Commodity Origins

China and critical minerals: what it produces, sells, buys and controls

China is the largest producer of 18 of the 39 critical minerals with country data on this site (gallium, silicon, magnesium, bismuth, tellurium, tungsten, graphite, vanadium, rare earths, indium, aluminum, fluorspar, phosphate rock, lead, antimony, titanium, zinc, tin), and among the top three for 27, in the production series used here, which is mining for most minerals and smelting or refining for some. The export-control register lists 23 measures by China on critical minerals, 11 of them export limits in force as of 9 October 2026 (2 more are suspension notices or measures on scrap or domestic orders, not export limits on the mineral itself). On the other side of the ledger, one supplier provides half or more of its imports on 10 critical-mineral customs lines.

This profile puts several tables the site already publishes side by side for one country: production and reserves from the US Geological Survey, exports and imports from customs data, the dated register of export controls, and what the data show after earlier controls. It is one of 11 country profiles. China has one because it is a top-three producer of 27 critical minerals, the largest producer of 18 critical minerals, and the largest producer of a mineral on which it has an export control in force. The rule for the whole set is at the foot of the page. For every commodity China produces, not only the critical ones, see the country page for China.

On this page: What it produces · What it sells · What it buys · Export controls · Method and limits

What China produces

The critical minerals for which China ranks in the top five producers, in the latest year on file. Equal outputs share a rank and are marked tied. The series is mine output for most of them; for a few it is smelter or refinery output (the line under each name says which). Share of reserves is China's share of the world reserves the USGS reports (blank for aluminum, whose reserves are bauxite, shown on the bauxite row); years of reserves divides China's own reserves by its own annual output, and is shown only where the USGS prints both. The last column counts how many of the four risk-matrix conditions the mineral meets, out of those that can be measured for it.

Critical minerals where China is a top-five producer
MineralRankShare of world outputOutputShare of reservesYears of own reservesRisk conditions met
Gallium
Primary production (low-purity gallium), 2025
199%†900 t——3 of 3
Silicon
Silicon metal, production, 2025
187%4 million t——2 of 3
Magnesium
Primary magnesium metal, smelter production, 2025
186%950,000 t——3 of 4
Bismuth
Refinery production (refined bismuth), 2025
186%†14,000 t——4 of 4
Tellurium
Refinery production (refined tellurium), 2025
180%800 t——2 of 2
Tungsten
Mine production (tungsten content), 2025
179%67,000 t53%*37 (world 55)2 of 3
Graphite
Mine production, 2025
178%1.4 million t32%71 (world 172)4 of 4
Vanadium
Mine production (vanadium content), 2025
172%†82,000 t27%71 (world 189)2 of 4
Rare earths
Mine production (rare-earth oxide equivalent), 2025
169%270,000 t58%*163 (world 193)3 of 4
Indium
Refinery production (refined indium), 2025
169%760 t——3 of 3
Aluminum
Primary aluminum, smelter production, 2025
161%45 million t——2 of 4
Fluorspar
Mine production, 2025
160%6 million t33%18 (world 33)4 of 4
Phosphate rock
Mine production, 2025
144%110 million t4.7%31 (world 292)2 of 4
Lead
Mine production (lead content), 2025
142%1.9 million t23%12 (world 21)1 of 4
Antimony
Mine production (antimony content), 2025
136%†40,000 t35%*21 (world 22)3 of 4
Titanium
Ilmenite mine production (TiO2 content), 2025
134%3.2 million t22%34 (world 53)1 of 4
Zinc
Mine production (zinc content), 2025
132%4.1 million t25%15 (world 18)0 of 4
Tin
Mine production (tin content), 2025
124%71,000 t20%*17 (world 21)3 of 4
Arsenic
Production (arsenic trioxide, gross weight), 2025
239%24,000 t——1 of 3
Barite
Mine production, 2025
225%2.2 million t30%†55 (world 46)2 of 4
Rhenium
Mine production (rhenium content), 2025
225%20 t8%†—1 of 3
Lithium
Mine production (lithium content), 2025
221%62,000 t12%74 (world 128)2 of 3
Bauxite
Bauxite mine production, 2025
320%87 million t2.4%8 (world 66)3 of 4
Beryllium
Mine production (beryllium content), 2025
318%77 t——1 of 2
Strontium
Mine production (strontium minerals), 2025
318%80,000 t86%†—2 of 3
Silver
Mine production, 2025
313%3,400 t11%20 (world 23)3 of 4
Potash
Mine production (K2O equivalent), 2025
313%6.3 million t3.4%*32 (world 121)2 of 4
Feldspar
Mine production (feldspar), 2025
412%3.7 million t32%†—1 of 4
Zirconium
Zirconium mineral concentrates, mine production (gross weight), 2025
4 (tied)8.3%100,000 t0.6%*—0 of 4
Copper
Mine production (copper content), 2025
47.8%1.8 million t4.2%23 (world 43)1 of 4
Tantalum
Mine production (tantalum content), 2025
53.2%80 t60%†—2 of 3

