1, Gallium is a by-product of the electrolytic aluminum industry.
2, The aluminum electrolysis industry requires large amounts of electricity and water. The amount of electricity needed by this industry affects the development and demand of other industries. In 1990s, China strictly banned the development of electrolytic aluminum industry in order to protect the electricity used by other industries. So don't expect countries like Vietnam and India to invest in electrolytic aluminum plants. Except for China and Russia, only a few developed countries have rich electricity and water.
3, It takes about 10 years to build a new electrolytic aluminum plant of a certain size.
4, China can always re-sell gallium at low prices and destroy the new plants, so, no private capital will be willing to invest in electrolytic aluminum plants. It can only rely on direct investment from the government.