Japan and US Sign Critical Minerals Agreement
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy UAMY?
Source: CNBC
- Investment Plans Advance: Japan is set to announce a second round of investments in the U.S. totaling 11 trillion yen (approximately $69.2 billion), which includes the construction of next-generation nuclear reactors and natural gas power plants, aiming to further solidify economic ties and enhance Japan's influence in the global energy market.
- Security Cooperation Discussions: During the meeting with Trump, while the Iran conflict will dominate the agenda, Prime Minister Takaichi will reaffirm the importance of the Japan-U.S. alliance, indicating Japan's commitment to maintaining security in the Indo-Pacific region despite domestic opposition to military involvement.
- Tariff Negotiation Outcomes: If Takaichi can secure assurances that Japan will not face higher tariffs under Trump's implemented mechanisms, it would be seen as a significant victory, helping to protect Japanese exports and strengthen its negotiating position with the U.S.
- Political Capital Considerations: Takaichi must carefully navigate domestic and international pressures when considering the deployment of Japanese Self-Defense Forces to the Middle East, ensuring that she does not jeopardize her political capital while seeking flexibility in diplomatic and logistical support to safeguard national interests.
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Analyst Views on UAMY
Wall Street analysts forecast UAMY stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 9.110
Low
9.75
Averages
10.00
High
10.25
Current: 9.110
Low
9.75
Averages
10.00
High
10.25
About UAMY
United States Antimony Corporation is engaged in the production and sale of antimony, precious metals, primarily gold and silver, and zeolite products. The Company has two reportable segments: antimony and zeolite. Its antimony segment consists of its facility located in the Burns Mining District of Sanders County in Montana that processes ore primarily into antimony oxide, antimony metal, antimony trisulfide, and precious metals, and its two facilities in its US Antimony de Mexico, S.A. de C.V. (USAMSA) subsidiary located in Mexico that process ore primarily into antimony metal and a lower grade of antimony oxide. Its zeolite segment includes its vertically integrated Bear River Zeolite (BRZ) facility located in Preston, Idaho that mines, processes, and sells zeolite. Its zeolite has been used in soil amendment and fertilizer, water filtration, and sewage treatment. The Company also operates Fostung Tungsten Property located near Sudbury, Ontario, Canada, near the town of Espanola.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Contract Expansion and Revenue Growth: The $248 million sole-source antimony ingot contract with the U.S. Defense Logistics Agency anticipates $75 million in deliveries for 2026, driving 2025 sales to $39.3 million, a 163% year-over-year increase, showcasing strong market demand and execution capabilities.
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- Missile Attack Incident: Iran fired two missiles at the UK-US joint military base Diego Garcia, which failed to hit the target, marking Iran's first operational use of intermediate-range ballistic missiles and indicating its capability to threaten US interests beyond the Middle East.
- Enhanced Defense Measures: The UK Ministry of Defence confirmed that despite the unsuccessful missile strike, Royal Air Force jets and other military assets are reinforcing defenses in the region to protect personnel and facilities, reflecting heightened vigilance against Iranian threats.
- International Response: US President Trump threatened to strike Iran's power plants if the Strait of Hormuz is not fully reopened within 48 hours, a move that could escalate regional tensions and impact global energy markets significantly.
- Energy Market Volatility: The tensions in the Strait of Hormuz have led to Brent crude futures rising to $112.19 per barrel, the highest close since July 2022, indicating growing market concerns over potential supply disruptions.
See More
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- Military Withdrawal Possibility: Trump stated that the U.S. could withdraw from Iran immediately, although he believes this would allow Tehran to rebuild its military capabilities within a decade, reflecting deep concerns about Iran's military strength and potentially impacting U.S. strategic positioning in the Middle East.
- Troop Increase in the Middle East: The Pentagon plans to send up to 2,500 Marines to the Middle East from San Diego, marking the second reported troop deployment in a week, indicating an escalation of U.S. military presence aimed at countering potential threats from Iran.
- Israel's Position: Israeli Prime Minister Netanyahu emphasized the necessity of a ground component to ensure meaningful regime change in Iran, highlighting Israel's expectations from U.S. military strategy and reflecting the urgency of security concerns in the region.
