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yesterday

China Expands Rare‑Earth Export Controls, Extends Reach to Foreign‑Made Goods

Beijing asserts licensing over items using Chinese rare‑earth content, tightening technology curbs to gain leverage before APEC trade talks.

A worker holds a soil sample at a Meteoric Resources rare earth exploration project in Caldas Novas, Minas Gerais state, Brazil, on Tuesday, July 8, 2025. Mineral explorers hoping to meet the growing demand for rare earths are vying for a slice of nearly $1 billion in Brazilian funding to help make their projects a reality in a country with the largest reserves after China. Photographer: Victor Moriyama/Bloomberg
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Overview

  • Overseas defense users will not receive export licenses, and advanced semiconductor applications face case‑by‑case review at 14‑nanometer logic and 256‑layer memory thresholds.
  • Technology for rare‑earth mining, smelting, magnet manufacturing and recycling is now subject to approval for export, including associated production‑line know‑how.
  • From Dec. 1, foreign shipments of products containing Chinese rare‑earth materials or made with Chinese rare‑earth technology will require Chinese approval, with a 0.1% value‑content trigger.
  • Additional curbs covering super‑hard materials, specified medium and heavy rare‑earth elements, and lithium‑battery and graphite‑anode inputs take effect Nov. 8.
  • Governments and markets moved to assess the impact, with South Korea reviewing exposure and Chinese rare‑earth shares rising, including China Northern Rare Earth Group up 8.3% and Shenghe Resources up 6.3%.