China’s exports of rare earths experienced a notable rebound in June, climbing 32% from May and hitting the highest level in six months as global trade conditions gradually improve. While this remains below levels seen earlier in 2024, it reflects a significant uptick as export controls ease.Reuters
Breaking Down the Surge
- Volume spike: Customs data showed exports reached approximately 7,742.2 metric tons in June— marking a 32% increase from May and 60% higher year-on-year.
- Context: This rebound follows export restrictions imposed in April that disrupted global supply chains. Recent agreements with the U.S. and Europe have helped ease export licensing, fueling the recovery.
What This Means for Global Markets
- China remains the linchpin of global rare earth supply, controlling the vast majority of production and processing—dominating upwards of 90% of the refined market
- The resurgence in shipments helps alleviate pressure on industries reliant on rare earths, such as automotive, electronics, and renewable energy supply chains.
Incident Overview
| Month | Export Volume (Metric Tons) | Change |
|---|---|---|
| May 2025 | ~5,865 | — |
| June 2025 | ~7,742 | +32% MoM / +60% YoY |
| July 2025 | 5,994.3 | –23% from June |
Why It Matters
This resurgence in rare earth exports is a clear signal that trade tensions are easing and governments are taking steps to stabilize supply chains essential to high-tech and clean energy sectors. With domestic production ramping up outside China still limited, global dependence on Beijing’s rare earth supply remains profound.
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I can expand this article into a long-form analysis (1,500+ words), comparing China’s strategy with emerging rare earth producers like Australia and the U.S., or tracking how these trends are impacting electric vehicle and green energy markets globally.
