The clock strikes 13 – Iran is firing from all barrels! Investors are betting on Antimony Resources

Conflict-driven demand from the region

The demand is palpable! The escalating conflict surrounding Iran, the neighboring Gulf states, and Israel, as well as the increased US presence in the region, is leading to a surge in demand for ammunition, guided missiles, and air defense systems, all of which rely on critical minerals such as antimony, tungsten, tantalum, and certain rare earths in their production. Scenarios involving high launch rates of ballistic missiles and interception systems, e.g., Patriot batteries in the Gulf states, imply a gigantic consumption of "missile-grade" materials on a scale that is not factored into any civilian raw material model. Several kilograms of important metal components are used in the construction of a single missile. One of these is antimony!

Maritime sticking points in the spotlight: Hormuz and Suez

At the same time, the conflict is exacerbating the vulnerability of key sea lanes. Shipping companies are increasingly avoiding the Strait of Hormuz and the Suez Canal, rerouting their vessels around the Cape of Good Hope and thus causing massive delays, capacity bottlenecks, and cost increases in container and raw materials transport. Even though antimony is rarely the focus of reporting as a cargo in its own right, this disruption affects precisely those container routes along which intermediate products, chemicals, and military equipment flow between Asia, the Middle East, Europe, and the US. The logistical "timeline" of critical minerals is significantly extended by necessary detours.

Geopolitical instrumentalization of raw materials

Since 2025, China has already shown that it openly uses critical raw materials as a geopolitical lever, for example, through export controls and de facto bans on gallium, germanium, and, most recently, antimony for certain countries. In a situation where Western countries are simultaneously ramping up military spending, they must restructure their supply chains toward "friend-shoring." In the context of the Middle East in particular, Beijing has a growing incentive to use raw materials as a response to Western sanctions and security alliances. It all sounds like a risky proposition!

Long overlooked – Now the focus of intense attention

For a long time, antimony was considered merely a by-product of other metal mining and received little attention in its own right. However, this phase is over, as demand for strategic raw materials for security and technology-oriented applications has increased significantly. The chemical element Sb is a semimetal that is now considered indispensable for modern technologies such as electronics, energy storage, and special alloys. Global production is highly concentrated, making antimony a critically valued raw material. Against this backdrop, the metal is now undergoing a comprehensive reassessment in the context of strategic raw materials. Prices have been galloping since the turn of the year. Back to a trot? Unlikely!

Bald Hill: A project at the right time

Investors are focusing on a promising project in New Brunswick. Drilling to date shows a mineralized structure with antimony grades of approximately 700 m in length and at least 350 m in depth. Initial results confirm the good continuity of this stibnite mineralization, which could make Bald Hill a significant geological system. Option holder Antimony Resources recently expanded the project area around Bald Hill to over 2,000 hectares. This is because its relevance in the Western raw materials universe is well known. Initial investigations indicate that the mineralization is not limited to the main structure, as several separate zones have already been discovered. Work is now continuing apace. With around CAD 7 million in the coffers, the company will remain effective for months to come.

Let's get down to brass tacks – Now is the time to get things done!

The valuation of Antimony Resources appears moderate given the strategic importance of antimony, as the number of potential exploration targets is growing steadily. An older NI 43-101 report describes an exploratory potential of around 2.7 million tons of ore with 3 to 4% antimony. Management recently clarified that the November 2025 technical report on the Bald Hill project does not contain an officially defined mineral resource and does not currently comply with NI 43-101 standards. However, a revised technical report is currently being prepared and will be published on SEDAR+ after review by the British Columbia Securities Commission (BCSC).

CEO James R. Atkinson provides an overview of the latest progress in New Brunswick in an interview with IIF host Lyndsay Malchuk.

https://youtu.be/6bjeA5Be2F0

Conclusion: Critical raw materials at the center of global power politics

Investors today are more driven than ever before. Many uncertainties and unpredictable variables characterize the investment business. However, the underlying trend of a massive appreciation of rare resources has been going on for several months now. Antimony Resources has not even fully pressed the start button yet, but the trajectory is already visible. Those with a knack for early stages and a willingness to take a little risk could experience a story here that will hardly be available at entry prices later on. The clock is ticking, and the market is only now turning its attention to this potential. In Canada, Antimony's share price is hovering between CAD 0.90 and CAD 1.10, with millions in turnover currently also on Tradegate. Those who act strategically and with foresight have an attractive opportunity here for medium to long-term positioning. Extremely exciting!