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Metals Crucial to Clean Energy Are Getting Caught Up in the US–China Trade War
After a Chinese export ban, can the US get gallium and germanium from Canada—or will tariffs get in the way?
“This latest round of export bans are putting a lot of wind in the sails of critical minerals supply chain efforts, not just in the US but globally,” Seaver Wang of the Breakthrough Institute, a research center focused on technological solutions to environmental problems, told Grist. Kwasi Ampofo, the head of metals and mining at the clean energy research firm BloombergNEF, told Grist that in the near term, he would expect the US to “try to establish new supply chain relationships” with countries that already have significant production, like Canada, to secure the gallium and germanium it needs. Steeves told Grist that a trade war between the US and Canada would be “a negative for the economy of both nations, disrupting the flow of essential critical minerals and increasing costs and inefficiencies on both sides of the border.” Teck, he said, “will continue to actively manage our sales arrangements to minimize the impact to Trail Operations.”
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