January 12th, 2026 | 07:00 CET
Antimony instead of dependence – Antimony Resources stands to benefit from the China risk
Geopolitical tensions are increasing, and with them, the West's dependence on China for critical raw materials is becoming increasingly apparent. Metals such as antimony are indispensable for industry, technology, and security, yet are barely produced in Western countries. Trade conflicts and political risks are turning this concentration into a strategic vulnerability. While the US and Europe are urgently searching for alternative supply chains, specialized resource companies in stable jurisdictions are gaining in importance. Antimony Resources could be one of the beneficiaries of this shift. With its high-grade Bald Hill project in Canada, the Company is positioning itself as a potential building block for an independent Western antimony supply.
time to read: 3 minutes
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Author:
Stefan Feulner
ISIN:
ANTIMONY RESOURCES CORP | CA0369271014
Table of contents:
Author
Stefan Feulner
The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.
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Antimony – An indispensable raw material at the heart of geopolitical tensions
Antimony is one of the most critical raw materials in modern industry, yet it has received little public attention to date. The metal is used in flame retardants, semiconductors, battery technologies, military applications, alloys, and the chemical industry, among other things. Antimony is irreplaceable, especially in security-related areas. Its strategic importance for industrialized nations is correspondingly high.
The problem is that over 70% of global antimony production comes from China, with significant quantities also coming from politically sensitive regions such as Russia and Tajikistan. For Western economies, this results in massive dependence on a few suppliers, which is becoming an increasing risk in times of geopolitical tension. The US and Europe have therefore officially classified antimony as a critical raw material. The call for secure, transparent, and politically stable supply chains is growing louder, and this is precisely where the investment story of Antimony Resources begins.
Strategically relevant asset with tremendous potential
Antimony Resources is positioning itself specifically as North America's answer to China's antimony dependence. The Canadian exploration company is fully focused on developing a scalable antimony project in a first-class jurisdiction. At the heart of this is the Bald Hill project in New Brunswick, Canada, which is politically stable, mining-friendly, and well developed in terms of infrastructure.
Bald Hill is a high-grade antimony stibnite deposit that was already known historically and is now being systematically explored using modern methods. Previous work, current drilling programs, and a completed NI 43-101-compliant technical report underscore the potential. The goal of the experienced management team led by CEO Jim Atkinson is clearly defined: to establish a long-term, Western source of antimony supply.
A year full of milestones! And 2026 promises even more
2025 marked a strong operational year for the Company, which is valued at only CAD 47.51 million. In January, Antimony Resources secured the option on the Bald Hill project, and in April, the first phase of drilling began. By July, 3,100 meters of drilling had already been completed, supplemented by a comprehensive 3D model of the deposit.
The published NI 43-101 report indicates a conceptual potential of 2.7 million tons with 3.0–4.0% antimony (Sb), corresponding to up to 108,000 tons of contained antimony. At the same time, the project area was more than doubled through additional claims. A second drilling phase with a further 5,000 meters followed in the fall, flanked by prospecting excavations with visible stibnite over a strike length of 150 meters. The financial framework was secured by CAD 9.4 million in financing in December.
For 2026, Antimony Resources plans the next stage of development with 10,000 additional meters of drilling, updated 3D models, advanced metallurgical tests, initial stakeholder discussions with provincial and federal authorities, and the preparation of an initial resource estimate and environmental assessment.
Current drill results underscore the potential
The drill results published in early January 2026 impressively confirm the strategy pursued to date. Several drill holes again intersected massive, high-grade stibnite zones. Noteworthy results include 8.48% Sb over 3.0 m and 2.07% Sb over 27.05 m. Individual intervals even reached over 11% antimony.
A total of 34 drill holes with over 8,150 m were drilled in 2025. High-grade antimony mineralization was encountered in 75–80% of the drill holes. The Main Zone now extends over more than 700 m in length and reaches depths of over 400 m. According to management, the average grade is in the range of 4–5% antimony, a value that also makes the project internationally competitive.
Antimony is one of the most strategically important raw materials of our time, and Antimony Resources is positioning itself as the Western answer to dependence on China. With a high-grade project in a first-class jurisdiction, strong drilling results, full financing, and a clear roadmap for 2026, the Company has delivered operationally. Particularly noteworthy is the fact that institutional investors and management together hold around 40% of the shares, which is a strong signal of confidence and a clear commitment to the Company's own strategy. If the next step towards an initial resource is successful, the market could reassess the potential. For risk-aware investors, Antimony Resources Corp. therefore remains an exciting story in the critical raw materials sector.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.
In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
For this reason, there is a concrete conflict of interest.
The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.
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