China’s REE General License Rollout: What Companies Are Seeing on the Ground 

Key Takeaways

• MOFCOM is operationalizing one-year general licenses to select leading suppliers.
• General licenses can improve processing speed and supply chain certainty, but they currently cover only a narrow share of export activity, with most exports continuing to rely on single-use licenses.
• Early access has favored suppliers with strong compliance records and downstream customers with predictable demand.