United States Antimony Corporation (NYSE:UAMY) is a vertically integrated natural resource company and the only domestic producer of antimony in North America—one of the most strategically significant critical minerals for national defense, energy storage, and advanced manufacturing. Headquartered in Dallas, Texas, the company operates a unique suite of mining, processing, and refining operations across the United States, Mexico, and Canada, delivering high-purity antimony products used in flame retardants, ammunition, semiconductors, batteries, and environmental technologies. With a legacy spanning multiple decades and a business model aligned with federal critical mineral policies, UAMY has become a cornerstone in the growing effort to reestablish a secure and self-reliant U.S. supply chain for materials vital to national security and technological innovation.
Founded with the mission of sourcing and processing high-grade antimony and associated precious metals, United States Antimony Corporation has strategically evolved into a multi-product industrial materials supplier. The company’s operational core lies in its smelters located in Montana—the only facilities of their kind in North America—which enable the domestic production of antimony oxide, antimony metal, and antimony trisulfide. These products are critical across sectors ranging from defense and aerospace to plastics, textiles, batteries, and electronics manufacturing.
In addition to its antimony business, UAMY operates the Bear River Zeolite (BRZ) facility in Idaho, which processes one of the highest-purity forms of zeolite in the world. This industrial mineral is used in a wide array of environmental, agricultural, and energy-related applications such as water purification, nuclear waste remediation, soil conditioning, odor control, and animal feed supplementation. Through this diversification, the company not only increases revenue stability but also supports sustainability-focused industries with high-growth potential.
What truly distinguishes UAMY in the current geopolitical and economic environment is its role in bolstering U.S. critical minerals independence. As China—the world’s leading producer and exporter of antimony—continues to enforce export restrictions, and as global tensions increase the risk of supply chain disruptions, UAMY has emerged as a vital domestic alternative. The company’s recent acquisition of mining rights in Alaska, combined with its processing facilities and established logistics infrastructure, allows it to extract value from previously mined high-grade deposits and expand operations without incurring traditional exploration costs.
With a favorable regulatory environment, strong support from U.S. federal initiatives targeting critical mineral security, and surging demand across defense and clean energy markets, United States Antimony Corporation is uniquely positioned to lead the North American resurgence in strategic materials production. As the global economy pivots toward renewable energy, electrification, and defense readiness, UAMY stands out as a small-cap powerhouse delivering both strategic value and long-term growth potential.
U.S. Antimony Reaffirms National Commitment Amid Shifting Trade Policy
On May 19, 2025, UAMY issued a powerful company update that reaffirmed its enduring commitment to the U.S. critical minerals mission. As the United States grapples with the implications of a new 90-day tariff reduction deal with China, it’s worth noting that this agreement does not reverse China’s antimony export ban, which was instituted in September 2024. That policy, still active, continues to restrict U.S. access to Chinese antimony—the nation’s former primary supplier.
In response to this long-term disruption, antimony prices have surged over fivefold, underscoring the urgency for America to establish resilient, domestic sources. UAMY has seized this moment by preparing to excavate previously mined but discarded high-grade antimony deposits in Alaska while remediating those sites in line with environmental regulations. This expansion further solidifies UAMY’s role in national recovery and security efforts while opening the door to a new revenue stream rooted in sustainable resource reuse.
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Strategic Exemption Underpins Operational Advantage
On April 2, 2025, President Trump’s executive order instituted a sweeping 10% tariff on all imported goods, with additional tariffs applied reciprocally to 57 countries. Yet, in recognition of its strategic importance, antimony was explicitly exempted under Section 3(b) of the order. This exemption shields domestic processors like UAMY from cost increases affecting other industries, preserving their competitive edge and enabling cost-stable supply chains for end-users in military and energy applications.
The company applauded the exemption, with CEO Gary C. Evans emphasizing its necessity for long-term economic viability and national security. With this development, UAMY is positioned not just as a supplier, but as a policy-aligned solution to the challenges presented by hostile trade environments and foreign-controlled mineral markets.
