In an article published on March 21, 2026, Rare Earth Exchange analyses recent export data on gallium and germanium provided by TRADIUM, placing it in a broader geopolitical context. The report highlights China's increasing control over global raw material flows: while Japan has recently been largely cut off from shipments, exports are being directed more selectively toward specific countries-including, at times, Germany.
The analysis underscores that access to critical materials is determined less by physical availability than by export controls and political priorities.