Source: USGS Mineral Commodity Summaries 2026; risk conditions from the critical risk matrix. An asterisk marks a world reserves figure the USGS gives as a lower bound, so the share is an upper estimate. A dagger marks a world total that the USGS gives only as the sum of the countries that report, so the share is higher than it would be against a full world total. Platinum and palladium share one platinum-group reserves figure, and zirconium reserves are ZrO2 content while output is gross weight.

What China sells abroad

Critical minerals for which China is among the five largest exporters by value on the commodity's main customs line. A customs line is a product definition, such as an ore, a refined metal or a chemical; it is not the same product as the production figure above, which is why a country can rank differently in production and exports. These minerals have no customs line of their own and are not in the table: gallium, tellurium, tungsten, indium, aluminum, phosphate rock, lead, antimony, titanium, zinc, arsenic, rhenium, beryllium, strontium, potash, zirconium, copper, tantalum. The rare-earths line (HS 2805) holds mostly alkali and alkaline-earth metals by weight, so it is a loose proxy for rare earths. Uranium is left out: its trade is split across customs lines, so no one line shows who sells or buys it.

Critical minerals where China is a top-five exporter
Mineral and customs lineRankShare of world exportsExportsShare in 2000 and in 2024 (HS 1992 coding)
Magnesium
HS 810411: Magnesium, unwrought, 99.8% or more magnesium, 2024
173%$664.7 million37% to 71% (+33.6 percentage points)
Bismuth
HS 810610: Bismuth, more than 99.99% bismuth, including waste and scrap, 2024
152%$26.8 million—
Graphite
HS 2504: Natural graphite, 2024
142%$227.8 million—
Silicon
HS 280469: Silicon, less than 99.99% silicon by weight, 2024
141%$1.6 billion24% to 38% (+13.9 percentage points)
Rare earths
HS 2805: Alkali and rare-earth metals; scandium and yttrium, 2024
138%$422.1 million44% to 38% (−6.2 percentage points)
Silver
HS 7106: Silver, unwrought, semi-manufactured or in powder form, 2024
116%$5.2 billion1.4% to 17% (+15.3 percentage points)
Vanadium
HS 720292: Ferro-vanadium, 2024
219%$125 million10% to 19% (+8.0 percentage points)
Barite
HS 251110: Natural barium sulphate (barytes), 2024
216%$150.4 million49% to 16% (−32.9 percentage points)
Fluorspar
HS 252922: Fluorspar, more than 97% calcium fluoride, 2024
39.5%$49.7 million58% to 10% (−47.6 percentage points)
Cobalt
HS 810520: Cobalt mattes, unwrought cobalt and powders, 2024
33.5%$166.1 million—
Feldspar
HS 252910: Feldspar, 2024
46.4%$43.3 million10% to 6.5% (−3.7 percentage points)
Bauxite
HS 2606: Aluminium ores and concentrates (bauxite), 2024
41.9%$222.6 million8.8% to 1.9% (−6.9 percentage points)
Lithium
HS 283691: Lithium carbonate, 2024
41.6%$62.6 million—
Nickel
HS 7502: Unwrought nickel, 2024
58.3%$1.2 billion1.5% to 8.1% (+6.7 percentage points)
Tin
HS 8001: Unwrought tin, 2024
57.6%$487.9 million34% to 7.7% (−26.7 percentage points)
Niobium
HS 720293: Ferro-niobium, 2024
52%$67.6 million—

Source: CEPII BACI, bilateral trade by customs line, exports in the latest year. The comparison with 2000 uses the HS 1992 edition of the same trade records, so its 2024 figure can differ a little from the current-coding share in the third column. It appears only for the leader and the three biggest gainers and the three biggest losers on lines whose definition is stable, and a dash means none of those; see export share history.

