Like I said, if this is true, it's a mistake, because it'll encourage stockpiling, and the next time China tries to pull this trigger, it won't be as effective. So far there's no news of any concession by Trump except a vague post on Truth Social welcoming Chinese students to study in the U.S.
This is a test of reading comprehension: export licence to a Chinese company that supplies, among other customers, US automakers does not say anything about US automakers being approved to buy.
The problem to date hasn't been export licenses for Chinese exporters, the problem has been processing purchase applications filed by foreign companies.
And US automakers has never been banned from buying, they just need to provide China with unlimited access to their systems for sanction compliance monitoring, something European auto suppliers who's been approved already agreed to, although not without complaints.
Stockpiling is also a non-starter, tracing requirements by definition mean the buyer has to indicate which product from which batch the materials will end up, warehouse storage for future uncontrolled use does not comply with requirements.
