Rare Earth Extractive Cost Service
Cost Service
Rare Earth Extractive Cost Service
China is by far the largest producer, refiner, consumer, and importer of rare earths. Its dominance of the sector has drawn global attention from competing governments and industrial actors, which are set on reducing China’s control of the supply chain. Use the Rare Earth Extractive Cost Service to compare rare earth operation and project production costs across the industry. The cost service allows you to see changes in Mixed Rare Earth Compounds (MREC) production costs over time from current producers, but also future projects. The service enables a user to understand the forces underpinning the cost of production, normalised on a US$/t REO, US$/t NdPr, and US$/t Dy basis and updated quarterly.
Designed To:
- Compare the cost of Mixed Rare Earth Compounds (MREC) production from multiple assets and compare their performances on the industry cost curve.
- Provide a cost breakdown of MREC production from current producers and projects across the World.
- Granular operating cost information for all assets on fuel, electricity, labour, and reagents.
- Model flex ability allows a user to alter the macroeconomic assumptions underlying the industry and run various scenarios to model their impact on asset costs and revenues over the next decade.
- Compare capital costs and capital intensities across rare earth projects.
- Cash flow analysis on rare earth operations and projects.
- Model flex ability allows a user to alter the macroeconomic and rare earth pricing assumptions underlying the industry and run various scenarios to model their impact on asset costs and revenues over the next decade.
- Help understand future price directions as production costs impact supply.
- Provide independent industry cost analysis.
Includes:
- 34 fully costed rare earth operations and projects with cash flow analysis out to 2040.
- Operating cost curves for rare earth production - broken out by cost category and country.
- Project Blue’s quarterly rare earth price forecast.
- Model flex tool, allowing for a discounted cash flow analysis of all rare earth operations and projects.
Cost Breakdown:
+ Mining/Feedstock cost+ Processing cost+ Mine site G&A- By-Product credits+ Royalties
Total Cash Cost (FOB)+ Realisation
Total Cash Cost (CIF)+ Corporate Overheads+ Reclamation & Remediation+ Exploration costs+ Sustaining capital Cost
All-In Sustaining Cost (CIF)