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Nam","name":"ベトナム","kind":"country","values":[0.98,0.98,0.98,0.98],"source_row":67,"source_columns":[8,9,10,11],"shares":[0.01097424412094065,0.008828828828828829,0.008305084745762711,0.008305084745762711],"change_2025_2035":0},{"source_name":"Rest of world","name":"その他の国・地域","kind":"aggregate","values":[3.07,7.91,8.68,8.68],"source_row":68,"source_columns":[8,9,10,11],"shares":[0.03437849944008958,0.07126126126126127,0.0735593220338983,0.0735593220338983],"change_2025_2035":1.8273615635179152}],"top_three_shares":[0.944,0.909,0.909,0.909],"source_sheet":"2 Total supply for key minerals","source_total_row":69,"source_columns":[8,9,10,11]}},"scope_note":"磁石用のPr・Nd・Tb・Dyを合計した数量。全レアアース、NdPr酸化物単独、磁石製品重量とは区別する。"}},"reference_proof":{"source_date":"2026-10-15","article_url":"https://www.ac-rei.org.cn/article/a3b99440-fcf0-4589-a2f3-fa80321d3bc8","article_file":"article-2026-10-15.html","article_sha256":"3e746dab439dfafcd7fc98ae4f95be814f5f89df7dca6f5ac0d1d52446a2febd","image_url":"http://imageresource.ac-rei.org.cn/acreiimage/202610/a3b99440-fcf0-4589-a2f3-fa80321d3bc8/9065a54560196ed76ecc1da9bce6ee8d.jpg","image_file":"quote-2026-10-15.jpg","image_sha256":"87d00da97ad168e3e25bdd12500fc9da80fadd26b629ffb7a5663f99272f0ac3","visual_reviewed_on":"2026-10-25","visual_review_scope":"画像の日付、参考価のCNY/kg、NdPr酸化物の品位/混合比と733.3～753.3、酸化Dyの純度と1390～1430の2行を直接目視照合。将来の画像・他製品・全セルの自動照合を完了した意味ではない。","quote_snapshot_sha256":"c2c5c894da0d2a7c7196e61e172123bae8c5f279df7f927a5c5c6f816ef8117b","market_trade_date":null,"market_trade_price_verified":false},"source":{"title":"IEA Critical Minerals Dataset July 2026","url":"https://www.iea.org/data-and-statistics/data-product/critical-minerals-dataset","released_on":"2026-07-27","workbook_file":"43bd9338a08ac8399c65471115f30ffc10dca7117e62f03cca86d49224717935.xlsx","workbook_sha256":"43bd9338a08ac8399c65471115f30ffc10dca7117e62f03cca86d49224717935","extracted_data_sha256":"142fc543cbb0e34499647b0f30015abd7a825df2411b55ece01421b33ea53564","licence":"IEA, CC BY 4.0"},"macro":{"version":"jp-coking-cif-relative-20261027-r1","as_of":"2026-10-27","target_date":"2036-10-25","jp_cpi":0.03,"jp_short_rate":0.02,"jp_long_rate":0.03,"usd_jpy_terminal":150,"basis":"日本CPI3%、短期2%、長期3%、2036年ドル円150円。"},"price_basis":"2026年の公表参考レンジ中点へ固有の実質倍率と共通CPI3%を一度反映するCNY/kgの条件表示。独立した将来CNYインフレ率・人民元相場は予測せず、日本着値・USD/FOB・円建て調達費への変換は行わない。","quantity_scope":"元素別の数量はエネルギー用途だけ。鉱山・精製と全用途需要はNd/Pr/Dy/Tbの4元素合計で別に示す。NdPr混合酸化物の重量・75%組成、Dy酸化物の重量とは区別し、要素別供給不足や価格倍率へ直接換算しない。","owner_cash_lens":["供給者は鉱石の品位・副産物・分離歩留まり・環境費用と維持投資を確認する。相場上昇や政策上の保護だけを持続的な株主利益に置き換えない。","磁石・モーターの利用者は配合削減、品質、代替、回収、契約改定・転嫁と在庫を分ける。原料価格と製品マージンの方向が同じとは限らない。","中国国内の参考価格と中国外の入手性・価格は別問題。税・受渡条件・通貨・輸出入規制の適用範囲を照合してから個社の費用や利益へつなぐ。"],"interpretation_flags":{"source_price_is_reference_range":true,"price_bands_are_probabilities":false,"probabilities_calibrated":false,"quantity_price_equation_calibrated":false,"element_total_demand_verified":false,"element_supply_balance_verified":false,"oxide_conversion_performed":false,"cny_fx_forecast":null,"yen_import_cost":null,"automatic_valuation_enabled":false},"reference_age_days":19,"new_reference_quote_available":true,"needs_review":true}