China expert surge: China’s exports in June were much better than estimated in June due to temporary discounts from American tariffs and strong shipments in non -US markets. According to customs data, China’s exports increased by 5.8 percent in June by US dollars. While the Reuters had estimated the increase in export to 5 percent. Not only exports, imports have also increased by 1.1 % compared to the last one year.

Exported for America reduced

However, this is the third consecutive month when China’s exports for America have declined. China’s exports to the US decreased by 16.1 percent in June. However, after the tariff was banned, this decline was less than the previous month. In May, there was a decline of 34 percent in exports and 18 percent in imports. Whereas in June, there has been a decline of 15.5 percent in imports.

Export in export for these countries

China’s exports to the US have decreased, but according to CNBC, China’s exports to Southeast Asian countries have increased by 16.8 percent and exports to European union countries by 7.6 percent compared to last year. However, there has been a slight increase of 0.08 % and 0.41 percent in imports from these places respectively. China was also far ahead in steel exports during this period. In June, China’s steel exports increased by more than 10 percent to 97 lakh tonnes. According to the wind information, the total steel exports in the second quarter increased to 307 lakh tonnes, which is a record high level.

Rare Earth’s shipment also gained momentum

Export of rare economy from China in June has also increased by 32 percent over the previous month. After the US imposition of heavy tariffs in April, when China also banned the shipment of Rare Earth Magnets, many factories in the US came to light. Then in June, there were many agreements between the two countries for their supply. In June, China exported 7,742.2 metric tonnes of meaning as against 5,864.6 metric tonnes of May. In the first half of 2025, China exported 32,569.2 tonnes of rare meaning, compared to 29,095.2 tonnes during the same time.

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Maruti Suzuki Shares: The shares of Maruti Suzuki, a large automobile sector company, saw a boom on Wednesday, June 18. The company’s share price reached Rs 12,841 with a jump of 2 percent. Actually, there is a big news behind this fast. It is being told that the Government of India is considering Australia for the Alternative Source of Rare Earth Magnets. That is, the government is now thinking about asking for rare meaning magnets from Australia so that the supply chain can be diversified and the dependence on China can also be reduced.

Negotiations going on with these countries also

India is also interacting with countries like Argentina, Brazil and Chile for the supply of Australia as well as rare meaning elements. In China, more than 60 percent rare meaning elements of the world are produced and 90 percent refining is also done in China. Ever since China has banned the export of rare economy elements, India has been interacting with many countries to strengthen its supply chain. At the same time, it is also trying to become self -sufficient in its processing.

Maruti Suzuki’s new electric vehicle

Last week, Commerce Minister Piyush Goyal had said that the Government of India is actively looking for options including diplomatic efforts and development of new supply chains. Negotiations are also going on with Chinese officials on this matter. The steps being taken by the government matters even more for Maruti Suzuki as India’s largest automker company is preparing to launch its first electric vehicle E-Vitara. Earlier last week, it was reported in the CNBC-TV18 report that due to lack of rare-economical magnets, it is delayed in launching it and negotiations are going on to reduce the production target.

Shares of Maruti Suzuki

Along with this, at around 10 am today, the company’s shares were trading at Rs 12,839 to climb 1.7 percent at the NSE at Rs 12,839. Since the beginning of the year, Maruti Suzuki shares have gained up to 19 percent.

However, it is also necessary to mention here that even though India is very dependent on China for Rare Earth Magnets and imports about 80 % of its need, but despite this, the impact of China’s ban on India’s auto stock was limited. This is because more than 95 % trains sold in India have internal combustion engines.

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Rare earth elements: India has taken a big decision to reduce dependence on China and meet the domestic needs on Rare Earth Elements (REES). India has asked the government mining company Indian Rare Earth Limited (IREL) to stop the 13 -year -old rare mineral export agreement with Japan.

According to sources, recently, Commerce Minister Piyush Goyal met with the representatives of auto and other industries and asked IREL to stop the export of Neodium to Japan. It is usually used to make magnets in the motor of electric vehicles.

An agreement was reached in both countries in 2012

In 2012, the agreement was reached between IREL and Toyota Susho’s company Toyotsu Rare Economic India. Under this, IREL used to export rare meaning elements to Japan, which was sent to Japan by processing Toyotsu Economics. In the year 2024, Toyotsu processed more than 1,000 metric tonnes sent from India and sent it to Japan. It was about one third of the total production of IREL.

China dominates the world over rees

In fact, China is starting to use rees as weapons these days as about 69 percent rare meaning elements are produced here as compared to the whole world and 90 percent refining also controls China. That is, even though the mineral may be removed, but for its refining, it will have to resort to China because China has advanced technology for refining. Countries like India and America also have this technology in limited form.

Huge reserves of rees in India too

Although there is no shortage of rees in India too, but despite this, India has to depend on China for its needs for lack of refining. Alam is that despite being a huge reserves of rare meanings elements with itself, India gets the battery, magnets, etc. from China, but now India wants to become self -sufficient in this direction, reducing its dependence on China.

In this connection, the government held a meeting on Tuesday, in which the Minister of Heavy Industry and Steel and Steel and Coal and Mines, G.,. Kishan Reddy was also involved. He said that now India will not be limited only to mining, but now work from research to processing will also be done here.

