China’s rare earth quotas go dark

[EddyMoney87]

China has just thrown a curveball at the rare earths market. For the first time in over a decade, Beijing has set its annual mining and smelting quotas without telling anyone outside its state-owned inner circle what the numbers are.

China’s rare earth quotas go dark

Rare earths are now another lever in the broader trade and tech fight between China and the West.

mining.com.au

 

[John]

Hi @EddyMoney87

yeah we reported this back in July.

https://rareearthexchanges.com/news...-of-secrecy-raises-global-market-uncertainty/

Crazy huh. It is all part of China's multi decade old plan. They would have war gamed all the likely scenarios the west would try to fix their markets.

However, this makes it tricky for anlaysts. We have been using these quotas and other data points to look at supply/demand from China. China has always made it difficult to get a true idea of rare earth volumes, pricing etc. It is a very opaque sector. Run by a small number of 'advisers' / 'traders'.

This is why we started REEx. We want to bring transparency to the sector. Our motto is "© 2025 Rare Earth Exchanges™ – Accelerating Transparency, Accuracy, and Insight Across the Rare Earth & Critical Minerals Supply Chain."