United States Antimony Corporation Provides Update on Antimony Shipments to the DoW

Rhea-AI Summary

United States Antimony (NYSE:UAMY) delivered its first antimony metal shipments in Q2 2026 under a $245 million DLA supply contract, totaling ~82,000 pounds and generating about $2.6 million in June invoices. Cumulative Government orders reach $57.3 million. The company also commissioned expanded smelting furnaces at its new Thompson Falls, Montana facility. Antimony flake feedstock from a Bolivian partner was delayed in Q2 due to diesel shortages linked to the Strait of Hormuz conflict, but this issue is described as mitigated.

Positive

• First antimony shipments under $245 million DLA contract completed
• Approximately 82,000 pounds shipped, invoicing about $2.6 million in June 2026
• Total Government antimony ingot orders reach $57.3 million to date
• Expanded smelting furnaces commissioned at new Thompson Falls, Montana facility

Negative

• Q2 Bolivian antimony flake feedstock deliveries delayed by diesel shortages
• Global effects from Strait of Hormuz military conflict disrupted supply timing

News Market Reaction – UAMY

+6.06%

14 alerts

+6.06% Session close to close

+6.5% Peak in 23 hr 39 min

$1.21B Market Cap

0.4x Rel. Volume

In the Jul 1 session, UAMY gained 6.06%, reflecting a notable positive market reaction. Argus tracked a peak move of +6.5% during that session. Our momentum scanner triggered 14 alerts that day, indicating notable trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved +6.1% in the session following this news. A strong positive reaction aligns with siz...

Analysis

The stock moved +6.1% in the session following this news. A strong positive reaction aligns with sizable DLA antimony orders of $57.3 million under a $245 million contract and successful initial shipments, though elevated short interest could amplify and later unwind momentum moves.

Key Figures

Government orders to date: $57.3 million DLA supply contract: $245 million Initial antimony shipments: ~82,000 pounds +4 more

7 metrics

Government orders to date $57.3 million Total antimony ingot orders from the DLA since contract inception

DLA supply contract $245 million Total value of antimony supply contract with the Defense Logistics Agency

Initial antimony shipments ~82,000 pounds Total antimony metal ingots delivered in first two DLA shipments

Initial DLA invoices ~$2.6 million Invoices issued to the DLA in June 2026 for first shipments

Antimony ingot orders $57.3 million Cumulative antimony ingot orders from the DLA under the contract

Quarter referenced Q2 2026 Period of first deliveries and shipment delays discussed

Fiscal year referenced 2026 Management commentary on expected order flow through remainder of fiscal 2026

Historical Context

5 past events · Latest: Jun 09 ()

5 events

Date	Event	Sentiment	24h Move	Catalyst
Jun 09	Smelter status update		-7.5%	Commissioning new Thompson Falls smelter with nine gas-fired furnaces and major expansion.
May 14	Q1 2026 earnings		-10.0%	Reported Q1 2026 loss, government grant milestones, capital raises, and 2026 revenue guidance.
May 06	CFO appointment		+13.1%	Named interim CFO while existing CFO took temporary personal leave of at least two months.
May 05	Earnings call notice		+13.1%	Announced timing and access details for upcoming Q1 2026 results webcast and call.
Apr 02	Mining restart		+4.7%	Restarted mining at Stibnite Hill, Montana, resuming field work earlier than expected.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

offtake agreements, hydrometallurgical, certificate of analysis, defense logistics agency

4 terms

offtake agreements financial

"related to the Company's contractual offtake agreements from its partner's Bolivian"

An offtake agreement is a contract where a buyer agrees to purchase a set amount of a company's future production—such as minerals, energy, or manufactured goods—often before the product is made. For investors, these deals act like a guaranteed customer or advance order that reduces sales risk, helps secure project financing, and makes future revenue more predictable; think of it as a long-term subscription that stabilizes cash flow.

hydrometallurgical technical

"from its partner's Bolivian Hydrometallurgical ("Hydromet") facility were delayed"

Hydrometallurgical describes methods that use water-based chemistry to dissolve, separate and recover metals from ores, concentrates or recycled materials, much like dissolving sugar to separate it from tea and then collecting the sugar back out. It matters to investors because these processes determine how much metal a project can realistically produce, the operating cost and environmental footprint, and therefore influence revenue potential, capital needs and regulatory risk.

certificate of analysis regulatory

"waiting on Government inspection, Certificate of Analysis, and authorization to deliver."

