On February 14, 2019, the Yunnan Tengchong Municipal Government completely stopped the export of rare earth-related chemical raw materials to Myanmar, covering Tengchong Diantan Port, as well as the national first-class port Houqiao and surrounding ports;

On December 14, 2018, Tengchong Customs cleared Myanmar rare earth mines for a five-month implementation period, that is, from May 2019, the import of Myanmar rare earth mines into China will be completely banned again;

On November 3, 2018, Yunnan Tengchong Customs banned all resource commodities from Myanmar from being imported into China, including rare earth minerals.

The effect of the ban on China-Myanmar ports has been highlighted, and the import of rare earth mines in Myanmar has continued to decline. Customs data shows that since Tengchong Customs began to implement import restrictions in November 2018, the import volumes in November, December and January 2019 were 801 tons, 1,079 tons and 963 tons respectively, which were only monthly imports before the restrictions. 1/2-1/3 of the amount. With the arrival of the blanket ban in May 2019, imports of ionic rare earth minerals from Myanmar are bound to drop significantly.

The supply contraction of medium and heavy rare earth mines is expected to exceed expectations. my country's medium and heavy rare earth mines are mainly ionic rare earth mines in the south. At present, the domestic annual consumption is about 50,000 to 60,000 tons. The rare earth mines imported from Myanmar belong to this category. 

In 2018, about 26,000 tons of ionic rare earth ores were imported from Myanmar, accounting for nearly 50% of the domestic consumption of medium and heavy rare earth ores. The decline in ionic rare earth ores imported from Myanmar in 2019 is expected to exceed 50%.

The price of medium and heavy rare earths is expected to continue to rise. Since November 2018, the price of dysprosium oxide, a representative of medium and heavy rare earths, has risen by about 13%. With the continuous fermentation of the China-Myanmar port ban, the supply of ionic rare earth ore continues to shrink, and the price of dysprosium oxide is expected to continue to rise.

The trend of light and heavy rare earths is differentiated, and medium and heavy rare earths are expected to go out of the independent market. After the Spring Festival every year, after the suspension of upstream mines and separation plants for nearly a month, the price of praseodymium neodymium oxide, the mainstream rare earth species, will generally increase, but after the Spring Festival in 2019 , The price of praseodymium and neodymium oxide continued to fall, reflecting the weak downstream demand. 

However, considering that the proportion of medium and heavy rare earths dominated by dysprosium oxide has always been low in the demand side, and the supply of ionic rare earth mines continues to shrink, the price of dysprosium oxide, the mainstream variety of medium and heavy rare earths, is expected to go out of the independent market.