American Tungsten & Antimony starts Del Sol refinery restart and expansion planning
ProactiveThu, August 6, 2026 at 3:54 AM GMT+3 3 min read
American Tungsten & Antimony Ltd (ASX:AT4, OTCQB:ATALF, FRA:4VZ) has begun planning for the restart and potential expansion of the Del Sol Refinery in Nevada, alongside exploration and feedstock work at the White Spar Antimony Mine in Arizona.
The work remains conditional on completion of AT4's proposed acquisition of both assets, announced on July 28 2026. Subject to completion and funding, the company intends to begin restarting Del Sol's antimony flake circuit during the September 2026 quarter using feedstock from White Spar.
Restart and expansion work advances
Chief executive officer Casper Adson and the Del Sol operating team have assessed the refinery's plant condition, staffing requirements, laboratory capability and the sequence of work needed to restart and potentially expand the operation.
The restart is planned in phases, with initial batches intended to establish circuit performance before throughput is progressively increased. Operating data will be collected across recovery, reagent consumption, power use, product purity, labour requirements and maintenance intervals.
AT4 expects the information to support expansion engineering, prospective customer qualification and potential applications for US Government funding, including Defense Logistics Agency and Defense Production Act programs. The company has not received any federal funding and has given no assurance that future applications will be successful.
Requests for proposal have also been issued to international engineering firms covering increased antimony flake capacity and the potential addition of circuits producing Regulus II antimony metal, antimony trisulphide, sodium antimonate and ammonium paratungstate.
No scoping, pre-feasibility or feasibility study has been completed for the proposed expansion, and no capital or operating cost estimates have been prepared.
Del Sol and White Spar work program
Del Sol is permitted to process up to 18,500 short tons of feed annually and sits on about 40 acres of privately owned land, including roughly 10 acres identified as potentially available for development.
AT4 has held a pre-application meeting with the Nevada Division of Environmental Protection regarding a possible increase in permitted capacity to approximately 100,000 short tons per year and the addition of ammonium paratungstate production. These figures represent regulatory limits rather than production targets or forecasts.
At White Spar, the company plans metallurgical test work, geological mapping, expanded sampling and, subject to approvals, a maiden drilling program. AT4 also intends to extract a bulk sample for concentration and processing through the Del Sol circuit to assess the mine-to-refinery pathway.
No JORC-compliant Mineral Resource or Ore Reserve has been estimated for White Spar.
About American Tungsten & Antimony
American Tungsten & Antimony is advancing critical minerals projects in the United States, including the Antimony Canyon Project in Utah and the Tennessee Mountain Tungsten Project in Nevada.
The company is pursuing a vertically integrated strategy spanning mine development, processing and production of antimony and tungsten products for Western markets. Its planned acquisition of Del Sol and White Spar has not yet completed and remains subject to conditions.
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