A certificate of analysis is a lab-issued report listing the tested composition, purity, potency and any contaminants of a product batch. Investors use it like a product report card: it shows whether goods meet safety standards and regulatory rules, supports marketing claims, and reduces the risk of recalls or fines—factors that can affect sales, liabilities and a company’s reputation.

defense logistics agency regulatory

"under its $245 million supply contract with the Defense Logistics Agency ("DLA")"

A defense logistics agency is a government organization that acts like a central purchasing office and warehouse for a country's armed forces, buying, storing and delivering things such as equipment, spare parts, fuel and medical supplies. It matters to investors because these agencies are large, steady customers whose contracts can provide reliable revenue, influence supplier production plans and affect the financial outlook and risk profile of companies that supply military and related goods.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Government Orders to date are $57.3 Million

"The Critical Minerals and ZEO Company"

~ Antimony, Cobalt, Gold, Tungsten, and Zeolite ~

DALLAS, TX / ACCESS Newswire / July 1, 2026 / United States Antimony Corporation ("USAC," "U.S. Antimony," or the "Company"), (NYSE:UAMY)(NYSE Texas:UAMY), a leading producer and processor of antimony, zeolite, and other critical minerals, and the only fully integrated antimony company in the world outside of China and Russia, announced today the successful delivery of its first shipments during the second quarter of 2026 under its $245 million supply contract with the Defense Logistics Agency ("DLA"), which is an agency of the DoW. The Company delivered a total of ~82,000 pounds of antimony metal ingots in the initial two shipments, generating ~$2.6 million in invoices issued to the DLA in June 2026. Two additional shipments are waiting on Government inspection, Certificate of Analysis, and authorization to deliver. USAC has received total antimony ingot orders from the DLA in the amount of $57.3 million since the inception of the contract.

Antimony flake feedstock deliveries to USAC related to the Company's contractual offtake agreements from its partner's Bolivian Hydrometallurgical ("Hydromet") facility were delayed during the second quarter due to cascading global effects from the military conflict in the Strait of Hormuz. Bolivian antimony miners were unable to deliver timely materials to our partner's Hydromet facility due to country-wide diesel shortages. This fuel issue has since been mitigated. Antimony flake will significantly improve our gas-fired furnaces' deliverability timing of finished product due to efficiencies.

Mr. Gary C. Evans, Chairman and CEO of USAC stated, "During the second quarter of 2026 we have achieved two very important milestones in our Company's growth trajectory. We have fired up and commissioned our expanded smeltering furnaces in our newly constructed facility located in Thompson Falls, Montana and made first deliveries under our $245 Million DLA contract. Additionally, as anticipated, once deliveries were initiated and delivered to the Government, larger new orders have been received by USAC. We anticipate that order flow throughout the remainder of fiscal year 2026 will continue to ramp up along with our production capabilities to meet our country's critical mineral needs."

About USAC:

United States Antimony Corporation and its subsidiaries in the U.S., Mexico, and Canada ("USAC," "U.S. Antimony," the "Company," "Our," "Us," or "We") sell antimony, zeolite, and precious metals primarily in the U.S., Mexico, and Canada. The Company mines, purchases, and processes ore primarily into antimony oxide, antimony metal, antimony trisulfide, and precious metals at its facilities located in Montana and Mexico. Antimony oxide is used to form a flame-retardant system for plastics, rubber, fiberglass, textile goods, paints, coatings, and paper, as a color fastener in paint, and as a phosphorescent agent in fluorescent light bulbs. Antimony metal is used in bearings, storage batteries, and ordnance. Antimony trisulfide is used as a primer in ammunition. The Company also recovers precious metals, primarily gold and silver, at its Montana facility from third party ore. At its Bear River Zeolite ("BRZ") facility located in Idaho, the Company mines and processes zeolite, a group of industrial minerals used in water filtration, sewage treatment, nuclear waste and other environmental cleanup, odor control, gas separation, animal nutrition, soil amendment and fertilizer, and other miscellaneous applications. Beginning in 2024 and continuing in 2025, the Company acquired mining claims, real properties (patented claims) and leases located in Alaska, Montana, and Ontario, Canada in an effort to reduce the cost of third-party antimony ore purchases and to expand its product offerings.

