Kudos, again, to Kevin Wamsley of Inside China Business. Based on his latest podcast (see below) I did some additional digging. The substance of his video briefing is shocking and alarming, at least for US policymakers and weapons manufacturers. There is a single thread running from the empty nose cones of America’s newest stealth fighters to the laboratories where China is building the internet of the 2030s. That thread is gallium — a soft, silvery byproduct of aluminum refining that almost no one outside a materials-science department thinks about, and that the United States does not produce at all.
A metal America stopped making
The top line from the US Geological Survey is stark: the United States has had no primary domestic gallium production for decades, and its net import reliance sits at 100 percent. China, by contrast, controls the overwhelming majority of global output — figures commonly cited run from 94 to 98 percent of raw production. The reason is structural, not incidental. Gallium is extracted as a byproduct of bauxite and zinc processing, industries China dominates. A country cannot simply decide to make gallium; it must first build the aluminum and zinc industries that yield it, then the extraction, refining, wafer, and packaging lines on top. That is a decade-plus undertaking, not a budget line.
