NSJ Antimony Corp.
Commented by André Will-Laudien on November 13th, 2026 | 05:25 CET
Things are heating up: Defence sell-off, antimony gains! Rheinmetall, Renk, NSJ Antimony and Hensoldt in Focus
Created and Published on Behalf of NSJ Antimony Corp.
Diplomatic initiatives could bring an end to hostilities in Ukraine in the coming weeks. This has recently put noticeable pressure on the share prices of traditional defence stocks. Following the years-long rally in defence stocks, many investors are now systematically taking profits, as they price in a normalisation of acute demand for ammunition and equipment, at least in the short term, in the event of a possible ceasefire. Yet political strategists agree: even lasting peace would no longer reverse the long-term turning point in security policy, but would instead reveal the strategic importance of upstream supply chains. Here, critical metals are once again coming into focus on financial markets, as modern defence systems and the global expansion of energy and AI infrastructure are simply not feasible without these raw materials. In particular, the often underestimated metalloid antimony is emerging as the ultimate bottleneck, as it is indispensable for hardening ammunition, night-vision devices and highly specialised semiconductors. We present a colourful potpourri of trends – but also an excellent opportunity for risk-aware investors to capitalise on fresh momentum.
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Commented by Carsten Mainitz on November 2nd, 2026 | 05:21 CET
NSJ Antimony, Rheinmetall, Infineon: Whoever controls the bottlenecks will be among the winners!
Created and published on behalf of NSJ Antimony Corp.
Modern armed forces need ammunition; data centres need a high-performance power supply. Across industries, reliable industrial supply chains are becoming increasingly important. This puts companies that develop critical raw materials or build important production capacity in the spotlight. Equipped with fresh capital, NSJ Antimony is advancing its antimony project in Canada. The critical metal is indispensable for flame retardants, the defence industry, ammunition, electronics and certain energy storage systems, among other things. Defence giant Rheinmetall is due to release important news this month, including quarterly figures and an updated medium-term forecast. The semiconductor manufacturer is investing heavily in capacity to power the AI era. Which share is ahead?
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Commented by Nico Popp on October 30th, 2026 | 05:43 CET
Antimony Countdown: BASF Needs New Supplies as Perpetua Resources and NSJ Antimony Develop North American Sources
Created and published on behalf of NSJ Antimony
On November 27, 2026, China's suspension of its antimony export ban to the United States is due to expire. Without an extension by Beijing, US buyers risk losing access to this metalloid, which is essential for flame retardants and armaments. This was reported by industry publication Mining Weekly. According to market information provider Fastmarkets, antimony was trading at USD 18,300 to USD 19,000 per tonne in Rotterdam in mid-October. This is well below the all-time high of approximately USD 59,750 reached in summer 2025. However, the West's dependence on Chinese refineries remains unchanged.
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Commented by Fabian Lorenz on October 22nd, 2026 | 05:34 CEST
Analysts Raise Estimates for Nordex, Renk Shares Climb, and NSJ Antimony Enters the Antimony Market
Created and Published on Behalf of NSJ Antimony Corp.
The antimony market is gaining momentum again. Reuters reported that the EU is seeking closer cooperation with Vietnam to secure its supply of critical raw materials such as antimony. In Canada, Agnico Eagle is seeking to secure exclusive exploration rights at the historic Lake George mine. NSJ Antimony is also active in the region. The explorer has launched a drilling programme and is valued at less than CAD 20 million. Nordex currently has a market capitalisation of EUR 9.15 billion. Following the convincing preliminary figures, analysts have raised their short- and medium-term estimates. However, they are also issuing warnings. For defence companies such as Renk, warnings have recently grown that the defence boom will not last long enough to justify valuations. Renk counters with an order.
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