Export controls, quotas and licence moves — the urgency layer. Updated weekly; the free feed that sits in front of the paid Registry.
The last public annual quota figures are 2024. China Watch tracks what can still be observed — export licences, shipments and price signals — now that the official number has gone dark.
New licensing on magnet-related rare earths raises the cost of NdPr/Dy/Tb outside China and accelerates the Western magnet buildout.
China — roughly half of world antimony supply — imposes export controls on antimony products, re-routing Western buyers to thin ex-China smelting.
MOFCOM requires licences for gallium and germanium products — the first use of these controls on minor metals.
Controls on battery-grade and synthetic graphite, covering anode feedstock for the EV supply chain.