The critical metal that China has become its new strategic weapon

First it was Lithiumthen The cobalt. China has decided to play its letter with another essential metal for advanced technology: Gallium. Although just 760 metric tons are produced per yearprices have shot and Chinese restrictions are suffocating the global industry, what is happening with element number 31?

Short. China maintains its dominance over the gallium for the third year, controlling 98.8% of the market. A year ago it hardened restrictions, alleging national securitywhich has doubled prices up to $ 725 per kilogram, affecting the technological and military industry.

The utility of the Gallium. Although annual production is small and its nominal value in the global market does not exceed 550 million dollars, its strategic role is disproportionate to its market size. According to He explained For Reuters, the journalist specialized in critical industrial and mineral metals, Andy Home, Gallium is essential to manufacture compounds such as Gallium Arseniuro and Gallium Nitruro, both used In high performance semiconductors. These materials allow to develop faster and more efficient chips, essential for mobile devices, electric vehicles and defense systems.

The never ending story. The geopolitical war that the United States and China libes is nothing new And it is not the first time that China has used gallium as a strategic pressure gun against the United States on next generation semiconductor chips. As He has collected Reuters, the China Ministry of Commerce is closely monitoring any attempt for physical arbitration that tries to divert Gallic to the international market, maintaining relatively stable internal prices while the external market faces an explosive increase.

It has more size. The importance of the Gallium is not limited to the civil sector, but in the military world it has become a critical material. In fact, who started was the United States through the Agency for Advanced Defense Research Projects (DARPA), which promoted the development of Gallium Arseniuro for radars and guided weapons. However, China He has consolidated Its leadership with the manufacture of gallium nitride chips for advanced weapons, consolidating its position as a leader in the production of strategic semiconductors.

In addition, the Asian country has invested significantly in manufacturing plants dedicated to these components, which would allow it not only to dominate the civil market, but also expand its production capacity for advanced defense systems. This strategy not only threatens the United States position in military technology, but also reinforces the global dependence of the Chinese supply of Gallium and other critical metals something that something that something that something that Japan already saw coming.

The rest of the countries. In the long term, the West could reactivate the production of Gaul, but that will take time. According to ReutersRio Tinto has begun to extract pure Galician in his vaudreuil alumina refinery, in Quebec, from industrial waste. The objective is a pilot plant with a capacity of 3.5 tons per year. For its part, in Greece, producer Metlen plans to reach an annual production of 50 tons by 2028, as part of a project to increase the processing capacity of bauxite and alumina.

However, the challenge is technical: Western companies stopped producing Gaul years ago, when China flooded the market with cheap product. Now, they must recover the experience and the know-how To refine and process metal.

Forecasts The battle for Gaul is only the prelude to a broader technological war. China has shown that it is willing to use critical metals as strategic weapons, and the West faces the challenge of finding alternatives or risking to be exposed to future interruptions, such as He has sentenced Andy Home for Reuters. While investments in new projects are promising, time runs. Until the West does not manage to diversify its supply of Gallium and other critical metals, it will remain vulnerable to Beijing pressure strategy.

Image | Thomas Nguyen and Pexels

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