Tungsten is a military material, and the US military's armor-piercing bullets all rely on it. Antimony is a metal that is used in chip packaging and energy batteries. As for silver, it is even more indispensable, as new energy, photovoltaic, and electronic industries all cannot do without it. You China's tungsten reserves account for more than 80% of the world's reserves, antimony more than 70%, and although silver is less than 20%, its refined production is the first. The Ministry of Commerce's documents clearly state that exports require a permit, which means that exports have become "Targeted supply".

Data shows. In 2024, China's tungsten exports were about 12,000 tons (source: General Administration of Customs), mainly going to South Korea, Japan and Europe. The export of antimony is more concentrated, with the United States being one of the main buyers. Silver exports increased by 15% year-on-year last year, especially the part supplied to new energy enterprises. Now, adding regulations is equivalent to tightening the oxygen valve on a part of the chain.

Ministry of Commerce of China: Regulation is "needed to maintain national security and interests." This phrase is not common in previous export announcements. In the past, it was mostly "industrial management" or "market balance." The mention of national security this time indicates a different positioning. Coupled with the one-year suspension of negotiations on rare earths, the logic becomes clearer: we have not broken off relations, but we have already made our bottom line clear. Tungsten, tin, and silver are not rare earths, but their effects are similar, if not more concealed.

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