Gallium
Korea Zinc's Tennessee smelter would add 54 tons of gallium, 6 percent of last year's world output. It arrives in 2030.
The federal environmental review is done and the money is lined up. But the gallium is a byproduct stream of a $7.4 billion smelter, it starts in 2030, and China's suspension of its US export ban expires in 52 days.
Gallium up 122 percent in twelve months. Brazil's alumina recovers none.
$2,269 a kilo printed on June 5. The metal that runs the AI server's power supply is bauxite's byproduct. The November 27 expiry on China's US suspension is roughly twenty-five weeks away.