China’s New Export Curbs Reshape the Global Rare Earths Market

The global trade in rare earth minerals is undergoing a significant shift as China imposes stricter controls on its exports. In September 2025, China’s shipments of rare earths dropped to 6,538 tons from August’s 7,338 tons, although last month’s volume marked the highest since 2012. This decline results from Beijing’s expanded export restrictions, which now cover raw materials as well as any products made abroad that contain even trace amounts of China-origin rare earth elements.

Key sectors including electric vehicles, advanced weapons, and high-tech manufacturing critically depend on these minerals. China’s move directly impacts global supply chains and intensifies trade tensions, especially with the United States. In response, major countries like the US and Australia are working together to reduce dependence on Chinese supplies and secure their strategic needs.

With China continuing to broaden its export controls, the rare earth market will remain under pressure, presenting new challenges for technology industries and consumer nations worldwide.