America's Antimony Problem and Why Investors Should Care

2026-03-19 14:30:00 ET

Global antimony production in 2025 was recorded at an average of 110,000 metric tons, with China accounting for 40,000 metric tons, or roughly 36.37 percent. For years, figures like these have been treated as routine, reflecting China’s entrenched dominance in the sector. But with the suspension of China’s ban on resource exports to the US set to end in November 2026, America’s import-dependent antimony supply faces a looming crisis. However, this also creates investment opportunities in domestic projects poised to fill the gap.

Interest in antimony climbed in 2025 following discussions on geopolitical and supply chain strategies, underlining the silvery-gray metalloid’s role in energy transition and defense.

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