Apr. 15 at 10:04 AM
$UAMY NEWS JUST OUT - TODAY =RUMOR MILL ON CHINESE EXPORT DRAFTS CIRCULATING? = IN THAT SPIRIT I LEAVE THIS
Antimony is already called out as strategic for both energy (perovskite / advanced solar, battery tech) and national defense. With China openly using export controls as a weapon, US‑based supply suddenly looks a LOT more valuable than the market is pricing.[carboncredits]
Reuters out with a bombshell: China is weighing CURBS on exports of high‑end solar manufacturing equipment to the US – the same class of tools Tesla has been in talks to buy ~
$2.9B worth of from Chinese names like Suzhou Maxwell to build ~100 GW of new solar capacity stateside.[reuters +1]
$UAMY is basically the only pure‑play U.S. antimony producer in the public markets. China is tightening the screws on solar equipment exports right as Tesla & others try to scale US solar. https://www.reuters.com/legal/litigation/china-weighs-curbs-exports-solar-manufacturing-equipment-us-2026-04-15/
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