Antimony Prices Surge to Record Highs: Key Players and Opportunities in the Global Supply Chain Crisis

Antimony, a critical but often overlooked metal, has surged to a record $51,000 per ton, driven by tightening Chinese export controls and escalating global demand. Essential for military ammunition, missile systems, flame retardants, and advanced electronics, antimony plays a pivotal role in both national defense and modern industry. Yet, the global supply chain for this vital mineral is in crisis.

With China and Russia controlling nearly 100% of global production, NATO and Western nations are dangerously exposed to supply disruptions. The war in Ukraine has further strained resources, depleting stockpiles and underscoring the West’s reliance on foreign suppliers. Without a stable antimony supply, efforts to ramp up military production and sustain industrial output face serious risks.

For investors, this crisis has created a unique opportunity. Western-backed mining projects are now at the forefront of securing alternative antimony sources, with companies like Perpetua Resources (NASDAQ: PPTA), United States Antimony Corporation (NYSE: UAMY), Nevada Exploration (NASDAQ: NVA), and Military Metals Corp. (OTCQB: MILIF) leading the charge. As governments and industries race to secure supply, these firms are positioned to benefit from rising prices and increasing importance. Let’s take a closer look.