Extremely Undervalued - Rerate coming, page-135

China holds dominant positions in the processing and refining of Antimony ores, and these new curbs seem somewhat similar to Beijing's export restrictions on some rare earth metals, graphite, and magnets, especially for materials designated as "dual use" with civilian and military applications. Antimony is a necessary component of night-vision goggles, nuclear weapons, and small-caliber munitions.

But there is a severe global supply crunch for Antimony, and mining output in producing countries is falling sharply. The earliest the United States can bring Antimony production online domestically is 2028.

Very interesting video and Antimony cruch is staring western world in the face and Hillgrove production start in early 2026 could not be at a better timing!