锑作为其他金属的合金硬化剂，对电子和国防领域半导体制造至关重要。Nyrstar在声明中表示，首批锑 金属预计将于明年上半年出口，目标是在2026年底前将年产量提升至2000吨。该公司还称，其设施到 2028年可将精炼锑金属年产量提升至5000吨。 南澳大利亚州州长Peter Malinauskas在另一份声明中表示："Nyrstar的目标不仅是探索锑的潜在产量，还 包括铋、碲、锗和铟——这些矿物对清洁能源未来以及重要的国防和科技领域至关重要。"澳大利亚贸 易部长周三则表示，自10月与美国签署协议以来，该国战略关键矿物储备已引起欧盟等盟友更多关注。 大宗商品贸易巨头托克集团(Trafigura Group)旗下Nyrstar周四宣布，已开始在其位于南澳大利亚的Port Pirie金属工厂的一个试验工厂铸造锑金属。该项目被列为美澳关键矿产和稀土框架的一部分。这一里程 碑事件得益于南澳大利亚州政府与澳大利亚联邦政府于8月共同注资1.35亿澳元(约合8700万美元)，该投 资是澳大利亚成为西方盟友关键矿物核心供应商战略的重要组成部分。 ...

Core Viewpoint - Perpetua Resources is experiencing significant stock price growth, driven by plans to establish a critical antimony refining facility in the U.S. to enhance domestic supply [1] Group 1: Company Developments - Perpetua Resources' stock rose over 7% on Friday, marking a 90% increase year-to-date [1] - The company is in discussions with Glencore and Trafigura to collaborate on building an antimony refining plant in the U.S. [1] - Last week, Perpetua Resources received U.S. government approval to begin construction of its antimony mine located approximately 138 miles (222 kilometers) north of Boise, Idaho [1] Group 2: Industry Context - The new mine is set to become the largest source of antimony supply in the U.S., a critical mineral used in manufacturing bullets, solar panels, and other products [1] - Currently, there are no domestic antimony resources in the U.S., highlighting the importance of this development for national supply [1] Group 3: Executive Insights - CEO Jon Cherry expressed optimism about expanding domestic mineral processing capabilities and emphasized the importance of making informed, market-based decisions when selecting partners [1]

Core Viewpoint - Perpetua Resources (PPTA.US) has seen a significant stock increase of over 7%, reaching a historical high, and has surged 90% year-to-date, driven by plans to establish an antimony refining plant in the U.S. to boost domestic supply [1] Group 1: Company Developments - Perpetua Resources is in discussions with Glencore and Trafigura to collaborate on building an antimony refining facility in the U.S. [1] - The company has received U.S. government approval to begin construction of its antimony mine located approximately 138 miles (222 kilometers) north of Boise, Idaho, which will become the largest antimony supply source in the U.S. [1] - The CEO of Perpetua Resources, Jon Cherry, expressed optimism about expanding domestic mineral processing capabilities and emphasized the importance of making informed, market-based decisions when selecting partners [1] Group 2: Industry Context - Antimony is identified as a critical mineral used in the production of bullets, solar panels, and other products, highlighting its importance in various industries [1] - Currently, there are no domestic antimony mining resources in the U.S., indicating a significant opportunity for Perpetua Resources to fill this gap in the market [1]