Two small items have triggered this report: 1)
I belong to the Baltimore Mineral Club and at our last meeting we talked (by
ZOOM) about the element antimony and the mineral stibnite; and 2) a former
student of mine, now living in Alaska, told me that the June 5th
edition of dermoitcole.com/reporting from
Alaska/ had a story about trucking antimony ore from Alaska to a smelter in
Montana. Sure enough, the story stated there is a “push to mine antimony in the Fairbanks area, as well as
in Tok and off the Denali Highway. With export restrictions by China, the price
of antimony has soared in the past year from $13,000 a ton to ~$50,000 per ton.
U.S. Antimony says it’s looking to truck antimony ore some 2,000 miles from
Alaska to its processing plant in Montana. That operation could start as soon
as September.”
Wow, that’s interesting. So, where does the
U.S. currently mine stibnite, the major ore of antimony? It seems that at the present time there are no antimony-producing mines in the U.S. That little tidbit led me to another story in
Forbes.com about the fact that without antimony produced here in the
United States, the outcome of World War II might have turned out differently. Read
on.
No, really, it could have. Antimony is a
strategic critical mineral that is used in all manner of military applications,
including the manufacture of armor piercing bullets, night vision goggles,
infrared sensors, precision optics, laser sighting, explosive formulations,
hardened lead for bullets and shrapnel, ammunition primers, tracer ammunition,
nuclear weapons and production, tritium production, flares, military clothing,
and communication equipment. It is the key element in the creation of tungsten
steel and the hardening of lead bullets, two of its most crucial applications
during WWII.
Prior to the buildup to the War, the United
States was almost entirely dependent on China for its supply of antimony. When
that supply was cut off by Japan, America had to find another source of this
key mineral. Fortunately for the U.S. at that time, a gold mine in central
Idaho called the Stibnite Mine was able to step up production of the antimony
that is an element in the mine’s ore and helped fill the void.
The Stibnite mine ended up producing fully 90% of America’s
demand for antimony for the duration of the War and was key to producing 40% of
the tungsten steel needed for the military effort. Following the War, output
from the Stibnite Mine gradually declined, and its operations were shut down
entirely in 1997.
Interesting, eh? Read on from Metaltechnews.com.
So back to today’s world where United States Antimony owns and operates
an antimony smelter in Montana – the only facility on American soil designed to
upgrade raw antimony feedstock into antimony oxide used to make flame-resistant
compounds for home and military use, antimony metal for bearings and artillery,
and antimony trisulfide for ammunition. But as noted, the U.S. does not mine
antimony. That means the Montana-based company is reliant on imports from
Mexico and other countries for the raw materials to feed its smelter. So maybe
Alaska does not seem so far away from Montana.
Today, the U.S. finds
itself once again wholly reliant on other countries for its antimony needs,
most heavily China and to a lesser extent, Russia (before the War in Ukraine). The global demand for
antimony in the coming years cannot be met from current supplies. If true, this
will impact all of us in a variety of ways, because antimony is a crucial
element in far more than just military applications.
However, the News
gets worse since at the end of last year China banned exports of antimony to the U.S.
Considering that China controls roughly half of the global antimony production
– Tajikistan and Russia account for another 30% of global supply – this ban
leaves the U.S. with few options for this critical and strategic metalloid.
From Oilprice.com we learn that
after China banned exports to the U.S. Prices had already doubled in the second
half of 2024 since China said in August that companies would need to apply for
export licenses to export antimony ore, metals, oxides, hydrides, and other
related products.
The ban reverberated through
the supply chains and is raising costs for battery makers with expensive and
difficult-to-find supply.
In the global antimony market,
China is not only the top producer, but also boasts the majority of antimony
processing facilities, somewhat analogous to China’s role in REEs production,
the U.S. Geological Survey says.
So, that led me to this story
from USantimony.com. On March 17, 2025, a two-container international shipment
of approximately fifty (50) tons of stibnite (antimony) ore, departed the port
of loading in Melbourne, Australia, with the final destination and port of
discharge to be at the Port of Manzanilla, Mexico for ultimate delivery to the
United States Antimony Corporation ("the Company") Madero Smelter.
The Company made partial payment on the value of the shipment’s invoice,
equaling $715,413 USD, ahead of the actual time of departure as called for under
the existing contract. Evergreen Shipping Agency (Australia) PTY Ltd., the
shipping agency, routed the vessel through The Port of Ningbo-Zhoushan in
China. The vessel’s actual time of arrival in Ningbo was April 14, 2025. All
necessary payments and required paperwork were properly accounted for. Chinese Customs
withheld these two containers carrying stibnite (antimony) ore for
approximately eighty-two (82) days with no apparent reason provided to all
parties involved
On
June 23, 2025, the Company was informed that Chinese Customs finally agreed to
release the containers on the condition that they be returned to their point of
origin/loading dock in Australia. The Chinese Customs would not release the
shipment to their intended final destination to the Port of Manzanillo for
their final delivery location at the Company’s Madero Smelter. The Company can
only assume this was either due to the contents being antimony ore, or the
owner name, US Antimony Corporation, or possibly both. China previously
announced, back in September of last year, a ban on all shipments of antimony
ore and finished products originating from China and exported to any country in
the world, including the United States.
Forbes.com
has given us an interesting scenario: consider antimony’s usage in the high-tech sector, where it is a
key ingredient in semi-conductors, circuit boards, electric switches,
fluorescent lighting, high quality clear glass and lithium-ion batteries. No
antimony, no iPhones. No hi-definition TVs. No modern kitchen appliances, all
of which make use of digital circuitry. Oh, and that car you’re thinking about
buying? Sorry.
Now, consider this: There can be no “energy transition” without
adequate supplies of antimony. That thick, heavy glass used in solar
panels? It’s made with antimony. Those 300 to 700 foot-tall windmills that
sporadically produce electricity? Made with antimony. Antimony is a key element
in the manufacture of lithium-ion batteries, as mentioned above, but even more
crucial is the fact that it is integral to the development of the
next-generation liquid metal batteries that, as Ecclestone pointed out during
the webinar, hold the key to truly scalable energy storage for wind and solar
power.
It seems almost
unbelievable that this country has allowed itself to become almost 100%
dependent on imports of a metal integral to so many applications as antimony.
Of course, the U.S. is also in a similar situation related to better-known
critical minerals like lithium and cobalt, which are also key to the
production of solar panels, wind turbines and lithium-ion batteries.
The last news that I could
find is that United States Antimony Corporation (NYSE American: UAMY) is bringing
antimony mining back to the U.S. The company recently announced that it has
started buying land and mining claims near its old smelter in Thompson Falls,
Montana. This move could help reduce America’s heavy dependence on foreign
sources of antimony---when it finally starts production.
Above
information in this article, compiled in mid-July, 2025, has been taken from various
sources: Oilprice.com, Forbes.com, USGS.gov, North of 60 Mining News,
Reuters.com, dermoitcole.com, usantimony.com. metaltechnews.com. Want
to learn more? Get on a web browser and start hunting—there are hundreds of dependable
(seemly) articles in corporate reports, government reports and articles,
journals, newspapers, and you name it. Kind of scary!