US-China Trade Truce Extended to January as Mineral Control Suspensions Expire

The US and China have agreed to extend their trade truce until January 10, 2027, but suspensions of export controls affecting critical minerals, including rare earths and battery materials, are still scheduled to end on November 9 and 10, 2026, according to Environment+Energy Leader.

The difference in dates means the broader truce will continue after the specified suspensions end. Companies sourcing or handling affected materials may therefore need to assess their compliance and procurement plans against the separate deadlines rather than assume the trade extension also extends the suspensions.

The practical impact on supply and deliveries will depend on how the relevant legal provisions are implemented. Businesses can follow official announcements and other public information concerning the controls and their application to particular materials and transactions.