Antimony - What's the possibilities?, page-2

Antimony is definitely having its moment, and for good reason. GDM’s discovery of 23.9% high-grade antimony couldn’t come at a better time.Why the Hype?Antimony is critical. The U.S., Australia, and the EU all have it on their must-have lists because it’s key for military tech, solar panels, batteries, and semiconductors—industries with serious year-on-year growth.
The real kicker?Supply issues: Over 80% of global production comes from China, Russia, and Tajikistan, and China has just pulled the trigger on export restrictions (effective Sept 2024).Demand surge: From solar panels alone, demand is projected to quadruple by 2026. Then add in military gear, new battery tech, and the AI-driven semiconductor boom, and you’ve got a perfect storm for upward pressure on prices.The Market MoveAntimony prices are already on the rise—hitting over $25,000 per tonne in 2024—and demand isn’t slowing down.
The market is estimated to grow from $2.5 billion in 2024 to $3.5 billion by 2030.Where GDM Fits InA 23.9% grade is impressive—high-grade resources are hard to come by, and this positions GDM well in a market where demand is outpacing supply. With the global reliance on China and Russia causing headaches, any new source outside those regions becomes increasingly valuable.It’s all lining up: reduced supply, increasing demand, and GDM’s timing couldn’t be better.As always, do your own research.