A Rare Opportunity – Quick Note
What Is Antimony?
This is an opportunity for investors looking to diversify their portfolio and add exposure to a little-known Commodity. Most investors are not even aware that a strategic metal called Antimony exists, much less its uses. So, what is this metal?
Antimony strengthens metal in munitions, and is used in batteries, solar panels, and wind turbines. From semiconductors and printed circuit boards to the glass in our cell phones, we use Antimony every day without knowing it.
The metal therefore plays an important role in defense and energy industries. Recent studies point to Antimony playing an even more substantial role in the development of battery storage technology needed for the green energy transition.
Fundamentals - Antimony Supply Squeeze
Prices for antimony are rising to record highs as solar industry demand outstrips supply, causing a wide deficit with little sign of easing. The surge in prices, which is expected to persist for the foreseeable future, underscores our vulnerability in relying on the top producer, China.
Antimony ingot prices in China climbed to a record $17,588.88 per metric ton on May 29, up 56% in 2024, data from the Shanghai Metals Exchange showed. European prices have also climbed to a record $21,000 a ton, up 75% this year.
China accounted for 48% of global antimony mine production last year, U.S. Geological Survey data showed, although its reserves fell to 640,000 tons, down from 950,000 tons in 2012.
In addition, antimony supplies from Russia - the world's fifth-largest producer - have been disrupted by Western sanctions over its invasion of Ukraine. Overall, China, Russia, and Tajikistan control 90% of the world’s supply of antimony.
Globally, declining ore grades and depleting mines are squeezing antimony supply. Outside of China, there are supply disruptions in Myanmar, Vietnam, Oman, and Tajikistan. On the demand side, increasing demand for arms and ammunition, due to wars and geopolitical tensions, is likely to lead to even more need of antimony ore.
Bringing more supply online will take years. Although the U.S. government is trying to find new sources of antimony, since the U.S. has no mined source of antimony in production currently.
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What Is The Opportunity?