West's Critical Mineral Crisis: Why Perpetua Resources Is The Antimony Stock To Own

(14min)

Summary

  • The U.S. is accelerating its decoupling from China, deregulating its mining industry to reduce reliance on Chinese critical metal exports.
  • Perpetua Resources' Stibnite Gold Project is a key beneficiary, offering significant antimony and gold reserves, aligning with U.S. strategic interests.
  • The project is financially viable with strong government backing, including potential $1.8 billion debt financing from the U.S. EXIM Bank.
  • Currently undervalued, Perpetua Resources presents a compelling investment opportunity for investors seeking to capitalize on China’s ban on antimony exports to the U.S.
  • The Natural Resources Hub members get exclusive access to our real-world portfolio. See all our investments here »
Stibinite isolated on white background

mineral vision/iStock via Getty Images

Over the past four decades, China’s relentless state-driven capitalism has secured a near-monopoly over the global mineral supply chain. This stark reality dawned on the West in the wake of the COVID-19 crisis, exposing vulnerabilities in our reliance on Beijing’s metal exports. In

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Laurentian Research is a resource industry veteran with a Ph.D. in geoscience and decades of investment experience. He leads the investing group

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of PPTA, PPTA:CA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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