LightPath Technologies Develops Germanium-Free Infrared Cameras Amidst U.S.-China Trade Tensions
STRATEGIC MINERALSDEFENSE
LightPath Technologies is developing germanium-free infrared cameras using its proprietary 'BlackDiamond' glass, a lighter and cheaper alternative, amid U.S.-China trade tensions that have impacted germanium imports. The company has received an $8 million investment from drone manufacturers to enhance its technology and has been rated a buy by Canaccord Genuity, which forecasts strong growth in defense and industrial markets. LightPath's stock has surged by 280% over the past six months, with a 12-month price target set at $15, indicating a potential 33% increase.

Jan 30, 2026, 1:59 PM