Yolowire 3-Dec-2025 6:36 AM

The Pentagon's latest supply chain assessment reveals a sobering reality: America depends almost entirely on adversarial nations for the metals that power its defense systems, semiconductors, and advanced manufacturing. With China controlling over 70% of global antimony production and implementing export restrictions, Washington has made domestic critical mineral production a national security imperative. The companies positioned to deliver on this mandate are drawing unprecedented attention from both government officials and institutional investors.

The supply challenge extends beyond simple scarcity. Antimony and tungsten aren't just useful; they're irreplaceable in defense applications. Every armor-piercing round, night vision system, and precision-guided munition relies on these metals. As defense budgets expand and semiconductor reshoring accelerates under the CHIPS Act, demand is surging while foreign supply tightens.

Forget the days of mining prospects, the companies capable of filling these voids domestically are strategic assets. And with antimony prices spiking from $10,000 to over $60,000 per tonne they're valuable assets to investors.

United States Antimony: The Only Game in Production

United States Antimony Corporation (NYSE:UAMY) operates North America's only two antimony smelters and recently secured a $245 million sole-source five-year contract from the Defense Logistics Agency for antimony ingots to replenish the National Defense. The company reported its antimony sales were $23.57 million for the first nine months of the year, up $16.5 million, or 235%, over the year prior.

MP Materials: Rare Earths and Pentagon Partnership

MP Materials (NYSE:MP) owns and operates the Mountain Pass mine, the only operating rare earth mine and processing facility in the U.S., and in July 2025, the U.S. Department of Defense invested $400 million to become the company's largest shareholder. The Pentagon committed to purchase 7,000 metric tons per year for 10 years of rare-earth magnets to meet defense needs and supply commercial markets. The DoD-backed company produced record amounts of neodymium-praseodymium oxide in recent quarters, with Q2 2025 showing 597 metric tons of NdPr, a 119% increase over the prior year.

Perpetua Resources: Idaho's Antimony Answer

Perpetua Resources (NASDAQ:PPTA) broke ground on the Stibnite Gold Project on October 21, 2025, after receiving its Final Record of Decision in January 2025. The project contains 148 million pounds of antimony and is poised to produce the only domestically mined source of the critical mineral, potentially supplying 35% of annual U.S. antimony demand in its first six years of operations. The company received over $70 million in Department of Defense awards and a preliminary $2 billion financing term sheet from the Export-Import Bank of the United States, yet another example of how the government is willing to help support domestic supply.

Trigg Minerals: The Emerging Dual-Threat

While the three industry leaders command attention and huge market caps, Trigg Minerals (OTC:TMGLF), a company still valued at just $75 million, is building what may become America's most compelling dual critical mineral portfolio. The company controls high-grade antimony and tungsten assets across Utah, Nevada, and Idaho, positioning itself as the rare company capable of addressing both Pentagon priorities simultaneously.

It's a name to get to know, but don't get used to Trigg. The company is going to make a big splash when it officially changes its name to American Tungsten and Antimony in the coming weeks. At that point, every search by investors looking for those exact terms is going to lead directly to this aptly-named company.

Trigg's Antimony Canyon Project in Utah holds an exploration target of 12.8 to 15.6 million tonnes at 0.75% to 1.5% antimony, with recent sampling returning exceptional grades including 33.19% antimony at the historic Stebenite Mine. Utah ranks first globally for mining investment attractiveness according to the Fraser Institute, and the project sits on a combination of patented and unpatented claims covering previous small-scale mining operations.

The tungsten story carries equal weight. Trigg's Tennessee Mountain and Nightingale projects in Nevada control historically productive tungsten districts with grades ranging from 0.7% to 0.9% WO3; that's roughly double the global average. Historical drilling at Tennessee Mountain reported intercepts including 24.9 meters at 0.65% WO3, with higher-grade zones exceeding 2% tungsten. Plainly, the company has assembled what is arguably one of the strongest tungsten land packages in North America.

What distinguishes Trigg is execution credibility. Managing Director Andre Booyzen was invited to present to the Utah State Legislature's Natural Resource Committee, a signal that state officials view the company as a legitimate future supplier. The team includes former Mandalay Resources executives who operated the Costerfield gold-antimony mine, plus the former Head of Business Development at SPMP Oman, who helped build and commercialize the world's largest antimony smelter outside China and Russia.

Trigg isn't just exploring, they're bold and blunt about developing a complete mine-to-smelter strategy with Metso's Ausmelt technology and is in final-stage discussions regarding U.S. smelter sites. With $16.5 million cash on hand (with overwhelming financial support from both Australian and U.S. investment banks) and drilling permits expected imminently at Antimony Canyon, the company is positioned for rapid news flow. The pending rebrand to American Tungsten and Antimony signals management's intent to align directly with Washington's national security narrative.

As they say in their corporate presentation, "We are not collecting rock chips – we fully intend to develop this project."

Unprecedented State, Local, and Federal Support

President Trump isn't just nudging the market toward domestic critical minerals; he's practically screaming the urgency from the podium. His administration is treating the supply chain crisis like a national emergency because that's exactly what it has become. The U.S. cannot run a modern military, build advanced semiconductors, or execute Project Genesis, the largest technology acceleration mission in American history, without steady access to antimony and tungsten. China controls the global supply, and Washington knows that dependence at this scale is a geopolitical chokehold waiting to snap shut. The country has reached a level of desperation that forces one outcome: the U.S. must develop its own critical metals industry, and it must do it immediately. That pressure changes the entire investment landscape because when the White House declares a material essential, capital follows, permitting accelerates, and first movers in the sector often see their valuations explode.

That's why Trigg Minerals sits in one of the most asymmetric setups in the market. They control the highest-grade antimony deposit in the U.S., one of the strongest tungsten portfolios in the country, and the only team outside of China that's actually built and operated a modern antimony smelter. In a world where Trump is rebuilding the defense supply chain from the ground up, where the Pentagon is preparing to stockpile both metals, and where Project Genesis requires domestic feedstock for chips, sensors, precision hardware, and weapons systems, Trigg isn't just well positioned, they're in the direct blast zone of policy tailwinds. When a company controls exactly what America is running out of, exactly when the government is throwing billions at the problem, that's the setup that turns a small-cap critical minerals play into a genuine home-run investment.

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