China weaponized antimony exports.
August 2024 saw export controls. December 2024 tightened them, targeting the U.S. specifically. Prices ran from ~$5,000/t to ~$51,500/t.
A road-accessible vein system in a Tier-1 U.S. jurisdiction at the precise moment domestic antimony went from forgotten to strategically irreplaceable.
Antimony moved from forgotten industrial metal to weaponized strategic resource in twelve months. Price up tenfold. Imports cut off. Pentagon writing nine-figure cheques to anyone who can produce it on American soil.
August 2024 saw export controls. December 2024 tightened them, targeting the U.S. specifically. Prices ran from ~$5,000/t to ~$51,500/t.
USGS Mineral Commodity Summary 2025 confirms it. The U.S. imports 20–25,000 t/year — most from China, before the ban.
Also flame retardants, semiconductors, and grid-scale batteries. The Pentagon describes it as "irreplaceable."
Sept 2025: DOD's five-year sole-source deal with U.S. Antimony Corp. Perpetua Resources took an $80M grant. Domestic Sb is now national-security capital.
Not a cherry-picked assay. Bulk-grade material at surface — hand-shovelled in 1947, vein traced 300 ft along strike with a bulldozer in 1951–52, and untouched by modern tools ever since.
10.9% Sb assay plus 5 tons of hand-removed lump stibnite. Real grade. Real material.
~0.2% As across three analyses. Smelter-friendly concentrate. Real economic edge.
Antimony at ~$51,500/t and rising. DOD funding flowing. National priority status.
300+ ft surface trace. Never drilled. Vertical and along-strike extensions all open.
Washington State. Road-accessible. BLM/USFS land. Standard permitting. Established district.
A staged, conventional exploration plan for a known-mineralized vein system. First-pass drilling is achievable in a single field season.
Funding pathways · DOD/DLA Defense Production Act · DOE Critical Minerals grants (FY2025–26) · Strategic offtake from U.S. Antimony Corp. · Defense Industrial Base Consortium membership.
Five tons of stibnite from one trench. 10.9% Sb at surface. Never drilled.
Road-accessible domestic antimony — in a market where the United States has none.