Most important is the antimony price in the US. Answer with support by Perplexity:
Current Price (USA)According to Strategic Metals Invest, the antimony price in North America is currently approx. $49.10/kg ($49.100/ton) (Stand 7. April 2026).
The IMARC price index for North America shows a value of 51.7 (Pricing Index) for March 2026 — with a decline of -9.9% from the previous month.Price trendThe development is characterized by an extreme roller coastereriodChangeAll-time high July 2025$59.750/tonsince the beginning of 2025-25.8%Year-to-date 2026-10.8%since the beginning of 2024+1757.6%Since the historic high of 4. July 2025 ($59,750/t) prices are in a correction phase — triggered by new melting capacity in Southeast Asia, which has been attracted by the high prices, as well as by subdued demand.
Supply situation 2026 and 2027:
Structural deficitThe Kerp problem is still unresolved: Paradox Intelligence enumerates global demand ~120,000 tonnes/year, the current production but on only ~80,000 tonnes/year — a structural deficit of 40,000 tonnes.
China controls this 87% of World Production and has introduced export restrictions since August 2024.2026 — temporarily relieved
Fastmarkets expects sufficient supply for 2026, since:New melting capacities in Southeast Asia (Tajikistan, Myanmar, India)China the export restrictions on the US until 27. November 2026 suspended (as a geopolitical signal)
The high prices 2025 have dampened demand in civilian applications2027 — structurally tenseRelaxation is fragile. Except Larvotto Resources, no new Western mines expected before 2027 (typical lead time 5–8 years). The U.S. military has a deadline of 2027 to eliminate all anti-monium sources from China/Russia — increasing strategic demandChina's export restrictions are classified as permanently strategic, not temporaryPrice implicationsThe short- and medium-term price dynamics are divided into two parts:Short-term (2026): Correction persists. Improved supply from Southeast Asia, declining industrial demand (flammability, solar glass) and the temporary easing of Chinese export restrictions continue to push up prices. LinkedIn/IMARC expects moderate volatility at a lower level.Medium-Term (2027+): Renewed Upward Pressure.
The structural deficit of 40,000 tonnes remains unresolved. Once the Chinese export suspension ends, U.S. military stock piling ramps up and no new Western mines go online, the price is likely to tighten again. Paradox Intelligence sees Antimon as China’s long-term strategic asset — a real relaxation is hardly possible without its own Western production.
The Prices are US Dollar!
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eriodChangeAll-time high July 2025$59.750/tonsince the beginning of 2025-25.8%Year-to-date 2026-10.8%since the beginning of 2024+1757.6%Since the historic high of 4. July 2025 ($59,750/t) prices are in a correction phase — triggered by new melting capacity in Southeast Asia, which has been attracted by the high prices, as well as by subdued demand.