Excellent write up on antimony and Hillgrove is a special mention. This is no CHN or WA1, probably bigger! Global antimony market size if USD260bn by 2032 and currently USd160bn worth.
I think antimony beats most other critical minerals given the tight spot the US has found itself in - no stocks of antimony and they are in trouble without immediate access. As normally the case, come 16th Sept someone in Washington will say "holy sxxx we are xxucked, get on the phone to our freind in Aus"
China’s anitimony announcement has not gone unnoticed by markets. In Australia, the response has been notably positive. Larvotto Resources, a leading exploration and pre-development company focused on high-demand commodities including antimony, saw its share price surge as it possesses the rights to operate the Hillgrove Gold-Antimony Project, the eighth-largest in the world. The assumption is that Australia will fill the market gap left by China. In an effort to counter China’s dominance in critical mineral supply chains, the United States had forged partnerships with resource-rich countries including Australia.
https://www.lowyinstitute.org/the-interpreter/antimony-hidden-metal-fuelling-global-competition
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