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Extremely Undervalued - Rerate coming, page-9

  1. 634 Posts.
    lightbulb Created with Sketch. 97
    Here is a survey from Jan 2024 on Country production and reserves: https://pubs.usgs.gov/periodicals/mcs2024/mcs2024-antimony.pdf
    https://hotcopper.com.au/data/attachments/6395/6395467-ccd97766dc6810c5613fb5523688b8a2.jpg

    Also from: https://www.mining.com/america-needs-a-critical-mineral-model-beyond-onshoring-and-ally-shoring/#:~:text=For%20example%2C%20the%20United%20States,consumption%20of%2027%2C000%20metric%20tons.
    It states that America's annual antimony consumption is 27,000 tons. Given that 2023 Global mining production was 83000, and China was 40,000 of that.
    Well..you do the maths!
 
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