The Invisible Wall: Decoding China's 2026 Licensing Regime
China's updated Export Licensing Management Goods Catalogue reached full implementation on April 4, 2026, moving mid-to-heavy rare earth elements into a restrictive, case-by-case licensing regime - and a suspended "0.1% Rule" that threatens to ensnare foreign-made goods containing Chinese-origin rare earths expires November 10, 2026.
The ISR Jailbreak: Can Technology Break China's Cost Monopoly?
South Australia's Boland Project, advanced by Cobra Resources, is the first project outside China to demonstrate that In-Situ Recovery (ISR) could achieve bottom-quartile production costs - potentially breaking the "CapEx Paradox" that has kept Western rare earth projects uncompetitive against Chinese production.
The End of Cheap Magnetics: China's 45% Price Hike and the Sulphuric Squeeze
China Northern Rare Earth Group has announced a 45% price hike for Q2 2026, signalling a shift from market-share dominance to revenue maximisation. Simultaneously, China is tightening sulphuric acid supply - the key reagent for rare earth leaching - creating a double squeeze on non-Chinese refineries.
China extends export licence requirements for heavy rare earth clays
China's Ministry of Commerce has expanded export licensing requirements to include all heavy rare earth clay concentrates, significantly tightening control over critical dysprosium and terbium supplies.
China extends export license requirements for heavy rare earth clays
China's Ministry of Commerce has expanded export licensing requirements to include all heavy rare earth clay concentrates, significantly tightening control over critical dysprosium and terbium supplies.
China tightens export licences for dual-use rare earth magnet technologies
Effective Jan 2026, China implemented Announcement No. 1 [2026], tightening export licences for dual-use rare earth magnet technologies, specifically targeting exports to Japan.