Antimony Becomes One of 2025's Hottest Strategic Metals

United States Antimony Corp. (UAMY:NYSE) is a significant domestic producer of antimony products and operates North America’s only two antimony smelters — in Montana and Mexico. With a vertically integrated model and growing global supply agreements, the company is positioning itself at the center of the U.S. critical minerals strategy. [OWNERSHIP_CHART-11437]

On September 30, the company announced it had received a US$10 million initial delivery order under a 5-year, US$245 million sole-source contract with the U.S. Defense Logistics Agency (DLA). The agreement is part of a broader effort to replenish the nearly depleted National Defense Stockpile of antimony. “We are anxious to begin deliveries of antimony ingots to the government over the next few months,” said Chairman and CEO Gary C. Evans.

This contract followed a series of operational milestones for USAC, including the restart of its Madero Smelter in Mexico, expansion of its Thompson Falls facility in Montana to 300 tons per month, and the approval of new mining permits in Alaska.

The company processes antimony into a variety of end products, including oxide, metal, and trisulfide for use in flame retardants, batteries, and ammunition. According to USAC’s investor presentation, China and Russia control over 60% of the global supply, with China cutting exports in 2024. USAC is the only U.S. producer able to supply military-grade antimony products.

Analysts view the DLA contract as a turning point. Jake Sekelsky of Alliance Global Partners wrote on September 24 that the contract “further secures the company’s position as the leading antimony supplier in North America” and increased their price target on UAMY stock to US$9.75. Sekelsky noted “In our view, the Chinese antimony export ban announced in late 2024 coupled with dwindling U.S. strategic stockpiles created a perfect storm for UAMY to step up to the plate for a key role as the sole supplier of antimony in the United States.”

According to Refinitv, 16.63% of UAMY is held by management and insiders. Of those Lydia Dugan holds 6.32%, followed by Russell Lawrence at 5.25%, and Gary Evans with 1.58%. Institutions hold 26,61% with BlackRock Institutional Trust holding the most at 4.74%. The rest is retail.

United States Antimony has 128.33 million outstanding shares, 106.99 million free float shares, and a market capitalization of US$820.01 million. The 52 week range of their stock is US$0.49 to $8.17.

Sign up for our FREE newsletter at: www.streetwisereports.com/get-news