Topic: Gallium

China has announced a ban on the export of critical high-tech materials, including gallium, germanium, and antimony, to the United States. These minerals are essential for semiconductor manufacturing and high-frequency electronics. The move is seen as a direct retaliation for new Biden administration sanctions on Chinese chip-making capabilities and a preemptive strike ahead of Trump's proposed tariffs.

The UK has seen a 15% drop in electric vehicle (EV) sales as consumers continue to prefer petrol and diesel cars. Industry warnings from Mercedes-Benz and reports on copper supply shortages suggest the "energy transition" is facing significant hurdles. Additionally, China's export curbs on rare earth minerals like gallium and germanium are impacting the global semiconductor market.