I actually did repost some of the info you mentioned, but as Andrea correctly pointed out I focused mostly on Gallium (except in the case of recycled GaAs)

But...

As it turns out, arsenic might be the limiting factor after all:

http://environment.yale.edu/news/article/arsenic-supply-at-risk/

A more recent document shows the supply risk of both Ga and As at the same level, falling in the mid-high range

www.bgs.ac.uk/downloads/start.cfm?id=2643

The link at the bottom of my reply to Andrea did say that the market should adjust to changing demand pretty easily and quickly - at least for gallium. Given the fact that the Ga was used for electronics I suspect that the arsenic supply reacted similarly to the effect of supply and demand.

The only other risk I didn't consider was political. China is the biggest supplier of both elements. I think they could control the price in the short term.

Of course I know at least for gallium that not all of is extracted from aluminium and zinc mining (if memory serves it's only about 30%), and there is a mining opportunity that hasn't proceeded for Gold Canyon, which *would* proceed if the price of gallium is right.

Finally, I have to return to the notion that the number of chips in a device will actually decrease if POET is mass-adopted (for all semi types: Si, GaAs, InP, etc.) so for that reason supply should not be an issue.