critical minerals

Titan Mining begins graphite shipments from demo facility while advancing $40,000 tpa Kilbourne Project to address U.S. import dependency.

Controlled Thermal Resources merges with SPAC in $4.7B deal, securing $300M capital for California lithium-geothermal project with General Motors and Stellantis supply commitments.

SPAC Iris Acquisition Corp II plans merger with Freedom Metals Corporation, creating a U.S.-focused antimony and tungsten platform addressing critical defense supply chain needs.

Antimony demand surges as Western nations seek domestic production alternatives to Chinese supply dominance, with market projected to grow to $4.3-4.4B by 2035.

Controlled Thermal Resources merges with Plum Acquisition Corp. IV in $4.7B deal to develop Hell's Kitchen geothermal and lithium project in California.

The Metals Company ($TMC) specializes in deep-sea mining but remains pre-revenue with no dividend history. Dividends require years of profitability first.

USA Rare Earth acquires Texas Mineral Resources for $73M, gaining exclusive Round Top Project control with North America's richest heavy rare earth deposits.

Pan American Silver stock up 30% YTD on record $3.6B revenue, $2.56 EPS, and 14% planned 2026 production growth amid structural silver deficit.

Frontier Lithium receives conditional $2.3M from Natural Resources Canada to convert lithium project waste into fertilizer and building materials.

HudBay acquires Arizona Sonoran for C$9.35/share, creating North America's third-largest copper district with 250,000+ tonnes annual production by 2030.

Perpetua Resources executive sells $1.21M in shares for tax obligations amid 332% annual surge and upcoming earnings.

The Metals Company pursues undersea mining for critical battery metals but projects no 2026 revenue. Only aggressive investors should consider it; execution risks remain formidable.

Blue Moon Metals acquires Teck's Utah rare earth mine, creating a critical minerals corridor spanning California, Nevada, and Utah to reduce U.S. dependence on foreign sources.

Tungsten prices surge fivefold due to supply constraints from underinvestment and Chinese export restrictions. Miners expand Western production to address critical mineral shortages affecting aerospace, defense, and electronics.

Blackboxstocks and REalloys complete merger, begin Nasdaq trading as ALOY. Combined company operates rare earth mining and processing to reduce U.S. dependence on Chinese sources.

U.S. government's $12 billion critical minerals initiative drives mining investment toward domestic production, reducing foreign dependency for defense, tech, and renewable energy materials.

TMC pursues ocean-floor mining for battery metals but faces unproven technology, regulatory hurdles, and continued losses before potential revenue generation.

Australia's $1.8T economy balances service sector strength with commodity export dependence, particularly on China. Resource volatility shapes investment risk profiles despite strong macroeconomic fundamentals.

U.S. awards $1.6B to USA Rare Earth for domestic rare-earth processing to reduce foreign supply dependence and strengthen critical material supply chains for defense and energy sectors.

AMLM reports Q1 2026 loss of $38,023 with $33,100 cash reserves. Exploration-stage company advancing lithium-gold Piscau project in Quebec with planned spring drilling campaign.