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Https://www.wsj.com/world/china/china-hatches-plan-to-keep-u-s-military-from-getting-its-rare-earth-magnets-f349ee65

BREAKING: China plans to ease the flow of rare earths to the U.S. by designing a system that will exclude companies with ties to the U.S. military while fast-tracking export approvals for other firms - WSJ

We’re still sitting around the same level as a month ago — perfectly healthy after a 500%+ rise since the start of the year.

Behind the scenes, everything continues to move forward. We’ve had solid evidence from Floyd and others that Mkango’s teams and partners are progressing on all fronts — HyProMag’s expansion, Pulawy engineering, Songwe positioning, and the US workstreams are all active.

Silence from the board isn’t a sign of trouble — it’s a sign they’re focused on securing the right deals before speaking.

The recent volatility is mostly driven by news around China–US export restrictions. Remember: the so-called “pause” only applies to the latest October measures — the April restrictions remain firmly in place. That continues to support Western supply-chain independence — exactly where Mkango sits.

Patience really is key here. The bigger announcements — funding approvals, offtake deals, and US progress — are the ones that will truly move the needle. The foundations are being laid quietly now. When the next RNS lands, it will be because something meaningful is ready, not to fill airspace.

Let’s stay calm, stay confident, and remember why we invested — the story hasn’t changed, only the timing has.

As I pointed out multiple times…. China only remembers restrictions for the andditional October meausures….

https://x.com/nikkeiasia/status/1986495638528254267?s=46&t=uGcn26DX26MI0tQGJ7MTvg

From the official MOFCOM Twitter page….

https://x.com/mofcom_china/status/1984163233343926516?s=46&t=uGcn26DX26MI0tQGJ7MTvg

China said it will “suspend the implementation of relevant export control measures announced on October 9 for one year and will study and refine specific plans.”

That means only the extra October restrictions have been paused — not removed. The main April export controls remain fully in force, which still require licensing for sensitive rare earths and especially for military and high-tech uses.

So despite the U.S. framing, this is not a full reversal, just a temporary pause on the newest layer of restrictions.

Chinas statement…

https://x.com/kathleen_tyson_/status/1984845541209944125?s=46&t=uGcn26DX26MI0tQGJ7MTvg

“China will suspend its related export control measures announced on October 9 for one year and will study and refine specific plans.”

As such, The April 2025 export controls — the core regime that requires export licences for rare earths, gallium, and germanium — remain fully in force.

China has confirmed that the suspension of the October 9 rare-earth export controls applies to the EU, extending the temporary reprieve initially negotiated with Washington.

Yet the April 4 controls remain fully in force, meaning exporters still need special MOFCOM licenses for seven key rare-earth elements: samarium, gadolinium, terbium, dysprosium, lutetium, scandium, and yttrium - all essential for electric-vehicle motors, wind turbines, lasers, and advanced defense systems.

By keeping these April restrictions intact, China is signaling a calibrated use of geoeconomic statecraft: offering partial relief to de-escalate tariff pressure while maintaining structural leverage over Western clean-tech and defense industries. For Europe, the message is unmistakable: Beijing will not fully weaponize, but it will monetize and modulate access to strategic materials whenever geopolitically convenient and geoeconomically necessary.

This is a truce, not a retreat; it‘s a tactical pause in China’s broader “resource realism,” aimed at preserving dominance across the rare-earth value chain and reminding the West that technological sovereignty still runs through Chinese supply chains.

To be clear — China has not removed all restrictions on rare earth exports.

The “general licences” announced mean China will permit some exports under licence — but the core export control system introduced in April remains active.

Under the April rules, exporters of certain heavy/medium rare earths (such as samarium, dysprosium, terbium) and magnets must apply for a licence from Ministry of Commerce of the People’s Republic of China (MOFCOM). The licence process is strict: companies must declare the exact product, end-use, user, quantity and destination, and China can delay, approve or deny at its discretion.

April Restrictions;

On 4 April 2025, China issued “Announcement No. 18 of 2025”, implementing export controls on certain medium- and heavy-rare earth related items. 

Specifically, the measures added seven rare-earth elements to the controlled-export list: samarium, gadolinium, terbium, dysprosium, lutetium, scandium and yttrium. 

Exporters of those elements (and related items such as alloys and magnets) were required to obtain export licences, and China implemented additional tracking, documentation and tighter oversight of exports.

Https://x.com/secscottbessent/status/1983927374975791545?s=46&t=uGcn26DX26MI0tQGJ7MTvg

Bessent interview today…

“We have to take control of our supply chains”

Worth a watch!

China is only rolling back for one year the additional REE controls announced 9 October, not the global REE controls and licensing implemented in April 2025. It’s unclear if the roll back is US-specific or global.

Key Details of the 9 October REE Announcement:

- Expanded Scope of Controlled REEs: The controls now cover 12 REEs in total, adding five heavy REEs (such as dysprosium, terbium, holmium, erbium, and thulium) to the previous seven lighter REEs targeted in April 2025. These heavy REEs are essential for high-performance magnets used in EVs and military hardware.

