Aegean Intelligence Group
THE AEGEAN REGISTER / AIG-MIN-26-004AIG-MIN-26-004 · PUBLIC RELEASE · 2026
ReportAIG-MIN-26-004Mining & ManufacturingCreated 2026-09-11Updated 2026-09-11Standard: AEGEAN-OS v1.3
Research / Mining & Manufacturing / AIG-MIN-26-004
MINING & MANUFACTURING · PUBLISHABLE MARKET RESEARCH · CURRENT

Forty-Seven Days to November 10

What a rollover would and would not fix for rare-earth licensing

The licensing regime has two separable layers: the suspended October 2025 controls and the still-operative April 2025 base layer.

THE DOCUMENT
NumberAIG-MIN-26-004
FormerlyPMR-2026-0911-GLOBAL-001
Issued2026-09-11
Pages24
DistributionPublic release
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HOW TO CITE

Aegean Intelligence Group, “Forty-Seven Days to November 10,” AIG-MIN-26-004, The Aegean Register, 11 September 2026.

Forty-Seven Days to November 10 cover
Cover
FORWARD CLAIMS · DATED TO PUBLICATION · SCORED ON THE SCORECARD →
IDStatementpMade onResolves byStatusOutcome
CLM-2026-262MOFCOM or the White House announces, on or before 10 October 2026, an extension beyond 10 November 2026 of the suspension of MOFCOM and GACC Announcements 55, 56, 57 and 58 of 2025 and MOFCOM Announcements 61 and 62 of 2025.0.252026-09-112026-10-10Locked
CLM-2026-263MOFCOM and GACC Announcement No. 18 of 2025 has not been suspended, repealed or superseded as of 10 November 2026.0.922026-09-112026-11-10Locked

A claim is entered in the brief's own words and carries its publication date and the day it entered the ledger: the register's briefs on 8 September 2026, when the standard was first applied; the forward benchmark on the day it was locked. It resolves only against a dated public source. The scoring rule is on the Methodology page.

THE CENTRAL JUDGMENT
KEY JUDGMENTS
Bottom line

The licensing regime has two separable layers: the suspended October 2025 controls and the still-operative April 2025 base layer.

01The November deadline concerns the suspended October layer, not the whole licensing regime.ASSESSMENT
02License throughput, not formal scope, is the operating variable for buyers.ASSESSMENT
03A rollover can reduce tail risk without removing the April 2025 base controls.ASSESSMENT
SOURCES AND LIMITS

The complete source registry, limits, methodology and binding forecast definitions are preserved in the downloadable report. Each forecast is locked before publication to a named public resolution source.

24 PAGES2 FORWARD CLAIMSTIMELINESS: CURRENT

The evidence tiers, confidence bands, forward-claim rule and corrections record are public on the Methodology page.

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