In terms of supply and demand balance, it is expected that from...

In terms of supply and demand balance, it is expected that from 2024 to 2026, the supply of antimony is 129,000 tons, 139,000 tons and 145,000 tons respectively, the demand is 169,000 tons, 172,000 tons and 178,000 tons respectively, the supply and demand gap is -40,000 tons, -32,000 tons and -33,000 tons.

		Supply	Demand	Gap
1	2024	129kt	169kt	-40kt
2	2025	139kt	172kt	-32kt
3	2026	145kt	178kt	-33kt

From the article, it’s clear that the antimony market is heading toward a long-term supply shortage. PPTA won’t begin production until after 2028, with an annual output of just ~2,000 tonnes. LRV’s production capacity is expected to be ~5,400 tonnes, while Costerfield produces only ~1,000 tonnes per year and TMG might be next producer. This still leaves a massive supply gap that needs to be filled. Antimony mining stocks are likely to be among the best-performing commodities over the next few years.