Monthly Gallium Market Report Sep 2023

Contents

1 Market Highlights 2
2 Economy and Policy 2
2.1 China approves some export licences for gallium and germanium products 2
3 Market Movements 2
3.1 Chinese Market 2
3.1.Asian Metal Copyright90% YoY in Sep 2023 3 5.Asian Metal Copyright1 Gallium metal 99.99%min EXW D/P 2
3.1.Asian Metal Copyright1.Asian Metal Copyright2 Gallium metal 99.99999%min EXW D/P 2
3.2 Chinese Export Market 2
3.2.Asian Metal Copyright99%min EXW China 4 7.Asian Metal Copyright1 Gallium metal 99.99%min FOB China 2
4 Company news 2
4.1 AXT's Tongmei receives initial export permits from China for gallium arsenide and germanium substrates 2
5 Producers Statistics 3
5.1 AM Stats: Chinese gallium metal producers' operating rate up by 12.92% YoY in Sep 2023 3
5.2 AM Stats: Chinese gallium metal producers' output up by 38.90% YoY in Sep 2023 3
5.3 AM Stats: Chinese gallium metal producers' stocks increased by 37.71% YoY in late Sep 2023 3
6 Export Statistics 4
6.1 China's exports of gallium metal down by 100% MoM in Aug 2023 4
7 Market Outlook for Next month 4
7.1 Gallium Metal 99.99%min EXW China 4
7.2 Gallium Metal 99.99999%min EXW China 4
7.3 Gallium Metal 99.99%min FOB China 4

Graph

Graph 1 Chinese gallium metal 99.99%min price trend from 2023-08-01 to 2023-09-30 (RMB/kg) 2
Graph 2 Chinese gallium metal 99.99999%min price trend from 2023-08-01 to 2023-09-30 (RMB/kg) 2
Graph 3 Chinese gallium metal 99.99%min FOB price trend from 2023-08-01 to 2023-09-30 (USD/kg) 2
Graph 4 Chinese gallium metal producers' operating rate from 2022-09 to 2023-09 (%) 3
Graph 5 Chinese gallium metal producers' operating rate by major province from 2022-09 to 2023-09 (%) 3
Graph 6 Chinese gallium metal producers' monthly output from 2022-09 to 2023-09 (ton) 3
Graph 7 Chinese gallium metal producers' monthly output from 2022-09 to 2023-09 by major province (ton) 3
Graph 8 Chinese gallium metal producers' monthly stocks from 2022-09 to 2023-09 (ton) 3
Graph 9 Chinese gallium metal producers' monthly stocks from 2022-09 to 2023-09 by major province (ton) 4

Table

Table 1 Chinese gallium metal producers' operating rate by major province from 2022-08 to 2023-08 3
Table 2 Chinese gallium metal producers' monthly output from 2022-09 to 2023-09 by major province (ton) 3
Table 3 Chinese gallium metal producers' monthly stocks from 2022-09 to 2023-09 by major province (ton) 4
Table 4 Top seven gallium metal export destinations for China in Aug 2023 (kg) 4


.Asian Metal Copyright99%min EXW China 4 7Asian Metal Copyright