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China lifts ban on exports of gallium, germanium, and antimony to the United States.
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Release time：2025-11-14
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From August 2023 to September 2024, China imposed export restrictions on these three metals.
China has suspended its ban on exports of gallium, germanium, and antimony to the United States, though export controls on these metals remain in place, requiring shippers to obtain licenses from Beijing. According to Reuters, China had restricted exports of these three metals from August 2023 to September 2024. In December, however, China ramped up its response to Washington’s new restrictions on the chip industry by imposing a comprehensive, targeted ban specifically aimed at the U.S. The suspension of the ban marks the latest easing of China’s mineral export controls, following a recent meeting between U.S. President Donald Trump and Chinese President Xi Jinping in South Korea. The original export restrictions had left U.S. users grappling with shortages, prompting some importers to seek alternative routes—such as shipping through third countries—to secure access to these critical materials. These metals are essential for manufacturing semiconductors, fiber-optic cables, ammunition, and flame-retardant products.
According to news agencies citing China's Ministry of Commerce, the latest suspension of the ban will remain in effect until November 27, 2026. However, these metals still appear on China's export control list for dual-use items, meaning exporters will still need to apply for licenses for any overseas sales. The ministry emphasized, "The decision to suspend the ban does not reverse the earlier move to include these three metals on the dual-use items export control list."
Additionally, the ministry clarified that the export suspension does not affect the ban on exporting any dual-use items to the U.S. military—this measure was implemented concurrently with the metal export ban introduced in December 2024. Exporters will continue to face numerous restrictions when conducting transactions with customers identified as U.S. military end-users. Despite ongoing trade tensions, China still wields significant influence over the supply of these critical minerals, which are widely used across a range of industries—from consumer electronics to cutting-edge military technologies. Although gallium, germanium, and antimony are not classified as rare earth elements, they remain indispensable to global industries. According to a 2024 report released by the European Union, China accounts for 94% of the world’s gallium production, a key material used in integrated circuits, LEDs, and photovoltaic panels. China’s Ministry of Commerce announced the suspension of stricter review procedures for exporters of certain dual-use graphite products destined for the United States.
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