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Commented by Tarik Dede on May 15th, 2026 | 09:35 CEST

Empty Stockpiles: The US Military Must Rearm — A Golden Opportunity for Lynas Rare Earths, Antimony Resources, and Lockheed Martin

  • Mining
  • antimony
  • Defense
  • hightech
  • CriticalMetals
  • RareEarths
  • geopolitics

Prepared and published on behalf of Antimony Resources Corp.

Just a few days ago, Democratic US Senator Mark Kelly of Arizona dropped a political bombshell in Washington. In an interview on CBS's "Face the Nation" last Sunday, Kelly criticized the current state of the US military. According to him, stockpiles have been completely "bled dry" as a consequence of the Gulf conflict. The politician described his impressions following a briefing by the US Department of Defense. According to Kelly, ammunition stockpiles—particularly Tomahawk missiles, Patriot air defence systems, and SM-3 interceptor missiles—have been severely depleted, calling the situation "shocking." The extensive strikes against Iran have reportedly reduced inventories to such an extent that the national security of the United States could now be at risk. Rebuilding these stockpiles, Kelly warned, could take years. This, in turn, could leave the US vulnerable in potential future conflicts, particularly in the Pacific region. With these remarks, Mark Kelly articulated concerns that many observers have been discussing for weeks. According to this assessment, the US military has significantly reduced key inventories in a short period of time due to the conflict with Iran, potentially affecting operational readiness—especially concerning possible future tensions involving China, which had already been identified as a strategic challenge to US global leadership under the administrations of Barack Obama and Joe Biden. This is also likely to have consequences in light of current President Donald Trump's visit to China.

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Commented by Armin Schulz on April 27th, 2026 | 07:35 CEST

The defense boom shows no signs of slowing down: RENK Group, Antimony Resources, Lockheed Martin

  • Mining
  • antimony
  • CriticalMetals
  • Defense
  • hightech
  • geopolitics

Created and published on behalf of Antimony Resources Corp.

Geopolitical upheavals are changing the rules of the game in global markets. In addition to current theaters of war, Japan's historic increase in military spending and the battle for Greenland are symptoms of a new arms race. This opens up extraordinary opportunities for investors if they position themselves in the right niches early on. Three key drivers are decisive: high-precision propulsion technology for tanks and ships, strategic metals such as antimony for ammunition and sensors, and superior system integration for fighter jets and missiles. These are precisely the fields being cultivated by three different companies that have the potential to deliver above-average returns: RENK Group, Antimony Resources, and Lockheed Martin.

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Commented by Nico Popp on April 17th, 2026 | 07:15 CEST

The Antimony Crisis: Antimony Resources at the Heart of Western Supply Security – How Lockheed Martin and Rio Tinto Are Responding

  • Mining
  • antimony
  • Defense
  • hightech
  • CriticalMetals

Created and published on behalf of Antimony Resources Corp.

Shiny, silvery antimony has become a central element of the Western security architecture. China's export restrictions, which culminated in a targeted export ban on the US in 2024, forced Western supply chains to realign. Securing domestic supplies has thus become imperative, overshadowing short-term cost considerations. While defense giants like Lockheed Martin are desperately searching for reliable sources to maintain production of modern defense systems and mining companies like Rio Tinto are investing in processing capacity, specialized antimony companies are coming into focus. Antimony Resources is advancing the development of the Bald Hill project in New Brunswick, which is considered one of the most significant future antimony sources in North America. The company offers investors direct access to a market where small companies are becoming indispensable partners to industry, presenting significant opportunities for investors.

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Commented by Nico Popp on March 26th, 2026 | 07:15 CET

Defense Industry Under Stress: Bottlenecks at Rheinmetall and Lockheed – Almonty Industries Stands to Reap the Benefits

  • Mining
  • Tungsten
  • Defense
  • hightech
  • geopolitics

The war in the Middle East is exposing the vulnerability of the global security architecture. While the US-led coalition's military operations against Iran, known as Operation Epic Fury, continue, US President Donald Trump's erratic communication is causing extreme uncertainty among military planners. In rapid succession, reports from the White House oscillate between triumphant declarations of victory, the announcement of American ground troops, and, shortly thereafter, the prospect of peace negotiations. This unpredictability collides with an alarming reality: even the arsenals of the world's greatest military power are emptying at a rapid pace. The massive use of precision weapons starkly reveals that the global arms industry is simply not equipped for intense wars of attrition or a further escalation of global tensions following the collapse of the existing world order. The real bottleneck in the arms industry is not a lack of government budgets, but the critical raw materials at the beginning of the supply chain. As a result, the market for tungsten and the producer Almonty Industries are coming into focus for investors. A unique opportunity beckons.

