INSUBCONTINENT EXCLUSIVE:
China recently tightened export controls on critical metals, notably aluminum and gallium, impacting global markets and potentially
heightening geopolitical tensions.China leads the global production of these metals and introduced new licensing requirements for antimony
exports.This policy change has caused antimony prices to double since last year, now reaching $25,000 per ton
Gallium prices also surged by about 20% within a month, with current benchmarks at $525 per kilogram.These metals are essential for various
(Photo Internet reproduction)For example, antimony is not only used in flame retardants but also in solar cell technology and lead-acid
production, crucial for semiconductor manufacturing, underscores the strategic nature of these export controls
restrictions on semiconductor exports.In retaliation last year, Beijing limited exports of germanium, graphite, and other strategic metals,
demonstrating a reactive pattern in trade policies
These export restrictions have critical implications beyond economic impacts.Nations like the U.S
heavily rely on these imports, with the U.S
importing 63% of its antimony from China last year
This reliance makes the restrictions particularly impactful.Additionally, the global supply chain for these metals is fragile, affected by
disruptions in other producing nations like Russia and Myanmar
strategic leverage in geopolitical negotiations, especially amid rising technological and military tensions.These developments emphasize the
strategic importance of metals like antimony and gallium
They play pivotal roles not only in commercial industries but also in national security.As China signals potential further restrictions, the
global market faces challenges in diversifying sources and developing resilient supply chains.The stability of these supply chains is
crucial, given the critical role these metals play in technological and military advancements.Navigating these trade waters requires careful
