In Episode 232 of the Payne Points of Wealth, Ryan and Chris Payne sit down with two industry heavyweights leading the charge in America’s critical minerals resurgence: Gary Evans, Chairman & CEO of United States Antimony Corporation (UAMY), and Paul Huet, Chairman & CEO of Americas Gold and Silver Corporation (USAS).
In one of the most energetic and eye‑opening conversations we’ve ever hosted, Gary and Paul reveal how their newly announced joint venture is poised to reshape U.S. supply chains for antimony—a mineral essential for defense, electrification, battery technology, solar, and the rapidly expanding AI-driven economy.
Together, they walk us through:
- The global silver shortage – why the world has been undersupplied by 200 million ounces per year for five straight years, and why silver under $50 may be gone forever.
- A behind-the-scenes look at their 30‑day whirlwind deal – how two American companies moved faster than anyone expected to launch a first‑of‑its‑kind U.S. antimony processing partnership.
- Why this may be the beginning of a commodity super-cycle – and why mining equities may still be dramatically undervalued even after silver’s massive run.
- How U.S. companies are racing to reduce dependence on China – from Project Vault to new domestic refining technologies.
- Reviving Idaho’s historic Silver Valley – including upgrading decades-old mines, modernizing extraction methods, tripling output, and unlocking a 100‑year district.
- The real bottleneck in critical minerals – not technology, but feedstock, and why partnerships like this could become the new template.
- The role of defense spending, allies, and national security in America’s next industrial revolution.
Stories from decades in mining, deal-making, and global operations, including Gary’s wild experiences sourcing antimony around the world, and Paul’s journey from underground driller in Canada to CEO.
Plus, Paul shares the song that changed his worldview growing up and tells the unbelievable story behind his mining tattoos and how he ended up running some of the top mining companies globally.
This episode is fast-paced, loaded with insights, and captures a moment that could shape America’s mineral independence for decades to come. If you care about how commodities can play a vital role in your investment portfolio, national security, or the future of U.S. manufacturing, this is a must-listen.
