Yes not doubt DT/XI will talk but it is clear that if they did not agree to a 12 month truce of sorts from November 25 then antimony would be in excess of USD 60kpt & not in a range of USD 28kpt / USD 40kpt in the West on limited exports from CHINA.
UAMY'S contract provides for up to USD 70kpt so it is going to be interesting to see how Project Vault floor prices are formulated, supply and demand will dictate prices.
AT4, FXG RML & RMX all seem to be striking delays and PPTA still does not have permits or funding.
So looking forward HILLGROVE maybe 12-18 months ahead of any other new producer capable of producing 5000tpa of antimony in the USA or North America.
AIMHO / GLTAH
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