U.S. Rare Earth Miners' Shares Rise on New Reserve Plan
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy UAMY?
Source: Benzinga
United States Antimony Corp's shares fell by 5.11% as it crossed below the 5-day SMA amid broader market gains in the Nasdaq-100 and S&P 500.
Despite the positive market response to President Trump's announcement of a $12 billion critical mineral reserve, which aims to bolster U.S. rare earth mining and reduce reliance on China, United States Antimony Corp experienced a decline in its stock price. The initiative, known as Project Vault, is designed to protect U.S. tech firms and automakers from supply shocks, but it appears that sector rotation is impacting UAMY's performance negatively.
This decline may reflect a sector rotation away from U.S. rare earth miners despite the overall market strength, indicating that investors are reallocating their portfolios in response to the new reserve plan.
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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: 9.600
Low
9.75
Averages
10.00
High
10.25
Current: 9.600
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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