EU industry chief Stephane Sejourne is set to hold emergency talks on Monday with European industries affected by China’s restrictions on rare earth exports.
China, the top global producer of minerals essential for manufacturing magnets used in the automotive, electronics, and defense sectors, introduced new restrictions this month on the export of rare-earth technologies.
In October 2025, China declared plans to extend its rare earth export restrictions beginning in December. This expansion goes beyond the initial seven rare earth elements limited in April, now including a broader range of rare earth metals and related products, raising further concerns about global supply chain security.
The European Union has stated that the export restrictions have compelled certain companies within the bloc to suspend operations, causing economic damage.
According to a 2024 estimate by the United States Geological Survey, there are about 110 million tons of rare earth deposits globally, with China possessing approximately 44 million tons.

As reported by Reuters and other sources, China dominates the rare earth market, accounting for around 70% of global mining and 90% of processing, making it the leading supplier worldwide.
In response, Brussels is working closely with G7 partners to formulate a coordinated strategy addressing China’s measures.
Sejourne will hold a virtual meeting with leaders from multiple industries early Monday to evaluate the impact of China’s export restrictions and additional measures Brussels is considering, according to a source from his cabinet.
The meeting will involve representatives from the automotive, defense, wind energy, chemicals, and mining processing sectors, particularly those connected to European raw materials initiatives.
Sejourne is expected to provide an update on the discussions to EU commissioners on Tuesday, during the European Parliament’s plenary session in Strasbourg, France.
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