offtake · non-aligned supply brief

Gallium (Ga)

semiconductor · criticality 9/10 · substitutability: none

MOS Rank

#8

score 20 · conf 57%

Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.

Why this week

  • —>70% hostile-country concentration
  • —Thin non-aligned supply — sourcing hard
  • —No liquid exchange → broker opportunity
  • —Concentrated market, few brokers

Supply concentration

83% of global production is in China + Russia

HHI 6500

China 80% · Russia 3%Non-aligned 17%

Top producers

  • China80%
  • Japan5%
  • South Korea5%
  • Russia3%

Price momentum (90-day, equity-proxy index)

+14%

vs 90 days ago. Synthesized from a pure-play equity basket (methodology: z-score-normalized basket index, 0–100 scale).

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