China’s Antimony Ban Sent Prices Up 2,600%. Rare Earths Are Next

In 2024, China announced export controls on antimony. It’s a metal most people have never heard of, but antimony goes into more than 200 types of military munitions. Within weeks, the price went from $1,400 per ton to $38,000 — a 2,600% spike — and shipments to the United States fell 97%. Today, Beijing is setting up for something bigger. And REalloys (NASDAQ: ALOY) — a U.S.-based mine-to-magnet rare earth company — has spent years getting ready for it. The company holds an exclusive 80% offtake