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....Read More

🌐 New Trade Framework Unveiled Trade deal signed late June 2025: On June 26–27, the U.S. and China formalized a framework agreed earlier in London and Geneva. This pact is designed to accelerate Chinese shipments of rare‑earth elements and magnets to the United States—goods vital for sectors like electric vehicles, defense systems, and tech manufacturing....Read More