Beijing’s trade restrictions on critical raw materials are having an impact on exports, as recent foreign trade statistics show. The US Trade Representative also recently reminded audiences that building a counterweight to the raw materials superpower will come at a cost. However, calendar week 17 had much more to offer — to find out what exactly, read our roundup.
China: Data on Exports of Critical Raw Materials for March
Persistently low levels of terbium and a significant increase in germanium – China’s customs authorities have released data on foreign trade in critical raw materials and products made from them. We have summarized the key developments.
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Lynas Significantly Increases Revenue
Lynas reported a significant increase in revenue for the third quarter of fiscal year 2026 (January to March), reaching the equivalent of USD 190 million. This represents a rise of 115 percent compared to the same period last year. For the reporting period, the rare earths group recorded production of 1,996 tonnes of NdPr (neodymium-praseodymium) as well as eight tonnes of the heavy rare earths dysprosium and terbium.
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U.S. Rare Earth Acquires Brazilian Rare-Earth Producer Serra Verde
For $2.8 billion, USA Rare Earth is acquiring the Brazilian rare earth producer Serra Verde. This move is intended to further advance the development of a fully integrated value chain. Serra Verde’s Pela Ema deposit contains comparatively high shares of heavy rare earths, which have been attracting increased global interest following China’s introduction of export controls.
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Price Premium on Non-China Critical Raw Materials Unavoidable, Says US Trade Official Jamieson Greer
China dominates the production of numerous critical raw materials, giving it significant leverage over global pricing and supply chains. According to the Financial Times, quoting U.S. Trade Representative Jamieson Greer, countries seeking to diversify their supply chains would have to be willing to pay a premium for materials sourced outside China.
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Traceability Aims to Reduce Raw Material Risks – Implementation Still Lags Behind
Traceability systems for raw materials are an important tool for broadening supply chains and identifying sustainable and responsible sourcing options. The International Energy Agency (IEA) and the OECD have examined how widely such tools are used and what barriers stand in the way of their implementation.
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