Ramaco Resources has signed a non-binding memorandum of understanding with Bedrock Semiconductor to explore the potential supply of gallium feedstock or other critical minerals from its Brook Mine project in Sheridan, Wyoming.
The agreement aligns with efforts to develop a domestic supply chain for semiconductor materials used in AI data centers, electric vehicles, and renewable energy systems. Bedrock Semiconductor, based in Pennsylvania, specializes in gallium nitride semiconductor materials and devices.
Ramaco Resources’ Brook Mine remains an exploration-stage property with no guarantees of commercial-scale development or conversion of mineral resources into reserves. Any future supply or offtake arrangements under the MOU will depend on successful project development, definitive agreements, and due diligence.
Over 95% of global gallium production is currently concentrated in China, according to Bedrock Semiconductor CEO Troy Baker. The company’s CEO emphasized the importance of securing domestic sources of the critical mineral to reduce reliance on foreign supply chains.
Ramaco Resources, which operates metallurgical coal mining complexes in Central Appalachia, said it aims to align with technologies shaping next-generation semiconductor manufacturing. The company’s Chairman and CEO, Randall Atkins, highlighted the strategic focus on gallium-based devices and semiconductor supply chains.
The MOU does not constitute a binding agreement and remains subject to further negotiations and conditions.
