$TMGLF Americas Critical Metals Saving Grace?

If you’ve been paying any attention to the markets, Trump has basically been spelling out which sectors he wants money flowing into. The guy talks loud, and if you’re smart, you listen. When it comes to investing where government policy aligns, US critical metals should be the first stop. Out of the updated 60 critical mineral list, Antimony and Tungsten are right at the front.

‍

‍

These two metals are the backbone of defence and tech. They keep the country running, yet China controls the supply. You can guess how well that sits with Donny. He wants domestic control, and he wants it fast. So the focus is shifting to homegrown critical mineral names, which brings us to Trigg Minerals (OTCQB: TMGLF).

‍

Trigg Minerals (OTCQB: TMGLF) isn’t just another mining story collecting dust in your portfolio. This is America’s shot at critical metals independence, and they’re positioning to become the first significant domestic antimony producer in decades. Trigg has assembled a world-class Antimony mining team, allowing the company to implement its vertically integrated strategy of mine to smelter, and the company is in advanced stages of securing a site for its U.S.-based Antimony smelter.

‍

And they aren’t just cooking with Antimony, they have one of the most prolific Tungsten portfolios in the Nation to top it all off. Making them look like pocket aces to Uncle Sam.

‍

Why Antimony and Tungsten Are Trump’s Strategic Priorities

What is antimony used for in Trump’s defense buildup? Everything that matters. Antimony is essential for over 80,000 parts across 1,900 weapon systems. Every night-vision goggle, every armor-piercing round, every flame-retardant system relies on antimony in some form. As Trump ramps up defense spending with that new $150 billion mandatory funding stream for the Pentagon, antimony demand is about to go ballistic.

‍

‍

Tungsten represents the other half of Trump’s critical minerals strategy. With the highest melting point of any metal, tungsten is irreplaceable for precision-guided munitions, jet engine components, and armor-piercing projectiles. Trump’s military modernization programs are consuming more tungsten-based materials than ever before, while China dominates 80.7% of global production.

‍

‍

The critical minerals shortage is driving Trump’s domestic production initiatives harder than anything else. Antimony sits at the very top of Trump’s critical minerals list because China controls 53% of global production and the U.S. has had zero domestic production since the mid-1990s. That’s not just an economic vulnerability - it’s a national security emergency disguised as a supply chain issue.

‍

Trump’s semiconductor push makes this even more compelling. The CHIPS Act and his domestic semiconductor manufacturing initiatives require massive amounts of both antimony and tungsten. Every advanced chip, every precision component, every high-tech defense system needs these metals. When Trump talks about bringing semiconductor manufacturing back to America, he’s talking about securing the critical minerals supply chain that makes it possible.

‍

Trigg Minerals $TMGLF: Perfectly Positioned for Trump’s America First Strategy

Trigg Minerals has quietly assembled one of the most compelling dual critical minerals portfolios in North America. Their flagship Antimony Canyon Project in Utah contains the largest and highest-grade antimony deposit in the United States - we’re talking about 49 unpatented lode mining claims with historical exploration showing peak assays of 33% antimony.

‍

‍

But here’s where shit gets really interesting. While everyone’s focused on Trigg Minerals $TMGLF antimony story, the company has been building one of the most strategic tungsten portfolios in North America. The Tennessee Mountain Tungsten Project in Nevada, plus strategic acquisitions in the historic Nightingale District, give Trigg Minerals control over a 3-mile mineralized trend of high-grade tungsten assets.
‍

Trigg Minerals $TMGLF isn’t just planning to dig holes and ship ore to China for processing. $TMGLF in the the process of developing a mine to smelter operation right on US soil, this is they have the only team to ever do it (outside of China), and $TMGLF is set to be the USA’s first.

The strategic positioning becomes even more compelling when you consider Trump’s government support. The U.S. has classified both antimony and tungsten as critical minerals, which means domestic producers can access expedited permitting, financial incentives, and strategic stockpile purchases. When the Pentagon starts buying your product and the government fast-tracks your permits, that’s exactly the kind of setup that creates massive returns.\

‍

‍

The Defense and Semiconductor Spending Explosion

Trump’s defense spending initiatives are creating unprecedented demand for both antimony and tungsten. The new mandatory funding stream for the Pentagon represents roughly $150 billion in additional spending, with a massive focus on supply chain security and domestic production capabilities.

‍

Critical minerals supply security has become Trump’s top priority as policymakers recognize the risks of import dependence for materials essential to national defense. Trigg Minerals is positioning itself as the solution to this strategic vulnerability, with projects and processing capabilities that can provide domestic supply for essential applications.

‍

The semiconductor angle makes this even more explosive. Trump’s push for domestic semiconductor manufacturing requires secure supplies of both antimony and tungsten. Every advanced chip fabrication facility, every precision manufacturing operation, every high-tech defense system needs these metals. As America reshores semiconductor production, demand for domestic critical minerals is about to go through the roof.

‍

Mining investments in critical minerals are attracting attention from both retail and institutional investors who understand Trump’s policy priorities. The combination of defense spending, semiconductor manufacturing, and supply chain security creates multiple demand drivers that could support premium pricing for years.

