Antimony Resources: North America's largest critical minerals project sparks interest – when will Trump come knocking?

The new reality - Geopolitics and states determine the price

The US president's latest announcement exemplifies the new reality of the industry. States and governments will become the most important investors in raw materials, especially if these are classified as critical and therefore significant in terms of economic and security policy. This also applies to antimony.

Trump announced that the United States intends to build up a strategic reserve of critical raw materials and rare earths. Initially, USD 23 billion will be invested in "Project Vault." The aim is to protect US industrial companies from short-term supply shocks. This is because China and other politically difficult regions dominate this group of raw materials.

Antimony plays a special role in key industries of national economies and is gaining strategic importance due to the tense geopolitical situation. Prices have already risen significantly in the past. The use of antimony in military and security-related areas is central, with the semi-metal being classified as practically indispensable. Special alloys, ammunition, optical systems, infrared technology, and electronic components are just a few of its areas of application.

Antimony Resources – Largest North American antimony deposit as a trump card

The Canadians are purposefully pushing ahead with the 1,100-hectare Bald Hill project in the Canadian province of New Brunswick. It has enormous potential. Since the last quarter of last year at the latest, the market has had a more accurate picture of the potential value of the antimony project.

A technical report calculated that the Bald Hill project comprises around 2.7 million tons of rock with antimony grades of 3 to 4%. This translates into a "reserve" of 81,000 to 108,000 tons of pure metal. In plain language: this is the largest deposit in North America and is also of global significance.

The company has announced that it expects to have a resource estimate compliant with Canadian standard NI 43-101 by spring 2027 at the latest.** For investors, this is an important milestone in assessing the size, value, and economic viability of a project, which often leads to a revaluation of a company.

Drilling history and current data

Historically, more than 13,800 meters of drilling have been completed on the property, including over 8,000 meters last year. All data, including the latest results, indicate a high-grade and extensive system with high antimony mineralization. The Main Zone was significantly expanded last year and now extends over a length of more than 700 meters and a depth of more than 400 meters.

In the recent past, Antimony Resources reported further massive antimony-bearing stibnite deposits ("Sb") with 5.10% Sb over 4.0 meters, 2.15% Sb over 6.85 meters, and 2.38% Sb over 9.60 meters. These results reinforce previous data that 75% to 80% of all drill holes contain high-grade antimony-bearing stibnite mineralization.

The Canadians are currently reporting on the expansion and delineation of further massive stibnite mineralization in the Marcus Zone. The mineralization was exposed in the bedrock over a length of 25 meters. The company suspects that this new zone, west of the Main Zone, is separate. Additional trenching and sampling are planned here for the 2026 exploration season. The Canadians recognize the Marcus Zone as having great potential.

With the recent capital increase of CAD 9 million, the extensive 2026 drilling campaign can be easily managed. According to the company, delineation of the mineralization in the main zone at Bald Hill has now begun with two drill rigs. A third drill rig will be added in early February.

The main objective is to conduct extension drilling in the main zone at Bald Hill over a length of 600 meters to a depth of at least 300 meters. A high drill density is important here in order to achieve the goal of a first resource estimate for Bald Hill, which, as already mentioned, is expected in early 2027.

Drill density describes how closely or how frequently drill holes are distributed in an area - the distance between drill holes in space and depth. A high or sufficient drill density is a prerequisite for a resource estimate. The drilling data can be used to estimate ore deposits and mineralization grades, which ultimately enables a good assessment of the value and economic viability of a project.

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States and governments will shake up the commodities market massively. This is particularly true for critical raw materials. Antimony is a representative of this category that has been underestimated until now. But the picture is already changing, as the military importance and irreplaceability of antimony are obvious. Security of supply is the order of the day. Canadians with the largest antimony deposits in North America will benefit from this par excellence. The stock has already gained significantly in recent months, but is currently correcting somewhat – an attractive entry opportunity. With a market capitalization of around CAD 50 million, the company is still a lightweight in terms of stock market performance. On the other hand, the strategically important Bald Hill asset carries significant geopolitical weight, creating a strong case for a substantial revaluation of the stock.