The Earth — Raw Materials & Substrates · AI Chain
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Only U.S. antimony source — Stibnite Mine, Idaho
What they do
Reopening the Stibnite Gold Mine in Idaho — the only meaningful U.S. source of antimony (a strategic mineral used in munitions, semiconductors, and batteries; China controls 48% of supply). Department of Defense already gave them $24.8M, and the U.S. Export-Import Bank wrote a letter about a $1.8B loan. After China's antimony ban, the stock jumped 19%. Production isn't until 2028, so the trade is the news cycle, not the cash flow.