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China Rare-Earth Truce Buys Time, Not Security

Published September 16, 20265 min read

Aerial perspective of a strait with multiple ships leaving wakes, showing maritime trade routes — Aerial view of a maritime strait with ship wakes, representing global rare-earth trade routes vulnerable to Chinese export controls. Illustration: MarketIntelLabs

China suspended implementation of six export control directives on rare-earth elements, magnet materials, and related inputs on November 9, 2025, pushing the deadline to November 27, 2026. MOFCOM Announcement No. 70 pauses licensing requirements that would have tightened restrictions on rare-earth exports, yet the structural reality remains unchanged. China mines 69% of global rare-earth oxides, refines 91% of separated compounds, and produces 94% of neodymium-iron-boron permanent magnets, according to International Energy Agency data from 2024. The truce extends access but does not reduce dependence.

Key Takeaways China suspended rare-earth export controls until November 27, 2026, per MOFCOM…

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