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 |
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 |
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'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.
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.
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 |
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) |
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% |
- USGS Mineral Commodity Summaries - Gallium (2023, 2024, 2025)
- Fastmarkets - "Escalating oversupply in China's gallium market: 2024 preview"
- CSIS - "Beyond Rare Earths: China's Growing Threat to Gallium Supply Chains"
- Metlen Energy & Metals - FID press release, January 16, 2025
- European Investment Bank - €90M financing announcement for Metlen project (2026)
- Mining Weekly - Metlen Greece gallium plant confirmation, January 2025
- Semiconductor Today - Alcoa/Sojitz/JOGMEC Australia gallium project
- DOWA Holdings - Electronics Materials division product documentation
- US Critical Materials Corp. - Sheep Creek project and INL partnership (December 2023)
- ScienceDirect - HHI concentration analysis for gallium market
- Shanghai Metal Market (SMM) - Chinese domestic production and export data (2022-2025)
- AXT Inc. - Investor relations: GaAs substrate and gallium supply chain documentation
- Japan Ministry of Economy - Critical minerals designation (March 2024) and National Resource Security Special Act (February 2025)