Learn more about United States Antimony Corporation at www.usantimony.com.

Forward-Looking Statements:

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, without limitation, statements regarding the Company's future operations, production levels, financial performance, business strategy, market conditions, demand for antimony, zeolite, other critical minerals, and precious metals, expected costs, and other statements that are not historical facts. These statements are based on current expectations, estimates, forecasts, and projections about the industries in which the Company operates, as well as management's beliefs and assumptions. Words such as "anticipates," "expects," "intends," "plans," "believes," "seeks," "estimates," "may," "will," "should," "could," and variations of these words or similar expressions are intended to identify such forward-looking statements.

Forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those indicated in such statements, including, but not limited to: fluctuations in the market prices and demand for antimony and zeolite; changes in domestic and global economic conditions; operational risks inherent in mining and mineral processing; geological or metallurgical conditions; availability and cost of energy, equipment, transportation, and labor; the Company's ability to maintain or obtain permits, licenses, and regulatory approvals; changes in environmental and mining laws or regulations; competitive factors; the impact of geopolitical developments; and the effects of weather, natural disasters, or health pandemics on operations and supply chains. Additional information regarding risk factors that could cause actual results to differ materially is included in the Company's filings with the U.S. Securities and Exchange Commission, including its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q.

The Company undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof.

Investor Relations Contact:	Media Relations Contact:
Jonathan Miller	Edge Consulting, Inc.
VP, Investor Relations	Anthony D. Andora
4438 W. Lovers Lane, Unit 100 Dallas, TX 75209	1560 Market Street, Ste. 701 Denver, Colorado 80202
Email: Jmiller@usantimony.com	Email: Anthony@EdgeConsultingSolutions.com
Phone: 406-606-4117	Phone: 720-317-8927

SOURCE: United States Antimony Corp.

View the original press release on ACCESS Newswire

FAQ

What antimony shipments did United States Antimony (UAMY) make to the DLA in Q2 2026?

United States Antimony shipped about 82,000 pounds of antimony metal ingots to the DLA in Q2 2026. According to the company, these initial two shipments generated roughly $2.6 million in June 2026 invoices under its $245 million supply contract.

How much in Government antimony orders has UAMY received under its DLA contract?

UAMY reports total Government antimony ingot orders of $57.3 million since the DLA contract began. According to United States Antimony, these orders are part of a larger $245 million supply agreement supporting U.S. critical mineral needs.

What operational milestones did United States Antimony (UAMY) achieve in Q2 2026?

In Q2 2026, UAMY commissioned expanded smelting furnaces at its new Thompson Falls, Montana facility and made first deliveries under the DLA contract. According to United States Antimony, these steps support higher production and future order growth from the Government.

Why were UAMY’s Bolivian antimony flake deliveries delayed in Q2 2026?

UAMY’s Bolivian antimony flake feedstock was delayed by diesel shortages affecting Bolivian miners, linked to global impacts from the Strait of Hormuz conflict. According to United States Antimony, the fuel issue has since been mitigated, improving prospects for future flake deliveries.

How might antimony flake feedstock affect UAMY’s production and deliveries?

Antimony flake feedstock is expected to improve the timing of finished product deliveries from UAMY’s gas-fired furnaces. According to United States Antimony, these efficiencies should enhance deliverability of antimony ingots under its Defense Logistics Agency contract going forward.