Nova Minerals Ships Antimony Plant Gear to Alaska, Targets 2027

Nova Minerals (ASX: NVA) shipped 454 tonnes of processing equipment to Alaska, advancing toward first antimony production in 2027 under a US$43.4M DoW contract.
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Nova Minerals (ASX: NVA) shipped 454 tonnes of crushing, ore-sorting, milling, flotation and refining equipment from Seattle on 26 August 2026, bound for its processing site at Port MacKenzie, Alaska. The barge, carrying more than 40 containers and multiple oversized loads, is expected to arrive by early September.
CEO Christopher Gerteisen called the shipment an important milestone as the company shifts from exploration toward production at the Estelle property. The equipment came from a recently decommissioned modern processing facility in North America, supplemented by other gear sourced across the continent. Nova consolidated everything in Seattle before the sea leg.
“The shipment of this equipment marks an important milestone as Nova advances from exploration and development towards antimony production at Estelle,” Gerteisen said. “A key part of our strategy has been to acquire existing, modern processing equipment and mobilise it to Alaska, rather than build new equipment from scratch. That decision allowed us to move faster and more cost-effectively as we construct our processing plant at Port MacKenzie and work toward first antimony production in 2027.”
Gerteisen described antimony as a critical mineral for national and economic security, with applications in defence, energy storage and electronics, a quote from the company that underscores the strategic rationale. The Port MacKenzie plant is designed to process stibnite-bearing material, initially into antimony trisulfide under a US Department of War project. The facility is modular and scalable, with capacity to produce antimony metal and trioxide later.
The project is fully funded by a $43.4 million US Department of War award, with first production targeted for 2027. Port MacKenzie offers deepwater port access, a proposed road link via the West Susitna Access Road, and a planned rail spur.
Nova's push into antimony comes as the US seeks domestic supply of the mineral, which is classified as critical for defence electronics and energy storage. No other ASX-listed antimony developers were cited, but the company's fully funded, vertically integrated plan positions it as a potential US supplier. The broader commodities analysis context includes rising policy focus on critical minerals supply chains.
NVA shares rose 3.23% to 64.0¢, giving it a market capitalisation of $23.68 million.
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