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China's exports of rare earth magnets to the United States skyrocketed in June, rebounding sharply after months of trade restrictions. According to data from China’s General Administration of Customs, shipments soared to 353 metric tons—up 660% from May—following a trade agreement that resolved disputes over rare earth mineral and magnet exports.
Rare earth magnets are essential components in electric vehicles (EVs), wind turbines, and advanced electronics. China, the world’s dominant supplier, accounting for over 90% of global output, had added several rare earth products to its export restriction list in April in retaliation against U.S. tariffs. This move disrupted global supply chains, leading to halted production for some automakers outside China.
The June surge signals a critical recovery, easing fears of prolonged shortages. The rebound was driven by newly issued export licenses under the eased trade terms. Analysts expect shipments to rise further in July as more exporters secure approvals.
Globally, China exported 3,188 tons of rare earth permanent magnets in June, up 157.5% from May, though still 38.1% below June 2024 levels. For the first half of 2025, total exports dropped 18.9% year-over-year to 22,319 tons, reflecting the earlier slowdown caused by licensing delays.
The resumption of rare earth flows also coincides with chipmaker Nvidia’s plan to resume sales of its H20 AI chips to China, further reinforcing the trade thaw between the two nations. While the outlook has improved, the rare earths market remains sensitive to geopolitical tensions, making supply chain diversification a key focus for global manufacturers.
This sharp rebound highlights the strategic importance of rare earths in clean tech and underscores ongoing interdependence between China and the U.S. despite trade frictions.
