China’s Tungsten Policies in 2025 and Impact on Foreign Trade

In April 2025, China's Ministry of Natural Resources set the first batch of the total control quota for tungsten mining at 58,000 tons (calculated as 65% tungsten trioxide content), a reduction of 4,000 tons from the 62,000 tons in the same period of 2024, indicating a further tightening of supply.

China's Tungsten Policies in 2025

Tungsten Export Restrictions from China

1.China's Tungsten Mining Policies in 2025

Elimination of Quota Distinction: The total control quota for tungsten mining no longer distinguishes between "primary mining" and "comprehensive utilization" quotas.

Management Based on Resource Scale: For mines where the primary mineral listed on the mining license is another mineral but which co-produce or associate tungsten, those with medium or large-scale proven tungsten resources will continue to receive a total control quota, with allocation priority. Those with small-scale co-produced or associated tungsten resources will no longer receive a quota but are required to report tungsten production to local provincial natural resources authorities.

Dynamic Quota Allocation: Provincial natural resources authorities must establish a mechanism for quota allocation and dynamic adjustment, distributing quotas based on actual production. Quotas cannot be allocated to enterprises with expired exploration or mining licenses. Mines with valid licenses but suspended production will temporarily not receive quotas until production resumes.

Strengthened Enforcement and Supervision: Local natural resources authorities are required to sign responsibility agreements with mining enterprises, clarifying rights, obligations, and liability for breaches. Production exceeding the quota or without a quota is prohibited. Spot checks will be conducted on quota implementation and comprehensive utilization of co-produced and associated minerals to correct misreporting or non-reporting.

2. China's Export Control Policies on Tungsten Products

China's Tungsten prices in 2025

In February 2025, China's Ministry of Commerce and the General Administration of Customs issued an announcement (No. 10 of 2025), deciding to implement export controls on items related to tungsten, tellurium, bismuth, molybdenum, and indium.

Tungsten-related items mainly include:

     ● Ammonium Paratungstate (APT) (Customs commodity code: 2841801000)
     ● Tungsten Oxide (Customs commodity codes: 2825901200, 2825901910, 2825901920)      ● Specific Tungsten Carbide (not those controlled under 1C226, Customs commodity code: 2849902000)
     ● Specific Forms of Solid Tungsten and Tungsten Alloys (e.g., tungsten alloys with ≥97% tungsten content, specific specifications of copper-tungsten, silver-tungsten, etc., that can be machined into specific-sized cylinders, tubes, or blocks)
     ● High-Performance Tungsten-Nickel-Iron / Tungsten-Nickel-Copper Alloys (must simultaneously meet strict performance indicators: density >17.5 g/cm³, elastic limit >800 MPa, ultimate tensile strength >1270 MPa, elongation >8%)
     ● Production Technology and Data for the above items (including process specifications, parameters, processing procedures, etc.)

Exporters must apply for a license from the competent commerce department under the State Council in accordance with relevant regulations to export the above items.

3. Current Domestic Tungsten Market Situation

According to quotations from industry organizations (such as CTIA) and major tungsten enterprises, tungsten product prices have shown a significant upward trend since 2025. As of early September 2025:
Here is a table comparing the prices of major tungsten products with the beginning of the year:

Product Name

Current Price (Early Sept 2025)

Increase Since Start of Year

65% Black Tungsten Concentrate

286,000 RMB/metric ton unit

100%

65% White Tungsten Concentrate

285,000 RMB/metric ton unit

100.7%

Tungsten Powder

640 RMB/kg

102.5%

Tungsten Carbide Powder

625 RMB/kg

101.0%

*Table: Comparison of Major Tungsten Product Prices with Start of Year *

 

So, you could see that,currently, the market is characterized by increased seller willingness to release goods, but reluctance to sell at low prices; buyers are cautious about high-priced raw materials and unwilling to actively accept them.  And mostly, Market transactions are "order-by-order negotiation," with overall light trading activity.

4. Adjustments in US Tariff Policy

In September 2025, US President Trump signed an executive order adjusting import tariff ranges and included tungsten products in the global tariff exemption list. and which will lead to the move reaffirms the exempt status of tungsten products, following the initial exemption list released in April 2025 when the US announced a 10% "reciprocal tariff" on all trading partners.

And this shows that tungsten products conforming to the exemption list will not be directly affected by additional tariffs when exported to the US, for now. The US move is primarily based on domestic demand, especially the heavy reliance on tungsten, a critical strategic metal, in sectors like defense, aerospace, and high-end manufacturing. Exempting tariffs helps reduce import costs for these downstream industries and ensures supply chain stability.

5. Impact Analysis on the Foreign Trade Industry

Integrating the above policies and market dynamics, the main impacts on China's tungsten product foreign trade industry are:
A Higher Export Cost and Price: The rise in domestic tungsten raw material prices in China,will and already have increased the production and export costs of downstream tungsten products. Although the US tariff exemption lowers the barrier for Chinese tungsten products entering the US market to some extent, the price advantage of Chinese products might be weakened by rising costs.

A Greater Export Compliance Requirements: and at this time,China's export controls on specific tungsten products mean that enterprises must apply for additional export licenses for related products, increasing paperwork, time costs, and uncertainty. Foreign trade enterprises must closely follow and strictly comply with the latest controlled item lists and technical standards to ensure compliant operations.

Changes in Market Supply, Demand, and Trade Flows: also, China's policy over total mining volume and export restrictions on some products may reduce the supply of Chinese tungsten raw materials and intermediates in the global market, which will lead to further price fluctuations internationally. at the same time, the US tariff exemption might stimulate more Chinese tungsten products flowing to the US market, but the final outcome depends on the enforcement intensity of China's export control policies and the compliance willingness of enterprises. On the other hand, non-controlled tungsten products or processing trade segments might face new opportunities.

Industrial Chain and Long-Term Cooperation: Stable supply chains and product quality may become more important in trade than price alone. Chinese foreign trade enterprises might need to shift more towards providing high-value-added, deeply processed, non-controlled tungsten products, or seek new development paths through technical cooperation, overseas investment, etc.

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Post time: Sep-09-2025