United States Antimony Corp.: United States Antimony Corporation Provides Update on Antimony Shipments to the DoW
United States Antimony Corp. (NYSE:UAMY) said it delivered the first shipments in Q2 2026 under a $245 million Defense Logistics Agency (DLA) supply contract. It shipped ~82,000 pounds of antimony metal ingots, generating about $2.6 million in June invoices. Total DLA orders since contract start are $57.3 million; two more shipments await inspection and authorization.
How this was made
The 30-second read
Why it matters
The company reports first Q2 2026 deliveries (~82,000 pounds) and ~$2.6M in June invoices, with additional shipments pending government inspection and authorization; it also cites feedstock delays from diesel shortages that have since been mitigated.
Market read
Provides concrete execution datapoints (deliveries, invoices, and cumulative DLA orders) that can affect near-term expectations for revenue ramp and contract fulfillment risk.
What to watch
The release attributes feedstock delays to diesel shortages; traders may discount sustainability until upstream logistics normalize and furnace commissioning translates into consistent throughput.
Background
US Antimony is the only fully integrated antimony company outside China and Russia and has a $245M supply contract with the Defense Logistics Agency (DLA).
Ticker impact
US Antimony says it delivered ~82,000 pounds of antimony ingots under its $245M DLA contract, generating ~$2.6M invoices in June 2026.
Likely modest positive bias for the stock as traders price improved contract execution and ramping order flow into FY2026.
The release provides concrete delivery/invoicing and order totals, but it is not a full financial statement or updated guidance, limiting magnitude.
Market effects
Reinforces demand visibility for US-based antimony supply chains tied to defense procurement.
Montana production ramp narrative may support sentiment around domestic critical-minerals manufacturing.
Highlights supply-chain fragility (diesel shortages linked to Hormuz conflict) affecting antimony feedstock timing.
Counterpoint
Pending shipments still require inspection/COA/authorization, so near-term revenue may be lumpy despite the initial deliveries.
Key entities
- issuerUnited States Antimony Corporation
Announced first DLA shipment deliveries under its $245M supply contract and provided order/invoice totals.
- government buyerDefense Logistics Agency (DLA)
Government agency placing antimony ingot orders under the contract referenced in the release.
- government referenceDoW
Referenced as the Defense Logistics Agency’s parent/associated entity in the article text.



