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China Issues First Rare Earth Export Licenses Under Trump-Xi Deal
China's new licensing regime aims to reduce shipment delays caused by prior per-shipment controls, benefiting automotive industry exporters and global buyers, officials said.
- China's government issued a first set of general rare earth export licences on Dec 2, 2025, fulfilling a summit outcome and speeding shipments beyond per‑shipment approvals.
- Under the previous per‑shipment system, exporters faced major delays as April export controls created bottlenecks, prompting China to design general licences after the late October Trump‑Xi meeting.
- Among those reported to receive licences were JL Mag Rare Earth, Ningbo Yunsheng, and Beijing Zhong Ke San Huan, with JL Mag securing licences for nearly all its clients, valid for one year, and permitting larger exports.
- The licences should accelerate shipments to certain customers and help relieve shortages that stalled parts of the automotive supply chain, while the White House hailed the move as effectively ending controls and European firms continue to complain about delays and opacity.
- It remains unclear whether licences will exclude defence or sensitive sectors such as aerospace or semiconductors, eligibility could widen if the rollout proves effective, and China's rare‑earth sector dominance preserves major leverage.
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China’s New Rare Earth and Magnet Restrictions Threaten U.S. Defense Supply Chains
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Exclusive: China issues first batch of streamlined rare earth export licences, source says
China has issued the first batch of new rare earth export licences that should accelerate shipments to certain customers, a source said on Tuesday, fulfilling a key outcome of the summit between Presidents Donald Trump and Xi Jinping.
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Total News Sources27
Leaning Left2Leaning Right3Center6Last UpdatedBias Distribution55% Center
Bias Distribution
- 55% of the sources are Center
55% Center
L 18%
C 55%
R 27%
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