Q: Given the recent Chinese export restrictions on geranium and gallium, are any Canadian companies poised to profit or that have the potential to profit? My geologist buddy tells me that TECK produces some as by-products of aluminum production. He doesn't know if it comes from imported bauxite or not and I'm not sure how that would matter. Any thought on this? Thanks
al
al
5i Research Answer:
TECK produces some but not in a material amount. The two metals are not even mentioned in its 2023 annual information form. In 2021 Teck did invest in FWZ and it has exposure, though not yet producing.