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Gallium

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A soft metal that melts just above room temperature and is the basis of gallium arsenide and gallium nitride semiconductors. It is recovered mainly as a by-product of alumina refining, and China produces about 99% of the world's primary gallium.

Supply risk

Reviewed 3 Oct 2026 · Methodology

High

China suspends its US export ban until 27 Nov 2026; licensing stays

China produces about 99% of primary gallium and still requires an export licence for every shipment, so supply concentration (critical) and export controls (high) decide the level. The December 2024 ban on exports to the US is suspended until 27 November 2026, but CSIS reported in May 2026 that China's gallium exports had not recovered and no US licences had been seen.

Since 9 Nov 2025 · Sources: Ministry of Commerce of the People's Republic of China, Mining Technology, Center for Strategic and International Studies

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Risk drivers

Supply concentrationCritical
China accounted for 99% of world primary low-purity gallium production in 2025 and nearly all production capacity. Gallium is a by-product of alumina refining and zinc processing, with no independent primary supply.Source: U.S. Geological Survey
Export controlsHigh
China has required export licences for gallium metal and compounds since 1 Aug 2023. Its Dec 2024 US ban is suspended from 9 Nov 2025 to 27 Nov 2026; the US military-user ban stays. Since 6 Jan 2026 dual-use exports to Japanese military end users are banned. CSIS reported China's unwrought gallium exports fell 94% in 2025 and had not recovered by May 2026.Sources: International Energy Agency, Policies Database, Ministry of Commerce of the People's Republic of China, Ministry of Commerce of the People's Republic of China, Center for Strategic and International Studies
Policy & tariffsModerate
US tariffs on Chinese gallium have applied since 2019. On 14 Jan 2026 Proclamation 11001 closed the US Section 232 review of processed critical minerals without a tariff and opened 180 days of negotiations, leaving further measures possible.Sources: U.S. Geological Survey, Thompson Hine
Operational disruptionLow
No significant outages at gallium recovery plants were identified in the 12 months to October 2026. Supply constraints stem from export licensing rather than physical disruption.
Demand shockModerate
Gallium is used in GaAs and GaN chips for defence, telecoms and high-performance computing. US imports of gallium metal more than doubled in 2025, and the US government funded new recovery projects in Sept and Nov 2025.Source: U.S. Geological Survey
Status history3 entries
  1. Highcurrent

    China suspends its US export ban until 27 Nov 2026; licensing stays

    China produces about 99% of primary gallium and still requires an export licence for every shipment, so supply concentration (critical) and export controls (high) decide the level. The December 2024 ban on exports to the US is suspended until 27 November 2026, but CSIS reported in May 2026 that China's gallium exports had not recovered and no US licences had been seen.

    Sources: Ministry of Commerce of the People's Republic of China, Mining Technology, Center for Strategic and International Studies

  2. Critical

    China bans gallium, germanium and antimony exports to the US

    MOFCOM Announcement No. 46 stated that exports of gallium to the United States are in principle not permitted, on top of the 2023 licensing regime. A ban by the near-sole producer on a major market made export controls the deciding driver.

    Source: Center for Security and Emerging Technology

  3. High

    Baseline

    China accounted for 98% of world primary low-purity gallium production in 2022, so supply concentration (critical) set the level even before any export controls. China's licensing regime, in force from 1 August 2023, did not change the level.

    Sources: U.S. Geological Survey, International Energy Agency, Policies Database

A supply-availability rating, not a price forecast or investment view. Export-control information is factual and is not legal advice.

Trade flows

2024 · HS 811292

CombinedOther minor metals, unwrought, and powders (gallium, germanium, indium and others)

Recorded world imports: 8,697 t · $1.08B

Top exporters

  1. Brazil37%3,220 t · $164M
  2. China17%1,446 t · $269M
  3. Germany9%771 t · $50.5M
  4. South Korea8%676 t · $191M
  5. United States6%543 t · $67.3M
  6. Singapore4%339 t · $90.6M
  7. Japan3%278 t · $34.8M
  8. Estonia3%240 t · $27.4M
  9. United Kingdom2%167 t · $5.85M
  10. Canada2%143 t · $27.1M

