Six metals underpinning semiconductors, defence alloys and autocatalysts where China or Russia controls supply, making export restrictions a primary geopolitical weapon.
中国供应全球约60%产量的半金属，对军用弹药和阻燃剂至关重要。中国自2024年起通过出口管制将这一地位武器化。
完整档案 ›The densest stable industrial metal, produced roughly 80% in China, whose February 2025 export controls repriced cutting-tool carbide and prompted a US defence procurement ban from January 2027.
A transition metal that hardens steel rebar and stores renewable electricity in flow batteries, with China controlling roughly 60% of global supply as of mid-2026.
中国对锑的管控造成持续短缺已一年；钨达450美元/MTU，美国从2027年1月起禁止中国钨进入国防采购。Almonty的尚东一期在韩国目标供应中国以外40%的份额