Process · CN
Rare-earth magnet sintering
Turning rare-earth powder into a finished magnet. Even where the metal is mined elsewhere, this step is Chinese.
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01Key numbers
Trade volume · ChinaChina rare-earth permanent magnet exports, monthlySource: SMM (Shanghai Metals Market) citing China customs (Aug 2026)SourcedSMM (Shanghai Metals Market) citing China customs · Aug 2026Open the source → tAug 20265,375.1 (Jul 2026) → 5,010 (Aug 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.5,375.1 (Jul 2026) → 5,010 (Aug 2026).Method →Code → vs Jul 2026 · tightens
China rare-earth permanent magnet exports, monthly, t, Mar 2025 to Aug 2026. Every value is listed in the table below. 02,0004,0006,0005,325 tMar 2025SMM (Shanghai Metals Market) citing China customs ↗1,238 tMay 2025SMM (Shanghai Metals Market) citing China customs ↗3,188 tJun 2025SMM (Shanghai Metals Market) citing China customs ↗5,375.1 tJul 2026Blooming Global citing China customs ↗5,010 tAug 2026SMM (Shanghai Metals Market) citing China customs ↗Period Value Source Aug 2026 Source: SMM (Shanghai Metals Market) citing China customs (2026-09-20)SourcedSMM (Shanghai Metals Market) citing China customs · 2026-09-20Open the source → t SMM (Shanghai Metals Market) citing China customs ↗ secondary report According to customs data, China's rare earth permanent magnet exports in August 2026 were 5,010 mt, down 6% MoM and down 18% YoY.
Jul 2026 Source: Blooming Global citing China customs (2026-08-21)SourcedBlooming Global citing China customs · 2026-08-21Open the source → t Blooming Global citing China customs ↗ secondary report In July 2026, China exported 5,375.1 tonnes of rare earth permanent magnets
HS 85051110Jun 2025 Source: SMM (Shanghai Metals Market) citing China customs (2025-07-21)SourcedSMM (Shanghai Metals Market) citing China customs · 2025-07-21Open the source → t SMM (Shanghai Metals Market) citing China customs ↗ secondary report China's rare earth magnet exports showed significant changes in June, with the total volume reaching 3,188 mt, a substantial increase of 157.5% compared to the 1,238 mt in May.
May 2025 Source: SMM (Shanghai Metals Market) citing China customs (2025-07-21)SourcedSMM (Shanghai Metals Market) citing China customs · 2025-07-21Open the source → t SMM (Shanghai Metals Market) citing China customs ↗ secondary report China's rare earth magnet exports showed significant changes in June, with the total volume reaching 3,188 mt, a substantial increase of 157.5% compared to the 1,238 mt in May.
Mar 2025 Source: SMM (Shanghai Metals Market) citing China customs (2025-04-22)SourcedSMM (Shanghai Metals Market) citing China customs · 2025-04-22Open the source → t SMM (Shanghai Metals Market) citing China customs ↗ secondary report According to data from the General Administration of Customs, rare earth permanent magnet exports in March reached approximately 5,325 mt, up 49% MoM and 27% YoY.
Read from the sources Read from the source by an agent; quote matched mechanically against the fetched page; not yet reviewed by a person, 2026-09-24. Each value links the page it came from and quotes the sentence that carries it.
Trade volume · China -> USChina rare-earth permanent magnet exports to US, monthlySource: Blooming Global citing China customs (Jul 2026)SourcedBlooming Global citing China customs · Jul 2026Open the source → tJul 2026352.8 (Jun 2025) → 647.3 (Jul 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.352.8 (Jun 2025) → 647.3 (Jul 2026).Method →Code → vs Jun 2025 · loosens
China rare-earth permanent magnet exports to US, monthly, t, Jun 2025 to Jul 2026. Every value is listed in the table below. Period Value Source Jul 2026 Source: Blooming Global citing China customs (2026-08-21)SourcedBlooming Global citing China customs · 2026-08-21Open the source → t Blooming Global citing China customs ↗ secondary report China's rare earth magnet exports to the United States reached 647.3 tonnes in July 2026, the highest level since October 2025 and a new record for the month of July specifically.
Jun 2025 Source: SMM (Shanghai Metals Market) citing China customs (2025-07-21)SourcedSMM (Shanghai Metals Market) citing China customs · 2025-07-21Open the source → t SMM (Shanghai Metals Market) citing China customs ↗ secondary report Notably, China's rare earth magnet exports to the US surged sharply to 352.8 mt in June, a 660% increase from May.
