Flash Survey: Rare Earth Exports Remain Challenging

Key Takeaways

• Efforts to accelerate license approvals for rare earth elements have not yielded consistent results across companies and industries.
• Export delays stem largely from local-level implementation issues, including inconsistent customs inspections and uneven MOFCOM system performance.
• Companies are reassessing China’s reliability as a supply base, with 62% actively seeking or exploring non-Chinese REE sources.