Mining Supercycle Begins: PDAC 2025, Antimony: Critical Minerals Unsung Hero, Inside the Pelosi Stock Tracker

Featured Article this week:

• Trade Wars & Resource Nationalism: The U.S. and EU have imposed tariffs on Chinese battery metals, prompting China to retaliate with export controls on critical minerals, sending prices soaring. Canada is positioning itself as a stable mining hub, but regulatory hurdles pose challenges.

• Commodity Surges & Market Shifts: Antimony prices have skyrocketed due to China's restrictions, with Military Metals Corp. expanding its portfolio. Gold is nearing $3,000 per ounce, potash demand is rising for global agriculture, and uranium is gaining traction amid nuclear energy resurgence.

• Lunar Mining & Future Trends: Fleet Space Technologies is pushing lunar mining forward, planning to deploy geophysical devices to the moon by 2026. The PDAC 2025 conference underscores mining's evolving landscape, with emerging opportunities in critical minerals, energy resources, and space exploration.

Antimony: The Unsung Hero of the Critical Metals Boom Set to Soar Even Higher

Antimony’s Meteoric Rise: The Golden Ticket to Explosive Gains

• Skyrocketing Prices: Antimony prices have surged from $12,382/t in late 2023 to over $50,000/t internationally, with some estimates hitting $70,000/t by mid 2025—a 200%-300% rally driven by supply shocks and demand spikes.

• Demand Explodes Across Sectors: High-tech solar PV glass demand soared in 2024 (325% growth to 68,000 tons by 2026, per China Merchants Securities) and U.S. defense tripled artillery output, driving 2025 consumption toward 105,760 tons by 2030.

• Geopolitical Fuel Keeps It Hot: China’s 2024 export bans and Western stockpiling (EU Critical Raw Materials Act, U.S. contracts) locked in a scarcity premium, boosting prices past $25,000/t in 2024 and fueling predictions of $100,000/t in 2025 if tensions spike.

• Unmatched Momentum: Antimony’s 2024 chaos—200%-300% gains—and 2025’s $50,000-$70,000/t prices cement its reign, blending rarity (0.4 ppm in Earth’s crust) and necessity into a supercycle juggernaut.

How Can You Take Advantage of This Antimony Boom?

With a $5.3 billion market projected by 2030 (7.4% CAGR), companies like Military Metals (MILIF), Perpetua Resources (PPTA), and US Antimony Corporation (UAMY) are well-positioned to capitalize on antimony’s rarity and critical role in high-demand industries.

Market Snapshot Today:

• Tech Sector Declines Dominate: The financial map highlights significant losses in the technology sector, with major players like Microsoft (MSFT, -4.33%), NVIDIA (NVDA, -11.07%), and Apple (AAPL, -3.24%) showing steep red declines. This reflects recent news of market corrections in early 2025, driven by concerns over high valuations and profit-taking after a strong 2024.

• Mixed Performance in Consumer and Industrial Sectors: Consumer cyclical stocks like Tesla (TSLA, -15.78%) and Amazon (AMZN, -3.91%) face downturns, likely due to weaker-than-expected holiday sales data in late 2024, while industrials like General Motors (GM, +2.39%) gain from renewed EV demand optimism. Meanwhile, defensive stocks like Costco (COST, -0.74%) remain stable, buoyed by consistent consumer spending amid economic uncertainty.

• Financial and Healthcare Gains Amid Volatility: Financial services firms like Visa (V, +2.35%) and Berkshire Hathaway (BRK-B, +5.46%) see gains, supported by strong Q4 2024 earnings and expectations of rate cuts, as per Yahoo Finance on February 27, 2025. Healthcare leaders like Eli Lilly (LLY, +3.16%) also rise, fueled by positive clinical trial results for new drugs, contrasting with broader market jitters.

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