Teo(@Teo_Sinamin):China's rare-earth magnet exports to Japan in September: 171t, down 25% y/y. To the US: 604t, up 44% y/y. Total exports hit a 2026 high of 6,165t. There's "truce" between US and China. Japan is being left out. Which is also why they're desperate to ask US for help.

2026.10.31 07:42

China's rare-earth magnet exports to Japan in September: 171t, down 25% y/y. To the US: 604t, up 44% y/y. Total exports hit a 2026 high of 6,165t. There's "truce" between US and China. Japan is being left out. Which is also why they're desperate to ask US for help.

Teo@Teo_Sinamin

2026.10.30 07:27

China’s pause on rare earth expires on 10 November. Less than 2 weeks from now. Gallium,Germanium and Antimony suspension ends on 27 November. That’s 4 weeks away. Verbal agreements were stated on mainstream media, but MOFCOM announcements remain the regulations China runs on. Still on the books: >Ann. 70 (rare earths) ends 10 Nov >Ann. 72 (US Ga/Ge/Sb) ends 27 Nov >No announcements on extensions >10 Jan 2027 line is political talk, not a suspension notice. Is ex-China prepared for what's to come?