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Giấy phép số 4978/GP-TTĐT do Sở Thông tin và Truyền thông Hà Nội cấp ngày 14 tháng 10 năm 2019 / Giấy phép SĐ, BS GP ICP số 2107/GP-TTĐT do Sở TTTT Hà Nội cấp ngày 13/7/2022.
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China’s rare earth exports increased despite Beijing’s tightening of export controls, according to the latest reporting. The rise follows a rebound from a 2020 low of 35,400 tonnes, indicating that shipments remain high even as additional elements and related products have been brought under tighter licensing requirements.
The growth trend persisted even after, from April 2025, China placed seven medium- and heavy rare earth elements, along with rare earth magnets, under export control. Under the new rules, shipments that could be used for both civilian and military purposes require a permit from Chinese authorities before export.
Last year’s controls had previously contributed to a sharp fall in exports of rare earth magnets in April and May. However, overall exports recovered from June onward, supported by agreements between China and the United States and Europe.
In November, China’s rare earth exports rose by 26.5% year-on-year, as foreign firms increased stockpiling ahead of year-end holidays.
The reporting highlights that China remains a central supplier in the global rare earth supply chain. The country accounts for more than 90% of rare earth processing capacity, which is used across sectors including electric vehicles, wind turbines, electronics, and other high-tech industries.
As a result, Beijing’s controls appear to have tightened the export process rather than eliminating supply. With other countries unable to substitute Chinese shipments quickly, global companies still need to continue purchasing, helping keep China’s total rare earth exports at elevated levels.
Analysts expect the rare earth market to remain affected by trade tensions into 2026. The United States, Europe, and Japan are accelerating diversification of supply to reduce dependence on China, including through supply-chain collaboration initiatives and the EU’s strategic minerals shopping platform.
In the near term, China’s dominant position suggests it will continue to be a decisive factor in the direction of global rare earth flows.
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