In its May 23 edition, the Kölner Stadt-Anzeiger reported on the sharp decline in Chinese gallium and germanium exports, drawing on recent analyses provided by TRADIUM. The article focuses on the implications of China's export restrictions for European supply chains and the supply security of technology-driven industries.
The report quotes Christian Hell, Senior Manager for Germanium and Minor Metals at TRADIUM. He discusses the growing challenges facing buyers outside China and highlights the significance of the recent absence of deliveries to Germany. The article also examines China's dominant position in critical raw materials markets and the increasing importance of strategic stockpiling in Europe.
The article was also published online (paywall).
