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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, 2026-01-01T00:00:00.000Z: $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: $513.8Jan '26Feb '26Mar '26Apr '26May '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)
2026-01-01167.22132.49293.1474.91
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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