China Suspends & Delays Rare Earth Export Restrictions

Nov. 11, 2025
By: Chaney A. Finn

The supply chain security of critical minerals used for consumer and military applications continues to be a strategic priority for U.S. economic and national security. This was evident in President Trump’s recent South East Asian tour where he met and made deals with several key allies in the region to strengthen trade and economic engagement to counter China’s non-market practices.

Following the President’s travels where he also met with Chinese President Xi, the U.S. and China agreed to reduce restrictions on exports and pause mutual tariffs, which includes the U.S. capping the EEPA tariff meant to address the influx of synthetic opioid imports from China to 10%. China’s Ministry of Commerce has since issued two announcements that delay and suspend export restrictions of critical minerals.

First, China issued a 12-month delay to its new export licensing rules unveiled in October, which targeted rare earth processing tools, overseas use of Chinese rare earths, and battery production equipment. However, earlier export controls introduced in April were not altered, and continue to restrict rare earth magnet sales to defense contractors and cap commercial purchases. 

Second, China suspended its ban on duel-use exports of gallium, germanium, antimony and “superhard materials” used for U.S. military purposes. These restrictions were originally instated in December 2024. These export restrictions are expected to remain delayed or suspended through November 10, 2026, but are subject to change.

Should you have questions regarding supply chain security, trade agreements, or any other trade-related question, do not hesitate to contact any attorney at Barnes, Richardson & Colburn.