Core Insights - China has paused export restrictions on gallium until November 27, 2026, allowing the U.S. to address supply chain issues related to this strategic metal [1] Industry Overview - Gallium is a minor metal by volume but essential for modern technology, with annual U.S. demand around 20 tons; its absence could disrupt aerospace and defense sectors [2] - The U.S. lacks primary domestic production and federal stockpiles of gallium, making it vulnerable to supply shortages [2] Production Insights - China's dominance in gallium production stems from policy rather than geology, as Chinese aluminum producers have focused on gallium recovery, while U.S. processors lose gallium in waste [3] - Several companies, including Trafigura's Nyrstar and Rio Tinto, are exploring gallium recovery from existing processes, which could meet U.S. demand with modest investment [4][5] Recycling Opportunities - Recycling semiconductor scrap into high-purity gallium presents an underutilized opportunity, with potential partnerships with semiconductor manufacturers like Intel and Texas Instruments [7] Policy and Incentives - The industry requires clear incentives to drive gallium recovery initiatives, with the Department of Energy and other agencies positioned to support through financial mechanisms [8]