# US presses China on rare earth shipments ahead of Nov. 10 deadline *Beijing has met roughly two-thirds of bilateral export pledges as frozen curbs on heavy rare earths and processing equipment near expiration.* **Published:** November 7, 2026 **By:** Mei-lin Guo **Section:** Energy & Critical Minerals — China **Format:** Policy Tracker **Confidence:** high **Source:** https://eastasiabrief.com/energy-minerals/us-presses-china-rare-earth-shipments-ahead-nov-10-1209 **Publisher:** East Asia Brief (https://eastasiabrief.com/) --- ## What to know - U.S. flags shortfall as China delivers roughly two-thirds of rare-earth export pledge - Beijing's 2025 export waiver expires Nov. 10 without a published ministerial extension - NDRC strategy mandates 10% cut in energy intensity by 2030 alongside mineral controls ![A technician in protective gear handles metal components at an automated manufacturing station inside an industrial facility. (AI-generated image)](https://eastasiabrief.com/media/2026-11-07-c29624b76a5c.webp) *A technician in protective gear handles metal components at an automated manufacturing station inside an industrial facility. (AI-generated image)* United States trade officials pressed Chinese Vice Premier He Lifeng on Nov. 6, 2026, to accelerate critical mineral shipments as Beijing fulfilled only about two-thirds of its bilateral rare-earth export commitments. The confrontation came three days before the scheduled Nov. 10 expiration of China's suspended export restrictions on heavy rare earths, processing technology and magnet manufacturing equipment. China's Ministry of Commerce originally announced the controls in October 2025 before freezing them under Announcement No. 70, leaving global buyers reliant on Chinese refiners that control over 90% of global permanent magnet capacity. The dispute stems from trade commitments struck in Busan in October 2025, where Chinese negotiators agreed to pause unilateral export licensing regimes in exchange for tariff reprieves. United States Trade Representative Jamieson Greer and Treasury Secretary Scott Bessent raised the delivery shortfall directly with He during a joint video conference, Greer's office said. American officials stated Beijing had delivered approximately two-thirds of its promised rare-earth volumes, creating spot shortages in heavy elements including yttrium, dysprosium and terbium. The underlying restrictions, published across Ministry of Commerce Announcements No. 55 through No. 58 and No. 61 through No. 62 on Oct. 9, 2025, introduced sweeping controls over medium and heavy rare earth elements. Those notices established an extraterritorial regulatory threshold that requires foreign manufacturers to obtain Chinese export approval if overseas components contain 0.1% or more of controlled Chinese materials. The ministry issued Announcement No. 70 on Nov. 7, 2025, suspending those October measures for exactly one year through Nov. 10, 2026. Although Washington and Beijing announced an extension of their broader economic ceasefire through Jan. 10, 2027, the Ministry of Commerce has not issued a formal decree amending the Nov. 10 expiry date. The regulatory uncertainty coincides with domestic measures in Beijing designed to formalize long-term state supervision over mineral consumption and processing. The National Development and Reform Commission, alongside the Ministry of Industry and Information Technology and the Ministry of Natural Resources, released Document No. 1424 [2026] on Nov. 4. The document, titled the Action Plan for Implementing the Comprehensive Resource Conservation Strategy, was originally formulated on Sept. 29, 2026, before its formal gazetting this week. The strategy establishes binding conservation mandates through 2030, targeting a 10% reduction in energy consumption per unit of gross domestic product compared with 2025 levels. The plan also mandates a 10% cut in water intensity per unit of economic output and targets annual circular recycling of 510 million metric tons of major renewable resources. The inter-agency plan codifies whole-chain quotas across mining, smelting, transport and fabrication, integrating critical minerals directly into national security planning. The structural pivot toward resource conservation allows Chinese authorities to restrict domestic mineral quotas under statutory environmental mandates rather than temporary trade measures. The regulatory divergence directly alters operational planning for high-performance magnet manufacturers in both domestic and international markets. Domestic magnet producer JL MAG Rare-Earth Co., Ltd. operates 40,000 metric tons of annual sintered neodymium-iron-boron capacity across production bases in Ganzhou, Baotou and Ningbo. JL MAG broke ground on a 1.05 billion yuan ($146 million) Phase III expansion in Baotou, designed to expand its total magnet capacity to 60,000 metric tons per year by 2027. Domestic processors operate within Chinese territory, granting them uninterrupted access to upstream oxide allocations and shielding their factories from export licensing delays. Foreign permanent magnet producers face a different procurement landscape as administrative waivers near their statutory limits. Japan's Shin-Etsu Chemical Co., Ltd. holds an estimated 18% to 20% share of the global market for high-performance rare earth permanent magnets. Shin-Etsu operates an integrated refining and magnet fabrication facility in Hai Phong, Vietnam, with an annual capacity of roughly 2,000 metric tons. The Vietnam plant relies on separated rare earth intermediate feedstock, leaving its input pipeline exposed to Chinese port-level customs reviews if export waivers lapse. Heavy rare earth inputs remain difficult to substitute, with yttrium utilized in aerospace coatings and dysprosium required for thermal resistance in electric vehicle traction motors. The Ministry of Commerce has not published an administrative notice extending the Nov. 10 suspension deadline to match the January 2027 diplomatic truce, and Beijing has not issued a standalone statute titled 2030 Resource Security Plan outside the multi-agency conservation strategy. The statutory suspension under Announcement No. 70 expires Nov. 10, 2026, while the broader bilateral trade truce agreed in Busan runs through Jan. 10, 2027. ## Impact map | Event | Korea | China | Japan | Global impact | | --- | --- | --- | --- | --- | | rare earth waiver expiry | auto and electronics manufacturers face magnet input volatility if Chinese customs inspections tighten | JL MAG maintains feedstock priority for 40,000-ton magnet lines under domestic conservation quotas | Shin-Etsu Chemical faces intermediate supply risks for its 2,000-ton magnet plant in Vietnam | electric vehicle and aerospace supply chains face procurement friction as export truce lacks published administrative order | ## In this story - **Companies:** JL MAG Rare-Earth, Shin-Etsu Chemical - **Tickers:** 300748.SZ, 4063.T - **Policy:** Export Controls - **Impact:** Supply Chain, Compliance ## Primary sources 1. ggj.gov.cn 2. ndrc.gov.cn 3. mofcom.gov.cn 4. ustr.gov 5. yna.co.kr --- Cite as: East Asia Brief, "US presses China on rare earth shipments ahead of Nov. 10 deadline," November 7, 2026. https://eastasiabrief.com/energy-minerals/us-presses-china-rare-earth-shipments-ahead-nov-10-1209