Jul. 13 at 10:58 AM
$UAMY Antimony is emerging as a quietly critical commodity in the new geopolitical order, given its indispensable role in military applications such as armor-piercing bullets and flame retardants. With 70% of global production concentrated in China and Russia, the U.S. faces a strategic vulnerability that is hard to ignore. At present, U.S. Antimony Corp (UAMY) is the only domestic player with operating smelters, giving it outsized strategic importance despite its small market cap. Additionally, Perpetua Resources (PPTA) holds significant Antimony reserves in Idaho, to be mined alongside gold—positioning it as a natural candidate for Pentagon-backed funding under the logic of supply-chain security. If Rare Earths are getting subsidies, Antimony may be next in line.
