MOFCOM Decision No. 70 suspends Decision No. 58's export controls on cells ≥300 Wh/kg, artificial graphite anode materials, and battery manufacturing equipment through November 10, 2026. It landed one day before enforcement to deliver the APEC Busan arrangement between Xi and Trump. The controls have never operated for a single day. The legal architecture is intact. No public extension signal as of June 8.
The pattern since October 2023: announce, suspend, expand regulatory scope during the pause. January 2026's Export Licensing Catalogue expansion and State Council Order No. 834 confirm it held through this window. Reinstatement probability tracks Q4 bilateral trade dynamics. That is editorial inference from the pattern, not sourced fact.