Forecast 2026
Member Exclusive
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.