Read from the sources Read from the source by an agent; quote matched mechanically against the fetched page; not yet reviewed by a person, 2026-09-24. Each value links the page it came from and quotes the sentence that carries it.
Trade volume · ChinaChina rare-earth permanent magnet exportsSource: SMM (Shanghai Metals Market) (2025)SourcedSMM (Shanghai Metals Market) · 2025Open the source → t202558,142 (2024) → 57,397 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.58,142 (2024) → 57,397 (2025).Method →Code → vs 2024 · flat
China rare-earth permanent magnet exports, t, 2022 to 2025. Every value is listed in the table below. Period Value Source 2025 Source: SMM (Shanghai Metals Market) (2026-04-28)SourcedSMM (Shanghai Metals Market) · 2026-04-28Open the source → t SMM (Shanghai Metals Market) ↗ secondary report Affected by China's April export controls on medium and heavy rare earths like Dysprosium and Terbium, total annual exports fell back to 57,397 tons.
annual total2024 Source: SMM (Shanghai Metals Market) (2026-04-28)SourcedSMM (Shanghai Metals Market) · 2026-04-28Open the source → t SMM (Shanghai Metals Market) ↗ secondary report Driven by the integration effect of the China Rare Earth Group and the recovery of overseas demand, total annual exports climbed to a peak of 58,142 tons.
annual total2023 Source: SMM (Shanghai Metals Market) (2026-04-28)SourcedSMM (Shanghai Metals Market) · 2026-04-28Open the source → t SMM (Shanghai Metals Market) ↗ secondary report Entering 2023, influenced by the European and American "de-risking" strategies, total exports briefly fell to 52,575 tons, yet structural changes had already occurred
annual total2022 Source: SMM (Shanghai Metals Market) (2026-04-28)SourcedSMM (Shanghai Metals Market) · 2026-04-28Open the source → t SMM (Shanghai Metals Market) ↗ secondary report In 2022, as the global supply chain was still in the post-pandemic recovery phase, total exports remained at a relatively high level of 53,109 tons.
annual totalRead from the sources Read from the source by an agent; quote matched mechanically against the fetched page; not yet reviewed by a person, 2026-09-24. Each value links the page it came from and quotes the sentence that carries it.
Trade volume · China -> USChina rare-earth permanent magnet exports to USSource: SMM (Shanghai Metals Market) (2025)SourcedSMM (Shanghai Metals Market) · 2025Open the source → t20257,446 (2024) → 5,933 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.7,446 (2024) → 5,933 (2025).Method →Code → vs 2024 · tightens
China rare-earth permanent magnet exports to US, t, 2023 to 2025. Every value is listed in the table below. Period Value Source 2025 Source: SMM (Shanghai Metals Market) (2026-04-28)SourcedSMM (Shanghai Metals Market) · 2026-04-28Open the source → t SMM (Shanghai Metals Market) ↗ secondary report Notably, imports to the US market plummeted to 5,933 tons, a significant year-on-year contraction, directly reflecting the blocking effect of the export licensing system on trade flows.
annual total2024 Source: SMM (Shanghai Metals Market) (2026-04-28)SourcedSMM (Shanghai Metals Market) · 2026-04-28Open the source → t SMM (Shanghai Metals Market) ↗ secondary report Germany, with imports of 9,915 tons, became the core engine of the European market, and US imports also increased to 7,446 tons.
annual total2023 Source: SMM (Shanghai Metals Market) (2026-04-28)SourcedSMM (Shanghai Metals Market) · 2026-04-28Open the source → t SMM (Shanghai Metals Market) ↗ secondary report meanwhile, US imports remained at 7,308 tons, reflecting the rigid dependence of its high-end manufacturing on Chinese magnetic materials.
annual totalRead from the sources Read from the source by an agent; quote matched mechanically against the fetched page; not yet reviewed by a person, 2026-09-24. Each value links the page it came from and quotes the sentence that carries it.
Every series on every bottleneck — filter, compare and download.
02Why it holds things up
Even where the metal is mined elsewhere, sintering and grain-boundary diffusion are concentrated in one jurisdiction. The chokepoint sits downstream of the mine, where most coverage is not looking.
Part of the process · Actuation, which takes years, at the magnet to loosen once somebody decides to.
03Severity
How this is computedSum of four judged scores, each 0–3: concentration + substitution + lead time + inelasticity.Method →Code → / 12
Downstream of the mine and concentrated in one jurisdiction. Where the 2025 export controls actually bit.
