Japan's Raw Material Supply Under Mounting Pressure
Chinese export controls are noticeably reshaping global material flows. Japanese industrial companies must reposition themselves in an increasingly tight market. The supply of critical raw materials remains strained, not only in Europe and the United States. Japan in particular is now feeling the effects of geopolitical conflicts and trade restrictions. Which materials are affected, how [...]
China's Rare Earth Exports Diverge: Dysprosium Rebounds, Terbium Nearly Dries Up
The Chinese authorities' trade data for March 2026 shows a contrary trend.
China Continues to Supply Gallium and Germanium to Only a Handful of Buyers
Current trade data from China indicates a noticeable change in the supply of the strategically important metals gallium and germanium.
Destination Countries for Chinese Gallium and Germanium Are Shifting
The latest trade data from China indicate a noticeable change in the supply of the strategically important metals gallium and germanium.
Start of the Year: Sharp Drop in Dysprosium and Terbium Exports
The Chinese authorities' trade data for January and February 2026 show a trend: exported volumes are declining significantly.
Significant year-on-year decline: China's germanium exports
Geopolitical tensions and the strict export controls imposed by the world's leading producer of gallium and germanium, China, continue to cause market volatility.
Dysprosium and terbium: export restrictions change sales markets and volumes
The latest export data from China shows how differently individual rare earths are affected by the existing export restrictions.
China extends export controls for dual-use goods to Japan
New regulations from Beijing affect one of the most important customer countries for critical raw materials. This is further increasing uncertainty in the already tense markets.
Opposing Trends in China's Exports of Gallium and Germanium
Exports of the two technology metals are not developing in parallel: exports of gallium from China are falling significantly, while more germanium has once again left the country.
Export of Dysprosium and Terbium: Significantly Lower Quantities Leave China
Exports of dysprosium and terbium rose significantly in November compared to the previous month, while exports of rare earth magnets increased slightly.