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Rare earth elements: After two days of talks in London, both the US and China have agreed to work on a framework to resolve their trade disputes. With this, the danger of tariff and trade war between the two largest economies of the world is now seen to be avoiding.

Neither the fear of war nor the concern of tariff … Trump and Jinping forced the same thing to interact with each other and that is rare meaning elements. On Thursday, US President Donald Trump and his Chinese counterpart Xi Jinping had a conversation over the phone for about 90 minutes. After this, Trump posted Truth on social and said that China has agreed to shipment of rare meaning elements in America.

The world became restless due to a decision of China

The US has imposed a ban on China on the semiconductor chip. After this, the US imposed a visa ban on some Chinese authorities regarding entry into Tibetan regions. Meanwhile, China banned the export of rare meaning elements, which led to the sleep of America.

As soon as China banned the supply of six rare meanings i.e. ill-fated mineral magnets, the whole world became restless because it is used in the motor for electric vehicle to F-35 fighter jets. This decision of China shook factories from Chicago to Mumbai. Let us see what was the effect of braking on the shipment of China’s rees-

• Ford stopped his Explorer SUV production in Chicago for a week.
• Due to lack of rare meaning, Tesla’s optimus robot actuators were affected.
• Volkswagen to find out such components from its suppliers in which rare meaning is less used.
• Defense contractors also warned of the magnets’ stock to end.
• Ukraine also started having problems with the supply of drones.

What is rare meaning elements?

Today, 90 percent rare meaning magnets in the world are produced in China. REES’s global supply chain is very much dependent on China. Rare Earth Elements are a group of 17 metal elements, which are found in the upper surface (crust) of the Earth. These include neodimium, dysproosium, gadolinium, presencemium, lutetium,. These are called rare because they are formed under the surface of the earth and it is difficult to find, remove and separate them from each other because they are found in groups.

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Us-china: Speaking to the media on Air Force One on Friday, President Donald Trump said that Chinese President Xi Jinping has again agreed to send rare economy elements in America. China banned their exports in April.

The export of these 7 rees was banned

China had decided to ban Samarium, Gadolinium, Yitriyum, DysproSium, Terbium, Scandium and Lutetium in American exports of these seven rare economies. They are used extensively in defense and automobile sector. These are useful in making from electric motors to aerospace components. In view of the growing tariff war between the two countries, China took this step to pressurize and influence the US economy.

Relaxation on trade between the two countries

Trump also told Trump that officials of America and China will meet in London on Monday, June 9 and discuss trade between the two countries.

Trump wrote in a post on Truth Social, “I am happy to say that Treasury Secretary Scott Besant, Commerce Secretary Howard Lutnik and America’s business representative and Ambassador Jamison Greer will talk on the trade deal with Chinese officials in London on Monday, June 9, 2025.”

Long conversation on phone between Trump-Jinping

It was announced on Thursday after a 90 -minute talks between Trump and Chinese President Xi Jinping. After this phone call, Trump said that he feels that the ongoing tension between the two countries can be resolved soon.

Earlier, there was a meeting between the officials of the two countries in Geneva on 12 May. During this time, both of them had informed about the high tariffs imposed on each other to a great extent. The result of this meeting was that the US reduced the tariff on sugar imports from 145 to 30 percent. In return, China also reduced tax on American imports by 125 percent to 10 percent.

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China-as trade war: The trade war between the US and China is no longer limited to the ban on tariffs and companies. Now this war has reached control over the supply of necessary resources. China has recently implemented strict control over the export of its Rare Earth Elements, which could have a profound impact on the industries, military needs and technological development of the US and its allies.

Rare Earth Elements are a group consisting of 17 special metals. It is considered to be very important in the manufacture of different types of high-technology machines such as electric motors, drone-mesiles, jet engine-ligger, computer chips-smartphones, EVs and satellites. Especially Heavy Rare Earth Elements (Hree) such as dysproosium, terbium, yitrium are used to make magnets that act like a component of state -of -the -art electronic and military equipment.

China’s king in the world
China produces about 90% of Rare Earth Elements in the world. His monopoly position on this resource gives him a strong power. Countries like America, Europe, Japan and India depend on this supply chain. There is only one rare meaning mine in America. The mine of Myanmar and Laos is also under China’s control. China has complete control of refining and processing technology.

What things will affect China’s decision?
If the export of Rare Earth metal is completely controlled by China, then it can see a wide impact on the following areas, which is as follows.

Area effect
Defense missiles, drones, radars, fighter jets affected
Magnets used in automobile electric vehicles
Semicunder computer chips, AI server, impact on smartphones
Aerospace satellite jet engine construction slows down
Companies like Lockheed Martin, Tesla, Apple may be directly affected by this crisis.

America’s challenge
America has some rare earth elements reserves but it is insufficient for permanent supply. In such a situation, America will have to insist on increasing indigenous production. He will have to go towards countries like Australia, Canada for supply. America will need to pay attention to recycling technology. Strategic stockpile means he will have to work with his old stock.

New policy and export license complexity
Beijing has drafted a new regulatory system. All exports will be under special license as soon as it is implemented. However, this license process is slow and opaque. Some companies (such as US defense contractors) can be permanently blocked. According to the New York Times report, the consignment of many magnets has already been stopped at Chinese ports.