G50 Corp CEO Flags Gallium Price Surge and Policy Shift as Strategic Tailwinds

New updates have been reported about G50 Corp Limited.

G50 Corp Limited is positioning its Golconda Project in Arizona to benefit from a sharp tightening in the gallium market, with CEO Mark Wallace warning that the metal could potentially double in price during 2026 if current trends persist. Wallace noted that gallium has already climbed more than 10% in the past two months to about US$2,269.40 per kilogram—roughly US$62 per ounce—representing a 32% increase year-to-date and nearly a fourfold rise since China imposed export controls in August 2023.

For G50, one of the few U.S. projects actively exploring gallium, these price dynamics coincide with a strategic policy shift being drafted by the U.S., EU, and Japan to set reference prices and price floors for critical minerals, including gallium, through a “preferential zone” supported by adjustable tariffs on cheaper Chinese exports. Wallace said this planned framework, which will also cover germanium, antimony, and tungsten, could underpin long-term pricing for defense- and high-tech-related demand, with around 75% of gallium currently used in military radar systems leveraging Gallium Nitride technology for platforms such as THAAD and Iron Dome. He added that recent conflicts and the war in the Middle East have exposed supply-chain vulnerabilities for GaN-based sensors, while market analysis since late 2025 suggests gallium demand will outstrip supply through at least 2050, a backdrop G50 is closely monitoring as it advances exploration and refines strategic options at Golconda near existing U.S. mining infrastructure and logistics hubs.