Neodymium-praseodymium metal ingots at the Australia Strategic Materials Ltd.'s Korean Metals Plant, in the Ochang Foreign Investment Zone, in Cheongju, South Korea, on Tuesday, June 10, 2025. Australian Strategic Materials Ltd. produces alloys for magnets at a plant in South Korea. Photographer: SeongJoon Cho/Bloomberg
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CNBC TV1820-12-2025, 12:38

China's Rare Earth Exports to US Drop 11% in November Amid Trade Truce

  • China's rare-earth magnet exports to the US fell 11% in November following a trade ceasefire.
  • Shipments totaled 582 tonnes in November, down from 656 tonnes in October, according to Chinese customs data.
  • Rare earths are critical for military hardware and electric cars, serving as a powerful tool in the trade war.
  • Earlier, Beijing's stricter export regulations in April caused a significant drop, but exports later recovered.
  • Central Asian nations (Kazakhstan, Uzbekistan, Kyrgyzstan, Tajikistan, Turkmenistan) are now exploring their vast rare earth resources.

Why It Matters: China's rare earth exports to the US declined post-trade truce, while Central Asia eyes its own resources.

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