Key developments: China formalised its critical‑mineral strategy on 9 October 2026, confirming its grip on about 60‑70 % of global rare‑earth mining and over 90 % of processing capacity, and producing roughly 93 % of permanent magnets. The country’s April …
China’s November 2026 Export‑Control Deadline Sparks EU Managed‑Access Deal and a looming U.S. defense ban
Key developments:
- China remains the dominant player in rare earths, controlling roughly 60‑70% of mining and over 90% of processing, and produces about 93% of global permanent magnet output.
- The temporary suspension of a second wave of Chinese export controls,
US and Allies Accelerate Rare‑Earth Supply Chain Build‑out Ahead of 2027 Defense Ban
\n\n
Key developments: China’s 2025 export curbs on heavy rare earths and a pending U.S. defense rule banning Chinese‑origin rare‑earth metals and magnets from 2027 have spurred a wave of investment in non‑Chinese …
Global Race to Secure Rare‑Earth Supply Chains Intensifies Ahead of 2027 U.S. Defense Ban
\n\n
Key developments: 2025 saw China tighten export controls on heavy rare earths, prompting the United States and its allies to accelerate alternative sourcing. Australia sealed a critical minerals deal with the United …