One year after China imposed export controls on gallium and germanium, the global market is still feeling the effects.
Gallium and germanium, vital for high-tech industries such as semiconductors and solar energy, have seen significant price increases—gallium by 25.76% and germanium by 26.77%. China's dominance in the production of these critical materials has intensified supply chain vulnerabilities, pushing Western countries, including Australia, to seek alternative sources.
Australia, though not historically a major producer, is exploring the potential to extract these metals from existing mining operations. With gallium and germanium identified as critical minerals, Australia is positioning itself as a key player in reducing the West's reliance on China. However, full independence will require long-term investments in extraction technologies, government support, and recycling innovations.
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