Price-Watch’s most active coverage of Neodymium Oxide price assessment:
Asia-Pacific
- Neodymium Oxide 99.99% min FOB Shanghai
- Neodymium Oxide 99.99% min EXW China
Note: In assessments structured as CIF [Importing Port] (Exporting Country), the country mentioned in brackets indicates the primary origin of supply (exporting country), while the named port refers to the destination port in the importing country. Other Incoterms (FOB, FD, EXW, etc.) should be interpreted in accordance with standard international trade definitions.
Neodymium Oxide Price Trend Q4 2025
In Q4 2025, the global Neodymium Oxide market demonstrated a strongly bullish trend early in the quarter, marked by sharp price escalations across key regions. Price trend for Neodymium Oxide surged significantly during the October–December 2025 period, driven by persistent quota adherence, Myanmar embargo, and voracious global green transition demand across mobility and renewables. Acute supply shortages persisted as regulated trade flows limited volumes in the international market, while robust consumption from electronics, renewable energy, and magnet sectors absorbed nearly all available production.
However, by December, prices fell further, as continued oversupply from prior production surges sustained downward momentum. Producers cleared remaining inventories through promotional pricing amid subdued inquiries from magnet and alloy manufacturers. Weaker seasonal demand in electronics and renewable energy sectors reduced consumption rates, allowing buyers to negotiate concessions while domestic processing plants operated below capacity.
Logistical efficiencies, including normalized port operations and steady freight rates, prevented supply chain support for pricing, with ample availability outweighing routine end-user needs. The combined impact of initial restricted supply, firm end-use demand, and subsequent oversupply challenges resulted in heightened price volatility and a peaked upward trajectory early in the quarter, with expectations of moderated pricing conditions into early 2026.
China: Neodymium Oxide 99.99%min Export prices FOB Shanghai, China; Grade- Purity:99.99%min
In Q4 2025, Neodymium Oxide (99.99% min) prices FOB Shanghai sustained +23.88% momentum impressively, reflecting persistent quota adherence, Myanmar embargo, and voracious global green transition demand across mobility and renewables. State reserve accumulation diverted export-eligible material systematically, while Chinese capacity expansions faltered against environmental ceilings despite incentives, establishing Shanghai FOB decade-high benchmark decoupled from 2024. However, by December, prices fell further by -2.94%, as continued oversupply from prior production surges sustained downward momentum.
Producers cleared remaining inventories through promotional FOB pricing amid subdued inquiries from magnet and alloy manufacturers. Weaker seasonal demand in electronics and renewable energy sectors reduced consumption rates, allowing buyers to negotiate concessions while domestic processing plants operated below capacity.
Logistical efficiencies at Shanghai, including normalized port operations and steady freight rates, prevented supply chain support for pricing, with ample availability outweighing routine end-user needs.
