On 9 November 2026 both sides of the US–China trade truce put the same new deadline into law: 10 January 2027. Without those steps, controls that matter to chip, robot, drone and EV supply chains could have come back into force this week.
The US side: the Affiliates Rule stays suspended
The US Bureau of Industry and Security (BIS) published a final rule in the Federal Register on 9 November. It extends the suspension of the "Affiliates Rule" to 10 January 2027; the suspension had been due to end on 9 November. The rule was first released on 5 November.
The Affiliates Rule was issued in September 2025. It extends Entity List, Military End-User List and some sanctions-based licence requirements to any foreign company that is 50% or more owned, directly or indirectly, by one or more listed parties. It was suspended for a year as part of the October 2025 truce. BIS says it has not considered the public comments on the rule, which will feed into future rulemaking. The rule is paused, not withdrawn.
Squire Patton Boggs points out that the new date falls a week after the new Congress convenes with Democratic majorities in both chambers. The firm expects proposals to codify the 50% rule, such as the STOP Shells Act, to be refiled.
The Chinese side: rare earth controls stay on hold
The same day, China's Ministry of Commerce (MOFCOM) and the General Administration of Customs issued Announcement No. 58 of 2026. It keeps six October 2025 export-control measures suspended from 11 November 2026 to 10 January 2027. According to China Sourcing Post, those measures cover:
- superhard materials;
- rare earth production equipment and inputs;
- five medium and heavy rare earths;
- lithium batteries and artificial graphite anode materials;
- rare earth items made outside China;
- rare earth technologies.
MOFCOM also kept its measures against 16 US entities on its export control list, and 11 on its unreliable entity list, suspended for two more months. However, the April 2025 controls on seven medium and heavy rare earths are not covered by the suspension and remain in force.
Why it matters financially
The sources give no monetary estimates. Even so, these two measures reach deep into supply chains. The Affiliates Rule could make every subsidiary of a listed Chinese company subject to licensing. China's suspended controls cover the rare earths, magnet materials and batteries used in robot actuators, drone motors and EVs. The extension lasts two months, not a year, so exporters and buyers still need ownership screening and contract terms that cover what happens if the controls return after 10 January.