Monthly Gallium Market Report May 2025

Contents

1 Market Highlights 2
2 Economy and Policy 2
2.1 China and U.Asian Metal Copyright6 China's non-oil and gas exploration spending rises for fourth straight year 2 3 Market Movements 2 3.Asian Metal CopyrightS. reach deal to scale back tariffs 2
2.2 China strengthens control over export of strategic minerals 2
2.3 China adjusts tariffs on US imports 2
2.4 China acts to curb excessive competition, support private economy 2
2.5 China launches fourth batch of third round of environmental inspections 2
2.6 China's non-oil and gas exploration spending rises for fourth straight year 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright53% YoY in May 2025 3 4.Asian Metal Copyright1 Gallium metal 99.99%min EXW 100% down 2
3.1.Asian Metal Copyright5% MoM in late May 2025 3 5 Export Statistics 4 5.Asian Metal Copyright2 Gallium metal 99.99999%min EXW 100% down 2
3.2 Chinese Export Market 3
3.2.Asian Metal Copyright1 Gallium metal 99.Asian Metal Copyright1 Gallium metal 99.99%min FOB China 3
4 Producers Statistics 3
4.1 AM Stats: Chinese gallium metal producers' operating rate up by 16.81% YoY in May 2025 3
4.2 AM Stats: Chinese gallium metal producers' output up by 28.53% YoY in May 2025 3
4.3 AM Stats: Chinese gallium metal producers' stocks increased by 6.5% MoM in late May 2025 3
5 Export Statistics 4
5.1 China exported 300kg of gallium metal in April 2025 4

Graph

Graph 1 Chinese gallium metal 99.99%min price trend from 2025-4-01 to 2025-5-31 (RMB/kg) 2
Graph 2 Chinese gallium metal 99.99999%min price trend from 2025-4-01 to 2025-5-31 (RMB/kg) 2
Graph 3 Chinese gallium metal 99.99%min FOB price trend from 2025-4-01 to 2025-5-31 (USD/kg) 3
Graph 4 Chinese gallium metal producers' operating rate from 2024-5 to 2025-5 (%) 3
Graph 5 Chinese gallium metal producers' operating rate by major province from 2024-5 to 2025-5 (%) 3
Graph 6 Chinese gallium metal producers' monthly output from 2024-5 to 2025-5 (ton) 3
Graph 7 Chinese gallium metal producers' monthly output from 2024-5 to 2025-5 by major province (ton) 3
Graph 8 Chinese gallium metal producers' monthly stocks from 2024-5 to 2025-5 (ton) 3
Graph 9 Chinese gallium metal producers' monthly stocks from 2024-5 to 2025-5 by major province (ton) 4

Table

Table 1 Top four gallium metal export destinations for China in April 2025 (kg) 4
.Asian Metal Copyright99%min EXW 100% down 2 3Asian Metal Copyright