China's Rare Earth Export Suspension Nears Expiry with Limited Progress in Diversifying Supply
China's 12-month suspension of expanded rare earth export controls is set to expire in November 2026, with no significant progress in reducing global reliance on China's supply. Analysis shows that China still dominates rare earth mining, processing, and downstream manufacturing, maintaining its structural control over the market.
Topics: China export controls global supply chain rare earth exports supply concentration