United States Antimony is the premier play on US decoupling from China because it owns North America's only functional antimony smelting capacity as China tightens export controls. A $248 million sole-source Defense Logistics Agency contract brings new contracts to $354 million, with 2026 revenue projected at $125 million versus $39 million in 2025. Restarting the Stibnite Hill mine captures antimony prices up 230% in a year, and the Fostung tungsten project adds upside. It is a 1-2 year hold. … Show more

United States Antimony looks undervalued, with its board authorizing up to $100 million of buybacks after CEO Gary Evans called the shares undervalued following a review of its US, Canada and Mexico projects. It is the only fully integrated antimony producer outside China and Russia. With 25% of the float short, there is an 18% gap to fill, though buybacks may not begin right away. x.com  x.com  x.com 

United States Antimony is likely to cut its full-year guidance later this year because its Q1 showed management's promises going unfulfilled. Per an analysis the author quotes, gross margin fell to 16.4% from 33.9% instead of expanding on in-house ore, as cost per pound jumped 69% and stock-based pay hit $4.8M. Reiterated $125M FY26 revenue guidance needs Q2-Q4 to average 5.8x the Q1 run-rate. Everything would have to go right, which never happens at a mining company. x.com  x.com  x.com 

US government backing and China's roughly 90% control of the global heavy-metals and rare-earth market make USA Rare Earth an easy hold. Its projected 2030 revenue is $2.6 billion, and most stocks in the basket trade at 20-30x sales. It is especially an easy hold near the log 0.786 Fibonacci level, with weekly RSI at 30. x.com 

Perpetua Resources' Stibnite project is in the right spot as the US runs short of tungsten as well as antimony. Commerce will block tungsten scrap exports, and the Pentagon needs both metals to replace missiles used in Iran and Ukraine. Perpetua's first drilling in nearly a decade hit high-grade gold, antimony and tungsten, including 21.3 meters at 3.2 g/t gold and 0.9% tungsten at Yellow Pine. Stibnite was the top US tungsten mine in 1941-45, and the project is fully funded. x.com 

Critical-materials suppliers offer exposure to a major bottleneck this decade: AI, data centers, defense, robotics and electrification should drive massive demand across copper, graphite, rare earths, nuclear fuel and other inputs.
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Domestic critical-minerals stocks CRML, MP Materials, USA Rare Earth and ALOY look attractive here, following a White House fact sheet on the sector. x.com 

REalloys' bullish setup is playing out, with the stock reaching $15.81 after holding above $12. x.com 

Rare earths and other critical minerals are the choke point for AI, EVs, defense and energy, and with supply tight and demand locked in, this is where 10x returns begin. The ecosystem spans rare earths (MP Materials, USA Rare Earth, Idaho Strategic), uranium (Cameco, NexGen, Uranium Energy, Denison, Energy Fuels, Centrus), lithium (Albemarle, SQM, Lithium Americas, Sigma, Rio Tinto), copper (Freeport, Southern Copper, Taseko, Hudbay, Ero), graphite, antimony and multi-mineral names. x.com 

US and allied critical minerals producers are an underpriced theme as structural scarcity meets sovereign capital and trade protection. The US ran a $185 billion net mineral trade deficit in 2025, is 100% import-dependent for 16 minerals, and one adversary controls most supply and processing. Federal capital committed exceeds $8.5 billion, Washington takes equity stakes in producers, and a Section 232 decision on all 60 critical minerals, possibly with tariffs or price floors, is due July 13. … Show more