- Leadership Changes: The Iranian leadership has been significantly weakened due to airstrikes early in the war, with the new Supreme Leader Mojtaba Hosseini Khamenei expressing a desire to strengthen ties with regional neighbors, which could influence future political dynamics amid escalating tensions between the U.S. and Iran.
See More
United States Antimony Corp Acquires Tungsten Mine
- Tungsten Acquisition: United States Antimony Corp's acquisition of a tungsten mine in Ontario, Canada, boasts an inferred resource value exceeding $4.6 billion, marking a significant expansion in the mining sector that is expected to bolster future revenue growth.
- Government Contract: The company secured a $248 million contract with the U.S. government to deliver antimony ingots over five years, which not only enhances cash flow but also strengthens its position in the government procurement market.
- Financial Performance: In 2025, the company reported revenues of $39.3 million, a 163% increase year-over-year, and a gross profit rise of 185%, although net losses increased from $1.7 million to $4.3 million primarily due to $6.7 million in noncash expenses, highlighting challenges in balancing revenue growth with cost control.
- Operational Expansion: UAMY has expanded its mining operations in Montana and Alaska, and despite facing delays in permitting and supplier issues, it aims to reduce reliance on foreign antimony sources by increasing vertical integration, thereby enhancing long-term competitiveness.
See More
Japan's Prime Minister Meets Trump Amid Controversy
- Meeting Context: Japan's Prime Minister Sanae Takaichi met with U.S. President Donald Trump on March 19, 2026, in Washington, D.C., following her landslide electoral victory, highlighting Japan's significance in international affairs.
- Pearl Harbor Reference: Trump referenced the Pearl Harbor attack during the meeting, suggesting Japan should have informed allies about the surprise attack on Iran, which caused Takaichi to visibly react with unease, indicating the delicate nature of U.S.-Japan relations.
- Strait Security Cooperation: Trump praised Japan for its efforts to secure the Strait of Hormuz, although Takaichi stated there were no plans to dispatch naval vessels, reflecting Japan's legal constraints on military involvement and the complexities of its foreign policy.
- International Reactions: Prior to the meeting, Japan and other nations issued a joint statement expressing readiness to contribute to ensuring safe passage through the Strait, while Germany and France made it clear they would not engage in military actions, showcasing differing international stances on the regional situation.
See More
United States Antimony Corporation Q4 2025 Earnings Call Highlights
- Significant Resource Acquisition: The acquisition of a tungsten property in Ontario, Canada, now holds an inferred resource value exceeding $4.6 billion, demonstrating the company's strategic positioning in critical mineral resources, which is expected to provide robust support for future growth.
- Contract Expansion and Revenue Growth: The $248 million sole-source antimony ingot contract with the U.S. Defense Logistics Agency anticipates $75 million in deliveries for 2026, driving 2025 sales to $39.3 million, a 163% year-over-year increase, showcasing strong market demand and execution capabilities.
- Improved Financial Position: By the end of 2025, the company reported a cash balance of $91.3 million and working capital of $44.6 million, with antimony inventory rising from 78 tons to 465 tons, reflecting significant progress in resource management and financial stability.
- Enhanced Governance Structure: The appointment of new independent board members will strengthen governance and industry influence, while the company's expansion plans in Alaska and Canada indicate a pivotal role in the critical mineral supply chain moving forward.
See More
United States Antimony Reports Strong Revenue Growth Amid EPS Miss
- Earnings Report: United States Antimony's FY GAAP EPS of -$0.04 misses expectations by $0.01, yet revenue of $39.26M, reflecting a 162.8% year-over-year increase, indicates strong growth potential in the market.
- Revenue Guidance Reaffirmed: The company reiterates its 2026 gross revenue target of $125 million, demonstrating management's confidence in future growth and aiming to achieve this through strategic execution.
- Government Contract Awarded: United States Antimony secures a $27 million government contract focused on critical minerals development, further solidifying its strategic position in the U.S. market.
- Market Dependency Shift: U.S. agencies are developing a price floor for critical minerals to reduce dependence on China, reflecting a strategic shift in the U.S. supply chain for critical minerals, which may present new market opportunities for the company.
See More
