China Lifts Export Restrictions on Critical Minerals to the U.S.

The measure, which will remain in effect until November 27, 2026, applies to gallium, germanium, and antimony, all critical components.

Quick overview

  • China has temporarily suspended export restrictions on gallium, germanium, and antimony, crucial for semiconductors and batteries.
  • This measure, effective until November 27, 2026, reinforces the trade truce between Xi Jinping and Donald Trump.
  • The suspension reverses previous curbs from December 2024 and is part of a broader trade-easing package.
  • Additional export controls on rare earth materials and superhard materials have also been lifted to stabilize U.S.-China relations.

The move covers gallium, germanium, and antimony—key inputs for semiconductors and batteries—as Beijing seeks to solidify the truce agreed upon by Xi Jinping and Donald Trump in South Korea.

Trade war between the United States and Chine is cooling up.
Trade war between the United States and Chine is cooling up.

China’s government announced on Monday a temporary suspension of export restrictions on strategic minerals bound for the United States, marking a new gesture of détente between the world’s two largest economies.

The measure, which will remain in effect until November 27, 2026, applies to gallium, germanium, and antimony, all critical components in the production of semiconductors and lithium batteries, according to an official statement from China’s Ministry of Commerce.

The suspension, which took immediate effect, reverses the curbs imposed in December 2024 and reinforces the trade truce reached between President Xi Jinping and U.S. President Donald Trump during their October 30 meeting in Busan, South Korea.

Last Friday, Beijing had also announced a one-year suspension of other export controls introduced on October 9, including expanded limits on rare earth materials and dual-use graphite, both vital for electric vehicles and energy storage systems.

In addition, China lifted restrictions on superhard materials such as industrial diamonds and carbides, used in manufacturing and drilling operations.

The broader trade-easing package is part of a bilateral agreement that includes tariff reductions and a one-year freeze on protectionist measures, aimed at stabilizing relations between the two economic superpowers.

ABOUT THE AUTHOR See More
Ignacio Teson
Economist and Financial Analyst
Ignacio Teson is an Economist and Financial Analyst. He has more than 7 years of experience in emerging markets. He worked as an analyst and market operator at brokerage firms in Argentina and Spain.

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