China’s looming November export controls test rare earth refining, recycling ambitions
China’s export controls are due to be reintroduced on 10 November 2026 unless the current suspension is extended or withdrawn. The April 2025 controls widened the gap between Chinese and ex-China prices for dysprosium and terbium, boosting non-Chinese producers. Recycling and diversification are gaining momentum but still face equipment, expertise and feedstock challenges.
Why it matters: This matters for the briefing's theme of export controls because the November 2026 deadline would extend licensing requirements deeper into global rare earth supply chains.