An “Urgent” Antimony Resource

The Stibnite project, as I’ve written here in the past, is a carefully vetted initiative following years of environmental reviews, culminating in U.S. Forest Service approval in January 2025. The project will produce substantial quantities of gold (about 4.2 million ounces) and silver (1.7 million ounces) over its life, but its real strategic value lies in antimony reserves, an estimated 115 million pounds. Antimony is a critical mineral essential for munitions, military-grade antimony trisulfide, lead-acid batteries, advanced sensors, radar materials, and flame retardants. For too long, the U.S. has depended on foreign sources via supply chains dominated by China, which has repeatedly restricted exports and left our National Defense Stockpile dangerously depleted.

The Pentagon says this vulnerability cannot be allowed to linger. As Michael Cadenazzi, Assistant Secretary of War for Industrial Base Policy, emphasized in a briefing to the Court: “The urgent construction of the Stibnite Gold Project and commencement of antimony production from the Project is of paramount importance to national security. The Stibnite Gold Project is the only opportunity known to the Department which is projected to produce sufficient antimony quantities to meet defense requirements by 2029 and supply substantial quality to the U.S. commercial market, as evidenced and de-risked by a feasibility study conducted in accordance with SK 1300 or equivalent standards.”

Antimony is “Vital To Our National Defense”

This is the core of the issue. As Cadenazzi notes, further delays here don’t just stall a mine; they prolong “the nation’s currently unacceptable supply chain risk for antimony.” Without domestic production, America remains exposed to supply shocks from adversarial nations. The sooner Stibnite ramps up, the sooner resiliency for both defense needs and essential civilian applications can be built.

Principal Deputy Assistant Attorney General Adam Gustafson of the Justice Department put it well: “Antimony is among the minerals most vital to our national defense, and for too long the United States has relied on foreign adversaries to supply it. This decision allows construction to move forward on the most significant domestic source of antimony, and it reflects the Department’s commitment to defending projects critical to America’s national security.”

The court’s ruling hinged on the plaintiffs’ failure to demonstrate “imminent, irreparable harm.” That’s a high bar, and rightly so. Activist groups have long used litigation as a tool to delay or derail resource projects, often prioritizing ideology over practical trade-offs. Stibnite isn’t a pristine wilderness being bulldozed for profit: It’s a historically disturbed site from over a century of prior mining. The project includes robust reclamation efforts: removing legacy tailings, restoring fish passage on the East Fork of the South Fork Salmon River, and commitment to overall environmental restoration.

There is near-universal acceptance now of the reality that any true energy transition will of necessity require a major increase in mining for an array of critical energy minerals, including antimony. If the U.S. is to get back into the mining business in a meaningful way after almost half a century of relative dormancy, this project presents a clear example of responsible mining in action, balancing extraction with stewardship while meeting a compelling national security need.

A Key Near-Term Antimony Resource

The same climate activist groups who favor such a transition seem to knee-jerk to oppose development in national forests; but context matters, and they raise issues which have been litigated repeatedly for more than a decade now. Defense officials have identified Stibnite as the only near-term domestic source capable of meeting major portion of the country’s antimony needs. Historically, the site supplied 90% of America’s antimony during WWII and the Korean War. Reviving it now aligns with the Trump administration’s broader push to onshore critical mineral supply chains to reduce reliance on China and bolster the Pentagon’s defense industrial base.

This latest win in court fits the established initiative by the Trump administration of prioritizing energy and mineral security. It should be noted here that this same initiative was at least nominally favored by the Biden administration. In a major speech delivered in June 2021, President Joe Biden promised to mount a “whole of government” effort to reshore supply chains for critical energy minerals like antimony. It was a commitment which was unfortunately was left largely unaddressed over the final 3 years of his presidency.

But that commitment has been revived and amplified over the last 17 months. Permitting reform, executive actions on domestic production, and judicial pushback against reflexive injunctions are chipping away at the regulatory and litigation thicket that has stifled investment. For rural Idaho, Stibnite means jobs, economic vitality, and infrastructure improvements. Nationally, it means less vulnerability in an era when adversaries weaponize supply chains.

Of course, litigation will no doubt continue: No one should expect the anti-development activists to relent. But the court’s denial of this injunction sends the clear message that national security interests still carry weight. The repeated environmental reviews to which this project has been subjected have been not just thorough, but exhaustive. The project is fully vetted. Now, it’s time to build.

America Must Be Able To Eventually Get To “Go”

America’s competitors don’t tie themselves into bureaucratic and legalistic knots over every project. China dominates antimony production and has not been at all shy about deploying that dominance strategically.

The Stibnite mine is an answer to that aggression: It clearly exemplifies the “all-of-the-above” approach needed, not just for energy, but for the array of other minerals like antimony which help power modern defense and industry. Environmental reviews and protections to truly endangered species are important and must remain in place, but at some point, America simply must be able to say “go” on vital projects like this one.