China gallium export restrictions

Strength 0.79

Confidence 0.85

The restrictions are already in place and tightening. FPLSF sits on non-China high-purity gallium. That is not a speculative position. It is a direct response to a documented supply risk.

AI re-evaluation

AI Strength 0.24

AI rationale will populate once the scoring run completes. Trigger a fresh rescore from the catalyst page (Refresh ↻) and reload, or refresh this page after ~15s for a one-shot generation.

Cross-catalyst pressure view (with boom/invalidation scenarios) lives at /pressure/56.