What China buys, and from whom

Critical-mineral customs lines on which a single supplier provides 50% or more of China's imports (imports of at least $50 million in the latest year). The multiple compares what every other exporter already sells to third countries with what China buys from its supplier: below 1, the rest of the world's existing sales to others are smaller than this purchase. It is a size comparison from trade data, not a measure of spare capacity. The last column counts measures in the export-control register by the supplier's government that name the mineral and are in force or scheduled; the register does not say whether any of them applies to sales to China.

Critical-mineral imports of China that depend on one supplier
MineralSupplierShare of importsBought from itOthers' sales to third countries, as a multipleSupplier measures on record
Bauxite
HS 2606
Guinea77%$7.6 billion0.09×0
Chromium
HS 2610
South Africa87%$4.7 billion0.10×0
Cobalt
HS 810520
DR Congo93%$3 billion0.43×2
Platinum
HS 711011
South Africa66%$2.1 billion3.76×0
Lithium
HS 283691
Chile78%$2 billion0.20×0
Niobium
HS 720293
Brazil96%$1.1 billion0.71×0
Silver
HS 7106
Japan69%$904.6 million29×0
Palladium
HS 711021
Russia72%$625.7 million16×0
Tin
HS 8001
Indonesia64%$456.1 million8.87×1
Boron
HS 284019
Turkey69%$357 million0.68×0

Source: CEPII BACI, imports in the latest year; see substitution coverage for the method. 2 of the 10 lines have a supplier with at least one such measure on record. Suspension notices and measures on scrap are not counted.

Export controls by China

The register lists 23 measures by China that name at least one critical mineral: 11 in force, 6 suspended, 2 unconfirmed, 2 in the register as in force but not an export limit on the mineral, 2 ended. A suspended or unconfirmed measure is not counted as in force; the 2 entries marked below as not an export limit on the mineral itself (a suspension notice, a measure on scrap or a domestic order) are listed but not counted as in-force controls.

