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 China's domestic gallium price is $246/kg; the Western spot price is nine times higher. Germanium's equivalent gap is 130%. A US-China trade truce suspended the US-specific ban until November 2026 but left the licensing regime intact 静かな変化 ·7 論調 ·6月26日