Germanium and Gallium: U.S. Trade and Chinese Export Controls

The global supply chain for germanium and gallium is expected to encounter significant changes with the Chinese government’s announcement of new export controls on these critical minerals, effective August 1, 2023. Germanium and gallium hold immense importance in various industries such as semiconductors, solar panels, and electric vehicles. The United States is heavily reliant on imports for both of these critical minerals, especially from China given its dominant role as a major producer and supplier of both products. This executive briefing explores the potential implications of China’s export controls on the United States