Antimony Resources Races the Geopolitical Clock as Bald Hill Drilling Hits 19,000 Metres

A Canadian junior miner is turning up the pressure on its flagship antimony project, threading a needle between exploration milestones and a fast-closing window of geopolitical opportunity. Antimony Resources has mobilised drill crews to its Bald Hill property in New Brunswick, launching what the company describes as its most ambitious campaign to date.

The programme calls for 19,000 metres of drilling, split between two distinct targets. The bulk of the work — 13,000 metres — will focus on extending the Main Zone both at depth and along strike. The remaining 6,000 metres will test three newly identified satellite zones dubbed Marcus, BH Central and BH South. The company has already mapped the Main Zone over a strike length of 600 metres and to a depth of 350 metres, with average widths of four to five metres carrying antimony grades of roughly three to four percent. The total land package now spans 37 square kilometres.

While the drills turn, the lab is humming. More than 1,500 core samples have been dispatched for assay, with initial results expected before the end of May. At the same time, SRK Consultants of Toronto is working on the project’s first formal resource estimate, also targeting a May release. A conceptual target of roughly 2.7 million tonnes at three to four percent antimony has been floated in earlier technical work, but a certified NI 43-101 mineral resource has yet to be established.

Should investors sell immediately? Or is it worth buying Antimony Resources?

The urgency behind the campaign is hard to miss. Antimony currently trades at $51.80 per kilogram, a 172 percent surge since the start of 2024. The rally reflects a trifecta of supply-side pressures: Chinese export restrictions, rising defence spending and a near-total lack of refining capacity outside China. Both the United States and the European Union classify antimony as a critical mineral, and North America commands the highest prices globally.

A specific date adds a layer of tension. China has suspended its antimony export ban to the US until 27 November 2026. After that, the situation is uncertain. Antimony Resources is positioning Bald Hill as a potential North American supply source that could fill the gap. The company plans to begin commercial offtake discussions later this year, with a formal permit application targeted for the fourth quarter of 2026 or the first quarter of 2027.

Environmental studies and permitting work are running in parallel with the drilling. The coming weeks will determine whether the geological data supports the tonnages needed to make Bald Hill a credible alternative to Chinese supply. For now, the drills are turning, the samples are in the lab and the clock is ticking.

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