China's Rare Earth Export Controls Set to Expire Amid Global Supply Concerns
China's suspension of expanded rare earth export controls is nearing its expiration on November 10, 2026. The controls, initially imposed in October 2025, were paused for a year but maintained certain restrictions requiring export licenses for specific rare earth elements. Despite the suspension, global supply remains heavily dependent on China, which accounts for a significant portion of rare earth mining and processing. The U.S. and other countries have limited production capacity, with China processing up to 90% of global rare earths. The suspension aimed to encourage alternative supply development, but progress has been slow. As the deadline approaches, potential policy outcomes include extending the suspension, selectively reinstating controls, or fully reimposing the measures. 
