Self-Sufficiency at a Price: US Faces Years and Billions of Dollars to Secure Gallium Suppl.
sputnikglobe.com
The US and Australia have flagged Alcoa’s gallium recovery and refining as a top priority under their new mineral pact. Why is gallium so important?
"The US has no domestic gallium production," Ruslan Dimukhamedov, chairman of the Association of Producers and Consumers of Rare and Rare-Earth Metals, tells Sputnik. "China is the undisputed leader, supplying over 95% of global production."
The US likely consumes 30–50 tonnes of gallium annually:
Gallium is vital for the US defense, aerospace, and telecom industries.
Gallium arsenide (GaAs): high-frequency chips for smartphones, satellite comms, radars, fiber-optic networks
Gallium nitride (GaN): high-power AESA radars (active electronically scanned array) for F-35s, electronic warfare systems, 5G networks
Gallium — and germanium — faced Chinese export restrictions to the US starting August 1, 2023.
That’s why the US urgently needs alternative gallium supply chains.
US Gallium is Years Away.
"The US has virtually no operating plants for extracting gallium from alumina production waste. Building such infrastructure from scratch would take 5–10 years and require billions of dollars in investment," Dimukhamedov says.
Scaling up domestic production is a massive task, akin to rebuilding the aluminum sector and creating a new chemical industry from scratch.
"Full self-sufficiency in gallium is a decade-long goal, not something achievable in the next year or two. Australia can help the US, but only as a source of raw material. The US will need to develop the technological expertise on its own," Dimukhamedov concludes.
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