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Commented by Tarik Dede on March 16th, 2026 | 07:05 CET

The Drone Revolution: Investors Focus on Lockheed Martin, Volatus Aerospace, and Northrop Grumman

  • Drones
  • Defense
  • aerospace

Drones have fundamentally transformed modern warfare. This has become evident not only in the conflict in Ukraine but also in the escalating tensions in the Persian Gulf. As a result, significant investments are being made in these new technologies. Developments in China and North America show that drones are becoming increasingly important in civilian applications, including logistics, delivery services, and building maintenance. The potential fields of application appear almost limitless.

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Commented by Armin Schulz on January 29th, 2026 | 06:55 CET

Raw materials, armaments, returns: The investment logic behind Almonty Industries, Rheinmetall, and Lockheed Martin

  • Mining
  • Tungsten
  • Defense
  • armaments
  • hightech

The global economy is under intense pressure. Geopolitical conflicts are causing shortages of critical raw materials and forcing nations to embark on a massive arms race. These two megatrends are creating unique profit opportunities for companies that are positioned at the crucial points of this value chain. Those who understand the strategic connection between vital resources, modern defense technology, and the highest level of security technology can profit. An analysis of the key players - Almonty Industries, Rheinmetall, and Lockheed Martin - reveals how investors can position themselves along this strategic value chain.

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Commented by Nico Popp on January 8th, 2026 | 07:25 CET

Defense in a stranglehold: Why Lockheed and Boeing are grounded without antimony - and Antimony Resources holds the strategic solution

  • Mining
  • antimony
  • Defense
  • aerospace
  • CriticalMetals

It is a chemical element with the atomic number 51 that has long led a shadowy existence on the world's stock exchanges, but whose strategic importance is now keeping security policymakers at the Pentagon awake at night: antimony. What sounds like a footnote in the periodic table is, in reality, the invisible glue holding together the modern defense and aviation industries. But this glue is becoming scarce. China, which dominates the global market with a share of more than 50% in production and nearly 80% in processing capacity, has begun to tighten the reins on exports. Trade barriers and opaque export restrictions are fueling real fears of a supply stoppage. In this high-risk geopolitical scenario, giants such as Lockheed Martin and Boeing are finding themselves in a bind, while small Western explorers such as Antimony Resources are suddenly becoming owners of assets that could prove indispensable to the national security of NATO countries.

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Commented by Armin Schulz on January 7th, 2026 | 07:05 CET

Peace dividend: How Antimony Resources, the RENK Group, and Lockheed Martin are reaping the rewards of military buildup

  • Mining
  • antimony
  • Defense
  • armaments
  • CriticalMetals

The new era of security will be decided deep underground in mines. The indispensable raw material for modern defense systems is antimony, a metal that is threatening to disappear from the world market and whose price is rising sharply. This strategic shortage creates a historic opportunity to invest directly at the source. The greatest potential is offered by the exploration company Antimony Resources, whose success in turn drives key suppliers such as the RENK Group and system builders such as Lockheed Martin.

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Commented by Armin Schulz on October 9th, 2025 | 07:00 CEST

Almonty Industries' Raw material power brings Rheinmetall and Lockheed Martin into a new geopolitical era

  • Mining
  • Tungsten
  • Defense
  • Investments

Nations around the world are investing record sums in their defense capabilities. This defense boom is driving demand for critical raw materials to unprecedented heights. Suddenly, critical metals such as tungsten are at the center of global politics. They have become strategic commodities, with security of supply directly influencing military strength. This development is creating real momentum for companies covering the entire value chain, from mining to the defense industry to high-tech. Three stocks that perfectly embody this interplay between raw materials, production, and technology are Almonty Industries, Rheinmetall, and Lockheed Martin.

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Commented by Nico Popp on August 1st, 2025 | 07:05 CEST

Nickel as a strategic defense metal scarcer than expected: Lockheed Martin, Glencore, and Power Metallic Mines

  • Mining
  • CriticalMetals
  • Nickel
  • Defense

Nickel is classified as a critical raw material in the EU. Yet many observers still fail to take the tense situation in the nickel market seriously — a major mistake. While there is currently an oversupply of nickel, forecasts are already predicting a future shortage. In addition, nickel comes in different grades. High-purity nickel comes largely from Russia, making supply anything but secure. Nickel is urgently needed for both modern batteries and in the defense sector. We take a look at the nickel market, explain where the metal is urgently needed, and introduce the two notable nickel stocks, Glencore and Power Metallic Mines.

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