All Antimony stocks are dropping, see $LRV.It has nothing to do...

All Antimony stocks are dropping, see $LRV.

It has nothing to do with land access, more so, the market thinking that the US-China tariff deal for 90 days will mean that China will remove their ban on Antimony exports.

However, that won't happen. Simply because China placed the Antimony export ban back in September 2024, based on local dwindling supply and national security interests.

I expect the market to self-correct once it realises the Antimony price isn't going to drop and China isn't going to remove the ban, simply because it is a supply deficit with no near-term production coming online to rectify in the quantity required.