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October 14, 2025
Scenario Analysis: China’s Latest Magnet Restrictions (Q4-2025 → 2027) Snapshot of what’s changed China tightened rare-earth/magnet export controls in 2025 (license scrutiny, tracking, selective denials), with shipments collapsing in May, then partially rebounding in June as some licenses were issued; fresh tightening and longer approvals reported again in October; rare-earth exports fell sharply in September....
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