US strategic policy
By lens · 1 takes across the edition
CSIS · United States · Gallium hit $2,269/kg and germanium $6,150/kg in the West as China's export controls created a permanent East-West price split
CSIS analysis documenting that despite the November 2025 US-China trade truce nominally suspending the US-specific gallium export ban until November 27, 2026, meaningful Chinese gallium exports to the US have not resumed due to the global licensing regime. Western spot prices reached $1,850/kg in April 2026 before climbing further; the China-West price spread is effectively permanent under the current control architecture.
“Despite the US-China trade truce, gallium exports from China have not resumed at meaningful volumes; the Western price gap is effectively permanent while controls remain.”