Presentation title - Raw Materials Conference 2017

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Presentation title - Raw Materials Conference 2017
Due diligence in changing supply
chains
The permanent magnet perspective
2017-06-23
Feddo Bax
Senior design & development engineer
JLMAG Rare-Earth Europe BV
1. JLMAG Rare-earth Co ltd. introduction
 2nd largest sintered NdFeB permanent magnet (PM) production China (6000 ton
in 2016, 10000 ton in 2018)
 Close 1 billion RMB turnover 2016
 Public listed local Shanghai stock marget (value 2.5 billion RMB)
 Bonded NdFeB PM (Injection, Compression) & bonded ferrite PM (injection)
since 2017
 First with completely vertical integrated supply chain
2
3. Permanent magnet applications
Green Electricity
Windpower
Hydropower
Tidal Power
E-mobility
Electric and Hybrid
vehicles
And many more:
Electric bike
High speed trains
3
4. Sintered NdFeB supply chain
• Sintered Neodymium-Iron-Boron (NdFeB) permanent magnets maximum strength
• Magnetic strength connected to ´Light Rare earth´ metals (Neodymium &
Praesodymium)
• Magnet stability (temperature, demagnetisation) connected to ´Heavy Rare earth´
metals (Dysprosium & Terbium)
• Rare earth supply chain
4
5. Sintered NdFeB supply chain
2016 China quota system
#
Name
China province
Oxide quota (Tons/year)
1
North Rare Earth group
Inner Mongolia Baotou Steel Union
Inner Mongolia
59500 Light rare earth
Ganzhou Rare earth
industry
Jiangxi
9000 Heavy rare earth
Jiangxi Copper Rare
earth
Sichuan
14400 Light rare earth
2
South Rare Earth
group
3
Xiamen Tungsten
Fujian
2000 Heavy rare earth
4
China Minmetals
Hunan
2000 Light/heavy rare
earth
5
Guangdong Rising non-ferrous
Guangdong
2200 Heavy rare earth
6
China Alco
Guangxi +
Sichuan
3600 Light/heavy rare
earth
7
Others (Guangxi RE + Sichuan WFK + others
Guangxi +
Sichuan
10600 Light rare earth
5
6. Sustainability of PM supply chains
•
China Southern Rare Earth group: 1st
China mine passing Central
Government Certification system
(>2011): 5 central government
ministries:
1. National development and reform
Commission
2. Ministry of Environmental protection
3. Ministry of Water Resources
4. State Administration of Work Safety
5. Ministry of land and resources
•
Independent Sustainability Audit
Intertek: 95% (June 2016)
6
7. Current situation of PM supply chain
• One sustainable Chinese supply chain
• Customers & OEMs still tend to make final decision based on cost only
• Our experience: even with similar cost & quality of our green supply
chain, still main large users consider grey supply chains
• Illegal mining still provides 1/3 of total Rare Earth materials in China!
PrNd Oxide comparison 2014
Dy Oxide Comparison 2014
??????
15175
45480
recycling
444
???????
9310
1400
20995
239
recycling
717
Mined
mined
PrNd O demand
PrNd O Supply
DyO demand
DyO Supply
7
8. Our vision on future PM supply chain
• Supply chain transparency will become more and more
important driven by public opinion & politics in and outside of
China
• Transparency can be achieved by open audits, objective
certification systems & clear traceability of raw materials.
• Additional cost of green supply chain for electric and hybrid
vehicles can be compensated by huge cost reduction potential
of rapid technological developments in permanent magnet
???????
production
• Cradle-to-cradle concept for magnets: use `design recycling
for
recycling´ & solve reversed logistics ‘only’.
Mined
8

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