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| China Rare Earth |
China rare earth exports Q1 2025 surged to their highest level since 2006, driven by strong restocking from global buyers. In January–March, Japan, the US, and the Netherlands accounted for 74% of China's total rare earth exports, while notable year-on-year growth came from Spain, France, Thailand, and Brazil.
Lanthanum, Cerium, and Yttrium Drive Export Growth
Exports of lanthanum products rose 17% to 6,179t, led by US demand, which surged to 3,336t — over half of total exports. The Netherlands and Japan followed with 1,200t and 1,130t respectively. Meanwhile, China rare earth exports Q1 2025 also saw cerium shipments increase 41% to 2,405t. Japan remained the top destination, but Taiwan rapidly climbed to second place with a 542t import volume.
Yttrium shipments also advanced 14% year-on-year to 817t. Japan led with 509t, followed by the US and Germany. This reflects broad-based growth in high-tech industries such as EVs, displays, and catalysts.
Dysprosium and Terbium Trade Show Mixed Trends
Dysprosium exports climbed to 47t, up from 42t, as South Korea became the largest buyer with a sharp jump to 17t. Meanwhile, Japan’s demand fell drastically from 24t to just 1t. Terbium oxide exports dipped slightly to 23t, but Japan still accounted for 74% of the total.
Regional Shifts and Strategic Materials Outlook
China rare earth exports Q1 2025 highlight shifting trade dynamics, especially with the US, EU, and East Asian partners. The redistribution of demand — particularly in yttrium and dysprosium — suggests adjustments in global supply chains and sourcing diversification amid ongoing geopolitical and industrial transformation.
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| China RE |
The Metalnomist Commentary
The record-breaking rise in China rare earth exports Q1 2025 underscores how critical these materials remain to global high-tech supply chains. Rising diversification in buyer countries points to a more fragmented but resilient rare earth trade landscape ahead.
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