Why it’s on the map
Stibnite ID gold-antimony — would be the only US-mined antimony (munitions, flame retardants, solar glass). Production targeted 2029.
Government money & contracts
EXIM $2.9B senior secured 13-yr loan approved May 21, 2026 (largest EXIM critical-minerals loan); prior DoD DPA Title III grants.
Customers & commercial
Pilot antimony plant with US Army / Idaho National Lab.
Catalysts
EXIM financial close (late 2026); full construction decision.
Risk
4-year build; antimony spot fell from >$28/lb to ~$10.50/lb; gold-price dependent.
Tariff durability
Policy-backed; not Canada-linked.