China reported new export figures, while the United States and Japan put forward different approaches to improving their raw materials security. These were the key developments in a rather quiet week.
China’s Rare Earth Exports in May Below Last Year’s Level
China’s exports of rare earths rose slightly in May compared with the previous month, but remained below the level recorded a year earlier. The statistics cover all 17 elements in the rare earth group—not just the seven particularly critical and highly demanded elements for which Beijing introduced export controls in April 2025. Detailed data on the composition of the exports is expected in the second half of the month.
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Countering China’s Dominance: U.S. Expands Critical Minerals Alliances
The U.S. House of Representatives has passed the DOMINANCE Act. The bipartisan legislation aims to strengthen the supply of critical minerals and reduce dependence on China. A key focus is closer cooperation with allies and partner countries. The bill seeks to facilitate investment in mineral projects and related infrastructure abroad. Measures to support workforce development are also planned. In addition, it aims to boost demand for minerals from alternative sources, including through long-term offtake agreements.
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Shin-Etsu Plans New Rare Earth Refinery in Japan
According to media reports, Japanese chemical company and magnet manufacturer Shin-Etsu is planning a new rare earth refinery. The company has been processing rare earths for years and aims to expand its capacity, particularly for dysprosium, terbium, and yttrium. Supply of these elements is coming under increasing pressure due to Chinese export restrictions. Shin-Etsu’s announcement is likely another part of Japan’s broader push to reduce its heavy reliance on China, particularly in rare earth processing.
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