In June 2025, China’s exports of rare-earth magnets experienced a sharp rebound, rising 157.5% from May to reach 3,188 tons, following a recent Sino-U.S. trade agreement that ended April’s export restrictions. Exports specifically to the United States soared by 660%, jumping from 46 tons in May to 353 tons in June
Why It Matters
- Critical for clean-tech industries: Rare-earth magnets are essential components for electric vehicles, wind turbines, and consumer electronics
- Supply chain relief: Export restrictions in April–May disrupted production of EVs and electronics globally. June’s surge signals stabilization
- Market still behind 2024: Despite June’s growth, exports remain 38.1% lower than June 2024, and total shipments in H1 2025 fell 18.9% YoY
📊 Key Data Summary
| Metric | Value |
|---|---|
| Total exports in June 2025 | 3,188 tons (↑157.5% vs May) |
| Exports to US in June 2025 | 353 tons (↑660% vs May) |
| Export level vs June 2024 | 38.1% lower |
| First half 2025 total exports | 22,319 tons (↓18.9% YoY) |
| Exports to India in June 2025 | 172 tons (↑15% vs May: 150 tons) |
💡 What’s Next?
- License approvals increasing: Analysts expect June’s recovery to continue into July as more exporters secure government licenses Reuters
- Geopolitical leverage: China’s dominant supply—over 90% of global rare-earth magnets—allows it to wield influence amid global trade tensions
- Competing demands: With rising demand for clean-energy technologies, the pace of exports to major markets will be watched closely for economic and environmental strategies.
✅ In Summary
China’s decision to lift rare-earth export curbs in June led to a 158% increase in global shipments, with a dramatic 660% surge to the U.S. This helped alleviate supply chain bottlenecks for EVs and wind power, but volumes remain well below last year’s levels. As licensing picks up, further recovery is expected—while China’s strategic control over rare-earth materials continues to shape global tech growth and geopolitics.
