China's Rare Earth Magnet Exports Drop 6.1% MoM in September, US Shipments Plunge Nearly 30%
Views: 2 Author: Site Editor Publish Time: 2025-10-21 Origin: Site
Export Dynamics
September Volume: 5,774 tons, down 6.1% month-on-month (from 6,146 tons in August), ending three consecutive months of growth, but still up 17.5% year-on-year.
Jan-Sep Cumulative: 39,817 tons, a 7.5% decrease compared to 2024.
Destination Divergence
US: Shipments plummeted 28.7% MoM due to trade tensions and U.S. tariffs.
Vietnam: Exports surged 57.5% MoM, indicating Chinese firms rerouting via Southeast Asia to bypass trade barriers.
Other Markets: Germany, South Korea, and Mexico were top destinations; the Netherlands saw a 109% processing volume spike due to Rotterdam’s transit role.
Policy Context
China’s Ministry of Commerce escalated export controls on rare earth technologies (Announcement No. 62/2025) on October 9, restricting mining, refining, and recycling technologies.
Former U.S. President Trump opposed "China’s rare earth games" and threatened higher tariffs.
Industry Impact:
Supply Chain Reshaping: Export controls accelerate overseas self-sufficiency efforts (e.g., U.S. MP Materials’ defense funding, EU’s 25% recycled magnet mandate), but Chinese supply remains irreplaceable short-term.
Corporate Strategy Shifts: Chinese firms expand Southeast Asian capacity (e.g., Longci’s Vietnam Phase II [[Prior Context]]) and secure export permits via compliance (e.g., Tianhe Magnet obtained partial licenses).
Price Volatility Risks: Rare earth concentrate prices jumped 37% QoQ (Baogang Q4 price: 26,205 yuan/ton, compounded by export fluctuations, potentially raising magnet production costs.
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