China’s latest export data reveals that no gallium shipments cleared customs in May, and only minimal amounts of germanium were exported, underscoring tightening global supply constraints for critical minerals. Meanwhile, the EU is advancing a joint procurement platform under the Critical Raw Materials Act (CRMA) to stabilize domestic industry supply.
China: Gallium Exports Drop to Zero in May, Germanium Remains at Low Level
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.
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EU Joint Raw Material Procurement Close to Launch
The EU’s Critical Raw Materials Act not only sets targets for domestic mining but also aims to make joint raw material procurement easier for companies. The European Commission has now announced that a corresponding platform will launch next week. In addition to rare earth elements, lithium, and other critical minerals, the platform will also cover hydrogen, natural gas, and other energy products.
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Critical Minerals in the Defense Industry – Insights from Project Blue Ahead of the Critical Materials Forum Berlin
Ahead of the Critical Materials Forum in Berlin, hosted by market intelligence firm Project Blue in association with the Federation of German Industries (BDI), we sat down with Jessica Fung for insights into the evolving critical mineral markets. The interview offers valuable insights into how geopolitics, deglobalization, and technology are reshaping the landscape.
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Australia: Donald Rare Earth Project Receives Final Approval
The Government of Victoria has granted final regulatory approval for Phase 1 of Astron Corporation’s Donald Rare Earths & Mineral Sands Project. Located in the Wimmera region, the project is now clear to move into construction and operations. A final investment decision is expected later in 2025, with first production targeted for 2027.
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