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Reading: China extends rare earth export pause to January 10, 2027
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MacroHerald > Latest News > Economy > Trade & Tariffs > China extends rare earth export pause to January 10, 2027
Trade & Tariffs

China extends rare earth export pause to January 10, 2027

Enver Adıgüzel
Last updated: 9 November 2026 13:25
Enver Adıgüzel - Editor and Publisher
9 minutes ago
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China has extended by two months the suspension of additional export controls on rare earths and other strategic materials. The pause now runs to 10 January 2027. The Ministry of Commerce of China announced the decision on Monday, 9 November 2026, according to the publication date of the report. The measure preserves part of the trade understanding reached between Beijing and Washington in November 2025, which was itself set to run for one year.

Contents
  • What was suspended
  • Why the materials matter

What was suspended

The restrictions would otherwise have taken effect again in November 2026. China introduced rare earth export controls in April 2025 and widened them in October 2025. Under the November 2025 understanding, the United States agreed to suspend certain retaliatory tariffs. The additional US tariff of 100 percent, which had been due to take effect that month, stayed on hold.

The November 2025 deal also included general export licences for gallium, germanium, antimony and graphite. Those licences sit alongside the rare earth suspension.

Why the materials matter

China accounts for about 70 percent of global rare earth refining capacity. That concentration gives Beijing considerable leverage over supply chains in other countries.

Trump is expected to attend the APEC summit in Shenzhen on 18 and 19 November 2026, where he is expected to meet Xi Jinping. Negotiations on a long-term trade deal are ongoing.

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TAGGED:chinacritical mineralsexport controlsrare earthstariffsus-china trade

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ByEnver Adıgüzel
Editor and Publisher
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Enver Adıgüzel is the editor and publisher of MacroHerald. He holds a degree in Economics from the Faculty of Economics and Administrative Sciences at Kırıkkale University and an MBA. He writes on central bank policy, currencies, government bond markets and the economic data that move them.
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