US Antimony Raises 2026 Revenue Guidance Amid Major Montana Mining Expansion
High-Grade Bulk Sampling at Stibnite Hill Prompts $25 Million Revenue Increase
United States Antimony Corporation (USAC) has updated investors on its ambitious Montana mining program, revealing a breakthrough in bulk sampling from the Stibnite Hill site and boosting its 2026 revenue guidance by $25 million to $125 million. This move, announced just after approval of the company’s revised operating plan, comes as USAC capitalizes on higher grades and improved recovery methods that substantially increase profit margins compared to sourcing third-party ore.
Modern “Cut and Cover” Mining and Strategic Expansion
After a decades-long hiatus, USAC is restarting Stibnite Hill production using a “cut and cover” surface mining method. Unlike past operators limited by older technology, the new process employs modern hydraulic excavators and hammers. Early results: nine truckloads totaling 239 tons have already been excavated and shipped for testing—proving that even relatively small quantities of this high-grade material support a profitable operation without the scale or lead time required by lower-grade mining projects.
| Stibnite Hill Bulk Sampling (to-date) | Amount | Notes |
|---|---|---|
| Dump Truckloads Excavated | 9 | Mechanized extraction began October 7, 2025 |
| Total Tons Hauled | 239 | First truckloads shipped with hydraulic hammer support |
| Claims Staked | 102 | Covers further stibnite vein extensions |
| 2026 Revenue Guidance Raised | $125M | Increase of $25M based on expanded output |
Antimony Sourcing and Processing: Strengthening the Western Supply Chain
The bulk material has been shipped to a flotation mill for quality verification by independent experts. Early tests suggest it meets military specifications—vital for USAC’s status as North America’s sole approved supplier of antimony trisulphide to the Defense Logistics Agency. The ongoing investment in upstream sources also positions USAC as a linchpin for the Western Hemisphere, offering critical processing alternatives as Chinese dominance in antimony supply chains continues to raise strategic concerns.
Operational Expansion Aligns with Growing Critical Mineral Demand
With a significant expansion of its Montana smelter nearing completion and plans to process new output from both Montana and Alaska, USAC is preparing for a broader role. Management noted that current profit margins from self-mined antimony are expected to be three times greater than third-party sourcing—a key catalyst for this updated guidance and the company's focus on strengthening North American supply chains.
What to Watch: Ongoing Mine Development and Supply Chain Implications
As the mining season pauses for winter, USAC’s team will advance permitting, planning, and environmental reclamation, preparing for a renewed ramp-up in the spring. Investors and industry stakeholders should watch for confirmation that the Stibnite Hill ore meets full commercial standards, successful scaling of smelter operations, and developments in USAC’s efforts to integrate further upstream assets, especially amid Western moves to reduce dependency on China.
Key Takeaway: US Antimony Accelerates Domestic Mining with Improved Economics
With proven, high-grade ore, expanded claims, and strengthened processing capability, USAC is shifting from reliance on international sourcing toward vertically integrated North American supply—supporting not just financial growth, but also strategic independence for U.S. critical minerals supply. The coming months will show whether USAC can scale these promising early results into sustained, higher-margin operations in a market increasingly defined by resource security and supply resilience.
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