On February 19th, CICC Research pointed out that in the long run, the global tight supply and demand pattern of antimony will continue, and the antimony price center is expected to move upward. Benefiting from the continuous growth of new installed capacity in photovoltaics and the increase in penetration rate of double glass modules, the amount of antimony used in photovoltaic glass is expected to continue to increase. The implementation of the trade in policy is expected to drive the demand for electrical equipment and other products, thereby increasing the amount of antimony used in the flame retardant field. Against the backdrop of a relatively rigid global supply of antimony ore, it is expected that the antimony supply-demand gap from 2024 to 2027 will be -0.9, -1.3, -1, and -14000 tons respectively, accounting for -6%, -8%, -6%, and -9% of the demand. Supply and demand may continue to be tight, and the antimony price center is expected to move upward.
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