Gallium Producers: Global Refiner Directory and Production Data (2026)

China produces approximately 98-99% of global refined gallium. Chalco alone holds an estimated 160 tonnes/year of capacity - the largest single-company position in the world. The US has been 100% import-dependent since 1987. Two projects - Metlen in Greece and Alcoa in Australia - represent the most advanced efforts to build meaningful non-Chinese supply, targeting a combined 150 tonnes/year by 2028.

Global Gallium Production at a Glance (2024-2026)

Metric Data
Global primary production (2024) ~750-760 tonnes
Global nameplate capacity (primary, low-purity) ~1,100 tonnes/year
China's share of global output ~98-99%
China's share of global capacity ~89%
Non-China production (2024) ~15 tonnes (Japan, South Korea, Russia combined)
Market concentration (HHI) >5,000 (DOJ "high" threshold: 2,500)
Global high-purity refining capacity ~340,000 kg/year
Global high-purity actual production ~320,000 kg/year
US primary production Zero (ceased 1987; 100% import-dependent)
Largest emerging non-Chinese project Alcoa/Sojitz/JOGMEC (Australia): 100 t/yr targeted

Which Country Produces the Most Gallium?

China produces approximately 98-99% of global refined gallium, with an estimated 750-760 tonnes of actual output in 2024 against a nameplate capacity exceeding 1,000 tonnes per year. Japan, South Korea, and Russia collectively account for the remaining 1-2%, totaling roughly 15 tonnes annually. No other country operates active primary gallium refining at commercial scale. The US has not produced primary gallium since 1987.

Country-Level Production (2024)

Country Estimated Production % of Global Output Primary Source Status
China ~735-745 tonnes ~98-99% Bayer process (alumina refining) + zinc smelting Active; export-controlled since Aug 2023
Japan ~7-10 tonnes ~1% Zinc smelting by-product Active (Dowa Holdings primary)
South Korea ~3-5 tonnes <1% Zinc smelting by-product Active
Russia ~2-4 tonnes <1% Aluminum refining by-product Active; seeking to expand
Ukraine Uncertain Minimal Zinc smelting (Zaporizhzhia) Disrupted since 2022
Germany 0 0% Ceased 2016; restart under consideration Idle
Hungary 0 0% Ceased 2015 Idle
Kazakhstan 0 0% Ceased 2013 Idle
United States 0 0% Ceased 1987 No primary production; high-purity refining only
Australia 0 (2024) 0% Alcoa project in development FID expected end 2025; start 2026
Greece 0 (2024) 0% Metlen project in development FID Jan 2025; start 2026-2027

How Is Gallium Extracted - What Is the Production Process?

Approximately 90% of global primary gallium is recovered as a by-product of the Bayer process - the industrial method used to refine bauxite into alumina (aluminum oxide) before aluminum smelting. About 70% of the gallium in bauxite dissolves into the caustic sodium hydroxide solution used in Bayer processing; this gallium-enriched liquor is then processed by fractional precipitation, electrochemical deposition, solvent extraction, or ion-exchange to recover crude gallium. The remaining 10% of global supply comes from zinc smelting residues via sulfuric acid leaching and solvent extraction.

Production Process by Source

Source Global Share Process Gallium Concentration in Feed Recovery Method
Bayer process (bauxite → alumina) ~90% Caustic soda dissolves bauxite; Ga follows Al into solution Low ppm in bauxite; concentrated in liquor Fractional precipitation, electrochemical deposition, solvent extraction, or ion exchange
Zinc smelting residues ~10% Sulfuric acid leaching of Zn refinery residues Ga substitutes for Zn in zinc ferrite lattice Solvent extraction from leachate
Critical structural dependency: Gallium production is coupled to aluminum and zinc output. A gallium refinery cannot operate without a co-located or nearby Bayer process or zinc smelter supplying feed liquor. This is why China's dominance in aluminum refining directly translates to gallium dominance - and why gallium production cannot be built independently of the broader base metal infrastructure.

Crude gallium purity from primary extraction is typically 99.9% (3N) or lower. This crude material is then refined to investment and industrial grades (4N-6N) through zone refining, distillation, or additional solvent extraction steps.

Who Are the Largest Chinese Gallium Producers?

Chalco (China Aluminum Corporation) is the largest single gallium producer globally, with an estimated 160 tonnes per year of production capacity across four refining branches. Zhuzhou Keneng, Vital Materials, and Nanjing Jinmei Gallium are the leading high-purity Chinese refiners serving semiconductor and display customers. East Hope Group and Zijin Mining recover gallium as a by-product of their zinc and copper smelting operations. Together, China's top five producers control an estimated 90%+ of global gallium output.

