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Australia investing $1.2bn to create Critical Minerals Strategic Reserve
What happened
The Australian government announced a $1.2 billion investment to establish a Critical Minerals Strategic Reserve, aiming to secure supply chains for minerals vital to electronics and defense. This move aligns with Western allies' efforts to reduce dependence on concentrated supply sources, particularly China. Watch: This policy could tighten long-term supply for key semiconductor inputs like gallium and germanium, but immediate price impact is uncertain.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
LithiumCobaltRare EarthsGalliumGermanium
policysubsidysupply-chain-securitycritical-minerals
Source and time
Source: Semiconductor Today · 1/14/2026 · View original source
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