🇨🇳 China

As of 2026-11-12

War & Conflict

Ceasefire / tensionChina-Taiwan
Beijing has announced no major exercise, but military activity around Taiwan has risen. Taiwan National Security Council Secretary-General Joseph Wu said in early November that more than 100 Chinese navy and coast guard…

US and China trade chiefs hold call ahead of Shenzhen APEC (Nov. 18-19); Washington presses on rare earth and farm commitments
Treasury Secretary Scott Bessent and US Trade Representative Jamieson Greer held a video call with Vice Premier He Lifeng, urging China to fully implement past commitments on rare earth exports and purchases of US farm goods; He voiced 'serious concern' over recent US restrictions on China. On Nov. 9 Beijing extended by two months, to Jan. 10, 2027, its pause on expanded rare earth controls and on a 24% retaliatory tariff. Trump is expected to meet Xi on the sidelines of the Nov. 18-19 APEC summit in Shenzhen, their third in-person meeting this year, and Bessent was reported to be skipping the APEC finance ministers' meeting in Hong Kong to meet He in Shenzhen. Analysts are cautious about deliverables given uncertainty in US China policy after the midterms.
Sources: scmp.com ustr.gov

Shanghai Composite up 0.46% to 3,680.64; Hang Seng falls about 1%
[Wed 11/11 close] The Shanghai Composite rose 16.92 points, led by electronic components and telecom equipment, and the Shenzhen Composite gained 1.32%. The Hang Seng fell about 241 points (0.93-0.98% by different tallies) to around 24,315 on weakness in tech and EV shares.
Sources: ad-hoc-news.de thestandard.com.hk

China extends pause on expanded rare earth export controls by two months to Jan. 10, 2027
China's Commerce Ministry said in a brief statement on Monday, Nov. 9, that the suspension of its expanded October 2025 rare earth export controls, due to expire on Nov. 10, would be extended by two months to Jan. 10, 2027. The move is part of a broader extension of suspended trade countermeasures and tariffs as Beijing negotiates a lasting trade deal with Washington. Some reports say the pause on lithium-ion battery and graphite anode controls was also extended. The April 2025 licensing regime for seven medium and heavy rare earths remains in place. President Trump is due to meet Xi Jinping at the APEC summit in Shenzhen later this month.
Sources: business-standard.com theprint.in
China's October rare earth exports rise 1% to 4,386 tonnes; January-October down 8.7%
China exported 4,386.0 tonnes of rare earths in October, up 1% from a year earlier, but January-October shipments fell 8.7% to 48,097.2 tonnes, according to Shanghai Metals Market. CSIS says exports to the United States remain well below pre-restriction levels. The pause on the expanded controls now runs to Jan. 10, 2027, but the licensing regime introduced in April 2025 remains, and analysts describe the move as a pause in escalation rather than a reversal. Chipmakers have reported difficulty sourcing controlled minerals such as scandium.
Sources: news.metal.com csis.org

Tension🇺🇸 United States → 🇨🇳 China
US presses rare earth and farm commitments before Shenzhen APEC
Bessent and Greer urged He Lifeng to honour rare earth and farm-purchase commitments, while He voiced concern over US curbs. Trump and Xi are expected to meet at APEC in Shenzhen on Nov. 18-19.
Tension🇨🇳 China → 🇵🇭 Philippines
China-Philippines South China Sea tension
Manila accused Chinese military and coast guard units in early October of harassing government aircraft and vessels near Scarborough Shoal and the Spratlys. Chinese vessels in Philippine-claimed waters nearly doubled to 101 in September.
Tension🇨🇳 China → 🇹🇼 Taiwan
Carrier-led 'area denial' drills in Western Pacific
Taiwan's defence minister said on Nov. 10 that China was running carrier-led area denial drills in the Western Pacific, ahead of the APEC summit and Taiwan's local elections.