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
−24.8%% 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 |
$2.97 | −2.94% | −34.0% | −43.0% | −40.8% | −76.5% | 2026-11-16 | |
| PPTA Perpetua Resources |
Domestic antimony project | NASDAQ US |
$16.80 | +2.19% | −28.5% | −3.4% | −30.6% | −54.9% | 2026-11-12 | |
| 5713.T Sumitomo Metal Mining |
Battery materials and refining | TSE Japan |
¥8,077.0 | +0.95% | −14.4% | +8.6% | +30.7% | −36.3% | 2026-11-10 | |
| UMI.BR Umicore |
Germanium and specialty materials | Euronext Belgium |
€17.57 | +2.03% | −17.9% | −12.8% | +0.7% | −33.7% | — | |
| AXTI AXT Inc |
InP and GaAs substrates | NASDAQ US/China |
$55.82 | +7.18% | −29.3% | +30.5% | +241.4% | −60.4% | 2026-10-29 |