🪨 Antimony Stocks and the Global Battle for Critical Minerals
Critical Mineral Company
@Locksley_LKY $LKYRF Advances Towards U.S. Antimony Production
🔹Antimony's critical role in defense has it in high demand globally as geopolitical unrest narratives shift and unfold. Antimony has been on a rollercoaster ride with the narratives and the trade deals being announced (and altered) just as quickly, but the long term demand remains unchanged.
🔹According to
StraitsResearch.com, "The global antimony market size was valued at USD 2.5 billion in 2024 and is projected to grow from USD 2.62 billion in 2025 to USD 4.83 billion by 2033."
🔹A major trade deal was announced November 1st between the US and China that impacted antimony stocks as Reuters reported, "China agreed to a one-year pause on export controls it unveiled this month on rare earth minerals and magnets, which have vital roles in cars, planes and weapons and have become Beijing's most potent source of leverage in its trade war with Washington. Those controls would have required export licenses for products with even trace amounts of a larger list of elements and were aimed at preventing their use in military products.
The White House said China will also issue general licenses for exports of rare earths, gallium, germanium, antimony and graphite for the benefit of U.S. end users and their suppliers. The White House said that amounted to "the de facto removal of controls China imposed in April 2025 and October 2022."
Days later the game changed. According to Globaltimes, "Chinese Ministry of Commerce (MOFCOM) has issued new rules governing the state-traded exports of tungsten, antimony and silver exports for 2026-27 with the aim to step up the protection of resources and the environment, according to a statement published on the MOFCOM's website."
🔷Betting big on the future of antimony, Locksley Resources Ltd. (ASX: LKY) (OTCQX: LKYRF) (FSE: X5L) just announced advancements with its US Mine-to-Market strategy. The Company has delivered numerous key technical milestones including LiDAR based underground modelling, metallurgical processing updates, a Bulk Sample, underground workings assessment and maiden Exploration Target (JORC 2012). These milestones have provided Locksley with the confidence to fast track the redevelopment plans and initiate extraction studies of mineralisation at the Desert Antimony Mine (DAM) Prospect.
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