Gallium Supply Crunch Puts Pressure on NIMY’s Mons Project to Deliver

• Maiden JORC Inferred Resource for high-grade gallium expected September 2025
• Gallium supply constrained globally due to China’s export ban
• Strategic collaboration with M2i Global to supply US military demand
• Promising copper-nickel-PGE mineralisation at Masson and other prospects
• Technical partnerships with CSIRO, Curtin University, and SRK Consulting

Gallium, A Critical Metal in the Spotlight

NIMY Resources Limited is advancing its Mons Project in Western Australia, focusing on critical metals exploration with gallium and copper at the forefront. The company is preparing to announce its maiden JORC Inferred Resource for gallium in September 2025, a significant milestone given the metal’s strategic importance. Gallium’s global supply is heavily constrained, with China producing 98% of the world’s output and having imposed a total export ban to the US since August 2023. This has intensified demand, particularly from the US military and technology sectors, positioning NIMY as a potential key supplier.

Strategic Partnerships and Market Access

Recognising the geopolitical and supply chain risks, NIMY has secured a collaboration agreement with M2i Global, a NYSE-listed company specialising in critical minerals supply chains for the US government and defense industry. This partnership aims to establish a reliable supply of gallium to the US market, addressing urgent national security concerns. Additionally, NIMY is working closely with respected institutions such as CSIRO and Curtin University to enhance geological understanding and metallurgical recovery processes, further strengthening the project’s technical foundation.

Copper Exploration, Expanding the Mons Project’s Potential

Beyond gallium, NIMY’s Mons Project is emerging as a promising copper province. Recent drilling at the Masson prospect has returned significant copper, nickel, and platinum group element mineralisation, with deep electromagnetic surveys extending the known mineralised zones. Other prospects, including Sneaky Squirrel and Vera’s Gossan, have revealed substantial copper-zinc-gold anomalies consistent with volcanogenic massive sulphide systems, indicating potential for further discoveries. These results underscore the project’s multi-metal potential in a Tier 1 mining jurisdiction.

A New Greenstone Belt with Rare Earth Upside

The Mons Project covers a vast 3,004 square kilometre area within a newly defined greenstone belt comparable in size to the renowned Kambalda Belt. This region is prospective not only for gallium and copper but also for rare earth elements, hafnium, and precious metals. Soil sampling and geophysical surveys continue to identify new targets, with the Block 3 gallium prospect remaining open in all directions. The potential inclusion of rare earths and hafnium could add further value to the resource base.

Positioning for a Critical Metals Future

As global demand for gallium is projected to grow at a compound annual growth rate of over 24%, driven by semiconductor, 5G, renewable energy, and defense applications, NIMY’s timing is opportune. The company’s integrated approach; combining resource definition, strategic partnerships, and diversified exploration; positions it well to capitalize on tightening supply chains and rising prices. While the maiden resource and ongoing drilling results will be closely watched, NIMY’s progress highlights the evolving landscape of critical metals exploration in Australia.

Bottom Line?

NIMY Resources stands at a pivotal moment, with its maiden gallium resource and copper discoveries set to reshape critical metals supply amid global shortages.

Questions in the middle?

• How large and economically viable will the maiden gallium JORC Inferred Resource prove to be?
• What are the timelines and terms for commercial supply agreements with M2i Global and other partners?
• Could rare earth elements and hafnium significantly enhance the Mons Project’s value proposition?