China’s Rare Earth Leverage: Processing Dominance and 2025 Export-Control Volatility
The source indicates China retains structural dominance in rare earths—especially processing and heavy rare earths—while 2025 policy moves show a mix of targeted tightening and temporary pauses in export controls. Environmental enforcement and quotas have reduced official HRE supply, reinforcing global vulnerability amid long-term demand growth from EVs and wind power.