CSC: It is expected that antimony prices will continue to rise driven by substantial relaxation of exports and downstream restocking

Wallstreetcn
2025.11.21 00:04

CSC research report states that the Ministry of Commerce issued an important notice on November 7, announcing that from now until November 27, 2026, the implementation of Article 2 of Announcement No. 46 of 2024 (Announcement on Strengthening Export Control of Relevant Dual-Use Items to the United States) is suspended. With the thawing of Sino-U.S. economic and trade relations, the clarification of antimony export policies, and the liquidity injection from Zhonglianjin, antimony prices have bottomed out and rebounded significantly. Currently, downstream inventory remains at a low level, and the sentiment among upstream producers and traders has improved significantly. It is expected that with the substantial relaxation of exports and the replenishment of downstream inventory, antimony prices will continue to rise

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