# East Asia Brief — Energy & Critical Minerals: China

Power supply for industry, refining capacity, rare earths and the chokepoints in between.

- [China Sets Consolidated Late-2026 Light Rare Earth Mining Quota to Cap Northern Bastnasite Extraction](https://eastasiabrief.com/energy-minerals/china-sets-consolidated-late-2026-light-rare-earth-mining-92) — The joint ministerial directive sets binding production limits for state-owned mining champions, tightening upstream feedstock control for permanent magnet… *(August 28, 2026; Energy & Minerals · China · China Northern Rare Earth Group High-Tech, China Rare Earth Group)*
- [China Consolidates State Antimony and Gallium Refining to Lock Down Metal Value Chain](https://eastasiabrief.com/energy-minerals/china-consolidates-state-antimony-gallium-refining-lock-down-metal-49) — Provincial smelting hubs face centralized operational quotas to guarantee domestic high-purity processing before export clearance. *(August 28, 2026; Energy & Minerals · China · China Minmetals Corporation, Aluminum Corporation of China, Hunan Gold Group)*
- [China mandates digital tracking codes for heavy rare earth shipments to tighten export control](https://eastasiabrief.com/energy-minerals/china-mandates-digital-tracking-codes-heavy-rare-earth-shipments-20) — The Ministry of Industry and Information Technology requires refiners to register dysprosium and terbium batches on a state platform before customs clearance. *(August 28, 2026; Energy & Minerals · China · China Rare Earth Group, China Northern Rare Earth Group High-Tech, JL MAG Rare-Earth, Ningbo Yunsheng)*

Full text of each briefing: append `.md` to its URL. Site index: https://eastasiabrief.com/llms.txt
Publisher: East Asia Brief — https://eastasiabrief.com/