Deadline · November 2026
What the November 2026 US–China deadline changes
The trade truce agreed in late 2025 suspended a set of measures on both sides until November 10, 2026. In September 2026 both governments said it would be extended to January 10, 2027. As of October 14, 2026, neither has published the legal notices that would move the dates, so the old dates are still the ones written in law. This page lists what is tied to them and what is not.
Where the extension stands
- China: on September 28, 2026, the Ministry of Commerce wrote that both sides agreed to extend the Kuala Lumpur arrangement to January 10, 2027 (MOFCOM, in Chinese). Its own suspension notice, Announcement No. 70 of 2025, still reads November 10, 2026, and no amending announcement had appeared on MOFCOM's list by October 14.
- United States: the extension was announced by the Treasury Secretary in remarks reported on September 23–24, 2026. We found no executive order, USTR notice or Treasury release implementing it, and the White House fact sheet of September 25 on the state visit does not mention it. The current tariff schedule still shows the suspended maritime duties starting November 10, 2026.
So either government could publish the notices in the coming weeks, or the old dates could take effect. A buyer should plan for both until one of them happens.
Tied to the November dates
| Measure | Legal date today | What happens if it is not moved |
|---|---|---|
| 178 US Section 301 exclusions (164 products, 14 types of solar-manufacturing equipment) | 11:59 p.m. EDT, November 9, 2026 (90 FR 55232) | Those products pay the Section 301 duty again |
| US Section 301 duties on Chinese ship-to-shore cranes and intermodal chassis (maritime action) | Suspended until November 9; the tariff schedule shows +100% from November 10, 2026 | The duties start |
| US "affiliates rule" extending export controls to companies 50% owned by listed entities | Suspended for one year from November 10, 2025 (White House fact sheet, November 1, 2025) | US exporters screen affiliates of listed Chinese companies |
| China's October 2025 export-control package: five more rare earths, rare-earth equipment and technology, high-energy lithium batteries and anode materials, superhard materials, and the extraterritorial rule | November 10, 2026 (MOFCOM Announcement No. 70 of 2025) | Licenses needed for those items, and for some foreign re-exports |
| China's US-only presumption of denial for gallium, germanium, antimony and superhard materials | November 27, 2026 (MOFCOM Announcement No. 72 of 2025) | US-bound licenses for those items presumed denied again |
The detail of each Chinese measure, with its announcement number, is on China's export controls on rare earths and battery materials.
Not tied to November: unchanged either way
- The original Section 301 duties on China (Lists 1 to 4A) and the 2024 increases, including 25% on lithium-ion batteries, natural graphite and permanent magnets.
- The 12.5% Section 301 forced-labor duty on products of China, in force since July 24, 2026, which has no exclusion process.
- Section 232 duties, such as the 25% on passenger-vehicle parts.
- China's licensing of seven medium and heavy rare earths (Announcement No. 18 of 2025) and of tungsten, tellurium, bismuth, molybdenum and indium (Announcement No. 10 of 2025), and its general licensing of gallium, germanium, antimony and graphite.
- China's battery export-rebate cut (to 6% for 2026) and its abolition on January 1, 2027.
One part of the 2025 truce is already moot: the US "fentanyl" and "reciprocal" tariffs it reduced were imposed under IEEPA, which the Supreme Court held on February 20, 2026 does not authorize tariffs. They have not been collected since February 24, 2026.
What a buyer can do before November 9
- Check your HTS lines against the 178 exclusions (headings 9903.88.69 and 9903.88.70). If you rely on one, price your November entries without it until an extension is published. Detail: Section 301 exclusions expiring November 9.
- Ask Chinese suppliers of rare-earth magnets, high-energy cells and anode material whether they hold, or have applied for, a license that would cover your orders if the suspension ends. A general license can cover repeated exports for up to three years.
- Check where your goods land: entries after 11:59 p.m. EDT on November 9 are the ones that carry the risk, so shipments arriving that week may be worth timing.
- Watch two lists: USTR's press releases and MOFCOM's announcement list. The notices, not the statements, decide what is collected at the border.
Every date on this page is also on the trade-rule calendar. For what a lithium-ion battery from China pays today, see tariffs on lithium-ion batteries from China.
Sources: MOFCOM statement of September 28, 2026 and Announcements No. 70 and No. 72 of 2025; 90 FR 55232; USITC HTS 2026 Revision 21, headings 9903.88.69, 9903.88.70, 9903.91.12 and 9903.91.14; White House fact sheets of November 1, 2025 and September 25, 2026. US remarks on the extension are from news reports, not an official notice. This is general information, not legal or customs advice.
Last checked 2026-10-14