The recent ban on critical mineral exports by China escalates trade tensions with the US, particularly affecting the semiconductor and military industries, amid ongoing chip sector crackdowns.
China's Ministry of Commerce cited national security concerns as the reason for the export ban on gallium, germanium, and antimony, emphasizing a need for stricter reviews of end use.
Concerns have arisen regarding China's potential to target other essential minerals like nickel and cobalt, which are vital for battery production and various technologies.
Todd Malan of Talon Metals highlights the urgency of US action, noting that the only US nickel mine will be depleted by 2028, urging a rethink of mining strategies.
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