United States Antimony UAMY surged 15.85% as renewed investor confidence and strategic positioning in critical minerals drive gains.

United States Antimony (UAMY) surged 15.85% in pre-market trading on January 6, 2026, signaling renewed investor confidence amid strategic positioning in the critical minerals sector. The stock’s volatility reflects its role as the sole North American antimony producer, a resource vital to AI-driven semiconductor demand and U.S. defense infrastructure.

The rally aligns with growing concerns over China’s potential export restrictions on antimony, which dominates over 60% of global production. U.S. Antimony’s recent $245 million Pentagon contract to replenish the National Defense Stockpile underscores its strategic value. The company also secured a $10 million DoD order, reinforcing its role in securing supply chains amid geopolitical risks.

Despite a 219% year-to-date gain, the stock faces scrutiny following Q3 2025 earnings that missed forecasts, with revenue falling 32% below expectations. However, analysts highlight its first-mover advantage in a market where competitors remain years from production. Expansion into zeolite mining and a $106.7 million industrial supply deal further diversify revenue streams, supporting long-term growth narratives.

With the stock's sharp move higher, traders and investors are closely watching the unfolding dynamics of supply chain security and resource nationalism. As the U.S. government intensifies efforts to reduce dependencies on foreign mineral sources, U.S. Antimony's operations are expected to remain at the center of geopolitical and economic strategies in the minerals sector.

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