Rare earth materials are now a critical mineral for industries, and demand in the US remains high. According to the latest report from the International Energy Agency, BRICS member China controls 61% of the mined rare earth minerals. The Communist country also controls 92% of the global supply output in the processing stage. The Xi Jinping administration can make or break trade deals by leveraging the minerals sector to its advantage.
The General Administration of Customs of China reported that the BRICS nations’ rare earth minerals supply has risen by 12.6% between January and September 2025. It has risen by over 48,350 tonnes year-on-year in the first nine months of the year.
However, BRICS member China is cracking the whip on supplies of the rare earth materials. The Xi Jinping administration is very selective about the supplies and is exporting to countries that cower to its policies. In value terms, supplies fell by 7.8% to $342.3 million, according to the recent figures released, as China is not exporting to the US.
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BRICS: China Limits Exporting Rare Earth Mineral Supplies

In September alone, BRICS member China cut the rare earth minerals supplies by 30.9%, compared to August, to 4,000 tons. The move angered US President Donald Trump, who threatened China with 100% tariffs on all goods entering the US. Restrictions are also in place for software supplies, pressurizing Beijing to fall in line.
China is ready to supply the rare earth minerals to BRICS members and is tightening the exports to the US. The move ignited a fresh wave of tariffs and trade wars, making the markets crash. Also, both the US and China are ready for negotiations and discuss at the table for a suitable policy. Similar to Trump, Jinping is equally aggressive, and the two world leaders are firm on having trade deals go their way.