The commercial war between United States and China It is developing with export controls. While Washington restricts the sending of advanced semiconductors and other avant -garde technologies, Beijing responds by limiting access to strategic resources. However, Japan has not hesitated to warn that the repercussions of this confrontation can go beyond these two powers.
Financial Times points out that both the Japanese government and the companies in the country are alarmed by the recent measures of the Asian giant, which could mark the beginning of a “declaration of economic war against the rest of the world.” Japan, the greatest global consumer of Germanio, Graphite and Gallic, continues to receive these critical minerals, but fears that China further limits its supply.
The dilemma of re -export controls
China wants to prevent Gallium, whose supply to control 98%, drive military applications in the United States. And not only is he trying to do it directly with the export controls, but also indirectly with the Re -export controlswhich seek to limit the sending of products that contain this element, but the rules of the game are not clear at this time.
The Chinese Gallic is in pieces made in Japan and imported by Tesla, as well as in Broadcom optical communication components and semiconductors used in Apple devices. However, Japanese suppliers that make up the supply chain of these US companies claim to ignore the gallium limit that they can incorporate into their products.
So, as they warn, China could decide overnight that an excess of gallium is being sent to the United States and demand that a export license to continue supplying. The dynamics of licenses is well known: the United States has also used them to restrict the export of Nvidia graphics chips to China, and the problem is that, in most cases, they are never granted.
In a globalized world, the decisions of key countries resonate beyond its borders. A change in the export policies of China or the United States can reconfigure access to essential resources, affect global prices and alter the economy of some nations. What seems like an isolated dispute can have direct effects on global markets, even making themselves feel in consumers.
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