Antimony Demand Surge | Jim Atikson - Antimony Resources
The Deep Dive Jun 29, 2026
Summary
Antimony's growing strategic importance collides with a processing bottleneck: 75% of world capacity sits in China.
Some smelters are starting to assess whether they can process antimony at all, an early move against the concentrated status quo.
Major shareholders are pressing antimony producers on offtake: where will the concentrate be sent and treated?
The speaker argues finding processing capacity, not just mining the metal, is now the challenge for the whole antimony market.
James Atkinson's takeaways
- Top takeaway Says roughly 75% of world antimony processing is in China (as of June 2026), so where Western producers can get their concentrate processed is the big open question for the market.
- Reports that major shareholders are pressing on offtake — where the concentrate will be sent and what will be done with it — which he calls the challenge for the whole market right now.
- Notes that smelters outside China are starting to look at whether they can process antimony, as the metal is newly being recognized as strategic.
Jim Atkinson's takeaways
- Top takeaway Says roughly 75% of world antimony processing is in China (as of June 2026), so where Western producers can get their concentrate processed is the big open question for the market.
- Reports that major shareholders are pressing on offtake — where the concentrate will be sent and what will be done with it — which he calls the challenge for the whole market right now.
- Notes that smelters outside China are starting to look at whether they can process antimony, as the metal is newly being recognized as strategic.