Insights

Tantalum has an essential role in the electronics industry, with products used in consumer, automotive, military, medical and aerospace, and production is dominated by African countries, with Democratic Republic of Congo accounting for over 40% of mined tanalum in 2024

The years 2021 and 2022 marked a golden era for the junior resources IPO market, when as one seasoned industry veteran wryly put it, “you could have floated a brick on the ASX”.

Due to their role in clean energy technologies and semiconductors, critical minerals remain central to government policy agendas and public interest. Like gallium, indium faces rising demand, supply bottlenecks, volatile pricing, and geopolitical headwinds. Indium is indispensable for modern technologies – from smartphone screens to advanced semiconductors – but transparency in its market is limited, […]

China’s dominance in gallium supply sparks global concerns, pushing nations to develop alternative sources and reduce reliance on Chinese exports.

RFC Ambrian are pleased to present this research report on germanium, which is the second of six reports on niche critical minerals to come in 2025.