Antimony is important for solar panels and some electronics systems. Western countries should have a strategy to address this situation. National reserves at least and ideally production in a friendly country.
Hats off to the Defense Department for having a program–
“Perpetua Resources (PPTA.O), opens new tab, which is building a U.S. antimony and gold project with support from the Pentagon and the U.S. Export-Import Bank, had initially planned to begin production by 2028, should it obtain final permits this year. But China’s moves meant the company is studying ways to produce antimony faster.”
Interesting investment opportunity but sources make clear it’s a risky investment. Funds require continued progress toward production.