refinery · China
Guangxi Gallium Recovery
Gallium recovery circuits attached to alumina refining capacity.
OperatingProductionProject score 82
Operator
Independent
Country
China
Mine life
—
Capex
—
Profile
Resource, economics and jurisdiction
- Resource
- By-product recovery from Bayer process liquors.
- Production
- A dominant share of global primary gallium output.
- Economics
- Marginal cost is very low as a by-product stream.
- Infrastructure
- Co-located with alumina refineries and power supply.
- Jurisdiction
- Elevated policy risk
- Ownership
- Chinese alumina refiners
- Region
- Guangxi
Overview
What this asset is
Gallium recovery circuits attached to alumina refining capacity.
Methodology
Earthern Project Score 82
Version v0.1
- Resource Quality
- 92 (weight 1.2) — Grade, continuity and metallurgical complexity of the resource.
- Project Scale
- 80 (weight 1) — Annual output potential relative to the global market for its primary mineral.
- Development Stage
- 79 (weight 0.9) — How far the asset has advanced toward or through production.
- Jurisdiction
- 86 (weight 1.1) — Political stability, permitting predictability and rule of law.
- Infrastructure
- 87 (weight 0.9) — Access to power, water, transport and processing capacity.
- Economics
- 89 (weight 1.2) — Cost position and margin resilience through the price cycle.
- Strategic Importance
- 89 (weight 1) — Relevance to national critical mineral strategies and allied supply chains.
- Supply-Chain Value
- 89 (weight 1) — Whether the asset relieves a genuine downstream bottleneck.
- Sustainability
- 77 (weight 0.9) — Carbon intensity, water use, tailings approach and community standing.
- Execution Risk
- 77 (weight 1) — Technical, financing and schedule risk to reaching nameplate output. Higher is lower risk.
Materials