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China's rare Earth exports jump in June as a sign of relief from trade war

Customs data released on Monday showed that China's rare-earth exports increased 32% from the previous month. This could be a sign that the agreements made last month to open up the metals flow are paying off.

In June, the U.S. reached agreements with China to reopen rare earths after Beijing imposed export controls in April at the height of the trade war between Washington and Beijing. This led to the closure of some auto factories in the world.

China's Foreign Minister said recently that Europe's normal demand for rare earths could be met. Several carmakers reported late last month that the elements had started to flow freely again, but not yet.

Data from the General Administration of Customs revealed that in June, the world's biggest producer of rare Earths, a group of minerals used to make products for automobiles, consumer electronics, and defence, had exported 7,742.2 tons, compared with 5,864.6 tons in May.

Exports are 60% more than in June 2024. Customs data shows that China exported 32.569.2 tonnes of rare earths cumulatively in the first half of the year compared to 29,095.2 tons during the same period of last year.

The data, while positive, is only indicative. The data released on Monday does not differentiate between rare earths, related products and other types of products that are not included in the control. On July 20, a more detailed breakdown will be published.

(source: Reuters)