Critical Minerals Are on Fire: Why PDAC 2025 Could Spark the Next Mining Supercycle

Antimony at $50K, Gold Nears $3,000, and Uranium’s Revival—PDAC 2025 Showcases the Future of Critical Minerals in a High-Stakes Global Market

Editorial Team (ET)May 7, 2025

As PDAC 2025 kicks off in Toronto, the mining sector is booming, but politics, tariffs, and resource nationalism are reshaping the industry’s future.

The U.S. and EU have imposed steep tariffs on Chinese battery metals and rare earths, while China retaliates with export controls on critical minerals like antimony and gallium—sending prices soaring. Meanwhile, President Trump’s shifting policies on the Inflation Reduction Act (IRA) leave mining executives watching Washington closely.

Canada is positioning itself as a safe, resource-rich jurisdiction, offering tax incentives and funding for lithium, uranium, and potash projects. However, new regulations and permitting delays threaten to slow investment at a critical moment.

At PDAC 2025, the focus isn’t just on commodity prices—it’s on who controls the future of critical minerals in an era of trade wars and protectionism.

Antimony: A Critical Mineral on the Rise

Antimony, a vital component in military applications and flame-retardant materials, has seen its price skyrocket. As of February 2025, antimony prices have reached an unprecedented $51,500 per tonne. This surge is largely attributed to China's export restrictions, which have tightened global supply.

Military Metals Corp., led by CEO Scott Eldridge, is rapidly emerging as a powerhouse in the surging antimony market. With prices soaring to $50,000 per tonne, the company is aggressively expanding its portfolio to capitalize on tightening global supply.

The recent acquisition of the Last Chance Antimony-Gold Property in Nevada, finalized on February 14, 2025, solidifies its presence in North America. This historic mine, dating back to 1880, adds to Military Metals' growing list of high-grade assets. But their ambitions stretch beyond the U.S.—they’ve also secured brownfield antimony projects in Slovakia, Canada, and the U.S.. Their flagship Trojárová project in Slovakia places them at the center of Europe’s race to reduce reliance on Chinese-controlled supply chains.

Gold Approaches the US$3,000 Milestone

Gold prices continue their upward trajectory, nearing the US$3,000 per ounce mark. This rally is driven by increased central bank purchases and investor interest as a hedge against economic uncertainties. Notably, billionaire investor Eric Sprott has suggested that gold could ascend to US$8,000 per ounce, reflecting strong market confidence.

Potash: Meeting Global Agricultural Demands

The potash industry is experiencing robust growth, fueled by the need for enhanced agricultural yields to support a burgeoning global population. BHP Group's $14 billion investment in the Jansen mine in Saskatchewan exemplifies this trend. CEO Mike Henry emphasized the project's alignment with global megatrends, including urbanization and decarbonization, which are expected to drive sustained demand for potash.

Uranium: A Resurgent Energy Source

Uranium markets are witnessing renewed interest as nations reconsider nuclear energy to achieve carbon neutrality. Supply constraints, coupled with policy shifts favoring nuclear power, have led to a favorable outlook for uranium prices. Companies like Cameco Corp. are poised to benefit from this resurgence, with their extensive portfolios and operational expertise.

Lunar Mining: The Next Frontier

Advancements in technology are propelling the concept of lunar mining from science fiction to reality. Fleet Space Technologies, led by CEO Flavia Tata Nardini, is at the forefront of this movement. The company plans to deploy geophysical devices to the moon by 2026, aiming to explore and eventually extract valuable resources. This initiative signifies a bold step toward extraterrestrial resource acquisition.

Conclusion

The PDAC 2025 conference highlights a dynamic and evolving mining landscape. With antimony prices reaching record highs, gold approaching significant milestones, and burgeoning opportunities in potash, uranium, and lunar mining, the industry is poised for transformative growth. Stakeholders are encouraged to stay informed and capitalize on these emerging trends.

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