Export controls by China on critical minerals
AnnouncedMeasureCritical mineralsStatus
28 September 2026MOFCOM says Kuala Lumpur arrangement extended to 10 January 2027
Suspension
Rare earthsUnconfirmed
10 July 2026Temporary ban on helium exports
Ban; effective 10 July 2026
HeliumIn force
22 June 2026Ten US entities, including MP Materials and USA Rare Earth, added to export control list
End-user rule; effective 22 June 2026
Rare earthsIn force
30 December 20252026 export license list covers rare earths, silver, tungsten, antimony, molybdenum
License; effective 1 January 2026
Rare earths, Silver, Tungsten, Antimony, Indium, Tin, Bauxite, Phosphate rock, FluorsparIn force
18 December 2025MOFCOM says some general licenses for rare earth exports approved
License
Rare earthsUnconfirmed
9 November 2025Suspension of the 2024 US ban on gallium, germanium, antimony and superhard materials
Suspension; effective 9 November 2025
Gallium, Antimony, GraphiteIn force
not an export limit on the mineral: a suspension of controls, which switches them off
7 November 2025Suspension of the October 2025 export control announcements until 10 November 2026
Suspension; effective 7 November 2025
Rare earths, Lithium, GraphiteIn force
not an export limit on the mineral: a suspension of controls, which switches them off
26 October 2025State-trading qualification for tungsten, antimony and silver exporters, 2026 to 2027
Other; effective 1 January 2026
Tungsten, Antimony, SilverIn force
9 October 2025Export controls on rare earth production equipment and auxiliary materials
License; effective 8 November 2025
Rare earthsSuspended
9 October 2025Export controls on holmium, erbium, thulium, europium and ytterbium
License; effective 8 November 2025
Rare earthsSuspended
9 October 2025Export controls on lithium batteries, cathode materials and graphite anode materials
License; effective 8 November 2025
Lithium, GraphiteSuspended
9 October 2025Export licenses for foreign-made items containing Chinese rare earths (0.1 percent rule)
End-user rule; effective 1 December 2025
Rare earthsSuspended
9 October 2025Export license requirement for rare earth separation, smelting and magnet technologies
License; effective 9 October 2025
Rare earthsSuspended
15 July 2025Restricted-export technology list adds lithium, battery cathode and gallium recovery
License; effective 15 July 2025
Lithium, GalliumIn force
4 April 2025Export licensing for seven medium and heavy rare earths and magnets containing them
License; effective 4 April 2025
Rare earthsIn force
4 February 2025Export licensing for tungsten, tellurium, bismuth, molybdenum and indium items
License; effective 4 February 2025
Tungsten, Tellurium, Bismuth, IndiumIn force
3 December 2024Ban in principle on gallium, germanium, antimony and superhard materials exports to the US
Ban; effective 3 December 2024
Gallium, Antimony, GraphiteSuspended
15 August 2024Export licensing for antimony items and superhard materials equipment
License; effective 15 September 2024
AntimonyIn force
21 December 2023Ban on exporting rare earth separation, metal-making and magnet technologies
Technology ban; effective 21 December 2023
Rare earthsIn force
20 October 2023Export licensing for high-purity artificial graphite and natural flake graphite
License; effective 1 December 2023
GraphiteIn force
3 July 2023Export licensing for gallium and germanium items
License; effective 1 August 2023
GalliumIn force
7 August 2014WTO ruling on rare earth, tungsten and molybdenum export restrictions; quotas removed
Other; effective 1 January 2015
Rare earths, TungstenEnded
28 December 2010Rare earth export quotas, including the 2010 cut and the first-half 2011 allocation
Quota
Rare earthsEnded

What the data show after those measures

For measures with a dated start that map cleanly to a customs line or a benchmark price, the site compares what followed with what came before. These are associations: other things changed in the same years, and several measures overlap.

Exports by China in the years after its export controls
MeasureCustoms lineExports, year 1 (3-year average before = 100)Year 3Other exporters, year 3
Rare earth export quotas, including the 2010 cut and the first-half 2011 allocation
28 December 2010; Ended
Rare earths
HS 284690
666082
WTO ruling on rare earth, tungsten and molybdenum export restrictions; quotas removed
7 August 2014; Ended; eases an earlier control
Tungsten
HS 261100
581338
Export licensing for high-purity artificial graphite and natural flake graphite
20 October 2023; In force
Graphite
HS 3801
167——

Tonnes exported, index of the three years before the measure = 100. Rows that ease an earlier control are marked; a rise after an easing is not an effect of tightening. Source and method: trade after export controls.

Benchmark price changes after export controls by China
MeasurePrice seriesAfter 3 monthsAfter 12 monthsMarket median at 12 months
Restricted-export technology list adds lithium, battery cathode and gallium recovery
15 July 2025
Lithium
Lithium metal, 99% battery grade
+9.8%+116.4%+13.5%
State-trading qualification for tungsten, antimony and silver exporters, 2026 to 2027
26 October 2025
Silver
Handy & Harman, New York
+45.6%+50.9%+11.5%
Suspension of the October 2025 export control announcements until 10 November 2026
7 November 2025; eases an earlier control
Lithium
Lithium metal, 99% battery grade
+58.3%——
2026 export license list covers rare earths, silver, tungsten, antimony, molybdenum
30 December 2025
Phosphate rock
Morocco, 70% BPL, FOB Casablanca; the series was unchanged for 6 months in the window, so the change is not informative
0.0%——
2026 export license list covers rare earths, silver, tungsten, antimony, molybdenum
30 December 2025
Silver
Handy & Harman, New York
+62.5%——
2026 export license list covers rare earths, silver, tungsten, antimony, molybdenum
30 December 2025
Tin
LME cash
+31.7%——

Cash price change from the month before the measure; the benchmark is often the refined metal while the measure covers an ore or concentrate (see the register). The market median is the change in all other benchmark prices over the same months. Source and caveats: prices around export controls.

Method and limits

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