China Export Controls: Gallium and Germanium as Geopolitical Weapons

China Export Controls: Gallium and Germanium as Geopolitical Weapons

How China export controls reshaped global supply chains China’s gallium and germanium export controls have become a defining case study in supply chain weaponisation. In August 2023, global exports of both metals from China collapsed to near zero almost overnight. China is the world’s dominant producer of both. Market forces did not cause this collapse […]