China has announced export controls on various materials to the US to “safeguard national security and interests and fulfill international obligations such as non-proliferation”, specifying gallium, germanium, antimony, and superhard materials “in principle” as well as graphite as a “dual use” item which will be subject to stricter end-user reviews. Solar glass has impressively managed to decline by another yuan per square meter. Its price is now down by over 25% from two years ago, when it was already in a state of mild overcapacity. Entity 27-Nov 04-Dec Unit % Green H2 Germany 8.506 8.170 €/kg -3.95% Green H2 California 4.320 4.120 $/kg -4.63% Green H2 Netherlands 7.310 6.920 €/kg -5.34% Spodumene Concentrate …