Exports of antimony and germanium products in the first quarter were down 57% and 39%, respectively, compared to a year earlier.
March exports of gallium hit their lowest level since October 2023. Quarterly shipments were up on last year, but the current trend is still well below 2022, the last full year before curbs.
After a five-month hiatus, small shipments of antimony were sent to Belgium and Germany in March, but exports were well below historic levels and former large buyers like the Netherlands haven''t received shipments since September.
Exporters say they expect to wait months for licenses and even longer if selling to the United States.
我的解读是，中国不太可能停止向全球的出口，中国也不想在中美贸易战之外再和其他国家产生贸易摩擦。。
暂时出口减少，主要目的是为了防止其他国家当中转站，把稀土资源转手倒卖给美国
稀土资源出口后如何继续追踪管制，这是目前的大问题
