Pressure on arms companies
With each passing day of war, another problem comes to the fore: the strain on American arsenals. Shortly after the war began, there was discussion in the US that stocks of missiles, precision weapons, and other ammunition were dwindling faster than they could be replaced. Reuters reported that the Trump administration had therefore invited top representatives of major arms manufacturers to the White House to discuss accelerating production. Not only is the ongoing deployment costing enormous sums of money, but the industry must now ramp up capacity in a short period of time. In addition, Israel and the Gulf states also need to produce or purchase more ammunition. On March 5, 2026, Ukrainian President Zelensky stated that over 800 Patriot missiles had been used in just three days of war in the Middle East. This is more than Ukraine has received in total since 2022.
The US does not produce antimony
Even if there are enough factories, ramping up ammunition production is likely to be a supply chain nightmare. This is because the raw materials too often come from China and Russia. This also applies to antimony. Although this raw material is less well known, it has long been high on the list of critical metals for Western countries. Demand for antimony is likely to continue to rise in the coming years. Grand View Research expects the global market to grow from USD 2.17 billion in 2023 to USD 3.30 billion by 2030. It is estimated that nearly 20% of global antimony demand comes from the defense industry. And antimony is not only used for ammunition, but also for specialized electronics such as night vision devices and sensors. It is also very important as a flame retardant in a wide variety of products and is even needed for semiconductors.
Nevertheless, for example, no antimony is produced in the US, and the country relies 100% on imports. The West, therefore, urgently needs domestic sources. Antimony Resources aims to contribute to this.
Outstanding antimony deposit
It is becoming increasingly clear that the company’s Bald Hill project in Canada could have an outstanding antimony deposit. Massive antimony-bearing stibnite mineralization has now been identified in four separate areas. A 10,000-meter drilling program is currently underway. After the first 4,000 m, Antimony Resources recently provided a convincing update. The entire program is scheduled to be completed in April. The company plans to publish its first resource estimate in early June. The NI 43-101 report estimates the project’s potential at around 2.7 million tonnes with an antimony content of 3% to 4%. If the current drilling confirms this, the deposit could be worth billions. It should be noted that the price of antimony is likely to continue to rise, and further areas will be explored. The company currently has a market capitalization of CAD 100 million.
Conclusion: Stock for the commodity supercycle
With Antimony Resources, investors benefit from the commodity supercycle. Antimony is less well known as a critical metal, but all the more important. The current zones of the Bald Hill project could already contain a resource worth several billion. In addition, there are further potential deposits, suggesting that prices will continue to rise.
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