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China Suspends Rare Earth Controls and Redesigns Global Flow of Strategic Minerals

Written by Caio Aviz
Published on 08/11/2025 at 16:17
Amostras de minerais e metais estratégicos, incluindo elementos usados na cadeia das terras raras, dispostos sobre superfície escura.
Minerais e metais estratégicos associados à cadeia global de terras raras, essenciais para tecnologias avançadas e impactados pela suspensão chinesa nos controles de exportação.
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The Chinese Decision Temporarily Redefines Export Rules and Impacts Global Industrial Chains That Depend on Rare Earths and Critical Inputs

Chinese authorities announced on November 7, 2025, the suspension, until November 10, 2026, of several export control measures.
Additionally, the Ministry of Commerce of China and the General Administration of Customs announced the interruption through Notice No. 70 of 2025.
Thus, Notices 55, 56, 57, and 58, published on October 9, 2025, are no longer valid. Therefore, Notices 61 and 62 are also frozen during the reported period.

Temporary Suspension Alters Requirements and Eases Licenses

The previous measures required licenses to export equipment used in the separation and refining of rare earths. Additionally, they included sintering and essential inputs.
These inputs involved specific ores, flotation reagents, and specialized extractants. Thus, the controls also covered high-temperature furnaces and advanced metal alloys.
The list also included deposition and diffusion technologies used in the manufacturing of permanent magnets. Therefore, the suspension reduces immediate pressures on industrial chains that depend on these inputs.

Expanded Impact on Strategic Elements

Announcement No. 57 expanded control to products with medium and heavy rare earths. These elements included holmium, erbium, thulium, europium, and ytterbium.
Thus, these substances remain essential for lasers, optical fibers, and telecommunications. The Chinese Rare Earth Association highlights the growing demand for these materials. Furthermore, studies by the US Geological Survey confirm the increasing demand since 2024.
The renewable energy sector significantly drives this growth. Telecommunications networks also strengthen this global trend.

Extraterrestrial Rules Were Also Frozen

Notices 61 and 62 required Chinese authorization to reexport products made with inputs from the country.
Additionally, they imposed licenses for the transfer of rare earth mining and metallurgy technologies.
The suspension, therefore, eliminates these obligations during the stipulated period. The Chinese Center for Industrial Studies evaluates these measures as part of an economic security strategy.
Since 2023, regulatory disputes between China, Europe, and the United States have intensified this movement. Thus, the suspension temporarily alters an already sensitive scenario.

Decision Occurs After Meeting Between the United States and China

The suspension occurs a few days after the meeting between Donald Trump and Xi Jinping. The meeting took place at the end of October 2025.
Additionally, the United States suspended the planned tariff increase against China for a year. The Beijing Institute of International Economic Relations interprets the Chinese decision as a gesture to reduce tensions.
Thus, the institution believes that Beijing maintains regulatory mechanisms ready for future implementation. These mechanisms may return if the regulatory environment deteriorates again.

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Caio Aviz

Escrevo sobre o mercado offshore, petróleo e gás, vagas de emprego, energias renováveis, mineração, economia, inovação e curiosidades, tecnologia, geopolítica, governo, entre outros temas. Buscando sempre atualizações diárias e assuntos relevantes, exponho um conteúdo rico, considerável e significativo. Para sugestões de pauta e feedbacks, faça contato no e-mail: avizzcaio12@gmail.com.

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