# China's rare earth truce expires November 10 with no renewal

> China's rare earth export controls lapse November 10 with no renewal signal.
- Title: China's rare earth truce expires November 10 with no renewal
- Summary: China's rare earth export controls lapse November 10 with no renewal signal. China's rare earth export suspension expires November 10 with no renewal in…
- Keywords: china, rare earths, ministry of commerce, export controls, november 10, supply chain disruption, ai models, magnets, dysprosium, yttrium, startups, business
- Source: Startup Fortune — https://startupfortune.com/chinas-rare-earth-truce-runs-out-on-november-10-with-no-renewal-in-sight
- Published: 2026-10-20T17:33:41+00:00
- Read time: 1 min
- Topics: china, rare earths, ministry of commerce, export controls, november 10, supply chain disruption, ai models, magnets, dysprosium, yttrium, startups, business
## China's rare earth export suspension
China's rare earth export suspension lapses November 10 with no renewal signal.
## Trade truce extension details
Washington and Beijing extended the trade truce to january 10, 2027, after trump and xi talks.
## Rare earth export controls scope
The controls added five rare earth elements including erbium, holmium, and europium to china's licensing regime.
## Global rare earth supply dominance
China mines 69% of the world's rare earth supply and processes 90% of it.
## Export data trends
Rare earth exports fell 9.6% year-on-year for january through september, with september alone up 6.7%.
## Magnet shipment declines
Rear earth magnet shipments fell 6.1% in september to 5,774 tonnes from a seven-month high.
## US magnet exports drop
Shipments to the united states fell 28.7% in september compared with august.
## Vietnam magnet exports rise
Exports to vietnam jumped 57.5% over the same period as us shipments declined.
## China's export control strategy
China grants general licenses for europe but maintains strict scrutiny for defense and sensitive technology.
## Key takeaway

China's rare earth export suspension expires November 10 with no renewal in sight, risking supply chain disruptions for chipmakers and automakers.