America’s Critical Minerals Wake Up Call

There are moments in the market where you can feel a shift coming before it shows up in the headlines. Right now, that shift is happening in critical minerals. The United States is spending record amounts on defense, semiconductors, and AI, yet we barely produce the minerals required to build the hardware behind all of it. Antimony and tungsten have moved from niche industrial inputs to national security priorities, and the country is scrambling to rebuild supply at home.

That backdrop is why I have been taking a closer look at Trigg Minerals (OTC: TMGLF). The company is developing antimony and tungsten projects across Utah, Nevada, and Idaho with the goal of becoming one of the first fully domestic suppliers of these minerals. Their plan is ambitious, but when you understand what these minerals are used for, the strategy begins to make sense.

Why Antimony and Tungsten Matter

Antimony is not a mineral most people think about, yet it shows up in some of the most important systems in the country. It is essential for ammunition, protective materials, optical systems, specialized electronics, and components used in advanced defense platforms. Night vision, communications gear, missile systems, and even the flame retardants in combat equipment rely on it.

The United States used more than twenty thousand metric tons of antimony last year, worth well over a billion dollars, but there was not a single domestic mine providing it. Every pound is imported. China controls a large share of the global antimony supply, and several other producing regions are closely aligned with geopolitical rivals. That setup has pushed antimony to the top of the “must secure” category for the US.

Tungsten sits in the same conversation. It has the highest melting point of any metal and is central to aerospace, armor piercing ammunition, turbine components, and high temperature manufacturing. It is also used across the semiconductor supply chain. China dominates global tungsten production as well, which has created the same urgency to find alternative sources.

When the United States decides a mineral is critical, the window for new domestic producers usually opens quickly. That is the environment companies like Trigg Minerals (OTC: TMGLF) are stepping into.

Inside the Company’s Strategy

What stood out to me while reviewing the company’s materials is that they are not trying to be a small exploration story. They have built their entire identity around supplying US demand at scale. Their mission is centered on providing the minerals needed to support the country’s defense industrial base and advanced manufacturing systems.

Their flagship asset is the Antimony Canyon Project in Utah. This is one of the only near term domestic antimony sources being advanced right now. The land package covers both patented and unpatented claims, with historical mining activity and high grade antimony showings across the project. Early sampling returned strong grades, and the company has laid out a plan that moves quickly from drilling to a pre feasibility study, pilot mining, and production once the technical work is complete.

What makes Antimony Canyon more interesting is the company’s downstream plan. They are evaluating a US based smelting and refining strategy that would allow them to convert mined material into advanced antimony products inside the country. Almost every other antimony project in the world ships material overseas for processing. The company is trying to build an end to end supply chain on US soil.

The leadership team is a big piece of that puzzle. They include individuals who have worked inside some of the world’s most important antimony operations, including one of the largest modern smelters outside of China and Russia. That experience matters because there are only a few teams globally who know how to develop and operate antimony mines at scale.

Alongside their antimony position, the company controls two large tungsten districts in Nevada. These are not small prospects. Tennessee Mountain covers more than one hundred claims with historical drilling showing strong tungsten grades at surface and depth. The Nightingale Project adds another district scale trend with a history of high grade tungsten production, including past operations that produced high grade concentrate during the 1940s.

Consolidating entire historical tungsten districts gives the company a very different profile than the typical junior. They are essentially rebuilding regions the US government once considered strategically important. It also positions them to supply the Western market at a time when tungsten prices and demand are rising and global production is tightening.

One more piece worth noting is their acquisition in Idaho. The Central Idaho Antimony Project adds another high grade system to the portfolio, with early sampling confirming antimony grades that fit well with the company’s broader strategy. It also mirrors the geology of another significant antimony gold system in the region, suggesting long term scale potential.

Across all of these assets, the company has laid out detailed development timelines that include drilling, resource definition, engineering studies, and infrastructure planning. Nothing in their materials reads like a passive exploration approach. Their focus is on moving toward production as efficiently as possible while working alongside state and federal partners.

What Makes This Setup Interesting

The reason all of this matters is simple. The United States imports almost all of its antimony and tungsten. Prices have increased over the past few years because global supply is tightening. At the same time, the United States is increasing spending on defense, semiconductors, AI infrastructure, and energy systems that require these minerals.

When you combine rising demand with limited domestic supply, the companies that can produce these minerals inside the country move into a different category. Policymakers have already signaled support for domestic developers, and the company has been building relationships with state and federal agencies to align with that direction.

The upcoming rebrand to American Tungsten and Antimony is also designed to match this national security focus. It signals the identity they want to build and the role they intend to play as the country tries to rebuild supply chains.

Conclusion

The United States is entering a period where critical minerals will define large parts of the defense and semiconductor ecosystem. Antimony and tungsten are two of the most strategically important minerals in that group, yet the country produces almost none of either. That gap has created an opportunity for new domestic developers who can build reliable supply at scale.

Trigg Minerals (OTC: TMGLF) has positioned itself to be one of the companies stepping into that role. Their assets span some of the most important antimony and tungsten regions in the West. Their leadership team has deep experience. Their strategy focuses on a full mine to smelter supply chain inside the United States.

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