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| China Gallium Germanium Antimony |
Trade Tensions Ease with Export Ban Suspension
China has suspended its export ban on gallium, germanium, and antimony to the US for about one year. This decision eases bilateral trade tensions. The move follows US export controls on high-bandwidth memory chips. As a result, US industries dependent on these critical minerals gain temporary supply relief. Meanwhile, the suspension affects semiconductor, defense, and advanced technology sectors.
Strategic Importance of Gallium, Germanium, and Antimony
Gallium and germanium are essential for semiconductors, radar, infrared technology, and fiber optics. Antimony plays a crucial role in flame retardants and military applications. Therefore, these minerals are critical to national security and high-tech industries. China controls the majority of global production: 99% for gallium, 60% for germanium, and nearly 50% for antimony.
Market Implications and Supply Chain Risks
The suspension may reduce US supply shortages but does not eliminate strategic vulnerability. As a result, companies may accelerate diversification efforts and domestic sourcing. Meanwhile, global prices could stabilize temporarily, yet dependence on Chinese supply remains significant. The decision highlights ongoing geopolitical influence over rare and critical metals.
ScrapInsight Commentary
China’s suspension temporarily eases US supply constraints for gallium, germanium, and antimony. Strategic metals markets may see short-term price stability. However, long-term supply security and diversification remain key for industrial resilience.
