In a significant move toward easing trade tensions, China has officially lifted export restrictions on gallium, germanium, and antimony to the United States, according to a statement released today by Beijing’s Ministry of Commerce. The metals — essential for technologies ranging from smartphones to advanced defense systems — had been restricted under a ban imposed in December 2024.
The ministry confirmed that the suspension of the ban will remain in effect until November 27, 2026, marking a major step in the gradual de-escalation of the ongoing trade conflict between the world’s two largest economies.
This announcement follows the high-profile meeting between Chinese President Xi Jinping and former U.S. President Donald Trump held on October 30 in South Korea, where both leaders agreed to ease several punitive trade measures that had previously sent tariffs soaring into triple digits and disrupted global supply chains.
China has long held dominance in the production of these crucial materials — accounting for 94% of global gallium output (used in integrated circuits and LEDs) and 83% of global germanium production (vital for fiber optics and infrared applications), according to a 2024 report by the European Union. Antimony, another key element, is used in battery manufacturing and military-grade armor plating.
Alongside this easing, Beijing also lifted restrictions on graphite-related products, which were previously categorized under dual-use export controls. These actions collectively signal a renewed willingness by China to stabilize trade relations and rebuild confidence in international markets.
Earlier this week, China also announced that additional tariffs on U.S. goods will remain suspended for another year, keeping them capped at 10%. Moreover, Beijing has halted extra tariffs on U.S. soybeans and other agricultural imports — a move that directly impacts the American farming community, a key political base for Trump.
These steps, while cautious, reflect a broader strategy of economic recalibration and diplomatic pragmatism. As both nations recognize their intertwined dependencies, this easing of trade restrictions could pave the way for a more stable global supply chain and renewed investor confidence.
In essence, this isn’t just about trade metals — it’s about trust, collaboration, and the shared future of two economic powerhouses.
