Economy
China’s critical minerals export ban falls short
The latest data on imports and consumption of gallium and germanium suggests that Beijing’s weaponisation strategy only led to a price spike, but did not hurt the US’s industrial consumption amid their efforts to diversify. Ultimately, dominance built on a genuine capability differential is key to export controls achieving their desired result, say researchers Amit Kumar and Pranay Kotasthane.
Amit Kumar, Pranay Kotasthane
21 Apr 2026