Supply chain problem
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Gallium's Minor Demand Poses An Outsized Problem - Alcoa (NYSE:AA), Intel (NASDAQ:INTC)
Benzinga· 2026-01-05 12:23
China has paused export restrictions on gallium until November 27, 2026, giving the U.S. time to solve a supply chain problem of this overlooked but vital strategic metal.Gallium is a minor metal by volume but a major enabler of modern technology. Annual U.S. demand is only about 20 tons, yet without it, entire weapons systems and space platforms cannot be built or maintained. There is no primary domestic production and no federal stockpile. Thus, a sustained shortage would have a domino effect on aerospace ...