CAT-12-110 BASF Activities on Rare Earth Alternatives

Description:

This presentation will discuss the recent history of the rare earth market and, in particular, the drivers (Chinese quotas) behind the huge run up in prices last year. The presentation will also discuss the new supplies (outside China) coming online soon that will bring stability to the market – both from a reliability of supply perspective and from a price perspective (absolute price level and volatility). This perspective should give the industry comfort that materials will be available at price levels which will improve the economics of FCC catalysts.