Maritime logistics in the critical minerals race: supply-chain notes for mine planners
Reviewed by Tom Sullivan

First reported on MINING.com
30 Second Briefing
Beijing’s April export controls on seven rare earth elements, followed by a now-suspended October expansion covering additional REEs, magnets and lithium battery materials, have forced Western buyers to reroute critical minerals via longer, chokepoint-heavy sea lanes such as the Red Sea and primary canals. Trading houses including BGN Group, Traxys and Gerald Group are acting as integrated maritime logistics platforms, combining shallow, infrastructure-poor African and Latin American load ports with highly automated deepwater hubs using mixed fleets of smaller bulk, multipurpose and VLGC-capable vessels. Global container lines like Maersk and Evergreen, which has ordered 14 LNG dual-fuel containerships for Asia–Europe, now directly influence lead times, freight costs and emissions for lithium chemicals, magnet alloys and battery intermediates moving to refineries and OEMs in Europe, North America and allied Asia.
Technical Brief
- China’s share of global REE mining (~70%) and processing (~90%) centralises physical supply and shipping decisions.
- October’s broader controls on additional REEs, magnets and lithium materials were suspended only for roughly one year.
- US end users receive “general licences” for a defined basket of critical materials, adding documentation layers to shipping.
- EU entities must still navigate April rules while negotiating a separate licensing regime with Beijing for similar flows.
Our Take
China’s 70% share of rare earth mining and 90% of processing in our database makes it the most concentrated critical-mineral supply chain among the ‘energy-transition metals’, meaning maritime disruptions around China-linked routes tend to have outsized price impacts compared with copper or lithium.
The mention of LNG dual-fuel containership orders by Evergreen aligns with a small cluster of ‘Sustainability’-tagged mining logistics pieces in our coverage where shipowners are moving to lower-emission tonnage, which could become a differentiator for exporters of battery minerals into EU and US markets facing embedded-carbon scrutiny.
UNCTAD’s involvement in this piece stands out in our Mining corpus, where only a handful of items feature multilateral trade bodies; that typically signals looming rule-setting or standards work that project developers for lithium, cobalt and graphite exports from Africa and Latin America will need to track alongside national permitting.
Prepared by collating external sources, AI-assisted tools, and Geomechanics.io’s proprietary mining database, then reviewed for technical accuracy & edited by our geotechnical team.
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