China's Rare Earth Exports Hit Decade High Despite Restrictions

• China's rare earth exports in 2025 reached 62,585 metric tons, the highest since 2014, a 12.9% increase year-on-year.
• Restrictions were imposed on seven medium and heavy rare earth elements, including Rare Earth Magnets, from April due to US tariffs.
• Magnet exports saw a sharp decline in April and May but improved after June following trade agreements.
• December 2025 overseas shipments were 4,392 tons, a 20% decrease from November, but 32% higher than December 2024.
• Foreign buyers accumulated stocks in November to avoid holiday supply disruptions, leading to weaker December demand.

Why It Matters: China's rare earth exports surged to a decade high in 2025, demonstrating strong global market supply despite restrictions.