US Business Faces
Huge Delays in Permission for Doing Business with China
[ABS News Service/12.08.2026]
US companies are
facing lengthy and increasingly unpredictable waits for permission to export controlled
products to China, costing some businesses hundreds of millions or even
billions of dollars, according to a new industry survey.
The US-China
Business Council survey found that 95 percent of respondents identified long review
times as a major challenge. Seventy-one percent said they had experienced
delays obtaining licenses for products bound for Chinese customers.
Two-thirds
reported applications pending for at least three months, while 31 percent said
some licenses had remained unresolved for one to two years. Before the second
Trump Administration, 56 percent said comparable applications were typically
reviewed within one to three months.
The findings
suggest that the delays may be weakening US suppliers without necessarily preventing
China from obtaining comparable goods. Eighty-two percent of companies with
pending applications said Chinese customers could source substitute products
from Chinese or other international suppliers.
Nearly
three-quarters said licensing delays had caused sales to shift to Chinese
competitors. Fifty-five percent reported losing business to international
rivals, and 64 percent said they had surrendered market share in China.
Substantial
Cost
More than
one-third of respondents estimated that delayed decisions had cost their
companies at least tens of millions of dollars. Several reported losses
reaching hundreds of millions or billions of dollars, according to the council.
The USCBC, which
represents US companies doing business with China, said the lost revenue could
reduce the money available for research, development and international
expansion – potentially undermining the technological and economic advantages
the controls are intended to protect.
The survey also
points to a sharp deterioration in confidence in the licensing system. Only 30
percent of respondents believed the Commerce Department’s Bureau of Industry
and Security followed its established procedures and timelines to a moderate or
great extent. The figure was 47 percent for other agencies involved in export
reviews.
Citing BIS
reports to Congress, the council said the bureau’s average license-processing
time rose from 38 days in 2023 to 62 days in 2025, while the number of
applications processed declined by nearly 20 percent. Federal regulations set
out the procedures and timelines governing export-license reviews, although
individual cases can require additional interagency or intelligence checks.
Companies cited
poor communication from licensing officers, unclear interpretations of regulations
and growing reliance on nonstandard measures such as “is informed” letters,
which can impose licensing requirements on particular transactions. Some
respondents said they could not reach licensing officials by telephone or
obtain clarity about the reach of the Foreign Direct Product Rule.
The report also
highlights concern about the suspended Affiliates Rule, which would extend restrictions
to businesses at least 50 percent owned by entities on the Entity List or
Military End-User List. Eighty-five percent of respondents said reinstating the
rule would have a moderate or severe effect on their operations.
Industry-government
engagement has also declined, according to the survey. Half of respondents identified
the lack of Technical Advisory Committee meetings as a procedural problem,
while 45 percent cited limited outreach from the Commerce Department.
Thirty-five percent reported delays involving deemed-export licenses, which are
required for certain transfers of controlled technology or source code to
foreign nationals in the United States.
The survey was
conducted in July and drew responses from 31 companies, primarily in technology,
manufacturing, energy and healthcare. Some questions had only 20 to 29
responses. The small, industry-based sample means the findings should be viewed
as a snapshot of affected businesses rather than a representative measure of
all US exporters.
The report did
not include a response from the Commerce Department or independently assess the
national-security considerations behind individual licensing decisions.
Still, the
results add to pressure on Washington to make export controls more predictable
and better coordinated with allies. The council argues that restrictions offer
little strategic benefit when Chinese customers can readily obtain comparable
products elsewhere – and may instead accelerate their shift away from US
suppliers.