🇪🇺🧪📉 Europe Wanted Less Chinese Gallium — Now Its Own Supply Is Going Abroad Europe has spent years trying to reduce its dependence on Chinese gallium — and now that a major European supply source is finally being developed, part of it has already been snapped up by an American buyer. Greek industrial group Metlen plans to produce up to 50 tonnes of gallium a year from 2027, enough, according to the company, to cover Europe’s entire current demand. But roughly 25% of that future output has already been contracted to a US technology company, while Metlen is negotiating two more deals with buyers outside Europe. China supplied 77% of EU gallium imports in 2025 and accounts for about 99% of global primary production. The metal is used in advanced semiconductors, radar, satellites, communications equipment and power electronics. Beijing’s export restrictions have already exposed that dependence. EU gallium imports fell 56% between 2022 and 2025, while European prices rose sharply. Metlen expects production costs below $300 per kilogram, compared with European market prices above $3,000 per kilogram. Because the gallium will be recovered from the company’s existing bauxite and alumina operations in Greece, the project does not require Europe to build an entirely new mining chain from scratch. Yet European manufacturers have been slow to sign the long-term contracts needed to secure that output, while US and Japanese buyers have moved faster. So Brussels may end up with exactly the sort of domestic production it has spent years demanding — only to watch a chunk of it leave the continent before the plant even starts operating. The EU can label gallium “critical,” announce strategic-autonomy plans and subsidize new capacity. None of that guarantees the metal stays in Europe if European companies are unwilling to commit to buying it. China built its position in critical minerals around scale, processing and guaranteed demand. Europe may now discover that making a strategic material at home does not automatically mean keeping it there. @NewRulesGeo❗Follow us on X