04What it rests on, and what rests on it
Depends on
- Didymium (Nd-Pr) metal, magnet feed
“The metals most commonly used in magnet production are didymium (NdPr), a mix of Nd and Pr, pure Nd, and ferrodysprosium (DyFe), with Tb metal used less frequently.”
energy.gov · primary source
- Dysprosium metal
“heavy REs such as dysprosium (Dy) and terbium (Tb) are used primarily in sintered magnets to improve their resistance to demagnetization at temperatures above 120 degrees C.”
energy.gov · primary source
A recorded dependency is a sentence, not a share, a volume or a contract. Walk it on a portfolio →
05Rules that govern it
Announcement No. 18 of 2025 on export control of certain medium and heavy rare-earth items
Puts seven rare earths under licence, including dysprosium and terbium — the elements that keep a magnet strong when it gets hot.
Ministry of Commerce and General Administration of Customs ↗
06What would remove it
No candidate relief has been written up for this one yet.
07Science pipeline
judged, with a citation claimed, no citationNumber: papers, preprints and grants the feeds collected — unreviewed
- Decoupling the role of powder morphology in the orientation compaction of sintered Nd-Fe-B magnets: DEM-assisted investigation of mechanical de-orientation during pressing
Abstract The morphological characteristics of Nd-Fe-B powders critically determine the packing behavior, stress transmission, and final magnetic properties during the orientation compaction process. However, direct numerical simulation of the coupled magnetic-mechanical alignment…
Fundamental research · No laboratory or pilot wording.From OpenAlex · not yet reviewedDOI
- Effect of Post-Diffusion Annealing on the Microstructure and Magnetic Properties of Nd-Fe-B Magnets Prepared by Grain Boundary Diffusion Process Using a Pr66Tb10(CoAlGa)24 Alloy
The effects of post-diffusion annealing on the microstructure and coercivity of sintered Nd-Fe-B magnets are investigated using a Pr66Tb10(CoAlGa)24 diffusion source. Grain boundary diffusion increases the coercivity from 8.95 to 23.20 kOe, while subsequent annealing at 500 °C…
Chinese Academy of SciencesNingbo Institute of Industrial Technology
Fundamental research · No laboratory or pilot wording.From OpenAlex · not yet reviewedDOI
- Understanding demagnetization behaviors of heavy rare earth diffused and macro-composite Nd–Fe–B magnets
The demagnetization mechanism of heavy rare earth grain-boundary diffusion magnets was studied by experiment and micromagnetic simulation. The Tb70Cu30 alloy was employed as the diffusion source. With an increase in the Tb70Cu30 alloy content from 0.8 to 3.0 wt. %, the coercivity…
South China University of Technology
Fundamental research · No laboratory or pilot wording.From OpenAlex · not yet reviewedDOI
- Mathematical Modeling of the Thermal Stability of Permanent Magnets under External Demagnetizing Fields for Traction Rolling Stock
Objective: to develop a method for assessing the residual life of permanent magnets in traction synchronous motors of locomotives based on Nd–Fe–B alloys, taking into account the temperature dependence of magnetic properties. Methods: the study is based on a thermodynamic…
Tashkent State Transport UniversityPetersburg State Transport University
Fundamental research · No laboratory or pilot wording.From OpenAlex · not yet reviewedDOIPDF
- Compositionally tailored Dy–LRE–Zn–Cu diffusion sources for efficient grain boundary diffusion and reduced Dy consumption in Nd–Fe–B magnets
Fundamental research · No laboratory or pilot wording.From OpenAlex · not yet reviewedDOI
08What we have predicted
- 2026-09-15open until 2028-03-31
China will still require export licences for dysprosium and terbium at the end of 2027, and no non-Chinese source will supply more than a tenth of world heavy rare-earth separation capacity.
Settled by · China's published control list as it stands at the end of 2027, plus capacity figures from a body such as the US Geological Survey or a named producer's own reporting.
09What has happened
- 2026-09-10TightensPolicyCN
China’s November export controls will test whether rare-earth refining and recycling outside it can scale.
fastmarkets.com ↗secondary source
The sentence that says so
“For decades, China has been the dominant supplier of the rare earths required to produce sintered neodymium-iron-boron (NdFeB) magnets: neodymium-praseodymium (NdPr), dysprosium and terbium.”
10What this holds up
- Printed and machined partsone turn: Hours to days
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15
A loop is one design, build and measure turn. Severity is a dated judgement on a 0–12 scale, not a measurement, and the judgements are not added together — the figure shown is the worst single one.
Discussion
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