The shortfall has persisted even after the trade truce, with compliance questions increasingly in focus as supply flows have yet to normalize.
China’s rare-earth magnet shipments to the United States are still running 20% below pre-trade war levels despite a trade truce, signaling that supply-chain disruptions and compliance concerns continue to weigh on cross-border flows. The development suggests that any easing in trade tensions has not yet restored shipments to earlier levels, leaving questions over how export controls, customs procedures, or other compliance requirements may be affecting deliveries.