Because of the incorrect fears that the US-China tariff agreement will mean the Antimony export restrictions from China will be lifted.
These Antimony export restrictions were placed in September 2024, long before Trump was elected or Trump entered into a tariff war mid 2025.
The restrictions are in place because China's own Antimony supply is dwindling, due to decreasing grades and defined resources. They're in place for national security reasons and not economic reasons. In fact, China is trying to compete on international markets for Antimony from places like Myanmar and the central Asian republics.
The market should self-correct as it comes to realise that the ban will remain, and the antimony price will continue upwards due to scarcity of supply.
TMG Price at posting:
3.9¢ Sentiment: Buy Disclosure: Held
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