Wedoany.com Report-Jun 10, China, the world’s leading producer of rare earths, saw its exports of these minerals increase by 23% in May compared to April, reaching 5,864.60 tons, the highest monthly total in a year, according to customs data released on Monday. This surge occurred despite export restrictions introduced in April on certain rare earths and related magnets, which affected some overseas sales and caused disruptions in global manufacturing.

A mining machine is seen at the Bayan Obo mine containing rare earth minerals, in Inner Mongolia, China July 16, 2011. Picture taken July 16, 2011.

The April restrictions impacted segments of the global automotive industry, prompting discussions between Chinese and U.S. leaders last week. While the curbs led to a significant decline in magnet exports, which dropped by half in April, the overall export volume of rare earths in May remained robust. The restrictions do not apply to all types of rare earth products, and a comprehensive assessment of their impact awaits a detailed data release scheduled for June 20.

From January to May 2025, China’s total rare earth exports reached 24,827 tons, a slight increase from 24,266.5 tons during the same period last year. This marginal rise reflects steady demand for these critical minerals, used in various high-tech and industrial applications. The recent export controls caused temporary production halts at several European auto parts plants, with semiconductor companies in the region warning of potential disruptions in the coming weeks due to supply shortages.

China’s rare earth sector continues to play a vital role in global supply chains, with the country producing a significant share of the world’s 17 rare earth minerals. The May export increase highlights the resilience of China’s rare earth industry, even as it navigates selective export controls. Industry observers anticipate that the forthcoming June 20 data will provide clearer insights into the specific effects of the April restrictions on different rare earth products.