Key insights
- Chinese solar exports have doubled, potentially benefiting antimony producers like Campine NV due to increased demand for antimony trioxide. This surge reflects a global shift towards renewable energy amid an energy crisis. While positive for the solar sector, the direct impact on overall US equities is limited but suggests continued growth in renewable energy investments.
I think, that this shock will boos antimony prices again, or atleast leave them at these elevated levels, since there is also new supply, but the PV-shock will meaningfully increase antimony trioxde consumption again! I think that Campine nv, the biggest antimony trioxide producer outisde of china will benefit from it. in their last press release they said that for q1 they see a rise in demand again.
what is your take? any solar company we should keep an eye on?