The chokepoint calendar
GaN power electronics, infrared optics and the solder around them run on gallium, germanium and antimony — and one country decides who may buy them.
gallium · germanium · antimony · tungsten
What happened
Nothing logged in the last 120 days. Export-control announcements and project decisions arrive from the sweep and the register’s own feeds; silence here means none have landed, not that none happened.
The price
No free price exists for these metals. The exchanges that quote them are paywalled, and a scraped number with no history behind it would be worse than none — so this page keeps the dates instead, and the dates are the part nobody can backfill.
This week
No week to compare yet — movers need two stored Fridays, and the record does not hold two for these names.
Exposed companies
| Company | Ticker | Beat | Close | Week |
|---|---|---|---|---|
| Almonty Industries | AII.TO | critical-materials | — | — |
| Nyrstar (Trafigura) | — | critical-materials | — | — |
| Perpetua Resources | PPTA | critical-materials | — | — |
| Teck Resources | TECK | critical-materials | — | — |
| Umicore | UMI.BR | critical-materials | — | — |
| United States Antimony | UAMY | critical-materials | — | — |
| Xiamen Tungsten | 600549.SS | critical-materials | — | — |
7 on the layer · no Friday closes stored yet
A hand list, not a query: a company carries a beat and no material, so which names are actually exposed to gallium is a judgement. Every published miner and refiner is on companies.
What is being collected
series
A dated number. Collected on a cadence; the chart is the record.
| Source | What it is for | As of | State |
|---|---|---|---|
| usgs-mcs | annual supply context on every material page | — | not yet collected |
| imf-portwatch-chokepoints | chokepoint-stress line (Suez, Panama, Hormuz) behind materials and equipment lead times | — | not yet collected |
event-log
Dated decisions where the event itself is the record.
| Source | What it is for | As of | State |
|---|---|---|---|
| mofcom-export-controls | the chokepoint calendar — announcement dates ARE the product | — | not yet collected |
| asx-announcements | quarterly activity reports and announcements per Australian miner — the announced-vs-producing pipeline one stage deeper | — | not yet collected |
| blm-nepa-register | mine permitting clock | — | lead |
Dated ahead
Nothing dated in the next 60 days. The calendar is only as good as what has been synced — an empty window is not a promise that nothing will print.