Top importers

  1. United States34%2,931 t · $275M
  2. China19%1,672 t · $297M
  3. Japan8%729 t · $94.9M
  4. United Kingdom5%428 t · $21.9M
  5. South Korea5%422 t · $99.8M
  6. Kazakhstan5%400 t · $16.3M
  7. Hong Kong4%352 t · $66.9M
  8. Germany3%303 t · $61.7M
  9. France3%257 t · $14.3M
  10. Italy3%236 t · $18.3M

Largest routes

  1. Brazil→United States2,139 t · $99M
  2. Brazil→China711 t · $43.5M
  3. South Korea→China579 t · $163M
  4. China→South Korea391 t · $93.5M
  5. Brazil→Japan282 t · $15M

Source: UN Comtrade, imports reported by 74 countries for 2024. Exporters are ranked by what importing countries recorded (mirror data), so countries that do not report their own exports are still counted. Values are in US dollars including freight and insurance. Weights are product weight. Recent years can be incomplete, and unrecorded trade is not included.

Overview

Gallium is a soft, silvery-white metal, similar to aluminum. It melts at about 29.8 °C but does not boil until 2,229 °C.1 Its main value is in compound . Gallium arsenide (GaAs) and gallium nitride (GaN) are used in integrated circuits and optoelectronic devices for defense, telecommunications and high-performance computing.2

Gallium is critical because supply is almost entirely in one country. China accounted for 99% of world primary production in 2025, and it has controlled gallium exports since August 2023.2 Gallium is on the US list, and the EU lists it as both a critical and a .34

Where it comes from

Gallium is not mined for its own sake. It occurs in very small concentrations in the of other metals. Most primary gallium is a of processing bauxite into alumina, and the rest comes from zinc-processing residues. Bauxite contains on average about 50 parts per million of gallium, and world bauxite are estimated to contain more than 1 million t of it.2 World primary low-purity production was an estimated 900 t in 2025, up from 848 t in 2024. Outside China, only Japan and Russia still produced primary gallium. Kazakhstan stopped in 2013, Hungary in 2015 and Germany in 2016, and Ukraine most likely stopped in 2022.2

Primary low-purity gallium production by country2025 (est.) · world 909 t
  • China99%
  • Russia<1%
  • Japan<1%

USGS reports gallium in kilograms; values here are converted to tonnes. World total shown is the sum of USGS country estimates; USGS rounds it to 900 t. The United States had no primary production. Source: Mineral Commodity Summaries 2026: Gallium

China also holds nearly all production capacity: an estimated 1,600 t a year out of about 1,700 t worldwide. Several projects outside China were announced in 2025, including in Australia, Canada, Greece, Kazakhstan and the Republic of Korea.2

Primary gallium is into metal for semiconductors. In the United States, one company in New York recovered and refined high-purity gallium from imported low-purity metal and new . The country has had no primary gallium production since 1987.2

What it is used for

In the United States, integrated circuits accounted for 73% of gallium consumption and optoelectronic devices for 26%.2

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GaAs wafers are used to make integrated circuits and optoelectronic devices such as laser diodes, LEDs, photodetectors and . GaN is used in integrated circuits and optoelectronics. Gallium-based circuits serve defense systems, high-performance computers and telecommunications equipment.2 GaN is also used in blue and green LEDs, Blu-ray technology, mobile phones and pressure sensors. Gallium metal readily with most metals and is used in low-melting alloys and high-temperature thermometers.1

Grades and forms

Gallium moves through the supply chain in three steps: low-purity primary metal from alumina or zinc plants, high-purity refined metal, and compound semiconductors, mostly traded as wafers. US trade statistics track gallium metal and GaAs wafers separately.2 China's 2023 cover gallium metal and a range of compounds, including the nitride, , phosphide, arsenide, selenide and antimonide.5

Primary (low-purity) gallium

Unrefined metal recovered as a by-product of alumina refining or zinc processing, the feed for refiners.

High-purity gallium

Refined metal for compound semiconductors, produced from low-purity metal and recycled process scrap.

Gallium arsenide (GaAs)

Compound semiconductor traded mostly as doped or undoped wafers, used in integrated circuits, LEDs, laser diodes and solar cells.

Gallium nitride (GaN)

Semiconductor used in integrated circuits and optoelectronics, including blue and green LEDs.

