China Northern Rare Earth fixes fourth-quarter concentrate supply priceMembers
A quarterly formula adjustment at 38,769 yuan per ton sets upstream costs while the Baotou exchange builds nationwide benchmark…
Mei-lin Guo reports on rare earth separation, lithium refining and the licensing decisions that determine what leaves the country.
19 briefings
China rare earth suppliers hold shipments to US contractors
Delays mount across American defense motor supply chains as Chinese exporters withhold heavy rare earths and permanent magnets…
China Rare Earth Group faces feedstock curbs from Myanmar
Cross-border shipments of heavy rare earth feedstocks remain throttled after conflict in Kachin State cut Chinese imports under…
US Senator Daines urges China talks to protect rare earths
The appeal follows a 21% drop in August magnet imports from China, with bilateral working groups seeking to avert shortages…
China yttrium export curbs squeeze Western chip toolmakers
Ultra-high purity yttrium oxide surged 140-fold to $850 a kilogram as plasma etch chamber coating shortages delay wafer fab tool…
CATL buys 20,000 tons of cathode copper in $320 million pact
A Hong Kong unit will prepay $100 million in December to related trader An Sheng Mining, capping purchases at $150 million in…
China halts sulfuric acid exports, squeezing nickel plants
Ministry records confirm no statutory decree was issued Sept. 28, prolonging informal customs curbs that cut 4.65 million tons of…
China Agrees to Import 10 Million Tons of US Coal AnnuallyMembers
The White House announced the two-year energy purchase alongside tariff relief on $30 billion of goods, but Beijing omitted the…
China Rare Earth Group seeks control of Shenghe Resources
A potential buyout would give Beijing indirect exposure to the sole operating American rare earth mine alongside the Pentagon, MP…
IQE warns China export curbs choke indium phosphide supplies
Wafer prices surged 250% to $5,000 as the British epiwafer maker flagged raw material permit delays while posting a 43% jump in…
China rare earth suppliers halt US shipments ahead of Washington summit talks
Processors pause mineral cargoes to American buyers over regulatory risks despite valid export licenses, leaving United States…
CATL Jianxiawo lithium mine faces output cuts as China pulls environmental permit
Yichun regulators revoked the environmental acceptance notice for China's largest lepidolite mine, leaving operations idle and…
China permanent magnet controls squeeze motor supply as alloy research stallsMembers
Export licensing and refining bottlenecks keep electric drive makers tied to standard rare-earth grades despite laboratory trials…
China scales dysprosium recovery from spent magnets as primary mining quotas tighten
Hydrometallurgical refiners now extract up to 12 percent of domestic heavy rare earth supply from NdFeB scrap under Beijing's…
China Sets Consolidated Late-2026 Light Rare Earth Mining Quota to Cap Northern Bastnasite Extraction
The joint ministerial directive sets binding production limits for state-owned mining champions, tightening upstream feedstock…
China polysilicon cash costs diverge across regional power grids under new price rules
Tariff spreads between northern coal-fired baseloads and southwestern hydro grids create a 25 percent operating cost gap for top…
China State Shipyards Reconfigure Dry Docks for Dual-Fuel Mega-Boxships
Jiangnan Shipyard and Hudong-Zhonghua retool berths and dock infrastructure to compress build cycles for 24,000 TEU…
China Consolidates State Antimony and Gallium Refining to Lock Down Metal Value Chain
Provincial smelting hubs face centralized operational quotas to guarantee domestic high-purity processing before export clearance.
China mandates digital tracking codes for heavy rare earth shipments to tighten export control
The Ministry of Industry and Information Technology requires refiners to register dysprosium and terbium batches on a state…