China expands state control over strategic mineral exports

China expands state control over strategic mineral exports

On February 23, 2026, the Chinese Ministry of Commerce announced new regulations strengthening state oversight of exports for strategic minerals, including rare earth elements, lithium, and cobalt. The regulations require government approval for all exports exceeding predefined thresholds and introduce reporting requirements for private mining companies.

The ministry cited national security and economic strategy considerations as reasons for the expansion of controls. Officials stated that the measures aim to secure supply chains for key industries, including electronics, electric vehicles, and renewable energy.

Analysts warned that the regulations may impact global supply, as China is the world’s largest producer of several critical minerals. Countries dependent on Chinese exports are expected to seek alternative sources or negotiate long-term supply agreements.

Companies affected by the regulations must comply with reporting deadlines and obtain export licenses, and the Chinese government indicated that non-compliance could result in fines or suspension of export privileges.