Claw and Order: Antimony Rules the Resource Realm
How Antimony’s Meteoric Rise Is Rewriting the Rules of the Resource Game

Picture this: You’re standing in front of one of those maddening arcade claw machines, the kind where the prize—be it a plush toy or a shiny trinket—dangles just out of reach. You drop your coin, maneuver the claw, and pray it snags something good. Now, swap that plush toy for a silvery-blue hunk of antimony, and you’ve got the hottest game in town. This once-overlooked critical mineral is suddenly the belle of the ball, with exploration, mining, and smelting companies scrambling to grab their piece of the prize. The stakes? A global supply crunch, skyrocketing prices, and a future where antimony could be the MVP of everything from bullets to solar panels. Let’s dive into this claw-dropping tale of triumph, spotlighting three companies leading the charge—and trust me, this isn’t a game you want to miss.
Exploration: Military Metals Corp. – The Claw’s First Grab
When it comes to antimony exploration, Military Metals Corp. (CSE: MILI, OTCQB: MILIF) is the kid who’s mastered the claw machine’s wobble. This Canadian outfit has been on a tear, snapping up past-producing antimony projects like a pro. Their crown jewel? The Trojarova antimony-gold project in Slovakia, boasting a historical resource of over 60,998 tons of antimony—an in-situ value of $2 billion at today’s sizzling spot prices. CEO Scott Eldridge isn’t shy about his bullish outlook: “This acquisition strategically positions Military Metals as a leading explorer and developer of antimony,” he said in a recent press release, adding that Slovakia’s mining-friendly vibe and the EU’s Critical Raw Materials Act could mean big funding wins down the line. With antimony prices soaring from $12,000 per ton at the start of 2024 to a jaw-dropping $38,000 by year-end—a 217% leap—Eldridge’s team is poised to claw out a fortune as they dig into Nova Scotia’s West Gore project and Nevada’s Last Chance property too. The future’s bright, and Military Metals is swinging for the jackpot.
Mining: Mandalay Resources – Digging Deep for the Prize
If exploration is the claw’s descent, mining is the moment it grips tight—and Mandalay Resources (TSX: MND) is squeezing antimony like it’s the last teddy bear in the machine. Operating the Costerfield gold-antimony mine in Victoria, Australia—the country’s only active antimony producer—Mandalay is riding the wave of a supply squeeze that’s got the West sweating. China’s export restrictions (they control 50% of global mining) have sent prices into orbit, and Mandalay’s 2025 production guidance of 1,050 to 1,150 metric tons of antimony is a lifeline. CEO Frazer Bourchier knows the score: “Our focus remains on delivering consistent operational performance and capitalizing on strong commodity prices,” he said in a recent update. With antimony hitting $34,200 per metric ton in December 2024 (and climbing), Mandalay’s output is pure gold—or, rather, pure antimony. As militaries and tech giants clamor for this flame-retardant, munitions-making marvel, Mandalay’s digging deeper than ever, proving that in this game, the prize is worth the play.
Smelting: United States Antimony Corporation – Turning Picks into Profit
Now, let’s talk smelting—the part where the claw drops the prize into your hands. Enter United States Antimony Corporation (NYSE: UAMY), the only significant antimony smelter in the U.S. and a key player in Mexico too. With China choking off supply, USAC’s smelters are running red-hot, turning ore into oxide, metal, and trisulfide for a “sold out” market. CEO Gary C. Evans is practically crowing: “With almost a fivefold increase in the price of antimony in just over a year… we are well positioned to capitalize on the opportunity at hand,” he declared in the company’s 2024 fiscal report. Plans to mine their own Alaskan claims by Q3 2025 and boost smelter capacity have Evans betting big: “We fully recognize we have a window of opportunity, and we are doing everything in our control to seize it.” At $38,000 per ton and climbing, USAC’s turning raw antimony into a refined cash cow—proof that in this claw machine, the payout’s getting bigger by the day.
The Bullish Future: Antimony’s Arcade Domination
Here’s the kicker: Antimony isn’t just a flash in the pan—it’s the whole arcade. Prices have tripled in 2024, and with China’s export bans tightening the noose, analysts are whispering $40,000+ per ton in 2025. Why? This metal’s a triple-threat: critical for military hardware (think bullets, missiles, night vision), clean tech (solar panels, batteries), and flame retardants (your couch thanks it). The U.S. alone guzzles 23,000 tons yearly, yet domestic production’s been zilch since 2001. Enter the claw machine heroes—Military Metals, Mandalay, and USAC—rushing to fill the gap. Geopolitical tensions? Check. Green energy boom? Double check. Antimony’s poised to be the commodity kingpin of the decade, and these companies are racking up high scores. So, grab your quarters, folks—this game’s just heating up, and the prizes are pure profit.
