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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, 2023-08-01T00:00:00.000Z: $118Germanium, 2023-08-01T00:00:00.000Z: $93.5Rare earths, 2023-08-01T00:00:00.000Z: $206.7Copper (data-center grade), 2023-08-01T00:00:00.000Z: $334.8Gallium, 2023-09-01T00:00:00.000Z: $120.7Germanium, 2023-09-01T00:00:00.000Z: $95.6Rare earths, 2023-09-01T00:00:00.000Z: $211.3Copper (data-center grade), 2023-09-01T00:00:00.000Z: $342.1Gallium, 2023-10-01T00:00:00.000Z: $116.5Germanium, 2023-10-01T00:00:00.000Z: $92.3Rare earths, 2023-10-01T00:00:00.000Z: $204.1Copper (data-center grade), 2023-10-01T00:00:00.000Z: $330.6Gallium, 2023-11-01T00:00:00.000Z: $117.8Germanium, 2023-11-01T00:00:00.000Z: $93.2Rare earths, 2023-11-01T00:00:00.000Z: $205.8Copper (data-center grade), 2023-11-01T00:00:00.000Z: $332.9Gallium, 2023-12-01T00:00:00.000Z: $130.9Germanium, 2023-12-01T00:00:00.000Z: $103.6Rare earths, 2023-12-01T00:00:00.000Z: $228.8Copper (data-center grade), 2023-12-01T00:00:00.000Z: $370.2Gallium, 2024-01-01T00:00:00.000Z: $130.6Germanium, 2024-01-01T00:00:00.000Z: $103.4Rare earths, 2024-01-01T00:00:00.000Z: $228.7Copper (data-center grade), 2024-01-01T00:00:00.000Z: $370.3Gallium, 2024-02-01T00:00:00.000Z: $134.2Germanium, 2024-02-01T00:00:00.000Z: $106.2Rare earths, 2024-02-01T00:00:00.000Z: $234.7Copper (data-center grade), 2024-02-01T00:00:00.000Z: $379.9Gallium, 2024-03-01T00:00:00.000Z: $135.3Germanium, 2024-03-01T00:00:00.000Z: $107.2Rare earths, 2024-03-01T00:00:00.000Z: $237.1Copper (data-center grade), 2024-03-01T00:00:00.000Z: $384.2Gallium, 2024-04-01T00:00:00.000Z: $124.2Germanium, 2024-04-01T00:00:00.000Z: $98.4Rare earths, 2024-04-01T00:00:00.000Z: $217.6Copper (data-center grade), 2024-04-01T00:00:00.000Z: $352.4Gallium, 2024-05-01T00:00:00.000Z: $128.7Germanium, 2024-05-01T00:00:00.000Z: $101.9Rare earths, 2024-05-01T00:00:00.000Z: $225Copper (data-center grade), 2024-05-01T00:00:00.000Z: $364.2Gallium, 2024-06-01T00:00:00.000Z: $132.4Germanium, 2024-06-01T00:00:00.000Z: $104.8Rare earths, 2024-06-01T00:00:00.000Z: $231.8Copper (data-center grade), 2024-06-01T00:00:00.000Z: $375.3Gallium, 2024-07-01T00:00:00.000Z: $134.4Germanium, 2024-07-01T00:00:00.000Z: $106.4Rare earths, 2024-07-01T00:00:00.000Z: $234.9Copper (data-center grade), 2024-07-01T00:00:00.000Z: $380.1Gallium, 2024-08-01T00:00:00.000Z: $148.3Germanium, 2024-08-01T00:00:00.000Z: $117.4Rare earths, 2024-08-01T00:00:00.000Z: $259.4Copper (data-center grade), 2024-08-01T00:00:00.000Z: $419.7Gallium, 2024-09-01T00:00:00.000Z: $145.5Germanium, 2024-09-01T00:00:00.000Z: $115.2Rare earths, 2024-09-01T00:00:00.000Z: $254.9Copper (data-center grade), 2024-09-01T00:00:00.000Z: $413Gallium, 2024-10-01T00:00:00.000Z: $141Germanium, 2024-10-01T00:00:00.000Z: $111.6Rare earths, 2024-10-01T00:00:00.000Z: $246.8Copper (data-center grade), 2024-10-01T00:00:00.000Z: $399.6Gallium, 2024-11-01T00:00:00.000Z: $143.3Germanium, 2024-11-01T00:00:00.000Z: $113.5Rare earths, 2024-11-01T00:00:00.000Z: $251Copper (data-center grade), 2024-11-01T00:00:00.000Z: $406.6Gallium, 2024-12-01T00:00:00.000Z: $134.7Germanium, 2024-12-01T00:00:00.000Z: $106.7Rare earths, 2024-12-01T00:00:00.000Z: $235.9Copper (data-center grade), 2024-12-01T00:00:00.000Z: $382Gallium, 2025-01-01T00:00:00.000Z: $142.5Germanium, 2025-01-01T00:00:00.000Z: $112.7Rare earths, 2025-01-01T00:00:00.000Z: $248.9Copper (data-center grade), 2025-01-01T00:00:00.000Z: $402.6Gallium, 2025-02-01T00:00:00.000Z: $153.7Germanium, 2025-02-01T00:00:00.000Z: $121.7Rare earths, 2025-02-01T00:00:00.000Z: $268.9Copper (data-center grade), 2025-02-01T00:00:00.000Z: $435.4Gallium, 2025-03-01T00:00:00.000Z: $152.8Germanium, 2025-03-01T00:00:00.000Z: $121Rare earths, 2025-03-01T00:00:00.000Z: $267.4Copper (data-center grade), 2025-03-01T00:00:00.000Z: $432.9Gallium, 2025-04-01T00:00:00.000Z: $161.9Germanium, 2025-04-01T00:00:00.000Z: $128.1Rare earths, 2025-04-01T00:00:00.000Z: $283.1Copper (data-center grade), 2025-04-01T00:00:00.000Z: $458.3Gallium, 2025-05-01T00:00:00.000Z: $156.7Germanium, 2025-05-01T00:00:00.000Z: $124.2Rare earths, 2025-05-01T00:00:00.000Z: $274.8Copper (data-center grade), 2025-05-01T00:00:00.000Z: $445.4Gallium, 2025-06-01T00:00:00.000Z: $147Germanium, 2025-06-01T00:00:00.000Z: $116.4Rare earths, 2025-06-01T00:00:00.000Z: $257.3Copper (data-center grade), 2025-06-01T00:00:00.000Z: $416.7Gallium, 2025-07-01T00:00:00.000Z: $154.5Germanium, 2025-07-01T00:00:00.000Z: $122.3Rare earths, 2025-07-01T00:00:00.000Z: $270.2Copper (data-center grade), 2025-07-01T00:00:00.000Z: $437.5Gallium, 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: $513.8Jul '23Jan '24Jul '24Jan '25Jul '25Jan '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)
2023-08-01118.0193.46206.69334.78
2023-09-01120.795.57211.27342.08
2023-10-01116.4992.28204.09330.62
2023-11-01117.7593.15205.75332.86
2023-12-01130.87103.55228.79370.23
2024-01-01130.61103.42228.65370.26
2024-02-01134.18106.2234.68379.85
2024-03-01135.31107.2237.14384.22
2024-04-01124.1798.36217.55352.44
2024-05-01128.71101.85225.04364.18
2024-06-01132.42104.84231.77375.28
2024-07-01134.42106.35234.92380.1
2024-08-01148.34117.39259.37419.74
2024-09-01145.47115.24254.91413
2024-10-01141111.63246.78399.59
2024-11-01143.32113.51251.03406.61
2024-12-01134.68106.66235.87382.04
2025-01-01142.48112.69248.87402.56
2025-02-01153.73121.68268.94435.36
2025-03-01152.84120.98267.39432.85
2025-04-01161.85128.11283.14458.32
2025-05-01156.74124.21274.83445.4
2025-06-01146.99116.38257.3416.66
2025-07-01154.48122.28270.24437.46
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

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