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US Military Invests Heavily in Gallium Production

WSJ.com: Markets •
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The Defense Department is pouring hundreds of millions of dollars into gallium production, a silvery metal critical for advanced electronics and military applications. Most global gallium supplies come from China, creating a strategic vulnerability that U.S. officials are racing to address. This investment marks a significant shift in American industrial policy.

Gallium's unique properties make it essential for semiconductors, solar cells, and high-frequency circuits used in radar and communications systems. The metal's semi-liquid state at room temperature and high electron mobility have made it irreplaceable in many defense technologies. China's dominance of the gallium market has raised alarms about supply chain security.

The Pentagon's investment aims to establish domestic gallium production capabilities and reduce dependence on Chinese suppliers. This move aligns with broader efforts to reshore critical mineral production and strengthen America's technological edge. The funding will support research, development, and commercial-scale manufacturing of gallium-based components.

This strategic investment underscores growing concerns about China's control over critical materials and the U.S. military's vulnerability to supply disruptions. The initiative represents a significant commitment to securing America's technological future and maintaining military superiority.