‍

Investment Catalysts Aligned with Trump Policies

Trigg Minerals is approaching several major catalysts that align perfectly with Trump’s policy priorities. The company is advancing through feasibility studies and permitting processes that could unlock substantial value as each milestone reduces execution risk and validates the investment thesis.

‍

The broader critical minerals theme is gaining momentum as institutional investors recognize the strategic importance of supply security. With China tightening export restrictions and U.S. demand growing from both defense and semiconductor sectors, companies like Trigg Minerals with advanced projects and clear development paths are attracting premium valuations.

‍

Market dynamics are setting up perfectly for domestic producers. U.S. antimony pricing of $55,000-$60,000 per metric ton versus Chinese pricing creates substantial margin opportunities for domestic producers who can avoid geopolitical supply chain risks. Tungsten pricing commands even higher premiums for secure, domestic supply sources.

‍

‍

Risk Assessment: Know What You’re Getting Into

Like all mining investments, Trigg Minerals carries execution risks related to project development, permitting, and construction across both their antimony and tungsten portfolios. The company is still in development stages, which means you’re betting on management’s ability to execute their strategic plan rather than established cash flow.

‍

Critical minerals markets can be volatile, and short-term price fluctuations could impact project economics. Regulatory approvals represent potential delays, though the strategic importance of both antimony and tungsten production should provide government support under Trump’s policies.

‍

Competition from established international producers could pressure pricing, but supply security concerns and potential trade restrictions may provide protection for domestic producers. The diversification across two critical minerals reduces single-commodity risk while maximizing exposure to Trump’s policy priorities.

‍

The Bottom Line: The Perfect Trump Trade

Trigg Minerals represents the perfect Trump trade - a rare opportunity to invest in America’s critical minerals independence while capturing exposure to two growing markets with favorable supply-demand dynamics and direct policy support.

‍

The investment thesis is straightforward: Trump’s defense spending explosion, semiconductor manufacturing push, and critical minerals supply security initiatives create ideal conditions for domestic producers. Trigg Minerals has assembled the assets, team, and strategy to capitalize on this opportunity while providing essential supply security for American markets.

‍

Critical minerals opportunities like this don’t come around often. The combination of strategic importance, Trump policy alignment, and first-mover advantage across two critical minerals creates exactly the kind of asymmetric risk-reward profile that can generate serious returns for early investors.

‍

That's all folks, like usual, not financial advice. Do your own dd.

‍
Legal: 

_{Black Swan Solutions Inc., doing business as VHLA Media (“Black Swan”) is not a registered investment advisor, broker-dealer, analyst, or financial professional in any jurisdiction. All information contained in this publication has been obtained from publicly available sources, regulatory filings, company statements, presentations, or information provided directly by Trigg Minerals Limited. Black Swan does not warrant or guarantee the accuracy or completeness of such information and provides it on an “as is” basis. Readers must verify all facts independently and conduct their own due diligence.}

_{The compensation received by Black Swan covers production and distribution of marketing materials across digital platforms, newsletters, sponsored articles, paid advertisements, websites, blogs, social media, Discord channels, Telegram groups, and other online outlets.} 

_{Black Swan Solutions Inc., doing business as VHLA Media (“Black Swan”), has been compensated CAD $175,000 by Trigg Minerals Limited for a marketing, media, and awareness campaign. This communication is a paid commercial advertisement intended solely for informational and promotional purposes. It does not constitute financial advice, investment advice, an offer to buy or sell securities, or a solicitation to purchase or trade any security. No securities regulator—including the British Columbia Securities Commission (BCSC), Ontario Securities Commission (OSC), U.S. Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), Australian Securities & Investments Commission (ASIC), or the operators of the OTC or ASX markets—has reviewed, approved, or endorsed this material.}

_{Black Swan does not currently own any shares of Trigg Minerals Limited. However, Black Swan, its directors, officers, employees, or affiliates may buy or sell securities of Trigg Minerals Limited at any time, without notice.}

_{This publication may include forward-looking statements that involve substantial risks and uncertainties. These statements reflect current expectations but are subject to factors that may cause actual results to differ materially, including operational challenges, regulatory developments, market volatility, financing risks, geopolitical events, commodity price fluctuations, and other uncertainties. Neither Trigg Minerals Limited nor Black Swan undertakes any obligation to update or revise forward-looking statements.}

_{Investing in micro-cap, small-cap, OTC-listed, and ASX-listed securities involves a high degree of risk. These securities may be extremely volatile, illiquid, and speculative. There is a real possibility of losing all or a significant portion of invested capital. Readers should consult a licensed financial advisor who is familiar with their individual financial situation and risk tolerance before making any investment decisions.}

_{Black Swan does not provide investor relations services, market making, liquidity enhancement, trading support, share price promotion, or any activity that could be interpreted as market manipulation under Canadian, U.S., or Australian regulatory frameworks. Use of this material is at your own risk. By reading or acting upon this content, you acknowledge and agree that Black Swan Solutions Inc. DBA VHLA Media is not liable for any losses, damages, or actions resulting from reliance on this information.}