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CHARTS: Rare earth export restrictions, price spikes and the risks of demand destruction

Ryan Castilloux – Adamas Intelligence | April 25, 2025 | 10:53 am Critical Minerals Markets Australia Canada China USA Rare Earth 

26-fold price increase in 31 months From January 2009 through August 2011, the monthly average price of dysprosium (Dy) oxide (China FOB) increased 26-fold, from $91/kg to $2,377/kg. This price spike is often attributed to China halting rare earth exports...

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