UAMY Secures $245M Pentagon Contract as Critical Minerals Become Strategic Assets for U.S. National Security
Antimony Shortage Puts U.S. Security Front and Center
America's dependency on adversarial nations for vital minerals like antimony and tungsten has become an urgent policy concern, according to the Pentagon's latest supply chain review. With China accounting for more than 70% of global antimony production—and ramping up export restrictions—Washington is accelerating efforts to onshore critical mineral supply. These minerals are irreplaceable in military applications and semiconductor manufacturing, which means the stakes go well beyond industrial economics.
UAMY: The Sole Domestic Antimony Producer Secures a Landmark Defense Deal
United States Antimony Corporation (NYSE:UAMY) is now the linchpin for North American antimony supply, operating the continent's only two antimony smelters. In a clear vote of confidence, UAMY landed a $245 million, five-year sole-source contract with the Defense Logistics Agency to replenish the nation’s strategic stockpile. For the first nine months of the year, the company reported antimony sales of $23.57 million—a staggering 235% jump, or $16.5 million more than the same period last year. With prices for antimony skyrocketing from $10,000 to more than $60,000 per tonne, the economics and strategic value for UAMY are suddenly aligned like never before.
| Company | Core Focus | Government Contract | Recent Milestones |
|---|---|---|---|
| UAMY | Antimony smelting | $245M (DLA, 5-year) | $23.57M sales (+235% YoY) |
| MP Materials | Rare earth mining/processing | $400M DoD investment; 10-year purchase | Record NdPr oxide output, +119% YoY |
| Perpetua Resources | Antimony/gold mining | $70M DoD awards | 35% of U.S. antimony demand from Idaho project |
| Trigg Minerals | Antimony & tungsten exploration | Not disclosed (close government ties) | Pending rebrand to "American Tungsten and Antimony" |
Government Backing and Scarcity Drive a New Investment Thesis
Antimony isn’t just important—it’s essential for armor-piercing munitions, night vision, and chipmaking. Recent defense spending increases, paired with the semiconductor reshoring initiatives under the CHIPS Act, mean that the squeeze on supplies is likely to worsen. Investors and policy makers now see UAMY not as a mining junior, but as a strategic national asset. The Pentagon’s aggressive purchase agreement signals more stable revenue and elevates UAMY’s status in the market for years to come.
Broader Sector Tailwinds: Rising Demand and Governmental Partnerships
UAMY isn’t the only critical minerals supplier drawing Washington’s attention. MP Materials has seen a $400 million DoD investment, securing long-term supply of rare-earth magnets crucial to both defense and commercial sectors. Perpetua Resources broke ground on a project set to deliver a third of the U.S.'s annual antimony needs, while Trigg Minerals—soon to rebrand as American Tungsten and Antimony—has rapidly built high-grade portfolios for both minerals, putting them squarely in policymakers' sights.
Federal support, expedited permitting, and historic financing commitments show the government’s willingness to underwrite America’s independence from foreign mineral sources.
Key Takeaway: UAMY’s Unique Position as National Supply Chain Pivot
With soaring antimony prices and the only domestic production capabilities, UAMY stands as a strategic gatekeeper for one of America's most urgent national security supply chains. This unique setup, alongside record sales growth and a major Pentagon contract, puts UAMY in a position of unprecedented leverage and visibility among institutional and retail investors alike.
While no investment is risk-free, the structural shortage and policy urgency suggest that UAMY’s current role in America’s defense and technology sectors could shape its long-term valuation narrative. Investors seeking asymmetric themes tied directly to government spending and geopolitical trends may want to keep a close watch on developments in this critical sector as we move toward 2026.
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