Ever wonder why there was a sudden spike in antimony, gallium, and germanium shipments from Thailand - a country that does not produce either of the 3 at scale

Ever wonder why there was a sudden spike in antimony, gallium, and germanium shipments from Thailand - a country that does not produce either of the 3 at scale - this summer? That said, much like smuggled GPUs - it is difficult to transship an export controlled material at scale.