critical minerals

Global copper faces 150,000-tonne deficit in 2026 amid AI, electrification demand. Mining M&A jumps 45% as US backs critical minerals with $30B.

China controls critical mineral processing with $120B invested since 2023, commanding 90% rare earth refining and raising Western supply chain vulnerabilities.

U.S. government's $12B critical minerals initiative drives sector realignment. EagleOne Metals gains exposure to uranium, rare earths, copper, and cobalt at C$5M valuation amid projected supply deficits.

$MP down 47% from peaks yet secures landmark DOD partnership with $110/kg price floor, targeting doubled revenue by 2026.

Iran conflict threatens global rare-earth supplies, positioning U.S. domestic producers like MP Materials and Energy Fuels to benefit from military supply chain priorities.

USA Rare Earth and MP Materials compete for U.S. rare-earth dominance with billions in government support, aiming to reduce China's 70% extraction control. MP Materials' operational advantage makes it the stronger near-term buy.

DOE launches $500M initiative with $30B government-backed capital to develop domestic critical minerals, targeting silver, graphite, and rare earth projects.

U.S. deploys $30 billion across 54 nations to secure critical mineral supplies in uranium, graphite, aluminum, and gold, accelerating domestic production independence from geopolitical rivals.

Titan Mining reports 64.3M lbs zinc production (up 8% YoY), $74.3M revenue, and begins graphite concentrate shipments positioning itself as first domestic U.S. supplier in 70+ years.

Critical Metals develops Tanbreez rare-earth project in Greenland, targeting 2028-2029 production with U.S. government backing through $12B Project Vault initiative.

Three companies—Solvay, Perpetua Resources, and The Metals Company—are positioned across rare earth supply chains as U.S. prioritizes critical mineral independence from China.

Jaguar Uranium launches rare earth element assessment at Colombian Berlin Project, re-sampling 20,000+ meters of drill core to develop multi-commodity resource estimate.

Rio Tinto and BHP complete Arizona land exchange for Resolution Copper project, one of world's largest undeveloped deposits, despite tribal opposition.

The Metals Company gains regulatory approval for deep-sea mining under Trump administration, positioning itself to extract critical EV minerals as stock trades below $7.

Ramaco Resources announces Q1 2026 Class B dividend of $0.1489 per share, payable March 27, 2026, with fractional shares paid in cash.

Teck Resources released its 25th annual Sustainability Report covering 2025 ESG performance as it advances a proposed merger with Anglo American.

USA Rare Earth appoints former GlobalFoundries CEO Dr. Thomas Caulfield to board following $1.6B government funding and $1.5B private investment securing rare earth supply independence.

First Atlantic Nickel closes $1.3M financing for Pipestone XL nickel-cobalt project in Newfoundland; also gains 20% interest in Core Critical Metals' British Columbia copper project.

Foran, Eldorado Gold advance merger with April 2, 2026 shareholder vote; combined entity projects $2.1B EBITDA, $1.5B free cash flow in 2027.

$UEC reports strong Q2 FY2026 metrics with $101/pound selling prices, sub-$45 costs, and $800M debt-free capital positioning exponential growth.