How NIMY’s High-Grade Gallium Discovery Could Disrupt Global Supply Chains

Strategic Location and Emerging Metallogenic Belt

NIMY Resources Limited is advancing its Mons Project in Western Australia’s Yilgarn Craton, a globally recognised Tier 1 mining district. The company is pioneering exploration along a newly defined +80km strike metallogenic belt rich in copper, nickel, platinum group elements, gallium, and gold. The standout discovery at Block 3 has rapidly emerged as a focal point for high-grade gallium mineralisation, a critical metal with growing strategic importance.

Exceptional Gallium Assay Results

Recent drilling campaigns at Block 3 have delivered remarkable assay results, including intervals such as 240 metres at 63g/t Ga₂O₃, with peak values reaching 462g/t Ga₂O₃. These results significantly extend the known depth and grade of the gallium mineralisation, reinforcing the prospect’s potential scale. The exploration target covers an area approximately 3km by 1.5km, with multiple zones exceeding 100ppm gallium, positioning NIMY’s discovery among the highest-grade globally.

Market Context and Supply Chain Imperatives

Gallium’s critical role in semiconductor manufacturing, defense technologies, 5G infrastructure, and green energy applications has driven a surge in demand. Compounding this is China’s near-monopoly on global gallium production, accounting for 98%, and its recent export ban to the United States, which has heightened supply chain vulnerabilities worldwide. NIMY’s timing is fortuitous, as governments and industries seek diversified and secure sources of this strategic metal.

Collaborations and Technical Advancements

To capitalise on this opportunity, NIMY has entered a collaboration agreement with M2i Global, a US-based specialist in critical minerals supply chains, aiming to establish an alternative gallium supply for the US military and allied industries. Concurrently, NIMY is partnering with leading Australian research institutions including CSIRO and Curtin University to refine metallurgical processes and advance resource definition. These efforts are critical to progressing from exploration targets to a JORC-compliant inferred mineral resource estimate.

Outlook and Strategic Positioning

With a substantial tenement package exceeding 3,000 square kilometres and multiple prospects showing potential for copper, nickel, rare earth elements, and precious metals, NIMY is positioning itself as a first mover in a strategically vital sector. The company’s expanding technical team and strong institutional partnerships underpin its capacity to navigate the complex path from discovery to development. As gallium demand is forecast to grow at over 24% CAGR through 2028, NIMY’s Mons Project could become a cornerstone asset in the global critical minerals landscape.