According to reports, the recently announced ban will block all direct shipments of gallium, germanium and antimony compounds to the US, citing their potential military use. 24 Channels with reference Reuters. Although current restrictions on these materials have been in place since last year, the updated measures significantly tighten export controls.

Additionally, exports of graphite, another dual-use material, will also be subject to stricter surveillance to monitor its end use. The Ministry of Commerce emphasized that “in principle, the export of gallium, germanium, antimony and superhard materials to the United States will not be allowed.”

The critical role of these minerals

• Galius and Germanius: Both materials are vital in semiconductor manufacturing, and germanium is also used in night vision devices, fiber optic cables, and solar panels.
• Trumpet: Required for the production of liquid crystal displays, soldering and other applications, including potential military use.

China has a dominant position in the world supply of these materials. In 2023, the country accounted for 98.8% of the world’s purified gallium and 59.2% of purified germanium. Antimony production was no less important: last year China accounted for 48% of world production.

What could be the consequences of the ban?

Exports of germanium and gallium from China to the US had already stopped earlier this year following previous restrictions. In 2022, the United States was the fourth and fifth largest market for these materials, respectively. Latest data points to a sharp decline in Chinese antimony exports, which have fallen by 97% since September. The impact on the market was significant: antimony prices have tripled since the beginning of 2024.

The ban is expected to disrupt U.S. industries that depend on these materials, including the semiconductor and electronics industries. The move could force countries to increase domestic production or seek alternative suppliers to cushion the shock of supply chain disruptions.