PERPETUA RESOURCES CORP
Commented by Nico Popp on October 30th, 2026 | 05:43 CET
Antimony Countdown: BASF Needs New Supplies as Perpetua Resources and NSJ Antimony Develop North American Sources
Created and published on behalf of NSJ Antimony
On November 27, 2026, China's suspension of its antimony export ban to the United States is due to expire. Without an extension by Beijing, US buyers risk losing access to this metalloid, which is essential for flame retardants and armaments. This was reported by industry publication Mining Weekly. According to market information provider Fastmarkets, antimony was trading at USD 18,300 to USD 19,000 per tonne in Rotterdam in mid-October. This is well below the all-time high of approximately USD 59,750 reached in summer 2025. However, the West's dependence on Chinese refineries remains unchanged.
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Commented by Nico Popp on February 20th, 2026 | 07:15 CET
Uranium scarcity meets AI boom: Why Cameco, Perpetua Resources, and American Atomics are the real winners of this decade
The energy industry is undergoing radical change, driven largely by the exponentially growing energy appetite of tech giants and artificial intelligence. Current market analyses by Goldman Sachs Research expect the electricity demand of data centers to increase by a staggering 165% by 2030. This surge in demand for carbon-free base load electricity has triggered a veritable nuclear renaissance. While industry giants such as Cameco are impressively demonstrating in this environment that control over the entire fuel cycle is the key to enormous company valuations in the uranium sector, the example of Perpetua Resources shows another significant trend. Securing critical raw materials on American soil is no longer purely an economic decision, but has become a fundamental issue of national security. It is precisely in this force field of market power and geopolitical resilience that American Atomics is positioning itself as an up-and-coming innovator.
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