and other departments have also kept The increasingly stringent and effective guarantee of the pricing power of China's rare earth industry will be further strengthened in the next step."
China's deep processing of rare earth "turned"
China is the world's largest resource and production country for rare earths, with more than one-third of the world's proven reserves, but trade accounts for more than 90% of global trade. While China has provided the world with "continuous supply" of supplies, developed countries such as the United States and Japan have begun to "shrink".
The shrewd Japanese introduced a rare mineral strategic reserve system as early as the 1980s, and the reserve targets include 10 rare metals such as nickel, chromium, and rare earth. In 1985, Japan embarked on the construction of a national reserve warehouse with an area of ​​tens of thousands of square meters. It is rumored that there is currently more than 20 years of stock in Japan.
A statistical report in the United States shows that in 2009 China's rare earth production accounted for 97% of the world's production. In the United States, rare earth reserves account for 13% of the world's total, while last year's output was zero. Russia's reserves accounted for 19% of the world's total. Last year's output can only meet the needs of domestic companies.
On November 10th, the Ministry of Commerce issued the “Announcement on the Application Criteria and Application Procedures for Rare Earth Export Quotas in 2011†to propose “to increase the concentration of business operations and reduce the number of export enterprisesâ€, and “to further regulate the export of rare earths, the state will export rare earths. "Strict supervision of enterprises" has been explicitly proposed.
Zhang Zhong, general manager of Baotou Rare Earth, said that at present the country is doing a lot of rare earth work, including how to increase industrial concentration, how to guide the development of enterprises, and protect resources and the environment. According to the relevant data, it is expected that by 2015, domestic rare earth separation and processing enterprises will be reduced from 100 to 20. Rare earth deep processing technology is expected to develop rapidly.
In Japan, Europe, and the United States, it seems that every move of rare earths in China seems to have "special significance." However, Japan, Europe, and the United States have shown unprecedented "coincidence of interests" in the rare earth problem, and even tend to reach a coalition of interests. On the one hand, it is the "finiteness" of China's resources, and on the other hand, it is the "combination of the world" of rare earths. Industry insiders believe that the International Rare Earths Union is "intentionally exerting pressure on the Chinese side." China's rare earths should extend toward the upper reaches of the region.
China raises tariff regulations Rare earth exports The Ministry of Finance announced on the 14th that in order to regulate rare earth exports, the export tariffs of individual rare earth products will be raised, but the announcement has not announced which export tariffs of rare earth species will be raised and the rate of increase will be adjusted. "The word" shows that the standardization effort is quite small.
Industry officials have long called for China's rare earth reserves, production and exports to be ranked first, but this does not mean that China's rare earth "inexhaustible", to adjust the rare earth export tariffs to reflect the scarcity of different varieties.
The Ministry of Finance announced that in 2011, China will continue to impose export tariffs on coal, crude oil, fertilizers, and non-ferrous metals such as “two high and one capital†(high energy consumption, high pollution, and resource) products in the form of tentative tax rates. On the import side, in 2011, China will implement a lower annual tentative tax rate on imports for more than 600 resources, basic raw materials and key components and parts. Among them, the first implementation of the annual tentative tariff rate of imports includes propane, butane and other resource commodities.
This year, China's rare earth exports have become the focus of global attention. In July of this year, China announced that it would cut its export quotas for rare earths in the second half of the year, incurring complaints from companies and governments such as Japan, the United States, and the European Union. In response to this, Chen Jian, the vice minister of the Ministry of Commerce, responded that the export quota for rare earths will not drop significantly in 2011, and China will continue to implement the rare earth export quota system.
In fact, industry experts said that although China's rare earth has a certain stock advantage, it has been responsible for more than 90% of the global "responsible" each year. Hua Ye, a joint researcher at Huatai, even said that as China's new demand for rare earths is greatly increased, at some time in the future, China will not rule out the transition to importing rare earth resources.
U.S., Japan, and Europe form alliance to force China to expand exports of rare earths As China's rare earth exports can not meet the "appetite" of Japan and Europe and other places, the above areas began to seek "different cooperation" in the field of rare earths. According to reports from the media, a few days ago, Heinz Zulek, Director-General of Enterprise and Industry of the European Commission of Europe, said in a visit to Japan that the EU is willing to take concerted steps with Japan on international negotiations on the development of new rare earth technologies and deployment of rare earths.
Zou Haike accused China of “continuing to maintain the stable supply of rare earths indiscriminately, both internally and externally.†He also stressed that “the EU will take the opportunity to bring lawsuits to the World Trade Organization (WTO) into consideration when seeking to improve the rare earth crisis. Stakeholders, Japan and Europe should fight side by side."
