Although the wider shift in the economic paradigm has now focused on gold due largely to the fear trade, forward-thinking investors are turning toward a less-appreciated commodity called antimony. A silvery-white metalloid, antimony at first blush may not look particularly remarkable. However, the element offers several key uses, including for defense applications, semiconductors and advanced battery technologies, and specialists in the field like Nova Minerals Ltd (NASDAQ:NVA) with its 514km2 Estelle Gold and Critical Minerals Project in Alaska could play a critical role in securing a U.S. domestic supply chain for antimony, from mining to refining.
Historically, the defense industry utilized antimony to harden lead bullets and to strengthen tungsten steel, playing a vital role in World War II. Fast forward to modern times, antimony again occupies an important perch in geopolitics, this time in the economic battlegrounds. Specifically, the element represents a core component of advanced military hardware and high-tech products.
While the U.S. may be the leader across multiple innovative sectors, a critical dilemma clouds the overall narrative: the nation imports nearly all of its antimony. What’s more, a majority of these imports originate from China – which represents around 50% of global antimony mining and about 80% of global antimony processing. By logical deduction, this setup makes large portions of the American technological supply chain vulnerable to a double impact.
Not only is antimony controlled by a country with which the U.S. often has difficult relations, global demand for critical minerals continues to rise. According to Grand View Research, just the antimony market itself could expand at a compound annual growth rate (CAGR) of 6.1% to 2030, culminating in a valuation of $3.3 billion.
With tech powerhouses throughout the world racing for their share of essential resources, speculation toward antimony miners may rise, especially given that China recently banned exports of antimony to the U.S., leading to speculation antimony prices may rise to record highs after having already gained around 250% in 2024. Against such a backdrop, Nova Minerals has positioned itself to provide a critical resource while benefiting from a possible rise in demand.
Antimony Matters: A Surprising Economic And National Security Anchor
While the Congressional address by President Donald Trump was perhaps most notable for the high theater that the event generated, what was lost amid the noise was the relevance of the new administration’s mandate. Colloquially referred to as “drill, baby, drill,” President Trump’s main message struck a powerful, if not somewhat desperate chord: the U.S. risks …
Full story available on Benzinga.com
Although the wider shift in the economic paradigm has now focused on gold due largely to the fear trade, forward-thinking investors are turning toward a less-appreciated commodity called antimony. A silvery-white metalloid, antimony at first blush may not look particularly remarkable. However, the element offers several key uses, including for defense applications, semiconductors and advanced battery technologies, and specialists in the field like Nova Minerals Ltd (NASDAQ:NVA) with its 514km2 Estelle Gold and Critical Minerals Project in Alaska could play a critical role in securing a U.S. domestic supply chain for antimony, from mining to refining.
Historically, the defense industry utilized antimony to harden lead bullets and to strengthen tungsten steel, playing a vital role in World War II. Fast forward to modern times, antimony again occupies an important perch in geopolitics, this time in the economic battlegrounds. Specifically, the element represents a core component of advanced military hardware and high-tech products.
While the U.S. may be the leader across multiple innovative sectors, a critical dilemma clouds the overall narrative: the nation imports nearly all of its antimony. What’s more, a majority of these imports originate from China – which represents around 50% of global antimony mining and about 80% of global antimony processing. By logical deduction, this setup makes large portions of the American technological supply chain vulnerable to a double impact.
Not only is antimony controlled by a country with which the U.S. often has difficult relations, global demand for critical minerals continues to rise. According to Grand View Research, just the antimony market itself could expand at a compound annual growth rate (CAGR) of 6.1% to 2030, culminating in a valuation of $3.3 billion.
With tech powerhouses throughout the world racing for their share of essential resources, speculation toward antimony miners may rise, especially given that China recently banned exports of antimony to the U.S., leading to speculation antimony prices may rise to record highs after having already gained around 250% in 2024. Against such a backdrop, Nova Minerals has positioned itself to provide a critical resource while benefiting from a possible rise in demand.
Antimony Matters: A Surprising Economic And National Security Anchor
While the Congressional address by President Donald Trump was perhaps most notable for the high theater that the event generated, what was lost amid the noise was the relevance of the new administration’s mandate. Colloquially referred to as “drill, baby, drill,” President Trump’s main message struck a powerful, if not somewhat desperate chord: the U.S. risks …
Full story available on Benzinga.com
Although the wider shift in the economic paradigm has now focused on gold due largely to the fear trade, forward-thinking investors are turning toward a less-appreciated commodity called antimony. A silvery-white metalloid, antimony at first blush may not look particularly remarkable. However, the element offers several key uses, including for defense applications, semiconductors and advanced battery technologies, and specialists in the field like Nova Minerals Ltd (NASDAQ:NVA) with its 514km2 Estelle Gold and Critical Minerals Project in Alaska could play a critical role in securing a U.S. domestic supply chain for antimony, from mining to refining.
Historically, the defense industry utilized antimony to harden lead bullets and to strengthen tungsten steel, playing a vital role in World War II. Fast forward to modern times, antimony again occupies an important perch in geopolitics, this time in the economic battlegrounds. Specifically, the element represents a core component of advanced military hardware and high-tech products.
While the U.S. may be the leader across multiple innovative sectors, a critical dilemma clouds the overall narrative: the nation imports nearly all of its antimony. What’s more, a majority of these imports originate from China – which represents around 50% of global antimony mining and about 80% of global antimony processing. By logical deduction, this setup makes large portions of the American technological supply chain vulnerable to a double impact.
Not only is antimony controlled by a country with which the U.S. often has difficult relations, global demand for critical minerals continues to rise. According to Grand View Research, just the antimony market itself could expand at a compound annual growth rate (CAGR) of 6.1% to 2030, culminating in a valuation of $3.3 billion.
With tech powerhouses throughout the world racing for their share of essential resources, speculation toward antimony miners may rise, especially given that China recently banned exports of antimony to the U.S., leading to speculation antimony prices may rise to record highs after having already gained around 250% in 2024. Against such a backdrop, Nova Minerals has positioned itself to provide a critical resource while benefiting from a possible rise in demand.
Antimony Matters: A Surprising Economic And National Security Anchor
While the Congressional address by President Donald Trump was perhaps most notable for the high theater that the event generated, what was lost amid the noise was the relevance of the new administration’s mandate. Colloquially referred to as “drill, baby, drill,” President Trump’s main message struck a powerful, if not somewhat desperate chord: the U.S. risks …Full story available on Benzinga.com Read MoreNova Minerals, NVA, Partner Content, PPTA, Public Company Sponsored, UAMY, Emerging Markets, Commodities, Movers & Shakers, Markets Markets
