U.S. missile contracts worth $58.62 billion and up to $20.7 billion spotlight antimony supply risks
The U.S. Department of War has awarded major munitions contracts to Lockheed Martin and RTX’s Raytheon, underscoring long-term demand for inputs such as antimony. The U.S. Geological Survey says the United States relied on net imports for 91% of apparent antimony consumption in 2025. China’s suspension of its ban on antimony exports to the United States is set to run only until November 27, 2026. Against that backdrop, Rua Gold reported high-grade gold-antimony drill intercepts from its Auld Creek project, highlighting potential non-Chinese supply.