WASHINGTON, Dec 8 — China’s retaliatory export controls could take a toll on the growing US clean energy sector and its defence industry, analysts say, as a trade tussle...
China’s export curbs on critical minerals pose risks to US defence, clean energy and EV supply chains
Analysts say it would take time to assess the impact of the new Chinese curbs on US industries, though any immediate hit should be limited. “Gallium, germanium, and antimony are vital inputs for defence technologies,” said Gracelin Baskaran and Meredith Schwartz of the Centre for Strategic and International Studies in a recent analysis.
The US Geological Survey estimates that if China’s net exports of gallium and germanium were completely restricted simultaneously, US GDP could decrease by US$3.4 billion .
Critical Minerals Gallium Graphite Export Curb Antimony Germanium United States US Electric Vehicles Evs Defence Industry Clean Energy Renewable Energy Certificates
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