Canada’s antimony gap shows as Iran war sharpens focus on defence metals
- •Hey everyone, just read this article about Canada's antimony situation and it really got me thinking.
- •The part about only having a handful of meaningful projects, mostly gold-tied, and no clear mine-to-metal route domestically...
- •that's a wake-up call, isn't it?
Hey everyone, just read this article about Canada's antimony situation and it really got me thinking. The part about only having a handful of meaningful projects, mostly gold-tied, and no clear mine-to-metal route domestically... that's a wake-up call, isn't it?
I mean, with everything going on in the world, especially with these geopolitical tensions escalating, the idea of critical defence metals being so dependent on foreign supplies is a little unsettling. I've always tried to diversify my portfolio with a decent chunk in materials, but I tend to focus more on the "sexy" battery metals or rare earths. This article is making me reconsider the overlooked stuff like antimony. It's not just about defence either; flame retardants and semiconductors are huge industries that need this stuff, and if global supply chains get squeezed, that impacts a lot more than just military applications. For my own retirement planning, I’ve been looking for sectors with long-term, essential demand, and frankly, I overlooked how critical these "less glamorous" metals are.
Anyone else digging into this? What are your thoughts on Canada's position (or lack thereof) in terms of critical defence minerals? Are you factoring this kind of supply chain vulnerability into your investment decisions at all? Would love to hear what strategies others are considering in this environment.