Pentagon Bets $725M On Energy Fuels — 5 Rare Earth Stocks To Watch

The Department of Defense announced a $725 million conditional loan commitment to Energy Fuels to expand domestic rare earth processing and fund a new facility in the U.S. This move is part of a broader federal strategy to build a domestic critical minerals supply chain independent of China. The announcement highlights the U.S. government's increasing support for rare earth and critical minerals companies through equity stakes, loans, and offtake agreements.

06/18/2026, 11:26 AM • Benzinga

The Metal You've Never Heard Of Is Becoming a National-Security Priority -- and America Barely Mines It

Antimony, a critical metal used in ammunition, flame retardants, and batteries, has become a U.S. national-security priority as the country produces almost none domestically while relying on Chinese imports. The U.S. government's $2.9 billion loan to Perpetua Resources for its Stibnite project signals serious commitment to reshoring antimony supply. NevGold Corp. is positioning its Limousine Butte project in Nevada as a near-term antimony-gold producer, targeting production within 12-18 months through processing previously mined oxide material.

06/12/2026, 10:20 AM • Benzinga

America's Antimony Gap Is Washington's Problem -- and NevGold Is Racing to Help Close It

NevGold Corp is positioning itself as a key player in addressing America's domestic antimony supply gap, a critical mineral for defense applications. With a freshly funded C$42 million treasury, an active 20,000-meter drill program, and a maiden resource estimate targeted for Q2 2026, the company is advancing its Limousine Butte brownfield project in Nevada. Recent surface sampling showed grades up to 53.7% antimony, while the U.S. government's strategic focus on domestic antimony supply—evidenced by a US$2.9 billion loan to Perpetua Resources—creates a favorable policy backdrop for the sector.

06/05/2026, 11:12 AM • Benzinga

The Crushed Pile in Nevada: How a Forgotten 1989 Gold Heap Is Becoming One of America’s Few Near-Term Antimony Solutions

NevGold Corp. is developing a historic gold leach pad in Nevada containing antimony mineralization, positioning itself as a near-term domestic antimony producer targeting 2027 production. With consistent antimony grades across all drillholes, proven metallurgy, and C$42 million in funding, the company aims to address U.S. critical minerals supply chain needs without requiring new mining operations.

05/25/2026, 12:10 PM • GlobeNewswire

America’s Brownfield Antimony Play: Every Drillhole Hits as Nevada Project Targets 2027 Production

NevGold Corp. announced that all 17 sonic drillholes from the historic Crushed leach pad at its Limousine Butte project in Nevada returned positive oxide antimony and gold grades, positioning it as a near-term domestic antimony solution. The results include grades of 0.32% antimony and 0.39 g/t gold over 14.9 meters. This development is significant given the U.S. government's push for domestic antimony supply independence from China and the critical mineral's importance for defense applications.

05/25/2026, 9:50 AM • GlobeNewswire

With Gold Above $4,500 and Crews on the Ground, This Permitted Tanzanian Developer Just Closed Its Funding Stack

Lake Victoria Gold Ltd. has closed the final tranche of its convertible debenture financing, raising C$3.83 million with plans to upsize to C$5 million. The company has commenced sterilization drilling at its fully permitted Imwelo Gold Project in Tanzania, with 39% of the program complete. The funding, combined with a binding term sheet for up to US$25 million in gold-denominated debt from Monetary Metals, positions the company toward construction in late 2026 and first gold production in 2027, capitalizing on gold prices above US$4,500.

05/20/2026, 9:15 AM • Benzinga

From China's Export Ban To A Nevada Leach Pad: The Junior With a Domestic Solution to the US Antimony Supply Chain

NevGold Corp., a Vancouver-based junior explorer, has announced significant progress on its Limousine Butte gold-antimony project in Nevada, including strong drill results (1.11% antimony over 6.1 meters), metallurgical testwork showing up to 99% gold recovery after antimony leaching, and an upsized C$42.2 million financing. The company is positioned to deliver a maiden antimony-gold mineral resource estimate in Q2 2026 with potential antimony production by 2027, capitalizing on U.S. critical mineral demand following China's export restrictions.