Major Chinese Gallium Producers

Company Location Est. Capacity Purity Output Primary Feed Source Notes
Chalco (China Aluminum Corporation) Henan, Guangxi, Shanxi, Guizhou branches ~160 t/yr Crude + refined Bayer process at own alumina plants Publicly listed; ~60% of non-recycling global capacity; 4 production branches
Zhuzhou Keneng New Material Co. Zhuzhou, Hunan Province Not disclosed 4N-6N (99.99%-99.9999%) Processes crude from Bayer/Zn sources Founded 2001; major high-purity supplier to semiconductors and displays; plasma refining efficiency +17% in 2024
Vital Materials Co. China (multiple sites) One of world's largest Ga processing facilities 4N-8N (8N grade launched 2025) Primary + secondary Gallium, indium, germanium producer; 8N ultra-high purity for GaN transistors launched 2025
Nanjing Jinmei Gallium Nanjing, Jiangsu Not disclosed Multiple grades Full supply chain Specializes in gallium supply chain management; multiple purity tiers
East Hope Group Inner Mongolia + other provinces Not disclosed Crude + 4N Aluminum refining by-product Launched gallium recycling program 2023; recovered 12 tonnes from industrial residues
Zijin Mining Multiple provinces Not disclosed Crude Zinc and copper smelting by-product One of China's largest base metal miners; gallium as emerging by-product stream

Chinese Production Dynamics (2022-2025)

Year China Estimated Output China Exports (Jan-Nov) Export Status
2022 ~550-580 t 66.65 tonnes Normal export flow
2023 ~590-600 t 24.34 tonnes -63% drop; export controls from Aug 2023
2024 ~600-620 t Near zero Export ban enforced; domestic stockpile accumulating
2025 ~620-650 t (est.) Very limited Partial resumption under licensing; US ban suspended Nov 2025
Price split mechanism: China's nameplate capacity (~1,000 t/yr) substantially exceeds actual output (~620-650 t/yr) and domestic consumption (~630 t/yr). Export controls created domestic oversupply in China while generating acute scarcity in Western markets - the mechanism behind the 7-8x price differential between Chinese domestic (~$250/kg) and Western spot (~$2,100/kg) prices as of early 2026.

Who Are the Leading Non-Chinese Gallium Producers?

Dowa Holdings (Japan) is the world's leading high-purity gallium producer, holding the #1 global market share in 4N-6N sales as of 2023. Dowa recovers gallium from zinc smelting operations using imported Mexican zinc ore at its Japanese facilities. Russia operates small-scale gallium recovery from aluminum refining, with producers actively seeking to expand capacity and attract Western buyers following China's export restrictions. South Korea operates minimal production through zinc refining by-products.

Non-Chinese Producers: Detail

Company Country Capacity / Output Purity Feed Source Strategic Position
Dowa Holdings (DOWA Electronics Materials) Japan (Tokyo HQ) Not disclosed publicly 6N (99.9999%) and below Zinc smelting by-product from imported Mexican zinc #1 high-purity gallium producer globally (2023); established semiconductor supply relationships
Furukawa Denshi Japan Not disclosed High purity Zinc smelting Secondary Japanese producer
Sumitomo (multiple divisions) Japan Not disclosed Various Metals processing Broader metals group with gallium exposure
Russian producers (unnamed in public sources) Russia <5 t/yr Crude Aluminum refining Seeking to expand to serve non-Chinese market; specific companies not in public data
Korean zinc smelters (unnamed in public sources) South Korea ~3-5 t/yr Crude to 4N Zinc smelting By-product recovery; limited public data

Historical Non-Chinese Producers Now Idle

Country Company Ceased Reason
Germany Ingal Stade (formerly Aluminiumwerk Stade) 2016 Uncompetitive vs Chinese pricing
Hungary Unspecified aluminum smelter 2015 Uncompetitive vs Chinese pricing
Kazakhstan Unspecified 2013 Uncompetitive vs Chinese pricing
United States Multiple (last: 1987) 1987 Chinese low-cost production displaced all US output

What Is Chalco's Role in the Global Gallium Market?

Chalco (China Aluminum Corporation) is the dominant force in global gallium supply, operating four production branches that collectively hold an estimated 160 tonnes per year of gallium production capacity - approximately 21% of global nameplate capacity and the largest single-company position in the market. Chalco's gallium recovery is directly integrated into its alumina refining operations at the Henan, Guangxi, Shanxi, and Guizhou branches. As a state-owned enterprise and publicly listed company, Chalco's production decisions respond to both commercial factors and Chinese government policy direction.

Chalco Gallium Operations

Metric Data
Estimated annual capacity ~160 tonnes of gallium
Production branches with gallium recovery 4: Henan, Guangxi, Shanxi (Zunyi Alumina Co.), Guizhou
Ownership structure State-owned enterprise; publicly listed
Feed source Bayer process liquor from own alumina plants
Global capacity share ~14-21% of global nameplate (largest single entity)
Export control compliance Full compliance required as SOE; gallium exports halted Aug 2023
Domestic Chinese market share Among top 2-3 domestic suppliers

Who Produces High-Purity Gallium (4N-6N)?