Gallium oxide and other compounds

Oxide, phosphide, selenide and antimonide compounds, all covered by China's export-control list.

Trade and policy

The United States relies on imports for all of its gallium. In 2025 it imported an estimated 25,000 kg of gallium metal, more than double the 2024 figure, while GaAs wafer imports fell by 24%. In 2021–24, its imports of metal came mainly from Canada (28%), Japan (22%), China (18%) and Germany (16%).2

China's gallium export controls have developed as follows:

DateEvent
3 Jul 2023China's Ministry of Commerce (MOFCOM) and General Administration of Customs announce export controls on gallium and germanium items (Announcement No. 23 of 2023).5
1 Aug 2023The controls take effect. Exporters must obtain a MOFCOM licence.5
3 Dec 2024MOFCOM Announcement No. 46 bans dual-use exports to US military users. It also states that exports of gallium, germanium, antimony and superhard materials to the United States are "in principle" not permitted.6
9 Nov 2025MOFCOM Announcement No. 72 suspends the US-specific ban until 27 November 2026.7 Gallium stays on China's dual-use control list, so licences are still required, and the ban on US military users remains.8
6 Jan 2026MOFCOM bans exports of all dual-use items to military users and military end uses in Japan.9

According to Chinese customs data reported by Metal Tech News, China's gallium exports to Japan fell to zero in the first months of 2026.10

In the United States, the Department of Energy announced funding in September 2025 for research into recovering gallium from alumina refining or zinc . The aim is to restart domestic primary recovery for the first time in almost 40 years. In November 2025 the Department of War made a Defense Production Act Title III award for a demonstration plant in Louisiana that will recover gallium and scandium from industrial waste.2

In the EU, the sets 2030 benchmarks for strategic raw materials such as gallium: 10% of EU consumption from EU extraction, 40% from EU processing and 25% from . No more than 65% of any strategic raw material should come from a single third country.11

This section is factual background, not legal or trade-compliance advice.

Recycling and substitution

No gallium is recovered from old scrap such as end-of-life electronics. Large amounts of new scrap from making GaAs devices are reprocessed, and in the United States this is done at one facility in New York.2

is possible in some uses. Organic liquid crystals can replace LEDs in displays. Silicon competes with GaAs in solar cells and in some mobile-phone power amplifiers, and silicon-germanium is replacing GaAs in some heterojunction bipolar transistors. Indium phosphide can replace GaAs in some laser diodes. In many defense applications, however, there are no effective substitutes for GaAs and GaN.2

Sources

  1. Gallium: element information, properties and uses. Royal Society of Chemistry, accessed 2026-10-03. ↩ ↩2

  2. Mineral Commodity Summaries 2026: Gallium. U.S. Geological Survey, accessed 2026-10-03. ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8 ↩9 ↩10 ↩11 ↩12 ↩13

  3. Final 2025 List of Critical Minerals. Federal Register, accessed 2026-10-03. ↩

  4. EU critical raw materials. European Commission, Joint Research Centre (RMIS), accessed 2026-10-03. ↩

  5. Announcement on the Implementation of Export Control of Items Related to Gallium and Germanium. International Energy Agency, Policies Database, accessed 2026-10-03. ↩ ↩2 ↩3

  6. Ministry of Commerce Notice 2024 No. 46: Notice Concerning Strengthening Controls on Exports of Relevant Dual-Use Items to the United States (translation). Center for Security and Emerging Technology, accessed 2026-10-03. ↩

  7. MOFCOM Announcement No. 72 of 2025 on adjusting the implementation of Announcement No. 46 of 2024. Ministry of Commerce of the People's Republic of China, accessed 2026-10-03. ↩

  8. China suspends ban on gallium, germanium, antimony exports to US. Mining Technology, accessed 2026-10-03. ↩

  9. MOFCOM Announcement No. 1 of 2026 on strengthening export controls on dual-use items to Japan. Ministry of Commerce of the People's Republic of China, accessed 2026-10-03. ↩

  10. China curbs tech metal exports to Japan. Metal Tech News, accessed 2026-10-03. ↩

  11. Regulation (EU) 2024/1252 (Critical Raw Materials Act). EUR-Lex, accessed 2026-10-03. ↩

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