How Markets Have Adjusted to China's Export Restrictions on Key Metals

Overview of China's Export Controls

China introduced export controls on gallium, germanium, and graphite to safeguard its national interests. This decision created initial disturbances in the market.

Market Reaction and Adaptation

Following the announcements, international markets experienced significant turmoil. However, as time progressed, a new normal emerged.

• Market participants began exploring alternative sources
• Shifts in supply chains occurred globally
• Pricing dynamics stabilized

Conclusion

Overall, one year on, while challenges remain, the market has largely adapted to these export controls, signaling a phase of stability and evolving strategies for investors.