Operational Expansion in Alaska, Montana, and Mexico
In addition to its Montana-based smelters and its Bear River Zeolite (BRZ) operation in Idaho, UAMY is set to capitalize on newly acquired mining claims and leases in Alaska and Ontario, Canada. These assets include previously mined deposits with high-grade potential, reducing upfront exploration costs and fast-tracking potential production. With a leased metal concentration facility in Montana and full control over its antimony oxide, metal, and trisulfide production, the company’s expansion is both strategic and capital-efficient.
UAMY’s BRZ operation continues to contribute value through the production of zeolite, a high-demand industrial mineral used in environmental remediation, agriculture, water filtration, nuclear waste management, and even animal nutrition. Zeolite demand has grown alongside increased environmental awareness and regulatory tightening, creating a secondary revenue engine for the company outside of the antimony business.
Financial Performance: Revenue Surge and Profitability Outlook
In 2024, United States Antimony Corporation recorded revenues of $14.9 million—a 72% increase year-over-year. Gross profit skyrocketed 204%, and the net operating loss was significantly reduced from $6.3 million to $1.7 million, signaling a rapid trajectory toward profitability. The company also maintains a strong balance sheet with $18.2 million in cash and virtually no long-term debt. A $5 million credit line secured in April 2025 adds further liquidity, allowing UAMY to scale up operations in anticipation of growing demand.
Investors have taken notice. With momentum building in the critical minerals sector and a scarcity of antimony producers in the Western Hemisphere, UAMY has attracted bullish sentiment across multiple trading platforms. Technical indicators reinforce this sentiment—its 50-day and 200-day moving averages remain on an upward trend, and analyst coverage points to a 12-month price target of $4.50 to $5.25 per share.
Antimony’s Strategic Relevance Fuels Long-Term Outlook
Antimony’s applications span across sectors critical to U.S. sovereignty. It is used in flame retardants for electronics, storage batteries for electric vehicles and defense systems, as a primer in ammunition, and even as a color fastener in paints and textiles. As global conflict zones, energy transitions, and green technologies increase demand for rare and critical minerals, antimony’s strategic value is expected to rise further.
UAMY’s ability to produce multiple forms of antimony—oxide, metal, and trisulfide—adds operational flexibility and makes it one of the most complete suppliers in North America. Moreover, with Chinese exports still restricted and no clear end to the export ban in sight, UAMY represents a rare and timely solution to an increasingly complex geopolitical issue.
A Forward-Looking Vision Grounded in Policy and Innovation
UAMY’s leadership has made it clear: the company intends to expand its role within the U.S. critical minerals ecosystem. By securing strategic land assets in Alaska and maintaining one of the only functional antimony processing operations in the U.S., UAMY is ensuring that America can regain control over a mineral vital to national defense, clean energy, and industrial production.
As CEO Gary Evans emphasized, the company remains steadfast in its goal of “restoring secure, domestic access to antimony” and ensuring that price volatility, foreign dependence, and supply shocks do not leave American industries exposed. While the stock remains undervalued by many traditional metrics, its upside is amplified by scarcity, strategy, and the sweeping global realignment of critical supply chains.
Conclusion: UAMY Is the Unrivaled Small-Cap Gateway to the U.S. Critical Minerals Renaissance
United States Antimony Corporation is no longer a niche operator in a niche market—it is a cornerstone of America’s mineral independence strategy. With rising demand, limited supply, strong financials, tariff exemptions, and an expanding operational footprint, UAMY is a standout candidate for investors seeking exposure to the future of critical materials. The antimony boom is not speculation—it’s policy-backed, price-driven, and supply-constrained. UAMY is answering the call.
For forward-looking investors focused on strategic positioning, supply chain reshoring, and the electrification of global infrastructure, United States Antimony Corporation offers a unique, undervalued, and potentially explosive growth opportunity in 2025 and beyond.
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