Following the recent trade talks between China and the US on the
sidelines of the APEC summit in South Korea, China has agreed to
suspend its earlier proposed export restrictions on key sectors
– rare earth production and materials, lithium-batteries and
related supply chain – in return for similar easing of trade
restrictions from the US. This brings a short reprieve for
worldwide manufacturing that was awaiting a deal between the
world's two largest economies, but is far from the long-term
solution craved many industries.
Suspension of battery related export control measures
On 7 November 2025, the Ministry of Commerce (MOFCOM) and the
General Administration of Customs (Customs) jointly issued Decision
No. 70 (2025)1 (the Suspension
Decision), which suspends, amongst others, the
implementation of Decision No. 58 (2025) 2 —
Decision to Implement Export Controls on Lithium-Ion Batteries
(including Cells and Packs), Artificial Graphite Anode Materials,
and