Logo 11 Aug 2025

July rare earth export data may be closer to “new normal”

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China's exports of rare earth (REE) products dropped 23% m/m in July – reversing June's 32% m/m surge.

But don't read too much into the headline.

First, this is preliminary data covering a vast swath of products – all subject to different drivers.

Some aren’t subject to controls, some face weak d...