KEY POINTS
  • China's metal export curbs on gallium and germanium could spur some countries to diversify their supply chains away from China.
  • China could also impose more curbs, such as on rare earths, said Luisa Moreno, president of Defense Metals Corp.
  • "We are likely to continue to see [export restrictions] and it will likely affect other materials like rare earths, which again, China controls more than 85% of production," Moreno said on CNBC's "Street Signs Asia" on Tuesday.
Luisa Moreno, President of mining company Defense Metals Corp, expects China to further restrict metal exports which could include rare earths.

China's metal export curbs on gallium and germanium could spur some countries to diversify their supply chains away from China.

"This could be a wake-up call for some [countries] to gradually build up production elsewhere," Stewart Randall of Shanghai-based consultancy Intralink told CNBC.