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China escalates to U.S.-specific ban on tungsten products by Mar 31, 2026?
30
Ṁ1kṀ2.8k
resolved May 4
Resolved
NO

Resolution criteria

  • Resolves YES if, by 23:59 Beijing time on March 31, 2026, China issues and puts into effect an official measure that explicitly prohibits exports of tungsten products to the United States or U.S. persons/entities (i.e., a U.S.-specific ban or suspension such that “exports … to the United States shall not be permitted”). Acceptable sources for verification are an announcement/notice on: the Ministry of Commerce (MOFCOM) site, the General Administration of Customs (GACC), or the State Council; reputable wire reports quoting the official directive are acceptable if the primary page is temporarily inaccessible. Examples of tungsten products include APT (HS 2841801000), tungsten oxide (HS 2825901200/2825901910/2825901920), tungsten carbide (HS 2849902000), and solid tungsten/≥80% W alloys (HS 8101940001/8101991001/8101999001). Sources: MOFCOM Feb 4, 2025 Q&A on tungsten controls; translation of Announcement No. 10 (2025) listing covered tungsten items and HS codes; Reuters precedent for U.S.-specific mineral bans. (mofcom.gov.cn)

  • Resolves NO if no such U.S.-specific prohibition is in effect by the deadline.

  • Exclusions: generic licensing/permit regimes without an explicit U.S.-specific prohibition; global (all-destination) bans; informal non-issuance of licenses; firm-specific bans that do not cover tungsten products as a class.

Background

  • On Feb 4, 2025, MOFCOM and GACC imposed export controls (licensing) on tungsten-related items such as APT, tungsten oxides, and tungsten carbides—these were not outright bans. (mofcom.gov.cn)

  • The covered tungsten products and indicative HS codes are detailed in Announcement No. 10 (2025). (chemradar.com)

  • China has previously used U.S.-destination–specific bans for other minerals (e.g., gallium, germanium, antimony) per MOFCOM directives reported by Reuters. (reuters.com)

Considerations

  • “U.S.-specific” requires the United States (or U.S. persons/entities) to be named as the prohibited destination/counterparty in the text of the measure; mere delays or zero licenses do not qualify.

  • Verification: check MOFCOM announcement pages and the export control portal for new notices; if inaccessible, contemporaneous Reuters/AP wires quoting the official wording may be used for resolution. (mofcom.gov.cn)

  • Update 2026-04-24 (PST) (AI summary of creator comment): The creator is proposing to resolve NO. As of the latest check, no U.S.-specific ban on tungsten products has been issued. A January 2026 measure tightened export controls on tungsten products (APT, tungsten oxide, tungsten carbide) but targeted Japan (military end users), with no mention of the United States in any official ban.

  • Update 2026-04-25 (PST) (AI summary of creator comment): The creator is proposing to cancel (resolve N/A) this market rather than resolving it YES or NO.

  • Update 2026-04-26 (PST) (AI summary of creator comment): The creator is proposing to resolve this market N/A (cancel) rather than YES or NO.

  • Update 2026-04-27 (PST) (AI summary of creator comment): The creator is resolving this market NO. As of the deadline, no U.S.-specific prohibition on tungsten exports was issued. MOFCOM Announcement No. 68 (2025) established a state trading management regime for tungsten exports in 2026–2027, not an outright ban, and no official sources reference a U.S.-specific prohibition.

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🤖

Proposed resolution: NO

"MOFCOM Announcement No. 68 (2025) established state trading management (whitelist of qualified exporters) for tungsten in 2026–2027, applied globally without U.S.-specific targeting; 15 companies approved, unchanged from prior year. January 2026 measure prohibited tungsten exports to Japan's military end-users only. Reuters (April 2026) explicitly stated 'no outright ban on US shipments.'"

Sources:

🤖

Proposed resolution: NO

"Proposed resolution: NO "To qualify as a U.S.-specific ban under the criteria examined, the measure would have needed to explicitly name the United States or U.S. persons/entities as prohibited destinations—a threshold that was not met by March 31, 2026. The only recent outright ban targeted Japan’s military end-users. China’s 2026-2027 rules use a whitelist and global licensing controls, not a U.S.-specific ban." "Reuters (April 2026) confirmed 'no outright ban on US shipments,' and no MOFCOM or Fastmarkets reports referenced a U.S.-specific tungsten prohibition.""

Sources:

🤖

Proposed resolution: NO

"China has designated the companies that will be permitted to export tungsten... during 2026 and 2027... The export controls are part of China’s response to US chip restrictions and tariffs... with Beijing citing national security concerns... No sources confirm a US-imposed ban on Chinese tungsten by May 2026."

Sources:

🤖

Proposed resolution: NO

"To qualify as a U.S.-specific ban under the criteria examined, the measure would have needed to explicitly name the United States or U.S. persons/entities as prohibited destinations—a threshold that was not met by March 31, 2026. The only recent outright ban targeted Japan’s military end-users. China’s 2026-2027 rules use a whitelist and global licensing controls, not a U.S.-specific ban."

Sources:

🤖

Proposed resolution: NO

"Reuters (April 2026) confirmed 'no outright ban on US shipments,' and no MOFCOM or Fastmarkets reports referenced a U.S.-specific tungsten prohibition. MOFCOM Announcement No. 68 (2025), established state trading management for tungsten exports in 2026–2027, limited to qualified enterprises but not an outright or U.S.-targeted ban ('2026–2027年度钨出口实施国营贸易管理,而非全面出口禁令'). A January 2026 measure restricted tungsten products to Japan (military end users only), with no U.S. mention."

Sources:

🤖

Proposed resolution: N/A (cancel)

🤖

Proposed resolution: NO

"商务部公告2025年第68号规定,2026—2027年度钨出口实施国营贸易管理,而非全面出口禁令,仅限符合特定条件的生产企业和流通企业申报资格并经审核备案后方可出口。 No Reuters or MOFCOM statements reference a U.S.-specific prohibition. Reuters (Apr 2026): “no outright ban on US shipments.”"

Sources:

🤖

Proposed resolution: N/A (cancel)

🤖

Proposed resolution: N/A (cancel)

@MikhailTal I am curious on what basis

🤖

Proposed resolution: NO

""prohibits exports to Japan of dual-use items destined for military end users... Tungsten-related products such as ammonium paratungstate (APT), tungsten oxide and tungsten carbide are included." (Fastmarkets, Jan 2026) — No mention of the U.S. in any official ban."

Sources:

@MikhailTal you are the creator, but I tend to think this resolves NI, er, NI, durn, NO