01 Geopolitical Tensions Are Reshaping Supply Chains The antimony market is undergoing dramatic shifts due to intensifying geopolitical frictions. In September 2024, China, which dominates global production, implemented stringent export controls on critical minerals, including antimony, citing national security priorities. This policy triggered a global supply crunch and caused antimony prices to skyrocket by over 375%, severely impacting EU and U.S manufacturers. In response, Western economies have prioritized local production to reduce foreign dependency. Notably, under the FAST-41 initiative, the U.S. accelerated permitting for 10 critical mineral projects, including antimony. Meanwhile, the EU launched a Strategic Raw Materials Act in early 2025 to diversify sourcing and boost regional processing capacity. These developments reflect a broader trend toward supply chain resilience and strategic autonomy, reinforcing antimony’s geopolitical importance in defense, clean energy, and industrial sectors.
June 2026 AMG Critical Materials expanded its critical minerals portfolio by advancing antimony processing and recycling capabilities. The company focused on strengthening supply security for specialty metals used in flame retardants, batteries, and advanced materials.
May 2026 Hunan Chenzhou Mining Group expanded its antimony production capabilities by advancing mining and processing operations. The initiatives focused on improving supply capacity and supporting demand from industrial and technology applications.
April 2026 US Antimony Corporation expanded its antimony processing operations by advancing refining technologies and resource development activities. The company focused on strengthening domestic supply capabilities for antimony-based products.
January 2026 Huayu Mining expanded its critical mineral operations by advancing antimony resource development and processing capabilities. The company focused on improving production efficiency and supporting industrial material demand.