Data from the General Administration of Customs of China (GACC) indicates that the export control measures implemented by Beijing on gallium and germanium have reduced China's overall exports of the two minerals, with a stark divergence among importing nations. Exports to the U.S. experienced an initial hit in 2024 before a subsequent rebound this year. Other destinations, notably South Korea, became significant "collateral damage." In stark contrast, Japan registered a sustained increase in imports, underscoring the intricate dynamics of trade.

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Critical MineralsTrade DataExport ControlsSemiconductors