来源：雪球App，作者： 二猫德炯，（https://xueqiu.com/8659262748/299446767）
2024.7.30Stibnite gold-antimony project in Idaho "merits immediate attention and endorsement" by the U.S. federal government, purported ROTH Capital Partners Managing Director Mike Niehuser in a July 22 research note. He bases his assertion on the importance of such a project to national defense, the current antimony price, and the Department of Defense's (DOD's) previous funding of Stibnite.
"We view that from the DOD's perspective, given antimony's inelastic demand and multiple risks of adequate supply, advancement of the Stibnite gold project may be paramount," Niehuser wrote.
ROTH Capital Partners董事总经理Mike Niehuser在7月22日的一份研究报告中称，爱达荷州的辉锑矿金锑项目“值得美国联邦政府立即关注和认可”。他的主张基于这样一个项目对国防的重要性、当前的锑价格以及国防部(DOD)之前对锑的资助。
Niehuser写道:“我们认为，从国防部的角度来看，考虑到锑的非弹性需求和供应充足的多重风险，推进Stibnite黄金项目可能是至关重要的。”
U.S. Needs Domestic Supplier
The U.S. needs the Stibnite project to come online for the antimony, a byproduct of gold mining, noted Niehuser. Today, China, Russia and Tajikistan control 90% of the global supply of this element; none is being produced in the States.
"This places the U.S.' manufacturing base and national security at risk should relations between the U.S. and China deteriorate," Niehuser commented.
Because the metal is used in various military applications, including artillery, grenades, shoulder-launched munitions, mortars, and missiles, it is critical to warfighting, and the U.S.' support of Ukraine in its conflict with Russia has strained ammunition supplies.
Further, the DOD itself acknowledged the significance of Stibnite back in December 2022 when it wrote in a release, "Perpetua's Stibnite-Gold Project produced antimony trisulfide for the U.S. ammunition industrial base during World War II and the Korean War, and it is the sole domestic geologic reserve of antimony that can meet Department of Defense requirements."
白头鹰需要国内供应商
Niehuser指出，白头鹰需要Stibnite项目上线以获取锑，锑是金矿开采的副产品。如今，中国、俄罗斯和塔吉克斯坦控制着全球90%的稀土供应;没有一个是在美国生产的。
如果兔:eagle:关系恶化，制造业基地和国家安全将面临风险，”Niehuser评论道。
由于这种金属被用于各种军事用途，包括火炮、手榴弹、肩扛式弹药、迫击炮和导弹，它对战争至关重要美国在乌克兰与俄罗斯的冲突中对乌克兰的支持导致了弹药供应紧张。
此外，美国国防部早在2022年12月就承认了辉锑矿的重要性，当时它在一份新闻稿中写道:“佩尔佩托尔的辉锑矿-黄金项目在第二次世界大战和朝鲜战争期间为美国弹药工业基地生产了三硫化锑，这是国内唯一能满足国防部要求的锑地质储量。
$华钰矿业(SH601020)$ $湖南黄金(SZ002155)$ $Perpetua Resources(PPTA)$
