Critical raw materials for EU competitiveness

Advertisement/Advertising - This article is distributed on behalf of GoldMining Inc. and Canada Nickel Company Inc., with whom SRC swiss resource capital AG has paid IR advisory agreements. Creator: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: December 18, 2025; 6:50 p.m. Zurich/Berlin

The EU needs critical raw materials for many important technological and industrial applications. These include antimony, a raw material used in armaments, and cobalt for battery production. The EU's action plan focuses on investments in raw material projects, simplified approval procedures, and stricter export controls for battery raw materials. Cooperation is to take place with Brazil and Canada, for example.

Defense requirements have increased, which has also increased the strategic importance of antimony. It is used in ammunition, special alloys, explosives, flame retardants, and semiconductors. Antimony is also found in AI-supported working memories. China controls about 70 percent of the antimony market. Liquid metal batteries based on antimony are currently being developed, making antimony a material that is also finding its way into the global energy transition.

Cobalt is known to be an important component of lithium-ion batteries. The battery industry is dependent on this strategic raw material. The leading cobalt producer is the Democratic Republic of Congo. Since October 2025, the country has been using an export quota system. Among other things, this is intended to strengthen national control over cobalt, which has an impact on international supply chains. Market interest is therefore focused on projects that can serve as new sources for the coveted raw materials. The aim is to make supply chains less vulnerable and less dependent on Congo or, in the case of antimony, on China.

GoldMining - https://www.commodity-tv.com/ondemand/companies/profil/goldmining-inc/ - has large gold and copper projects in North and South America. The 100% company-owned Crucero project in Peru has significant antimony mineralization in addition to gold.

Canada Nickel Company - https://www.commodity-tv.com/ondemand/companies/profil/canada-nickel-company-inc/ - has nickel and cobalt in its Crawford project in Ontario. According to the Canadian government, this is a project of strategic importance. The exploration program is being pushed forward with vigor.

Current company information and press releases from GoldMining (- https://www.resource-capital.ch/en/companies/goldmining-inc/ -) and Canada Nickel Company (- https://www.resource-capital.ch/en/companies/canada-nickel-company-inc/ -).

Sources: Canada Nickel, GoldMining,

https://www.swzoll.de/de/wissen-news/dr-kongo-beendet-kobalt-exportstopp-strategische-quoten-operative-risiken-und-globale-marktfolgen;

https://aktienfinancial.de/unternehmen/china-dreht-den-hahn-zu-preise-fuer-antimon-und-wolfram-explodieren-im-zuge-des-ki-und-quantencomputing-booms/

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