Core Insights - In June, China's rare earth exports to the U.S. surged by 660% month-on-month, reaching 352.8 tons, primarily due to new export control measures and increased demand from U.S. companies [1][3] Group 1: Export Dynamics - The significant increase in rare earth exports in June was influenced by the addition of several rare earth products to China's export control list in April, which delayed approvals in May, resulting in a drastic drop in exports to only 46 tons [1] - The approval process for export applications was expedited in June, allowing more exporters to receive permits, contributing to the month-on-month surge from a low base in May [3] Group 2: U.S. Market Response - U.S. companies began stockpiling rare earth materials to mitigate risks after experiencing shortages over the past two months, which affected several automotive manufacturers and led to production halts due to supply chain disruptions [3] - The recent phase of the U.S.-China trade agreement has led to a reduction in restrictions, prompting U.S. businesses to place large orders for imports of rare earth materials [3] Group 3: Importance of Rare Earths - Rare earths, often referred to as "industrial MSG," are crucial in high-end manufacturing sectors such as aerospace, military equipment, electronic information, and new energy, despite their relatively low usage [3] - China dominates over 90% of the global supply of rare earth magnets, particularly in the medium and heavy rare earth sectors, highlighting its critical role in the supply chain [3]
要警惕了!6月稀土对美出口环比暴涨660%
Sou Hu Cai Jing·2025-07-27 06:22