EN
EnglishEspañol中文PortuguêsFrançaisالعربية日本語한국어
Sign Up

Supply

Trade in Commodities Critical to LLM Infrastructure

Trade in Commodities Critical to LLM Infrastructure. Demo series compiled by The Latent research desk.

Trade in Commodities Critical to LLM Infrastructure

  • Gallium
  • Germanium
  • Rare earths
  • Copper (data-center grade)
Trade in Commodities Critical to LLM InfrastructureDemo preview through July 2026 (USD millions).$1.5K$1K$500$0Gallium, 2025-08-01T00:00:00.000Z: $153Germanium, 2025-08-01T00:00:00.000Z: $121.2Rare earths, 2025-08-01T00:00:00.000Z: $267.9Copper (data-center grade), 2025-08-01T00:00:00.000Z: $433.7Gallium, 2025-09-01T00:00:00.000Z: $161.6Germanium, 2025-09-01T00:00:00.000Z: $127.8Rare earths, 2025-09-01T00:00:00.000Z: $282.3Copper (data-center grade), 2025-09-01T00:00:00.000Z: $456.6Gallium, 2025-10-01T00:00:00.000Z: $175.8Germanium, 2025-10-01T00:00:00.000Z: $139.2Rare earths, 2025-10-01T00:00:00.000Z: $307.6Copper (data-center grade), 2025-10-01T00:00:00.000Z: $498Gallium, 2025-11-01T00:00:00.000Z: $168.7Germanium, 2025-11-01T00:00:00.000Z: $133.6Rare earths, 2025-11-01T00:00:00.000Z: $295.5Copper (data-center grade), 2025-11-01T00:00:00.000Z: $478.7Gallium, 2025-12-01T00:00:00.000Z: $170.1Germanium, 2025-12-01T00:00:00.000Z: $134.7Rare earths, 2025-12-01T00:00:00.000Z: $297.7Copper (data-center grade), 2025-12-01T00:00:00.000Z: $482Gallium, 2026-01-01T00:00:00.000Z: $167.2Germanium, 2026-01-01T00:00:00.000Z: $132.5Rare earths, 2026-01-01T00:00:00.000Z: $293.1Copper (data-center grade), 2026-01-01T00:00:00.000Z: $474.9Gallium, 2026-02-01T00:00:00.000Z: $157.9Germanium, 2026-02-01T00:00:00.000Z: $125Rare earths, 2026-02-01T00:00:00.000Z: $276.3Copper (data-center grade), 2026-02-01T00:00:00.000Z: $447.4Gallium, 2026-03-01T00:00:00.000Z: $172.3Germanium, 2026-03-01T00:00:00.000Z: $136.3Rare earths, 2026-03-01T00:00:00.000Z: $301Copper (data-center grade), 2026-03-01T00:00:00.000Z: $487Gallium, 2026-04-01T00:00:00.000Z: $178.3Germanium, 2026-04-01T00:00:00.000Z: $141.2Rare earths, 2026-04-01T00:00:00.000Z: $312Copper (data-center grade), 2026-04-01T00:00:00.000Z: $505.2Gallium, 2026-05-01T00:00:00.000Z: $181.9Germanium, 2026-05-01T00:00:00.000Z: $144Rare earths, 2026-05-01T00:00:00.000Z: $318Copper (data-center grade), 2026-05-01T00:00:00.000Z: $514.7Gallium, 2026-06-01T00:00:00.000Z: $193.3Germanium, 2026-06-01T00:00:00.000Z: $153Rare earths, 2026-06-01T00:00:00.000Z: $338.3Copper (data-center grade), 2026-06-01T00:00:00.000Z: $547.8Gallium, 2026-07-01T00:00:00.000Z: $180.8Germanium, 2026-07-01T00:00:00.000Z: $143.3Rare earths, 2026-07-01T00:00:00.000Z: $317Copper (data-center grade), 2026-07-01T00:00:00.000Z: $513.8Aug '25Oct '25Dec '25Feb '26Apr '26Jun '26Gallium: $180.8 on Jul '26. Germanium: $143.3 on Jul '26. Rare earths: $317 on Jul '26. Copper (data-center grade): $513.8 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026
View data
DateGalliumGermaniumRare earthsCopper (data-center grade)
2025-08-01153.03121.16267.85433.7
2025-09-01161.62127.83282.31456.64
2025-10-01175.79139.16307.6497.97
2025-11-01168.72133.63295.54478.73
2025-12-01170.11134.67297.68481.95
2026-01-01167.22132.49293.1474.91
2026-02-01157.92125.01276.33447.39
2026-03-01172.26136.27301486.95
2026-04-01178.3141.16312.04505.22
2026-05-01181.92143.95318.04514.66
2026-06-01193.28153.04338.33547.84
2026-07-01180.82143.29317.03513.77

API access · Pro coming soon

Demo preview through July 2026 (USD millions).

Download CSVPro API coming soon

Methodology

Synthetic demo series generated to preview the data product layout.