Story perspectives
China Eases Rare Earth Exports to U.S. Amid Uncertainties
11/12/2025
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Story summary
- China plans to ease exports of rare earths and restricted materials to the U.S. via a validated end-user (VEU) system.
- The VEU will exclude companies linked to the U.S. military and expedite approvals for others.
- The move fulfills a commitment by Chinese President Xi Jinping to U.S. President Donald Trump.
- Despite a recent truce in trade tensions, Beijing's licensing system remains uncertain.
- Some export controls may still be enforced.
