PDAC 2025’s VIP Guest: Antimony’s Priceless Charm
PDAC 2025: Antimony Takes Center Stage as Mining’s Boom Kicks Into High Gear

The Prospectors & Developers Association of Canada (PDAC) conference rolled into Toronto this week, and the vibe was nothing short of electric. Held from March 2-5 at the Metro Toronto Convention Centre, PDAC 2025 brought together over 30,000 attendees from 135+ countries, all buzzing about the next big thing in mining. Spoiler alert: it’s antimony. With tariffs shaking up global supply chains and antimony prices blasting past $50,000 per ton—as we’ve noted on X—this critical metal has cemented its spot as the undisputed king of this year’s show. The mining sector is primed for a golden era, and we’re here to break it down.
Antimony: The Metal That’s Got Everyone Talking
If you roamed the packed halls of PDAC 2025, you couldn’t dodge the antimony hype. This metalloid, a linchpin for flame retardants, batteries, and military tech, is riding a price wave that’s got investors and miners salivating. As we posted on February 28, “The battle for critical minerals is heating up at @the_pdac,” and antimony’s surge past $50K is proof. China’s export controls have lit a fire under the market, with Beijing’s grip on over 50% of global supply leaving the West in a bind. That’s where Canada steps in, ready to anchor U.S. and G7 supply chains with its untapped potential.
RBC Thought Leadership hit the nail on the head in their PDAC preview: “Canada can play a vital role” in delivering niche critical minerals like antimony, gallium, and tungsten. These are the metals powering defense, AI chips, and green tech—and the U.S., 100% import-reliant per the International Energy Agency, is desperate for them. With antimony leading the charge, North American miners are licking their chops at the chance to dominate.
Tariffs: The Rocket Fuel for Mining’s Rise
Tariffs were the 800-pound gorilla at PDAC 2025, and they’re setting the stage for a mining bonanza. U.S. trade policies, potentially dialed up under a new administration, could kneecap Chinese exports and turbocharge domestic production. PDAC’s Mineral Finance 2024: Ups & Downs Abound report nailed it—shifting economics and metal prices are teeing up massive opportunities. Tariffs on China could loosen Beijing’s stranglehold, and antimony, already squeezed by export bans, stands to gain the most as Western nations double down on secure, local supply.
But it’s not just antimony stealing the spotlight. Copper, lithium, nickel, cobalt, graphite, and rare earths—the “core six” per the IEA—are the backbone of the Fourth Industrial Revolution, from EVs to cutting-edge weapons. China controls two-thirds of global refining capacity, per RBC, but PDAC 2025’s policy push signals a tectonic shift. Tariffs could flip the script, and Canadian miners are ready to pounce.
Buzzwords Lighting Up PDAC: X Weighs In
Antimony may be the headliner, but the buzzword bonanza didn’t stop there. Across 1,100 exhibitor booths and 700 speaker sessions, other metals and trends bubbled up. @INN_Resource, a verified X heavyweight, dropped insights from a March 2 panel with Willem Middelkoop of Commodity Discovery Fund and Robert Cohen of Scotia Global Asset Management. Cohen hyped antimony’s post-ban potential, while Middelkoop’s line—“Great discoveries always work”—set the room ablaze. Meanwhile, @antonioresource, another big X voice, summed it up on March 5: “The Buzzwords: REEs and Antimony.” Rare earth elements (REEs) strutted their stuff, flexing their high-tech and defense cred.
