USAC delivers first antimony ingots under $245M DLA contract

scanx
Reviewed by
Shriram SScanX News Team
Key Highlights

United States Antimony Corporation delivered its first shipments of antimony metal ingots in Q2 2026 under a $245 million DLA contract, totaling ~82,000 pounds and generating $2.6 million in invoices. Total orders received since the contract's inception amount to $57.3 million, with two additional shipments pending authorization.

powered bylight_fuzz_icon
44462694

*this image is generated using AI for illustrative purposes only.

United States Antimony Corporation has successfully delivered its first shipments of antimony metal ingots during the second quarter of 2026 under a $245 million supply contract with the Defense Logistics Agency (DLA). The company delivered approximately 82,000 pounds of antimony metal ingots in the initial two shipments, generating about $2.6 million in invoices issued to the DLA in June 2026. This milestone marks the beginning of fulfillment under the significant supply agreement with the defense agency.

The DLA, an agency of the Department of Defense, has placed total antimony ingot orders amounting to $57.3 million with United States Antimony since the contract's inception. The company reported that two additional shipments are currently pending government inspection, Certificate of Analysis, and authorization to deliver.

Contract and Delivery Details

The following table outlines the key financial and operational figures related to the contract fulfillment:

Metric Value
Total Contract Value $245 million
Total Orders to Date $57.3 million
Initial Shipments (Q2 2026) ~82,000 pounds
Invoices Issued (June 2026) ~$2.6 million

United States Antimony Corporation describes itself as the only fully integrated antimony company in the world outside of China and Russia, producing and processing antimony, zeolite, and other critical minerals.

What is the expected timeline for the remaining $187.7 million of the contract to be fulfilled?

How will United States Antimony scale production capacity to meet the full demand of the DLA agreement?

What impact will these government contracts have on the company's ability to serve commercial customers?

like18
dislike

United States Antimony commissions Thompson Falls smelter in May

scanx
Reviewed by
Jubin VScanX News Team
Key Highlights

United States Antimony Corporation commenced the commissioning of its Thompson Falls antimony smelter in May, starting with the first of nine gas-fired furnaces. Five furnaces are expected to be commissioned by the end of the week, with the full suite of nine furnaces anticipated to be operational by month end pending the delivery of necessary components.

powered bylight_fuzz_icon
42555312

*this image is generated using AI for illustrative purposes only.

United States Antimony Corporation has begun commissioning its newly constructed Thompson Falls antimony smelter in May, marking a significant step in its operations as the only fully integrated antimony company outside of China and Russia. The process initiated by firing the first of nine new state-of-the-art gas-fired furnaces, with five units anticipated to be commissioned by the end of this week. This development is critical for the company's production capacity of antimony, zeolite, and other critical minerals.

The commissioning process involves rotating the furnaces to ensure proper operation and quickly resolve any initial issues. The company has identified minor modifications and fixes, which are being applied daily to each new furnace as the process continues. These adjustments are part of the standard procedure to optimize performance before full-scale operations begin.

As additional internal parts and heat exchangers are delivered by third-party contractors to the property over the next few weeks, the entire new addition comprising nine furnaces is anticipated to be fully operational by the end of the month. The timely delivery and installation of these components are essential for meeting the projected timeline.

Commissioning Timeline

Milestone Details
Process Start Firing of the first furnace in May
Immediate Goal Commissioning of five furnaces by week's end
Full Operational Target Nine furnaces running by month end
Key Dependency Delivery of internal parts and heat exchangers

How will the increased production capacity impact global antimony prices given the current market dominance of China and Russia?

What are the potential supply chain risks associated with relying on third-party contractors for critical components like heat exchangers?

Could this development prompt other countries to invest in domestic antimony production to reduce reliance on China and Russia?

like15
dislike