Rare earth exports from China are picking up momentum in 2025, even with the trade barriers in place. The surge is catching attention across industries that depend on these materials—think chip manufacturing, battery production, and hardware infrastructure. What's interesting is how export volumes are climbing despite tighter controls, suggesting either improved logistics strategies or shifting market demand patterns. For those tracking supply chain dynamics and hardware availability, this could have downstream effects on everything from GPU production to mining equipment costs. The policy framework remains complex, but the actual trade flow tells a different story than many expected.