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Rise In China Rare Earth Exports
What happened
China's rare earth exports surged to 62.6k metric tons in 2025, the highest level in over a decade, despite ongoing export controls. This resilience is driven by strong global demand from EV, renewable energy, and electronics sectors, and China's dominant market position. Bearish: Increased export volumes, despite policy rhetoric, suggest near-term supply pressure easing, potentially capping price upside.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
Rare Earth
export-controlssupply-chaingeopolitics
Source and time
Source: Electronics Weekly · 4/14/2026 · View original source
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