La

Lanthanum

Companies

Key Companies in the Lanthanum Value Chain

The Lanthanum industry encompasses at least 5 major companies from junior explorers and mine developers to integrated producers and downstream processors. With annual production of 40,000 tonnes REO and prices around 3-6 $/kg oxide, the Lanthanum market supports a diverse corporate ecosystem.

Annual Production

40,000

tonnes REO

Market Price

3-6

$/kg oxide

Top Producer

China

62% share

Companies Tracked

5

Major Producers and Processors

The following companies are key participants in the Lanthanum supply chain:

Northern Rare Earths

Producer 600111.SS
China

Dominant global rare earth producer; lanthanum is a major component of Bayan Obo output

Lynas Rare Earths

Producer LYC.AX
Australia

Major non-Chinese lanthanum producer from Mt Weld

Grace Catalysts Technologies

Major consumer
United States

Worlds largest FCC catalyst manufacturer; major consumer of lanthanum for petroleum refining catalysts

BASF Catalysts

Major consumer BAS.DE
Germany

Major FCC catalyst producer using lanthanum-based formulations

Shire/Takeda

Consumer TAK
Japan

Markets Fosrenol (lanthanum carbonate) for chronic kidney disease treatment

Active Operations and Development Projects

These are the key Lanthanum operations and development-stage projects associated with the companies above:

Bayan Obo

Northern Rare Earths

Production
Country: China Capacity: ~50,000+ tonnes REO/year

Worlds largest rare earth mine; lanthanum is second most abundant element in output after cerium

Mt Weld

Lynas Rare Earths

Production
Country: Australia Capacity: ~10,500 tonnes REO/year

Major lanthanum source; La is ~25% of the light rare earth output

Corporate Strategy Trends

Major consumers of Lanthanum across the petroleum refining catalysts and hybrid vehicle batteries (nimh) sectors are increasingly focused on securing long-term supply agreements, investing in supply chain traceability, and supporting new production sources to reduce exposure to the 62% concentration in China.

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