Stock Markets May 22, 2026 09:07 AM

Perpetua Resources Gains After EXIM Clears $2.9 Billion Loan for Stibnite Project

13-year senior secured facility aims to fully fund construction of Idaho mine that hosts the U.S. antimony reserve; shares jump in premarket trade

By Avery Klein PPTA

Perpetua Resources Corp saw its shares rise in premarket trading after the Export-Import Bank of the United States unanimously approved a $2.9 billion senior secured loan to support the development of the Stibnite Gold Project in Idaho. The financing, combined with Perpetua's existing cash, is expected to cover estimated capital costs for construction, and would enable development of the nation's only domestic antimony reserve. The loan is structured as a 13-year facility with repayments expected to begin in 2030 and remains subject to definitive documentation and customary closing conditions.

Perpetua Resources Gains After EXIM Clears $2.9 Billion Loan for Stibnite Project
PPTA

Key Points

  • EXIM unanimously approved a $2.9 billion senior secured loan to support construction of Perpetua's Stibnite Gold Project in Idaho.
  • The 13-year facility includes a $2.4 billion upfront commitment; remaining proceeds will cover capitalized interest and EXIM's exposure fee. Repayments are expected to begin in 2030.
  • The project would develop the only domestic antimony reserve and is projected to create an average of over 700 direct jobs annually during the mine's life; financing relies on current capital cost estimates in the company's Technical Report Summary as of December 31, 2025.

Perpetua Resources Corp (NASDAQ:PPTA) (TSX:PPTA) experienced a notable uptick in premarket trading Friday, with shares rising 7.6% after the Export-Import Bank of the United States (EXIM) unanimously approved a $2.9 billion senior secured loan to back the Stibnite Gold Project in Idaho.

The financing was approved under EXIM's Make More in America Initiative and, according to the company, when paired with Perpetua's cash on hand it is expected to fully fund the estimated capital costs required to construct the project. Perpetua said the Stibnite Gold Project would develop the only domestic reserve of the critical mineral antimony in the United States.


Loan structure and terms

The facility will be structured as a 13-year senior secured credit agreement. It comprises an upfront commitment of $2.4 billion, with the remaining portion allocated to cover capitalized interest during the construction period and EXIM's exposure fee. Interest on the loan will be set at the applicable long-dated U.S. Treasury bond rate plus 100 basis points, and that rate will be fixed at the time of the first drawdown. Scheduled principal repayments are expected to begin in 2030.

The loan will become available after the parties complete definitive documentation and satisfy customary conditions precedent. Perpetua and EXIM expect those steps to be concluded in the second half of 2026.


Project scope and local impact

The Stibnite Gold Project is designed to redevelop and restore the abandoned Stibnite Mining District in Idaho, with the planned production of gold and antimony. Perpetua estimates the operation would support an average of more than 700 direct jobs per year over the life of the mine.


Regulatory review and due diligence

EXIM's approval followed extensive technical, financial, environmental and social due diligence and a 25-day notice period to Congress. The financing package approved by EXIM is based on the company's current capital cost estimates as set out in Perpetua's Technical Report Summary dated December 31, 2025.


Market reaction and next steps

Market participants responded to the announcement in premarket trading, bidding up Perpetua's shares. The company will proceed to finalize documentation and meet the customary conditions that EXIM requires before funds become available. The timetable provided by the company anticipates closing those items in the second half of 2026, with construction financing in place following those steps.


Conclusion

With EXIM's unanimous approval of the $2.9 billion facility, Perpetua's Stibnite project moved a step closer to securing construction financing that the company says, together with its own resources, should fully fund the build-out. Key milestones remaining include completion of definitive loan documents and satisfaction of the customary closing conditions that EXIM has outlined.

Risks

  • Availability of the loan depends on completion of definitive documentation and satisfaction of customary conditions precedent, currently expected in the second half of 2026 - this affects the timing of funding and construction.
  • The financing package is based on the company's current capital cost estimates as reported in the Technical Report Summary dated December 31, 2025 - changes to those estimates could affect funding sufficiency.
  • EXIM's approval followed extensive due diligence and a 25-day notice period to Congress, indicating regulatory and procedural steps remain part of the path to closing.

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