China / US / EU · Materials
Gallium, Germanium & Antimony
Small markets with outsized importance: gallium for GaN and InP, germanium for optics, antimony for defence. China has restricted exports.
By-product→Refining→Wafer / alloy→Device
80
Tightness score ⓘ
#9 of 56
▲ Tightening
Lead time
24–48 mo
Theme 1M
−11.2%% in uptrend
0%Metric to watch
China export-control announcements, gallium/germanium prices, and Western recovery projects.
What would prove us wrong
Weakens if Western by-product recovery scales fast enough to erase price premia.
Minor metals theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| UAMY United States Antimony |
US antimony processing | NYSE American US |
$2.91 | −6.73% | +4.3% | −47.2% | −42.0% | −76.9% | 2026-11-12 | |
| PPTA Perpetua Resources |
Domestic antimony project | NASDAQ US |
$17.82 | −5.91% | +2.5% | −29.4% | −26.4% | −52.1% | 2026-11-12 | |
| 5713.T Sumitomo Metal Mining |
Battery materials and refining | TSE Japan |
¥7,367.0 | −1.14% | −22.9% | −17.2% | +19.2% | −41.9% | 2027-02-08 | |
| UMI.BR Umicore |
Germanium and specialty materials | Euronext Belgium |
€18.64 | +0.49% | −10.6% | −20.5% | +6.8% | −29.7% | — | |
| AXTI AXT Inc |
InP and GaAs substrates | NASDAQ US/China |
$43.54 | −7.30% | −29.3% | −46.7% | +166.3% | −69.1% | 2026-10-29 |
Recent headlines
Auto-updated- Sumitomo Metal Mining Cuts Refined Copper Output Forecast by 46,000 Tonnes as Toyo Runs at Reduced RatesShanghai Metals Market · 23h ago