RockTalk is a Stockhead video series featuring a roundtable of resources experts discussing a new macro topic each week.  

In this episode, host Peter Strachan discusses the growing market interest for critical minerals used in high tech applications and in a move towards the electrification of everything. Today’s episode focuses on the high scarcity value of some of these minerals and the market potential for gallium and germanium.

Populating the expert panel for this discussion are Mark Wallace, Managing Director at Gold 50 (ASX:G50) and Jon Dugdale, CEO of Golden Deeps (ASX:GED).

Golden Deeps is an emerging explorer-developer focused on the world-class Otavi Mountain Land (Otavi) Copper District of Namibia.

Gold 50 is an emerging precious metals exploration company rapidly progressing high potential projects in Southwest USA.

The scarcity value of these minerals is currently a hot topic as China kicks the semiconductor chip war up a notch as gallium and germanium restrictions come in to play.

The group discuss a range of topics including the driving forces behind market pricing for gallium and germanium, GED’s Nosib vanadium-copper-lead-silver project in Namibia, G50’s Golconda Project and more.