In addition to the EU, the United States has also become one of the forces in the “opening†to China’s search for rare earth exports. According to reports released by overseas media publicly, on the 15th, the U.S. government announced the "important resource strategy" and proposed to work closely with Japan and European countries to ensure the supply of essential rare earth resources such as electric vehicles and strategic weapons. At present, more than 90% of the rare earth imports in the United States come from China.
In fact, as early as October, Japan’s ambassador to China, Yukio Taniko, once called on the ambassadors of the major countries of the United States, Britain, Germany, France and South Korea to the Chinese embassy in China to request China to ease restrictions on the export of rare earth elements. According to industry insiders, some developed countries have secretly snowed their resources for their own interests, and at the same time demanded that China meet their “big stomachâ€. This is an “amazing unanimity†in attitude towards rare earth resources.
Recently, Japan's Asahi Shimbun reported that even if China produces enough rare earths to produce rare earths, it is far from reaching the world's limited supply of rare earths. It is expected that in 2011 alone, the demand gap that Japan faces will reach 7,000 tons to 8,000 tons.
Rare earth coalition "pressure" hard to have a substantial impact In fact, the international market and China's game on the rare earth export has never stopped, and the rare earth foreign dependence on Japan is even more action. Prior to this, the Japanese government had specifically proposed the “Comprehensive Countermeasures for Rare Earths†and clearly proposed to cooperate with other countries in the development of new mineral deposits. At present, Japan is actively coordinating with countries such as Vietnam and Mongolia.
The European and American countries have also maintained a "high degree of concern". On November 30th, the Wall Street Journal reported that "Australia wants to be a stable rare earth supplier in Japan". It covers the news of signing a rare earth purchase agreement between Japan and Australia. It is possible to explore the possible changes in the structure of rare earth supply markets.
"In fact, this time the same thing as before, it is in a posture to put pressure on China." An analyst who declined to be named domestic rare earth industry analysts believe that "First of all, Europe and the United States can not export large amounts of rare earth to Japan After all, limited reserves, but also to meet the needs of their own development, "actually consistent" verbal expression, it is only intended to exert pressure, there will be no real impact."
Indeed, according to an agreement signed by Japan and Australia, the Lynas Phase I project is scheduled to be put into production in the third quarter of 2011, with an initial production capacity of 11,000 tons/year of rare earth oxides. The second phase of the project is expected to reach capacity in 2012, which will again increase production capacity to 22,000 tons. In 2009, the output of rare earth oxides in China was close to 130,000 tons, and the export quota for oxides this year was 30,000 tons. A number of rare earth mining and deep processing companies have stated that they will not form pressure.
“So what we have to do now is to focus on the bigger and stronger rare earth industry, and firmly grasp the pricing power.†Analysts said, “China’s actions to rectify minor mines have been very successful since 2005, and customs and other departments have also kept The increasingly stringent and effective guarantee of the pricing power of China's rare earth industry will be further strengthened in the next step."
China's deep processing of rare earth "turned"
China is the world's largest resource and production country for rare earths, with more than one-third of the world's proven reserves, but trade accounts for more than 90% of global trade. While China has provided the world with "continuous supply" of supplies, developed countries such as the United States and Japan have begun to "shrink".
The shrewd Japanese introduced a rare mineral strategic reserve system as early as the 1980s, and the reserve targets include 10 rare metals such as nickel, chromium, and rare earth. In 1985, Japan embarked on the construction of a national reserve warehouse with an area of ​​tens of thousands of square meters. It is rumored that there is currently more than 20 years of stock in Japan.
A statistical report in the United States shows that in 2009 China's rare earth production accounted for 97% of the world's production. In the United States, rare earth reserves account for 13% of the world's total, while last year's output was zero. Russia's reserves accounted for 19% of the world's total. Last year's output can only meet the needs of domestic companies.
On November 10th, the Ministry of Commerce issued the “Announcement on the Application Criteria and Application Procedures for Rare Earth Export Quotas in 2011†to propose “to increase the concentration of business operations and reduce the number of export enterprisesâ€, and “to further regulate the export of rare earths, the state will export rare earths. "Strict supervision of enterprises" has been explicitly proposed.
Zhang Zhong, general manager of Baotou Rare Earth, said that at present the country is doing a lot of rare earth work, including how to increase industrial concentration, how to guide the development of enterprises, and protect resources and the environment. According to the relevant data, it is expected that by 2015, domestic rare earth separation and processing enterprises will be reduced from 100 to 20. Rare earth deep processing technology is expected to develop rapidly.