Overview
- A Federal Register notice confirms the United States will maintain the suspension of heightened reciprocal tariffs on Chinese imports until November 10, 2026.
- China has paused for one year the expanded rare‑earth export controls announced on October 9, but it has not publicly rolled back the broader restrictions introduced in April.
- Reuters reports Beijing is drafting general export licenses that could last a year and allow larger volumes, with implementation possibly taking months and tighter access for defence‑linked users.
- Nikkei highlights a gap between Washington’s claim that China agreed to effectively eliminate rare‑earth controls and Beijing’s public statements, leaving scope and enforcement unclear.
- Chinese customs data show rare‑earth exports rose 9% month on month in October to 4,343.5 tons, while separate reports point to new Chinese export controls on silver, antimony and tungsten.