Canada’s Antimony Gap Just Got Exposed By War, And The West Still Doesn’t Control The Supply Chain for Antimony and Silver

Western governments love talking about resilience, but war has a funny way of exposing who actually prepared and who just made speeches. Canada’s antimony gap is one of those ugly weak spots that suddenly looks way more serious once you remember how much defense hardware depends on secure mineral input. If you see antimony, silver is usually right next to it as a byproduct.

What stands out to me is that the problem is not just mining. It is the whole chain. Feedstock. Milling. Processing. Jurisdiction. Financing. Time. That is where a lot of these countries still look weaker than they want to admit.

Why USAS stands out in that context:

District-scale consolidation in Idaho’s Silver Valley 100% ownership of the Galena Complex The Crescent Mine sits about 9 miles away by road Page 23 says Crescent is fully permitted and has the potential to add about 1.0 to 1.5 million ounces of silver per year through high-grade Ag-Cu-Sb mill feed

So when people talk about allied governments trying to rip control of defense mineral supply chains away from non-aligned jurisdictions, I do not just want policy slogans. I want to know which companies already control real ground, real infrastructure, and real optionality in North America. Americas Gold and Silver (USAS) is one of the cleaner examples actively expanding domestic antimony supply for the US. The US is still decades behind in under investment, but this can help fill the demand gap.

As the wars continue, you will see a even stronger fight for critical minerals and even higher inflation. The price hit, will continue to be felt across all sectors of the economy for many more decades to come.