High-purity gallium (4N and above) for semiconductor and LED manufacturing is produced by a smaller group of specialist refiners operating downstream of crude gallium production. Dowa Holdings holds the #1 global position in high-purity gallium sales. Chinese refiners Zhuzhou Keneng and Vital Materials serve the domestic semiconductor and display industries with 4N-6N and even 8N grades. Global high-purity refining capacity runs at approximately 340,000 kg/year (340 tonnes), with actual production at approximately 320,000 kg/year in 2023-2024.

High-Purity Gallium Producer Overview

Producer Country Purity Range Market Position Primary Customer Segment
Dowa Holdings (DOWA Electronics Materials) Japan 4N to 6N (99.99%-99.9999%) #1 globally in high-purity Ga sales GaAs wafer manufacturers, LED epitaxy, satellite RF chips
Zhuzhou Keneng China 4N to 6N Leading Chinese high-purity supplier Domestic semiconductor and display
Vital Materials China 4N to 8N World's largest Ga processing facility (by volume) GaN transistors, advanced semiconductor
Nanjing Jinmei Gallium China Multiple grades Full supply chain domestic supplier Domestic industrial and semiconductor
AXT Inc. USA / China campus 6N+ Vertically integrated GaAs wafer manufacturer Own GaAs wafer production; external sales
Umicore Belgium High-purity (exact grade not disclosed) Refines from industrial streams Aerospace, defense, PV segments

Global High-Purity Refining Capacity (2023-2024)

Segment Capacity (kg/yr) Actual Production (kg/yr) Utilization
Primary high-purity refining 340,000 320,000 ~94%
Secondary (recycled) high-purity 280,000 ~130,000 (est.) ~46% (underutilized)
Total combined 620,000 ~450,000 ~73%

What New Production Capacity Is Coming Online Outside China?

Two projects represent the most advanced non-Chinese gallium production developments: the Alcoa/Sojitz/JOGMEC Australia project (100 t/yr targeted, FID expected by end 2025) and the Metlen Greece project (50 t/yr targeted by 2028, FID taken January 2025). Combined, these two projects would add approximately 150 tonnes/year of non-Chinese gallium supply - roughly 20% of current global demand, and a 10x increase in current non-Chinese output of ~15 t/yr.

Non-Chinese Production Pipeline (2025-2028)

Project Lead Company Country Capacity Target Timeline Investment Status
Alcoa Western Australia alumina recovery Alcoa + Sojitz Corporation + JOGMEC Australia ~100 t/yr FID by end 2025; production start 2026 Not disclosed Tri-party agreement signed; FID pending
Metlen bauxite-alumina-gallium project Metlen Energy & Metals Greece (Agios Nikolaos, Viotia) 50 t/yr (full scale 2028) Ga start 2026 (5-10 t), ramp 2027, full 2028 €295.5M total; €90M EIB loan FID taken Jan 16, 2025 - most advanced project
Sheep Creek Gallium Project US Critical Materials Corp. USA (Montana) Under evaluation Feasibility study phase Not disclosed INL partnership signed Dec 2023; resource confirmation ongoing
DOE TRACE-Ga industrial plant TBD (DOE awardees, 1-3 projects) USA ~1 t/yr prototype Awards expected early 2026 $6M DOE funding RFP issued 2025
RareX (Cummins Range) RareX Australia Not specified for Ga Mining lease approved Jan 2026 Not disclosed Multi-commodity; gallium component of broader RE project
German restart Not specified Germany Not specified Under consideration Not disclosed No FID or timeline confirmed
Metlen Project - Key Facts

Metlen's Agios Nikolaos project is Europe's first industrial gallium production facility. The project integrates bauxite mining, alumina refining, and gallium recovery on a single site within the historic Aluminium of Greece plant footprint. The European Investment Bank provided €90 million in financing - a direct signal that the EU treats this project as a strategic supply chain security asset under the Critical Raw Materials Act.

2026 output5-10 tonnes
Full scale50 t/yr (2028)
EIB financing€90 million
Total investment€295.5 million
Alcoa Australia Project - Key Facts

Alcoa's Western Australian alumina refineries already process bauxite at industrial scale. The agreement with Japan's Sojitz Corporation and JOGMEC evaluates adding gallium recovery circuits to existing refinery infrastructure - the lowest-capital approach to new gallium supply, since the refinery and Bayer process already operate. At 100 t/yr, this project alone would represent more than double current total non-Chinese global output.

Capacity target100 t/yr
FID expectedEnd 2025
PartnersAlcoa + Sojitz + JOGMEC
Feed sourceExisting Bayer process

What Is the Market Concentration of Gallium Production?

