By Alexander Miller, consultant in energy and metal markets. Eurasia Business News, August 18, 2025. Article n°1723

China’s rare-earth product exports rebounded in July 2025 to reach their highest level since January, following a dip in June. According to customs data, China exported 7,742 metric tonnes of rare earths in July, which is a 32% increase from May 2025 and a 60% increase compared to June 2024.

Despite a 23% decline in July after a record peak in June, the overall export volume for the first seven months of 2025 totaled 38,563.6 tons, marking a 13% increase compared to the same period in 2024. This rebound reflects China’s easing of some export restrictions and licensing delays that were introduced earlier in 2025 as a response to U.S. tariffs and geopolitical tensions.

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In June China’s rare earth magnet exports to the United States had aldready surged, rising by 660% compared to May, reaching 353 metric tons. This sharp increase followed a Sino-US trade agreement reached in June that resolved previous restrictions and trade disputes affecting shipments of rare earth minerals and magnets.

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China continues to control about 90% of the world’s rare-earth magnet production and has been tightening oversight on certain strategic rare earths, especially those used in military and high-tech sectors. The recent export surge—while stabilizing supply for global buyers—also underscores China’s strategic management of its rare-earth sector amid increasing geopolitical pressures and efforts by the West to diversify supply chains.

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