Niche metal squeeze tests West against China export curbs
Three years after China curbed exports of gallium and germanium, the West is still dealing with price pain and waiting for its own production to offset supply constraints, with the report noting chipmaking, clean energy and defence impacts.
Three years after China restricted exports of two niche metals used in chipmaking, clean energy and defence, the West is still feeling the price pressure and waiting for domestic output to provide relief. The export curbs on gallium and germanium have squeezed supply and kept prices elevated, according to the article.