UTR – G50 Corp Limited

Be curious, not judgemental

Gallium prices are surging—up over 30% this year and nearly fourfold since 2023—driven by defence-led demand and supply constraints, with further upside likely as Western nations move to establish price floors to counter China’s dominance in critical minerals.

When a picture tells 1,000 words……..

Surging gallium prices since China's export restrictions and accelerating copper demand, highlighted by Amazon sourcing from new Arizona supply and reinforced by insights from Robert Friedland, underscore a structural boom in critical metals driven by AI and data centre growth, further supported by recent US mining tailwinds.

Gallium on track to be one of the best performing commodities in 2025

The gallium price has soared over 83% year-to-date and is poised for much higher prices as China-dominated supply constraints collide with rapidly accelerating demand from defense, electronics, EVs and data centres, with projects like Golconda offering leveraged exposure, despite broader supply-side development challenges.

Toto, I don’t think we are in Kansas anymore

Gallium prices remain strong despite market volatility, supported by rising demand from defence, AI/data centres, and next-generation telecommunications, with the current price rally likely only the early stage of a much larger demand-driven market shift.

Foreword

The U.S. is emerging as a strategic hub for hard rock mining amid growing demand for self-reliant supply chains, with Nvidia’s adoption of gallium nitride technology marking a decisive turning point that validates its widespread future use—especially in AI, data centres, and eventually electric vehicles—significantly increasing the importance of domestic gallium sources.

What a Difference 40 Years (and a Quarter) Makes

Rising commodity prices and strong demand—particularly for gold and gallium—have driven G50 to advance drilling at White Caps and Golconda, targeting shallow gold mineralisation and expanding a potentially significant gallium and precious metals resource to meet future supply needs.

Price

When China restricted gallium exports, it exposed how strategic mineral markets can break traditional pricing dynamics, shifting focus to supply security and positioning new producers like Golconda to benefit from rapidly growing demand.

Buy land, they’re not making it anymore…

New 52-week highs with barely a pullback in sight and little volatility compared to the more liquid and visible bulks, industrial and precious metals.