China’s latest June export data paints a mixed picture: magnet exports continued to recover, while shipments of critical materials such as gallium and germanium declined further. Meanwhile, Australia’s Lynas, the largest rare earth producer outside China, released its latest quarterly results.
Lynas Significantly Boosts Revenue, but Malaysian Expansion Becomes More Expensive
The Australian rare earth producer Lynas recorded its highest quarterly revenue in four years in its latest reporting period. Higher rare earth prices and growing demand for supply chains outside China drove a 70% year-over-year increase in revenue. At the same time, the company faced several operational and expansion-related challenges during the quarter.
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U.S. Tightens Raw Material Requirements for the Defense Industry
Starting in 2027, stricter procurement rules will apply to the U.S. Department of Defense. Certain rare earth magnets, as well as tantalum and tungsten products, will no longer be permitted if any part of their supply chains originates from China, Russia, Iran, or North Korea. A new executive order issued by U.S. President Donald Trump now further tightens these requirements by making exemptions more difficult to obtain, with the aim of strengthening supply chain oversight.
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Rare Earth Magnets: China’s Exports Rise Sharply
China’s exports of rare earth magnets rose significantly in June, increasing by around 19 percent from the previous month. There was little change among the leading destinations: Germany, South Korea, the United States, Vietnam and India were once again among the largest buyers, according to the latest data from Chinese customs authorities.
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China Exports More Terbium, Less Dysprosium in June
China’s exports of dysprosium declined sharply in June, while terbium shipments rebounded from the subdued levels recorded a month earlier. According to Chinese customs data, 2,098 kilograms of dysprosium and 3,100 kilograms of terbium were exported during the month.
Malaysia was the largest destination for dysprosium, receiving 1,080 kilograms, while the remaining 1,018 kilograms were shipped to South Korea. Terbium exports were dominated by South Korea, which imported 2,600 kilograms. The remaining 500 kilograms were exported to Estonia.
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Gallium and Germanium: China’s Exports Plunge in June
Following a brief recovery in May, China’s exports of the technology metals gallium and germanium fell sharply again in June, according to the latest data from the Chinese customs authorities.
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