by supplychainreport
China has announced new export controls on rare earths and associated technologies, requiring foreign companies to obtain special approval even for products containing small amounts of these critical minerals. The measures aim to manage the global supply of elements essential for high-tech industries, including electric vehicles, consumer electronics, and advanced manufacturing.
The regulations also introduce permitting requirements for technologies involved in rare earths mining, smelting, recycling, and magnet production. Applications for military uses of rare earths are expected to be restricted, reflecting the strategic importance of these materials. China currently accounts for roughly 70 percent of global rare earths mining and around 90 percent of processing capacity.
Analysts note that the updated controls may encourage international investment in independent supply chains outside of China. Recent agreements between foreign manufacturers and rare earths producers in Australia and the United States demonstrate steps toward diversifying sources and securing critical materials for high-demand industries.
Policymakers and industry experts highlight that building resilient, end-to-end supply chains for rare earths is becoming a priority, reinforcing the importance of innovation, investment, and collaboration in maintaining stable access to these essential resources.
The announcement is expected to influence global supply chain planning and may accelerate initiatives to develop domestic processing and magnet production capabilities in other regions.
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