A new investment opportunity is quietly emerging—one that most investors likely haven’t even sniffed out yet. We’re staring down the possibility of a global scarcity of a crucial resource, vital to industries worldwide. This particular resource doesn’t just keep the U.S. military operational; it’s also essential for manufacturing the devices and tech we rely on daily, from smartphones and tablets to high-def TVs, semiconductors, and solar panels.
The mineral that’s catching everyone’s attention is antimony. This flaky, metallic element, known for its distinct gray sheen, has long been a staple in military applications and is a vital component in the defense sector. Antimony finds its way into a variety of crucial defense technologies—from armor-piercing ammunition to night vision goggles, infrared sensors, and even nuclear weaponry.
But here’s the catch: China controls over 60% of the world’s antimony production, prompting the U.S. and Europe to step up efforts to sidestep potential supply chain monopolies. This brewing supply tension has already pushed antimony prices up more than 200% just this past year, with no ceiling yet in sight.
At present, only a few countries, namely China and Russia, are responsible for most of the world’s antimony production. Nonetheless, there’s a burgeoning investment opportunity for companies ready to develop new sources. One such standout is Military Metals Corp. (CSE: MILI, OTCQB: MILIF), a British Columbia-based mineral exploration company. They identified the antimony supply issue early and have been actively acquiring sites with substantial historical reserves, positioning themselves at the forefront of this burgeoning market.
For investors eyeing their next big opportunity, consider the recent performances of several companies in the sector. Take Perpetua Resources (Nasdaq: PPTA) for instance. This U.S. company, focused on antimony, has seen its stock climb a staggering 261.3% in just eight months. They’re even securing over $1.86 billion in funding from the U.S. government to drive production at their Stibnite Gold Project in Idaho.
Meanwhile, Larvotto Resources Ltd. (ASX: LRV), with prospects in Australia and New Zealand, has seen its stock skyrocket by 916.95% since March due to its capability to expand antimony production.
Military Metals comes in as a fresh player with a lower market valuation, yet following their purchase of one of Europe’s largest antimony deposits in Slovakia, they’re proving they can compete with the big fish in the sector.
For example, Perpetua Resources has around 90,000 tons of antimony close to being extracted and valued near $700 million. Conversely, Military Metals Corp is poised to soon command 60,998 tons—albeit historically determined—and yet is valued at just $23 million.
In North America, Military Metals Corp. owns the West Gore Property. Located in Hants County, Nova Scotia, this site was once Canada’s leading antimony mine, operated to its fullest during World War I and known for its rich underground resources.
The recent expansion of this property by an additional 388 hectares shows Military Metals’ commitment to fully exploring this mineral system—pivotal as global demand surges and geopolitical pressures mount.
And why are these efforts critically important? Because antimony isn’t merely a relic from past military campaigns. It’s woven into the very fabric of modern defense technologies, indispensable for its role in infrared sensors and other high-tech military gear. Without it, the military strategies of prominent nations may falter.
As for current prices, they soar above $38,000 per tonne, surpassing previous forecasts made when prices hovered around $22,500. This makes antimony more critical than ever—a potential goldmine for companies capable of introducing new supplies.
So, with today’s accelerated demand and production constraints—exacerbated by Chinese export restrictions—the investment landscape for antimony is poised for dramatic shifts. Companies excelling in this area aren’t just seizing the moment; they’re redefining future securities.
Prominent players such as Perpetua Resources and Larvotto Resources show the kind of explosive growth possible in this market. Meanwhile, Military Metals’ assertive acquisition strategy and its promising repositories in both Canada and Slovakia might soon place it among those turning soaring antimony prices into high returns.
Notable industry names like Rio Tinto and BHP Group stand out for their established, ethical mining operations, while Albemarle Corporation carves its niche in lithium—a critical component in our energy transition story. Meanwhile, companies like SQM and Cleveland-Cliffs play crucial roles, supplying essential materials for high-tech and defense applications.
As global dynamics shift, and with increased focus on energy security and sustainability, these companies not only meet market demands but also fulfill vital roles in fortifying national and international economic resilience.
