Antimony Resources Corp has exposed additional “massive” stibnite mineralisation in bedrock at the Marcus West Zone of its Bald Hill project in New Brunswick, and will immediately drill up to six shallow holes to test the zone at 30–50 m depth alongside a 10,000 m definition drilling campaign on the Main Zone. Historic trenching in the Central Zone returned 2.90% Sb over 8.18 m, including 5.79% Sb over 1.75 m and 8.47% Sb over 1.53 m, while ATMY trenching has traced South Zone stibnite over ~150 m. The 2026 programme also includes soil sampling, prospecting, and a potential airborne survey, positioning Bald Hill as a North American antimony target amid Chinese export controls.

Kazatomprom has agreed a uranium supply deal with India’s Department of Atomic Energy covering more than 50% of the company’s booked asset value, potentially locking in long-term offtake from the world’s largest resource holder. The transaction, which requires shareholder approval via an extraordinary general meeting under Kazakh law, comes as Kazatomprom lifted output to 67.2 million lb U₃O₈ in 2025, up 10% year-on-year, and targets a further 9% increase this year. Analysts, including Teniz Capital, still see a structural uranium deficit despite this additional Kazakh supply.

Nova Minerals’ US-listed shares rose over 6% to $6.78 (market cap $255.3 million) even as short seller Spruce Point Capital Management disclosed a short position and warned of 45–60% downside to $2.50–$3.50 per ADR, or more than 100% under adverse scenarios such as loss of US Department of War funding. Spruce Point’s report questions Nova’s ability to deliver its proposed gold–antimony mine at the 500 km² Estelle project in Alaska’s Tintina belt, citing lack of infrastructure, community opposition, severe weather and concerns over the qualifications of its “competent” and “qualified” person. Nova plans a central mining and processing hub targeting first military-grade antimony output within two years, backed by a $43.4 million DoW award, and is preparing to redomicile to the US while consolidating the remaining 15% of Estelle.