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Antimony: The Defence Metal Beijing Controls and America Cannot Make
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Antimony has no substitute in the applications that define modern warfare - primers in roughly 30% of US military ammunition, armour-piercing rounds, night vision optics, infrared sensors, precision-guided missiles.
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China controls roughly 80% of global refining capacity and, in December 2024, banned exports to US end users entirely. Within three months, US import volumes fell 97%. The price went from US$13,400 per tonne to a record US$59,750.
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A metal that traded in a US$3,000-$15,000 band for four decades moved 345% in fifteen months because it had to. The United States produces zero primary antimony. It has not mined a gram domestically since 1997.
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This report goes inside the supply crisis Beijing engineered, the Washington policy response that followed, and the single ASX-listed junior that sits geographically, geologically, and regulatorily at the centre of the US effort to rebuild a domestic supply chain. We cover the commodity fundamentals, the federal permitting architecture that has changed the risk equation, and the technical case for why this asset is not simply an antimony story
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This newsletter is for general information, education & entertainment. Kamoa Capital is not licensed and does not know your circumstances. Nothing here is financial, legal or tax advice - seek professional advice and read any PDS before acting. We aim for accuracy but make no guarantees and accept no liability. Views are opinions only and may include forward-looking statements that may not occur.
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