This dashboard covers the impact of China's export restrictions on shipments of rare earth magnets and export-controlled compounds/metals to the United States.
Published by: Silverado Policy Accelerator • Mar 24, 2026
•1 min read
China continued to leverage its control of the rare earth supply chain in January and February 2026, significantly restricting shipments of export-controlled rare earth compounds and metals, and partially-controlled magnets to the United States.
Key findings from Silverado's U.S. Dashboard:
China’s exports of fully export-controlled rare earth compounds and metals to the United States remained vanishingly low in January and February 2026, with China shipping only lutetium to the United States in January and a small amount of yttrium in February.
While China exported some rare earth magnets, which are partially covered by their export controls, to the United States, combined January and February 2026 exports were below levels in the same period in the prior two years.
Explore more insights and analysis from our research team.
Silverado Policy Accelerator • Mar 23, 2026
China’s Global Exports of Rare Earth Elements and Rare Earth Permanent MagnetsChina’s global exports of export-controlled rare earth compounds and metals dropped sharply in January and February 2026, with weak exports to the U.S.
Silverado Policy Accelerator • Feb 17, 2026
China’s Semiconductor Manufacturing Equipment Imports Hit Record Levels in 2025China’s imports of semiconductor manufacturing equipment increased in 2025 to a record high of $51.1 billion–an almost 5x increase over the last decade.
Silverado Policy Accelerator • Aug 25, 2025
Dashboard: U.S. Vehicle ImportsSilverado Policy Accelerator’s new data dashboard on U.S. light vehicle imports following the 2025 Section 232 tariffs on automobiles.