
China Tightens Rare Earth Export Controls — Refining & Processing Now State-Owned Monopoly (Apr 10, 2025)
created At: 4/11/2025

Sell
This analysis includes a sell recommendation. Please carefully review all mentioned risk before proceeding.
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Fact
China dominates 90% of global rare earth refining
The U.S. relies on China for ~70% of its rare earth imports
Export controls now cover not only raw materials, but also refined and processed rare earths
Licensing tightened on seven heavy rare earth elements
Only state-owned enterprises are permitted to conduct refining and smelting
Opinion
China’s move signals a strategic shift from reactive to proactive control over rare earths.
Rather than inflict short-term pain, Beijing appears focused on leveraging its supply chain dominance as a long-term bargaining chip in the U.S.–China trade conflict.
Core Sell Point
Industries heavily reliant on rare earths—such as defense, semiconductors, and aerospace—now face increased supply chain risk, with potential disruption to core materials sourcing.
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