China intends to keep exporting rare earths to Europe regardless of whether a U.S. trade deal with Beijing gets extended past January. Beijing tightened restrictions on rare earth exports last October, including products containing as little as 0.1% of China-sourced rare earths. The United States and China agreed to suspend those measures for one year at a meeting between Xi Jinping and Donald Trump in late October 2025, before extending the truce by two months to January. China said it was willing to use a green channel mechanism to keep rare earths flowing to Europe in exchange for the bloc’s support for China’s imports in dual-use sectors. European Commission leaders are meeting in Brussels on Thursday and Friday to review details of the trade negotiations with China.
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