Overview
- China’s Ministry of Commerce suspended through Nov. 27, 2026 the 2024 rule that barred U.S.-bound exports of gallium, germanium and antimony.
- The move reverses part of Beijing’s December 2024 curbs tied to the tech controls fight and is described as temporary in the official notice.
- U.S. officials characterized the change as effectively creating a general license, but Beijing gave no guidance on automatic approvals or volumes.
- As part of the same package, both governments paused reciprocal port fees for a year and began partially rolling back added tariffs with some farm trade restarted.
- Analysts and markets welcomed the supply-chain relief yet stressed the détente remains fragile and could be unwound.