China has announced a ban on the export of gallium, germanium, and antimony to the United States, citing national security concerns. These minerals are crucial for semiconductors and military technologies, intensifying trade tensions between the two global superpowers.
The ban, effective immediately, strengthens existing restrictions and applies solely to the US. It comes just a day after Washington imposed tighter curbs on China’s semiconductor sector.
The Chinese Ministry of Commerce stated that:
These minerals are vital for various industries:
China dominates the global supply, producing 98.8% of refined gallium and 59.2% of refined germanium in 2024. It also accounted for 48% of mined antimony last year.
The export ban has already disrupted supply chains:
“Countries may now scramble to locate antimony deposits, leading to intensified exploration efforts globally,” said a European metals trader.
This move follows Washington’s latest crackdown, targeting 140 Chinese companies, including semiconductor giant Naura Technology Group.
Former US President Donald Trump, set to return to office in January 2025, has vowed to impose 10%-60% tariffs on Chinese goods, potentially worsening tensions.
Experts view the ban as retaliation against US semiconductor restrictions.
With this ban, China has underscored its dominance in the rare mineral market, highlighting its leverage in global tech and military supply chains amid escalating trade disputes with the US.
