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U.S.–China Truce Sets Easing of Mineral Curbs, Fentanyl Chemical Limits and Legacy Chip Exports

The White House released a fact sheet outlining Chinese concessions, with a formal signing expected this week.

Overview

  • Beijing will issue general licenses for exports of rare earths as well as gallium, germanium, antimony and graphite to benefit U.S. end users and their suppliers.
  • China will halt shipments of designated fentanyl precursors to North America and tighten controls on other related chemicals worldwide, according to the White House.
  • The accord includes steps to resume exports from Nexperia’s China facilities to ease shortages of critical legacy semiconductors for automakers.
  • The summary reflects an agreement endorsed by President Donald Trump and Xi Jinping in South Korea that the administration says implements a one‑year de‑escalation.
  • Treasury Secretary Scott Bessent says the pact could be signed as soon as this week, while critics warn the deal’s durability depends on enforcement and follow‑through.