Lanthanum
Rare Earths: Critical Minerals for The Energy Transition
Navigating the Lanthanum Market
Lanthanum plays a vital role across industries as a catalyst and additive due to its unique chemical properties. It is extensively used in petroleum refining to remove sulfur from gasoline and diesel fuels. Lanthanum is also a critical component in nickel-metal hydride batteries commonly found in hybrid electric vehicles. As an alloying element, lanthanum strengthens steel and enhances corrosion resistance for applications in consumer goods and infrastructure. Additionally, lanthanum compounds function as optical polishing agents and high-index glass components for lenses. China dominates global lanthanum production and exports, though new projects in the United States and India aim to decentralise supply over the coming years. Demand is rising steadily as sophisticated water treatment processes, battery technologies, and low-carbon solutions proliferate. Ensuring the long-term availability of lanthanum requires strategic coordination across REE mining, refining and manufacturing industries. SFA (Oxford) provides insights into dynamics and disruption factors shaping the current and future lanthanum market environment. Optimising security and resilience across lanthanum's intricate global supply chain merits scrutiny.
An introduction to lanthanum
Lanthanum demand and end-uses
Lanthanum, a critical rare earth element, plays a vital role across diverse industries due to its unique properties, driving consistent demand. It is crucial in nickel-metal hydride batteries for hybrid electric vehicles, and portable electronics, serves as a catalyst in oil refining and styrene production, and enhances optical glasses for cameras and telescopes with superior clarity and low aberrations.
In ceramics, lanthanum improves dielectric properties in conductive ceramics (electronics), while in lighting (phosphors e.g. compact fluorescent lamps and LAP), it contributes to natural spectrum fluorescent lamps.
Its application in water treatment processes removes contaminants to prevent algal blooms, and in medicine, lanthanum carbonate reduces phosphate levels in patients with chronic kidney disease.
In the military, lanthanum is critical in radar and sonar transducers, radiation detection, and chemical detection by amplifying signal resolutions.
Additionally, lanthanum is incorporated into steel and metal alloys to enhance their malleability, corrosion resistance, and high-temperature strength, finding alloy applications in the aerospace and automotive industries.
Other minor uses include lanthanum as a glass additive, ignition elements, projector lamps and studio lights using carbon arc lamps, scintillators (lanthanum halide, lanthanum bromide and lanthanum chloride), and enhances welding capabilities using lanthanated tungsten electrodes for welding steel and stainless steel.
Research has discovered new applications for lanthanum in hydrogen storage, advanced materials, renewable energy (photovoltaic cells) and energy storage.

Strategic applications of Lanthanum
Lanthanum supply
Lanthanum is predominantly extracted from monazite and bastnäsite ores, which are rich in rare earth elements. These minerals, found in heavy mineral sands, are mined for lanthanum alongside other rare earths. Lanthanum sources also include ion-adsorption clays, particularly in Southern China, known for their heavy rare earth elements content.
The global supply of lanthanum is primarily dominated by China, with significant deposits and a well-established rare earth mining industry. Other notable sources are located in the United States, Australia, India, Brazil, Russia, and some African countries such as Burundi, Tanzania, Malawi, Madagascar, Nambia and South Africa.
Recycling of products like nickel-metal hydride batteries also contributes to lanthanum supply, albeit to a lesser extent compared to primary mining. Efforts to diversify the supply chain are ongoing, with investments in exploration and development outside China to reduce reliance on a single source.
Rare earth oxide (REO) producers
Future rare earth oxide (REO) producers
Rare earth recyclers

The Rare Earth markets
SFA (Oxford) provides market intelligence on rare earth oxides (REOs) and their price drivers.


Meet the Critical Minerals team
Trusted advice from a dedicated team of experts.

Henk de Hoop
Chief Executive Officer

Beresford Clarke
Managing Director: Technical & Research

Jamie Underwood
Principal Consultant

Ismet Soyocak
ESG & Critical Minerals Lead

Rj Coetzee
Senior Market Analyst: Battery Materials and Technologies

Dr Sandeep Kaler
Market Strategy Analyst

How can we help you?
SFA (Oxford) provides bespoke, independent intelligence on the strategic metal markets, specifically tailored to your needs. To find out more about what we can offer you, please contact us.