United States Antimony Surges 5.31% on Landmark DLA and Commercial Supply Contracts

United States Antimony surged 5.3068% in pre-market trading on December 26, 2025, following a landmark deal with the U.S. Defense Logistics Agency (DLA) and a commercial supply agreement. The company secured a five-year, sole-source contract valued at up to $245 million for antimony metal ingots and a separate five-year commercial agreement for antimony trioxide worth $106.7 million. These contracts position the firm as a critical domestic supplier of antimony, a strategic mineral used in defense, flame-retardant, and battery applications.

Complementing these agreements, the company announced a sixfold expansion of its Montana smelter to meet increased production demands. This infrastructure boost underscores its commitment to scaling operations while addressing supply chain risks tied to domestic sourcing. The move aligns with broader efforts to reduce reliance on foreign antimony producers, enhancing the company’s strategic relevance in a volatile geopolitical landscape.

Analysts highlight that the contracts provide long-term revenue visibility but emphasize operational execution as a key risk. The expanded smelter must ensure consistent feedstock quality and permitting efficiency to avoid delays. With antimony demand projected to grow in emerging battery technologies and defense applications, the firm’s ability to maintain production stability will be critical to sustaining investor confidence and delivering on projected revenue targets.