China's Rare Earth Export Controls Disrupt Global Supply Chain Magnet Raw Material Prices Remain Volatile
Views: 1 Author: Site Editor Publish Time: 2025-12-23 Origin: Site
Export Restrictions Escalate
China’s export permits for 7 heavy rare earths (e.g., samarium, gadolinium) since April 2025 tightened global supply, hitting automotive and electronics sectors.
Only 25% of EU firms’ license applications approved, forcing partial production halts.
Price Trends
Dysprosium Iron: ¥1.43 million/ton (stable as of Dec 1);
Neodymium Metal: ¥722,500/ton (up MoM);
Praseodymium-Neodymium Mix: ¥707,500/ton (up MoM), driven by EV demand recovery.
Corporate Strategies
US Automakers: Mull shifting motor production to China to bypass magnet export bans.
Chinese Leaders: JL Mag and Zhongke Sanhuan gained market share via tech advantages.
Long-Term Outlook
Global magnet market to reach ¥415.8 billion by 2032 (CAGR 8.93%), but supply chains diversify (e.g., EU’s 25% recycled magnet target).
