Two Mining Stocks Benefiting from Gallium Shortage
The article highlights Alcoa (AA) and Teck Resources (TECK) as potential beneficiaries of a global gallium shortage, driven by China's export restrictions and supply chain disruptions. Both stocks have risen over 70% in the past year, with gallium prices surging due to increased demand and limited supply outside China.
Topics: Alcoa commodity prices gallium supply chain global supply chains Teck Resources