Rare Metals Stocks: Rare Earth Magnet Exports Rebound, Gallium Deals Grow, and Lithium Signals Turn Sharper (Dec. 20, 2025)
China’s rare-earth magnet exports rose 12% in November to 6,150 metric tons, the second-highest monthly total on record, customs data showed Saturday. Exports to Japan jumped 35%, while shipments to the U.S. fell 11%. New export licenses and Western processing projects are altering the landscape for rare metals stocks. Markets are increasingly treating rare metals as a policy asset class rather than just commodities.
