China released its second batch of March export data this week, revealing a sharp drop in gallium and germanium shipments to historic lows. At the same time, the U.S. advanced efforts to diversify its critical mineral supply chains—the details in our roundup:
Chine : Les exportations de gallium et de germanium ont chuté en mars
Les exportations chinoises de gallium et de germanium, deux métaux mineurs, ont fortement chuté en mars, atteignant des niveaux historiquement bas, selon des données douanières récemment publiées. Seuls 300 kilogrammes de gallium ont été expédiés au cours du mois, tous à destination de l'Allemagne, tandis que 1 497 kilogrammes de germanium ont été exportés, les deux tiers étant destinés à la Russie. La Belgique a reçu la majeure partie du volume restant, seules quelques expéditions mineures étant destinées à d'autres pays.
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MP Materials suspend ses ventes de terres rares à la Chine en raison de problèmes tarifaires
U.S. miner MP Materials has halted rare earth exports to China, due to sharply increased tariffs. While the move cuts off a key revenue stream, the company plans to continue expanding its mid- and downstream processing capabilities in the U.S. Chinese offtaker Shenghe Resources downplayed the impact, citing a well-established, diversified supply network.
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Les États-Unis accélèrent la “première vague” de 10 projets essentiels dans le domaine des minéraux
The U.S. government has announced the “first wave” of critical mineral projects selected for expedited permitting, as part of a broader strategy to bolster the nation’s domestic resource sector. The ten projects—spanning copper, lithium, gold, silver, potash, and coal—will benefit from enhanced transparency and streamlining of the federal environmental review process.
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États-Unis : coup de pouce au recyclage des terres rares
Cyclic Materials has invested over $20 million in its first commercial rare earth recycling facility in the United States. According to the Canadian company, the plant is set to begin operations in early 2026 and will use proprietary technology to process permanent magnets from end-of-life devices. This will help supply critical raw materials for key industries such as wind energy and electric mobility.
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