中方出口管制后，美财长公开对华喊话，2国帮助下，关键矿产被绕道转运美国

Group 1 - China's announcement in December to strengthen export controls on critical minerals like antimony, gallium, and germanium is a strategic response to U.S. actions against China's chip industry, aimed at safeguarding national security and development interests [1][2][9] - The U.S. Treasury Secretary's call for China to ease restrictions reflects the anxiety of American companies that are heavily reliant on Chinese minerals while simultaneously unwilling to lift sanctions [1][2][4] - The import of antimony oxides from Thailand and Mexico surged to 3,834 tons from December 2023 to April 2024, surpassing the total from the previous three years, indicating a significant shift in supply routes due to U.S. companies' attempts to circumvent Chinese regulations [4][5] Group 2 - The prices of gallium, germanium, and antimony have reached historical highs, driven by supply chain disruptions and increased demand from U.S. companies, despite the risks associated with transporting these minerals [5][7] - China's enforcement actions against smuggling and misreporting of mineral exports demonstrate a commitment to maintaining control over its resources, with increased scrutiny at ports and higher penalties for violations [7][9] - The ongoing trade dynamics suggest that while U.S. companies are attempting to adapt to the new restrictions, the fundamental reliance on Chinese minerals remains, highlighting the need for a more cooperative approach rather than continued sanctions [9]