Contradictions Unveiled: U.S. Antimony's 2025 Q2 Earnings Call Highlights Permitting Delays and Capacity Concerns

Alaskan mining permitting timeline, expansion and production capacity, antimony ore supply and domestic production, Alaska permitting and timing, and North American antimony feedstock supplier are the key contradictions discussed in United States Antimony Corporation's latest 2025Q2 earnings call.



Revenue and Profit Growth:
- United States Antimony Corp reported revenues of $3 million for the first 6 months of 2025, nearly $3 million greater than the entire 2024 fiscal year.
- The increase was attributed to a 160% year-over-year rise in revenues and a 183% increase in gross profit, primarily driven by strong demand for antimony and higher average sales prices.

Zeolite Business Performance:
- The Zeolite business saw a 24% increase in revenue, with about 60% of the increase due to higher volume and 40% due to increased pricing.
- This growth was supported by improved operational efficiency, reducing maintenance and related costs, and increasing capacity to meet customer demands.

Expansion and New Contracts:
- The company signed contracts for antimony procurements with five international locations, including Bolivia, Chad, Mexico, and Peru, with the first shipment expected in late August.
- These new contracts are part of the company's strategy to expand its supply chain and alleviate potential disruptions in the global antimony market.

Government Discussions and Potential Collaboration:
- United States Antimony Corp is engaged in discussions with the Department of Defense for potential collaboration in its antimony capabilities, with no official award yet announced.
- The company's strategic position as the only domestic processor and producer of antimony products is a key factor in these discussions, highlighting its critical role in domestic supply chain security.