Lets look at what this materials move 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. So this sort of poses a bit of an existential thread for western industry, its the gradual erosion of capability. But in a broader sense this threatened the overall narrative of globalisation, the idea that International Markets will be able to deliver what you need, when you need it at the price that you need. Derisking is what western g
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 of an existential thread for western industry. Finding a place for western industry. Finding a place for for west
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for the united states. the reason china dominates 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 don tjust dig them up from the ground, they are derived from a more complicated reduction process complicated production 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. so this sort of poses a bit of an existential threat for western industry, it s the gradual erosion of capability. as it gravitates towards sourcing the materials reasonably. but in a broader sense, this threatens the overall narrative of globalisation, the idea that international markets will be able to deliver what you need, when you need it