China produces 98 per cent of the world’s gallium and 60 per cent of its germanium as well as holds an estimated 77 per cent of all the natural graphite supply on the planet as of 2023, according to a US Geological Survey. The US is 100 per cent and 50 per cent reliant on imports for gallium and germanium respectively. For graphite, the US is also 100 dependent on imports.