Component

Gallium

Gallium recovered as a byproduct of alumina refining. Used in LED dies.

Criticality High
Unit cost $300K
Quality 50 / 100
US saturation 10.0
Made in US 20 tonnes
Current demand 200 tonnes
US exports 2 tonnes
Opportunity score 64.3

Domestic vs international supply

US 10% Import 90%
Export 0.8%

Planned US investment, next 5 years

$150M

Expected extra output: 130 tonnes per year

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