China is restricting the export of Gallium and Germanium. I know the Narraburra deposit contains Gallium but I'm not sure about Germanium.
Some experts see China's actions as a precursor to a full REEs ban later this year or in early 2024. Back in 2010 China banned exports of REEs to Japan and prices exploded. This could become very interesting (or it could turn out to be nothing). We'll have to wait and see how things play out.
Here's a link to an article on the subject (from 4th July 2023):
China Restricts Exports of 2 Vital Chip-Making Metals (pcmag.com)
China is restricting the export of Gallium and Germanium. I know...
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