China has banned exports of gallium, germanium, and antimony to the U.S., citing national security. These materials are crucial for semiconductors, solar cells, and military tech. The ban follows new U.S. restrictions on China’s semiconductor industry and takes immediate effect, with stricter reviews on graphite exports.
- China’s Control: Dominates global production of gallium (98.8%) and germanium (59.2%), and accounts for 48% of antimony mining.
- Market Impact: Antimony prices in Europe soared 228% in 2024, hitting $39,000/ton.
- U.S.-China Rivalry: Comes as President-elect Trump prepares for office, promising tariffs on Chinese goods.
The ban underscores escalating economic tensions and global supply chain risks for critical materials.