- Broader Restrictions:

- Exports of REE extraction, smelting, separation, metal production, magnetic material manufacturing, and recycling technologies are prohibited without approval.

- Products containing even 0.1% or more of Chinese-origin REEs (by value) require export licenses if manufactured abroad.

- Applies to semiconductors, AI-related devices, permanent magnets, and sputtering targets incorporating these REEs.

- Chinese citizens and entities are barred from providing "substantive assistance" to foreign REE operations.

- Effective Date: Most measures take effect on December 1, 2025, providing a roughly two-month window amid ongoing U.S.-China talks.

- Rationale: Cited as protecting "national security" and dual-use technologies, the announcement was timed ahead of anticipated U.S.-China leader talks at the APEC summit later in October 2025.Q

Trump says China agreed to delay rare earth restrictions.

China’s official statement says nothing of the sort.

Also, any extension will only be for extra measures announced by China on October 9th.

Three points were confirmed:

– U.S. suspends tariffs for one year.

– U.S. suspends export bans for one year.

– U.S. suspends 301 investigations for one year.

No mention of rare earths. No mention of TikTok. No Nvidia chips.

I still haven’t heard china confirm any changes regarding RE’s… especially for military uses.

Https://www.bloomberg.com/news/articles/2025-10-29/g-7-to-announce-critical-minerals-alliance-to-counter-china?embedded-checkout=true

The G7 is set to announce a Critical Minerals Alliance this Friday — uniting the US, UK, EU, Japan and allies to counter China’s dominance in rare earths and other strategic materials.

According to Bloomberg, the plan will introduce joint funding frameworks, coordinated offtakes, and price floor mechanisms similar to the recent US–Australia deal, designed to de-risk investment in mining, separation, and magnet recycling projects across allied nations.

This is a major step toward building secure, value-added supply chains independent of China — with long-term implications for Western rare earth players as government backing, guaranteed pricing, and strategic demand alignment come into play.

Expecting some Hypromag-related news from the company in the near term… nothing has changed—the silence is actually a good sign. Just take a look at Ffloyds posts over the last month or to see what's been going on behind the scenes...

As Secretary Chris Wright highlighted less than an hour ago:

“The U.S. has relied on foreign actors for the supply and processing of critical materials for too long. Thanks to President Trump, we are expanding our domestic supply & prioritizing the reshoring of critical minerals that are essential to modern life and our national security.”

With the U.S. doubling down on domestic critical mineral production, companies like MKA are perfectly positioned to benefit.

A few people seem confused about the recent Malawi announcement banning the export of raw minerals. Let’s be crystal clear — Mkango is NOT a raw ore exporter.

Mkango is developing a full value-added rare earth project inside Malawi:

Mining & upgrading at Songwe Hill

On-site flotation + chemical processing

Producing Mixed Rare Earth Carbonate (MREC) for export

Fully aligned with Malawi’s industrialisation policy

This latest Executive Order is designed to stop companies shipping rocks overseas with zero domestic benefit.

Mkango’s plan creates jobs and industry in Malawi, so it fits perfectly with what Govt wants to promote.

And remember — Songwe is just one side of the business…

It literally does not apply to us…

We are not exporting raw materials. We are exporting value added product (oh, and providing large employment for locals)

Relax

Malawi’s new Executive Order means no more exporting raw minerals — companies must process in-country to create more value for Malawi.

For many miners, that’s a big setback.

For Mkango, it’s the opposite:

✅ Songwe was already designed to produce value-added mixed rare earth carbonate in Malawi

✅ We’ve secured downstream partnerships (Pulawy / HyProMag) for further processing into magnets

✅ Our model fits perfectly with Malawi’s new strategy

We’re ahead of the curve while others scramble to adjust. This should accelerate government alignment, approvals and support for Songwe.

Simple: Malawi wants value-add. Mkango is value-add.

“The European Commission is preparing a plan to reduce dependence on China for rare earth metals.

The European Union intends to reduce its dependence on China for imports of strategically important raw materials, primarily rare earth elements used in electronics, defense, and battery production. This was announced by European Commission President Ursula von der Leyen, speaking at a conference in Berlin.

"The goal is to ensure access to alternative sources of critical raw materials for our European industry in the short, medium, and long term," she said.

According to her, the EU is developing a new strategy similar to the one that helped Europe overcome the energy crisis following the shutdown of Russian energy supplies. A key focus of the program will be materials recycling.

"Some companies are already capable of recycling up to 95% of rare earth elements and batteries," the European Commission President noted.

Furthermore, Brussels intends to conclude partnership agreements in the extraction and supply of raw materials with a number of countries, including Ukraine, Canada, Australia, Kazakhstan, Uzbekistan, Chile, and Greenland.”

No unusual movement from CoTec - so if we are getting news, I expect it to be SPAC related! Big off-taker and/or direct US equity stake maybe?

Brandon Beylo (100k followers) has just tweeted this;

An absolutely insane daily move in Mkango Resources $MKA today.

Up 231% to close the trading day.

Wonder what happened.

This is the right tail outcome potential for all critical mineral miners btw.

https://x.com/marketplunger1/status/1981450624127435217?s=46&t=uGcn26DX26MI0tQGJ7MTvg