China locks 90% of global gallium supply in alumina refineries
Primary output of 900 metric tons relies on by-product extraction from bauxite processing, blunting Western efforts to bypass…
Company watch
All companies →Alcoa
Every EAB briefing that touches Alcoa — capital spending, plants, M&A, earnings and policy exposure. 3 briefings.
- First seen
- September 29, 2026
- Latest
- November 6, 2026
- With a linked document
- 3 of 3
- Subject of the briefing
- 1
- Named as exposed
- 2
- Desks
- Trade & Policy (1), Energy & Minerals (1), Semiconductors (1)
Australia backs mineral refining with A$7B to counter China
The refreshed strategy provides a 10% processing tax credit and a A$1.2 billion reserve to process lithium and rare earths…
Japan and Australia advance critical minerals security pact
The bilateral framework deploys A$1.67 billion in public capital and long-term offtake agreements to insulate rare earth, gallium…