The Herfindahl-Hirschman Index (HHI) for gallium production exceeds 5,000 - double the US Department of Justice threshold of 2,500 for "highly concentrated" markets, and approximately 10x the threshold for "moderately concentrated." The top five producers are all Chinese, and Chalco alone controls an estimated 21% of nameplate capacity. No antitrust authority has jurisdiction over Chinese state-directed commodity production.

Market Concentration Comparison

Commodity Approximate HHI Top Producer Country Share Assessment
Gallium >5,000 China: 98-99% Extreme monopoly concentration
Rare earth elements ~3,500-4,500 China: ~60-70% Very high concentration
Cobalt (refining) ~2,500-3,500 DRC/China combined: ~80% High concentration
Lithium ~1,800-2,200 Australia + Chile: ~70% Moderately concentrated
Copper ~400-600 Chile: ~27% Competitive market
Iron ore ~300-500 Australia + Brazil: ~60% Competitive market
Concentration trend: HHI rises by over 400 points annually for gallium as Chinese capacity expands faster than non-Chinese alternatives. This trend will only reverse when Metlen and Alcoa projects come online in 2026-2028.

What Happened to US Gallium Production?

The United States was a gallium producer through 1987, recovering gallium from domestic aluminum refining operations. Chinese low-cost production, expanding through the 1980s as China scaled its Bayer process aluminum infrastructure, undercut US production economics to the point where recovery became commercially unviable. The last US primary gallium operation closed in 1987. Since then, one facility in New York has refined high-purity gallium from imported crude metal and new scrap - a value-added operation, not primary production. The US has been 100% import-dependent for primary gallium for 38 years.

US Gallium Supply Position

Metric Data
Last year of US primary production 1987
Current US primary production Zero
US import dependence 100%
Domestic operations One NY facility: high-purity refining from imported crude + new scrap recycling
Largest historical US source (pre-1987) Aluminum refining by-product
Pentagon supply security target 2026 production independence (not yet achieved)
Active projects toward restoration Sheep Creek (US Critical Materials, Montana); TRACE-Ga program (DOE, $6M)
Timeline to meaningful US primary output 2028-2030 at earliest (feasibility stage as of 2026)
Policy context: For the full US government policy response to gallium supply vulnerability, see US critical minerals policy.

How Do Russian and Japanese Producers Position Themselves?

Russian gallium producers - though small - have actively marketed their material to Western buyers since China's August 2023 export restrictions, positioning Russia as an alternative source. Japan's Dowa Holdings holds the top global position in high-purity gallium specifically, servicing GaAs wafer manufacturers and LED epitaxy customers who require 6N purity. Japan's government designated gallium a critical mineral in March 2024 under its National Resource Security framework, and signed the US-Japan Critical Minerals Framework in October 2025.

Russia and Japan: Producer Profiles

Dimension Russia Japan (Dowa)
Estimated output <5 t/yr ~7-10 t/yr
Purity Crude (low-purity primary) Up to 6N (99.9999%)
Feed source Aluminum refining by-product Zinc smelting (imported Mexican zinc)
Strategic posture Seeking to expand; marketing to Western buyers post-2023 ban Established high-purity supplier; government-backed supply chain effort
Government support Not public Japan designates Ga as critical mineral; JOGMEC investment in Alcoa Australia project
Western supply role Minimal - geopolitical complication for Western buyers Meaningful for high-purity segment; primary Western high-purity supplier

What Does the Non-Chinese Producer Base Look Like by 2028?

If all announced projects proceed on schedule, non-Chinese gallium production could reach approximately 165-175 tonnes per year by 2028 - up from ~15 tonnes in 2024. This would represent roughly 20-22% of projected 2028 global demand of approximately 800 tonnes. It would not end Chinese price-setting dominance, but it would provide a meaningful buffer against total supply disruption and give Western semiconductor manufacturers a partial alternative source for the first time since the 1980s.

Non-Chinese Production Trajectory (2024-2028)

Year Current Non-China Output Projects Starting Projected Non-China Total % of Estimated Global Demand
2024 ~15 t/yr None ~15 t/yr ~2%
2025 ~15 t/yr Alcoa FID (Australia) ~15 t/yr ~2%
2026 ~15 t/yr Metlen ramp start (5-10 t); Alcoa production start (~20 t) ~40-45 t/yr ~5-6%
2027 - Metlen ramp (~20-30 t); Alcoa scaling (~50-60 t) ~90-100 t/yr ~11-13%
2028 - Metlen full scale (50 t); Alcoa target (100 t) ~165-175 t/yr ~21-22%
Timeline risk: Timelines for mining and refining projects routinely slip 12-24 months. Alcoa's FID was "expected by end 2025" - confirmation pending. US projects (Sheep Creek, TRACE-Ga) contribute minimal output by 2028.
Sources