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

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

Six Years of Silver Deficits Meet a Sovereign Mineral Scramble

Silver has experienced a six-year structural supply deficit with 762 million ounces drawn from global stockpiles since 2021. Governments are prioritizing critical minerals like tungsten, zinc, and indium as national security concerns, driving capital toward high-grade polymetallic deposits. Five companies are positioned to benefit: GoldHaven Resources, Southern Silver Exploration, Americas Gold and Silver, American Tungsten, and Blackrock Silver, each reporting significant exploration and resource expansion results.

05/07/2026, 9:04 AM • Benzinga

Bonanza Silver Returns: 9,510 g/t Drill Hit Reframes a Cobalt-Gowganda Discovery as the Sixth Consecutive Deficit Year Tightens

Nord Precious Metals Mining reported exceptional assay results from its Castle East project in Ontario, with a drill hole returning 9,510 g/t silver over 0.30 metres and 3,460 ppm cobalt. The company is conducting a fully funded 5,000-metre drilling phase as part of a broader 30,000-metre program. Silver prices remain elevated near $78/oz amid a sixth consecutive year of global supply deficit estimated at 46.3 million ounces in 2026.

05/04/2026, 10:00 AM • Benzinga

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

Infrastructure Pivot Unlocks Margin Expansion: Operational Grit Triggers 2026 Asset Re-Rating

The global mining sector is experiencing margin expansion as gold prices near historic highs. Major producers are reducing All-In Sustaining Costs below $1,500 per ounce through infrastructure optimization and owner-operator processing models. Key companies including RUA Gold, Americas Gold and Silver, i-80 Gold, Discovery Silver, and Tudor Gold are advancing projects with improved operational efficiency and cost reduction initiatives targeting 2026 production ramp-ups.

01/20/2026, 10:15 AM • Benzinga

Peter Schiff Says Silver Investors Are In 'Denial' As Mining Stocks Continue To Lag: 'Should Have Doubled' In December

Economist Peter Schiff criticizes the disconnect between silver's 35% December surge and silver mining stocks' modest 11% gain, arguing mining stocks should have doubled given their typical leveraged exposure to the metal. Despite silver's historic rally and 154.57% year-to-date gains, major mining stocks and ETFs have significantly underperformed, presenting what Schiff views as an attractive buying opportunity.

12/30/2025, 10:48 PM • Benzinga

Silver Crushes Gold With 152% Rally—Here's What You Should Know About The Tight Supply Story And Backwardation

Silver has rallied 152% year-to-date, its strongest performance since 1978, driven by industrial demand and a structural supply deficit. The market is experiencing backwardation due to tight physical supplies, with China's export restrictions adding further pressure. Analysts predict prices could test $85-$100 per ounce as deficits widen, benefiting both silver producers and junior miners.

12/30/2025, 2:24 AM • Benzinga

The Year Silver Went Parabolic: 5 Metal Miners To Add To Your Portfolio

Silver has surged 112% in 2025, reaching an all-time high above $61 per ounce. Silver miners have become explosive investment opportunities, with some ETFs and mining stocks delivering over 140% returns year-to-date.

12/10/2025, 9:29 AM • Benzinga

Pentagon Deploys $1 Billion to Secure Antimony as China Cuts Supply by 97%

The Pentagon is investing nearly $1 billion to rebuild domestic antimony stockpiles after China reduced export shipments by 97%, creating strategic opportunities for Western antimony developers in defense and critical minerals sectors.

10/29/2025, 10:28 AM • Benzinga

Silver Mining Sector Emerges as Clear Winner Amid Production Expansion Wave

Silver mining sector shows strong growth in 2025, with multiple companies expanding operations, exploring new projects, and benefiting from rising silver prices and increasing demand in renewable energy and electronics sectors.

08/25/2025, 12:26 PM • Benzinga