Rare Earths
Critical node· Rare Earths · Critical anchor

MOFCOM export controls, Beijing

Pékin, China39.91°N 116.41°E
computed criticality30/100
reading
7 elements under licence since April 2025; magnet exports −75% in two months
2025
Fault line

Since April 2025, every shipment of heavy elements and of magnets containing them requires a licence from Beijing, a regime never lifted since, despite the trade truces. The weapon is not the embargo but the administrative tap: delays, opacity, extraterritorial traceability. Western assembly lines came to a halt within weeks.

Actors
MOFCOM (Beijing)
Chinese customs
Depends on 2
Chinese separation, Ganzhou & BaotouRare Earths · Critical anchorMetallisation & alloys, Baotou / GanzhouRare Earths · Critical anchor
Feeds 4
Shin-Etsu magnets, EchizenRare EarthsVacuumschmelze, HanauRare EarthsEV motors & wind turbines, global industryRare EarthsWestinghouse, VästeråsNuclear
Shocks endured
Ford Chicago halts for lack of magnetsMay 20, 2025Beijing puts heavy rare earths under licenseApr 4, 2025 · epicentre
Sources