Critical Materials · USGS + policy
Gallium supply & export-control intelligence
China runs ~98% of refined gallium and licenses every export ton. ElementWatch tracks licensing pace, fab inventories, and substitution windows so buyers can act before allocation calls land.
What we track
- Chinese MOFCOM export-license approval rates
- Semiconductor-fab gallium inventory surveys
- USGS gallium consumption / production
- GaN power-electronics demand cycle (5G, EV)
- Substitution paths and recycling capacity
Who this is for
Procurement teams at semiconductor fabs, power-electronics OEMs, defense electronics, RF / 5G, and EV powertrain buyers.
Decisions ElementWatch supports
- Whether to request multi-quarter allocation letters
- Buffer-stock sizing under licensing uncertainty
- When to qualify a non-China refiner or recycled-source vendor