Zero gallium shipments cleared Chinese customs in May, while germanium exports remained sharply reduced, according to the latest customs data. Both metals are crucial to a range of high-tech industries, including semiconductor manufacturing, fiber optics, and infrared optics. China is the world’s leading producer of both gallium and germanium.
Germanium exports declined by more than 60% year-over-year, totaling 675 kg, compared to 1,822 kg in May 2024. The primary destination was Japan with 600 kg, followed by Germany, with smaller volumes shipped to Russia and Canada. In contrast, gallium exports, which stood at 6,210 kg in May 2024, dropped to zero this year.
Gallium exports from China over the last twelve months.
China introduced export licensing requirements for both metals in 2023, with processing times officially estimated at 45 working days. However, industry experts report that some exporters have experienced significantly longer waiting times. In December 2024, China escalated its controls by banning all exports of gallium, germanium, as well as antimony to the United States. Analysts widely view the move as a response to U.S. restrictions on the export of advanced chipmaking technology to China.
Germanium exports from China over the last twelve months.
May data showed a decline in several critical mineral commodities, including rare earth magnets and heavy rare earth elements, which have been subject to export controls since April.
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