05/13/2026, 8:53 AM • Benzinga

3 Rare Earth Stocks Quietly Building the Next Supply Chain

Geopolitical tensions and the race for critical minerals are driving renewed interest in rare earth stocks. The U.S. and allies are rebuilding domestic supply chains for materials essential to AI, defense systems, and energy independence. Three companies are positioned across different parts of the rare earth ecosystem: Solvay (processing), Perpetua Resources (mining with antimony byproduct), and The Metals Company (deep-sea polymetallic nodule extraction).

03/18/2026, 4:32 PM • Investing

Antimony Emerges as Strategic Growth Play in $4B+ Critical Minerals Market

Antimony is gaining strategic importance in the critical minerals sector, with the global market expected to grow from $2.5B to $4.3-4.4B by 2035. Limited supply, rising defense and electronics demand, and concerns about China's dominance are driving Western interest in domestic production. Key developments include American Antimony's strong metallurgical test results (63% concentrate at 97% recovery), a new joint venture between US Antimony and Americas Gold and Silver, and progress on major projects by Perpetua Resources, Lithium Americas, and MP Materials.

03/09/2026, 9:15 AM • Benzinga

Perpetua Resources President Sells $12M Worth of Shares Amid Upcoming Q4 Earnings

Margaret McKinsey Lyon, Senior Vice President of External Affairs at Perpetua Resources, sold 43,722 shares worth approximately $1.21 million on Feb. 12, 2026, to cover tax withholding obligations from vesting equity awards. This represents the largest single-day sale by the insider. Despite the sale, the stock has surged 332% over the past year and nearly 50% in 2026, driven by increased U.S. domestic mining focus and Pentagon investment in critical minerals. The company is expected to report Q4 FY 2025 earnings on March 18.

03/01/2026, 5:25 PM • The Motley Fool

Strategic Mineral Stocks Gain Ground as Pentagon Pushes for Secure Defense Supply Chains

The Pentagon allocated $4.5 billion to critical minerals in late 2025, with government backing for strategic mineral projects expected to reach record levels in 2026. This trend is driving investment in companies developing domestic sources of critical minerals including copper, graphite, uranium, antimony, and aluminum to reduce U.S. dependence on imports and strengthen national security.

01/29/2026, 12:29 PM • Benzinga

What to Know About a $356,000 Perpetua Insider Stock Sale Amid a 145% Price Surge

A director at Perpetua Resources sold 13,148 shares worth $356,192 on January 5-7, representing 44.57% of direct holdings. This was the director's first open-market sale following a 145% stock price surge over the past year. The sale stemmed from exercising options and likely reflects personal portfolio management rather than loss of conviction, as the company recently broke ground on its Stibnite Gold Project and secured over $380 million in equity financing.

01/12/2026, 9:33 AM • The Motley Fool

NevGold Adds 6 Square Kilometers of Highly Prospective Outcropping Antimony-Gold Targets at Limo Butte, Nevada

NevGold Corp. has staked an additional 90 claims covering 6 square kilometers at its Limousine Butte Project in Nevada, expanding its antimony-gold exploration with promising surface mineralization and ongoing drilling activities.

12/17/2025, 7:00 AM • GlobeNewswire

UPDATE – Resolution Minerals Ltd. to Present at the Australian Rare Earths & Critical Minerals Virtual Investor Conference November 19th

Resolution Minerals will present at a virtual investor conference on November 19th, highlighting recent drill results and land acquisition at its Horse Heaven Project in Idaho, which focuses on developing domestic antimony supply for the US defense industry.

11/14/2025, 2:46 PM • GlobeNewswire

Resolution Minerals Ltd. to Present at the Australian Rare Earths & Critical Minerals Virtual Investor Conference November 19th

Resolution Minerals will present at a virtual investor conference on November 19th, 2025, highlighting recent drill results and land acquisitions for its Horse Heaven Gold-Antimony-Tungsten-Silver Project in Idaho, USA.

11/14/2025, 11:00 AM • GlobeNewswire