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What this materials more means for the rest of the world. The consensus is that will be damaging not fatal for the United States. The reason china dominate the market is not because it is the only place where gallium and germanium exists, but because it is by far the cheapest place you can get them from. You dontjust dig them up from the ground, they are derived from a more complicated Reduction Process and china has that capability. So governments and businesses will have to rely on cheaper substitutes and alternative sources. It means prices will go up, it means some products might be less effective and some production right be delayed. 50 some production right be delayed some production right be dela ed. , delayed. So this sort of poses a bit of an delayed. So this sort of poses a bit of an existential delayed. So this sort of poses a bit of an existential thread i a bit ....
Tackle transition, so we can start to tackle some of the challenges around tackle some of the challenges around it tackle some of the challenges around it decarbonisation. earlier, i spoke with anna ashton of political risk consultancy firm eurasia group, who explained the impact of restriction on supply chains. these two particular minerals are not the most widely used, they are not the ones that the united states and other countries are the muster line on china for, they re not the hardest to get, so i think it is important to keep in mind that if china had put these sorts of restrictions on refined lithium or cobalt or something like that, it would be much more impactful than gallium and germanium. so china has intentionally selected ones that it can use to send a signal. they are clearly important to the semiconductor industry, but they are fungible, they can be swapped out for other things in instances, they are supplied by other places. so it is not going to create a crisis ....