Ukraine's Drone Warfare Devouring 4% Of Global Germanium Demand As China Chokes Supplies

Ukraine's Drone Warfare Devouring 4% Of Global Germanium Demand As China Chokes Supplies Our coverage of rare earths dates back to President Trump's first trade war, when we warned that "Rare Earths Are China's Most Potent Weapon In A Trade War." What followed was predictable. During the 2025 trade war, Beijing steadily tightened its control over exports of gallium, germanium, antimony, tungsten and a growing list of other critical industrial metals to the West and its allies. These restrictions represent another weapon in Beijing's economic-warfare toolkit, aimed squarely at the most...