critical minerals

Western governments commit $12.1B across 30 partnerships to reduce critical mineral vulnerability as export restrictions hit record highs and supply concentration exceeds 90%.

Silver deficit of 762M ounces since 2021 combined with government critical minerals prioritization creates investment opportunity for polymetallic explorers.

$CRML secures Greenland government approval for 70% acquisition of 60° North ApS, clearing path for Tanbreez rare earth project development.

Electra Battery Materials secures $20M Canadian government investment for North America's first battery-grade cobalt refinery in Ontario, targeting production by Q2 2027.

Western Star Resources files for U.S. defense production as tungsten prices spike 900% year-over-year ahead of January 2027 Chinese supply ban.

Nord Precious Metals reports 9,510 g/t silver assay from Castle East project as global silver deficit persists into sixth consecutive year.

Tungsten prices surge 900% in 12 months amid Chinese restrictions and U.S. defense procurement deadline. Western Star Resources races to develop Nevada tungsten property before January 2027 ban.

U.S. corporations committed $9 trillion to domestic manufacturing, creating massive demand for critical minerals and energy. Federal government accelerates mining permits and invests directly in mineral producers to secure supply chains.

U.S. government cuts mining permit approvals from 10 years to 28 days while deploying $9 trillion in manufacturing investments to counter China's dominance of 15 critical minerals.

American Ocean Minerals merger threatens The Metals Company's deep-sea mining dominance with 2B+ metric ton reserves versus 164M metric tons, backed by Rio Tinto veteran leadership.

NOVONIX divests its Battery Technology Solutions division for $1 plus $2M cash and a 15% equity stake, refocusing entirely on North American synthetic graphite production.

Frontier Lithium closes C$15M financing at C$0.75/unit to advance Ontario PAK Lithium Project, strengthening North American battery supply chains with Mitsubishi partnership.

Critical Metals ($CRML) completes acquisition of 50.5% stake in Tanbreez Mining, raising ownership to 92.5%, with plans to advance rare earth production.

Titan Mining to release Q1 2026 financial results and host conference call May 13, updating investors on Kilbourne Graphite Project and Empire State Mine operations.

U.S. national security probe confirms critical mineral shortages, with tungsten surging 490% and silver facing sixth consecutive deficit year.

Silver faces sixth consecutive supply deficit widening to 46.3M oz in 2026, benefiting junior miners advancing polymetallic projects amid surging government critical minerals investment.

USA Rare Earth acquires Serra Verde Group for $2.8 billion, gaining Brazil's Pela Ema mine. Strategic move bolsters U.S. rare-earth independence, but execution risks remain significant.

Critical Metals to acquire European Lithium for $835M, consolidating Greenland rare earth assets and securing $219M cash infusion by mid-2026.

Critical Metals gains 92.5% control of Greenland's Tanbreez rare earth deposit with $120M U.S. backing, targeting production by late 2028.

Deep-sea mining startup The Metals Company gains political traction amid Trump executive order, congressional interest, and U.S.-Japan treaty supporting domestic critical mineral production.