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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, 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: $513.8May '26Jun '26Jul '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)
2026-05-01181.92143.95318.04514.66
2026-06-01193.28153.04338.33547.84
2026-07-01180.82143.29317.03513.77

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