Highlights
- 302 new rare-earth mining sites identified in Kachin State since Myanmar's 2021 military coup, with Shan State sites rising from 12 to 85.
- Myanmar supplied an estimated 60โ87% of China's rare-earth imports by volume annually from 2017โ2024, with post-coup exports totaling ~$3.6 billion.
- UN OHCHR links the mining expansion to weakened rule of law, environmental contamination including arsenic and mercury, and a growing conflict economy.
- Western buyers face a critical traceability gap: Myanmar-origin heavy rare earths may lose provenance once processed inside China's refining and magnet supply chain.
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