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Teo
@Teo_Sinamin
Critical minerals | China market intelligence | Export Controls | Minerals to AI & Semiconductor Read my research:
参加 February 2017
178 フォロー中    12.3K ファン
China’s pause on rare earth expires on 10 November. Less than 2 weeks from now. Gallium,Germanium and Antimony suspension ends on 27 November. That’s 4 weeks away. Verbal agreements were stated on mainstream media, but MOFCOM announcements remain the regulations China runs on. Still on the books: >Ann. 70 (rare earths) ends 10 Nov >Ann. 72 (US Ga/Ge/Sb) ends 27 Nov >No announcements on extensions >10 Jan 2027 line is political talk, not a suspension notice. Is ex-China prepared for what's to come?
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