Sector: Trade
China Extends Suspension of Expanded Rare-Earth Controls, Tariffs and Port Fees Until January 10, 2027
New notices keep the October 2025 controls, a 24% tariff and port fees suspended to January, while April licensing still binds.
China said Monday it extended the suspension of its expanded rare-earth export controls until January 10, 2027, in a new commerce ministry announcement.
China announced the extension in numbered notices on Monday. The rare-earth leg is a new successor announcement, not an amended one.
Announcement No. 58 of 2026 came from the commerce ministry and the customs agency. It keeps six October 2025 announcements suspended from November 11, 2026. The six are Nos. 55, 56, 57, 58, 61 and 62 of 2025.
Those suspensions now run to January 10, 2027. Announcement No. 70 of 2025 still reads to November 10, 2026, unamended.
The extension does not touch the April 2025 licensing regime. That regime, Announcement No. 18 of 2025, was never suspended.
It covers samarium, gadolinium, terbium, dysprosium, lutetium, scandium and yttrium. Every export of those seven elements still needs a commerce ministry license.
China first introduced controls on certain rare earths in April 2025. It expanded them further in October of that year.
The October expansion also added controls on certain diamonds with industrial applications. It added controls on lithium battery technology as well.
The measures were then paused for one year last November. That pause followed the summit in Busan, South Korea, between Xi and Trump.
The wider truce package announced Monday
The rare-earth extension is part of a broader suspension announced Monday. Reuters reported the package covers tariffs, export controls and port fees.
The 24% additional tariff on US imports stays suspended for two more months. It runs from 1:01 p.m. on Tuesday, and a 10% tariff will remain.
The tariff leg is Tariff Commission Announcement No. 6 of 2026. It adjusts the April 2025 order that set a 34% additional rate.
Export-control waivers for certain critical minerals will also be extended. The waivers for related technologies run until January 10, 2027.
Measures affecting 11 US firms on the unreliable entities list remain suspended. Reuters reported that figure; no separate primary text was retrieved for it.
Measures affecting 16 firms on the export control list remain suspended too. Both suspensions run through January 10, 2027. People's Daily confirmed the 16 separately, citing a ministry spokesperson.
Exporters may still apply to ship dual-use items to the 16 entities. The ministry said it will review applications and license those that qualify.
Special port fees on US-linked vessels will also stay suspended. That suspension is extended until January 10, 2027.
The port-fee leg is Transport Ministry Announcement No. 90 of 2026. It also keeps the shipping and shipbuilding supply-chain probe suspended.
The commerce ministry said the sanctions suspension on Hanwha Ocean units was extended. Reuters reported five US-linked units are covered, from November 10.
Two aerospace suppliers closed higher on Monday
AAR Corp shares closed at $116.62 on Monday, up 6.79%. They had closed at $109.21 on Friday.
Astronics shares closed at $58.99 on Monday, up 7.82%. They had closed at $54.71 on Friday.
Both moves are settled Monday closes from Finnhub market data. This article does not attribute them to the extension.
The April licensing fence still applies to yttrium supply. Neither close shows that the extension eases any company's supply.
What Beijing said the extension is for
The tariff commission said the extension implements an earlier consensus. It cited the outcomes and consensus reached at the Washington meeting between the heads of state.
That Washington meeting was in September, a separate event. It was not the Busan summit that produced the original pause.
Beijing also kept its options open on tariffs. China will closely follow subsequent measures taken by the US side. It will adjust relevant tariff countermeasures in light of developments, as appropriate.
Treasury Secretary Scott Bessent addressed the timeline in September. He said the two-month extension would give the sides "more time to see what we can do on the economic front."
The two sides run to different January dates
China's suspensions run to January 10, 2027, as stated above. The United States runs on a different clock.
US trade notices dated November 6 extend the American suspensions. They run through 11:59 p.m. Eastern on January 9, 2027.
The notices went on public inspection at the Federal Register on Monday. Publication is scheduled for Tuesday, the reporting said.
A third Xi-Trump meeting is ahead
Trump is expected to travel to Shenzhen in southern China later in November. He is expected to meet Xi at the APEC leaders summit, a Pacific Rim leaders gathering.
The meeting would be their third this year. The two sides are negotiating an enduring trade deal in the meantime.
What remains unknown
What remains unknown starts with the Hanwha Ocean leg. No separate order text for that extension was retrieved by this desk.
Whether the suspensions are extended again after January 10, 2027 is also unknown. Beijing said it will adjust its countermeasures as developments warrant.
What the United States will do next is equally open. China said it is closely following subsequent US measures.
Whether the Shenzhen meeting produces a lasting deal is not yet known. No agenda or outcome has been announced for the summit.
The January deadline is the next test
What to watch: whether Washington and Beijing reach an enduring deal before January. The January 10, 2027 expiry is the hard marker for China.
The US marker comes a day earlier, on January 9. Any new US tariff measures are the second test.
The Shenzhen APEC meeting later in November is the third test. It is the leaders' third meeting this year.
Sources & evidence
Sources used for this piece.
Reuters
Reuters - China Extends Suspension of 24% Tariff on US Imports for Two Months, Nov. 9, 2026
The Edge
Reuters
Finnhub
Finnhub - AAR Corp (AIR) Financial Market Data, Settled Close Nov. 9, 2026
Finnhub
Finnhub - Astronics Corporation (ATRO) Financial Market Data, Settled Close Nov. 9, 2026
Reuters
Reuters - China Extends Suspension of New Rare Earth Controls Until January, Nov. 9, 2026
Shanghai Metals Market
Shanghai Metals Market - Announcement No. 58 of 2026 Text, Nov. 9, 2026
People's Daily
SourceFirst
SourceFirst - USTR Extends Section 301 China Exclusions, Ship Fee Pause to Jan. 9, Nov. 9, 2026
Reuters
Reuters - China Extends Suspension of Port Fees on US-Linked Ships, Nov. 9, 2026

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