On October 9, 2025, China implemented major new export controls on rare earth elements, lithium-ion batteries, and synthetic diamonds. The announcement was made at 12:51 JST in Shanghai, marking a pivotal moment in the country’s approach to managing its critical resources. China has begun to exercise more control over the global market for these materials. This action further signals the country’s resolve to protect its national security and economic interests.
The new regulations have arrived at a time of increasing global tensions and a growing scramble for critical materials necessary for all advanced technology. Rare earth elements, as they are known, are essential components in a range of electronic, renewable energy, and defense applications and have become highly strategic resources. China would like to avoid having its materials drive adversarial capabilities. These export controls play a crucial role in protecting its economic position.
The new regulations go beyond rare earths. On the one hand, they focus on lithium-ion batteries, which are critical to rolling out enviros, electric vehicles and energy storage systems. The Chinese government wants to keep tighter tabs on the production and distribution of these components. This move is sure to shake up global supply chains, especially in sectors that depend on Chinese-made batteries.
Synthetic diamonds are essential for high-tech applications, like industrial cutting tools and electronics. Now, they are contending with a new wave of export restrictions. By asserting greater control over this sector, China continues to show its intention to regulate valuable commodities that have the power to affect global markets.
The initial announcement was updated later on the same day at 19:38 JST, indicating a comprehensive strategy aimed at reinforcing China’s control over critical materials. Analysts believe that this move may lead to increased tensions between China and nations reliant on these resources for their technological advancements.
These export controls are part of a global push by countries to insulate themselves and shore up their supply chains in an era of geopolitical unpredictability. As countries strive for technological independence and resilience, China’s proactive measures underscore its focus on maintaining a dominant position in the global market for essential materials.