critical minerals

JPMorgan extends security initiative to Europe amid CEO warnings on mineral supply vulnerabilities. Bank beats Q1 earnings with $5.94 adjusted EPS versus $5.45 consensus.

USA Rare Earth acquires Serra Verde for $2.8B, securing Western rare earth independence with 15-year government offtake backing.

TMC gains retail investor bullish sentiment after NOAA indicates substantial regulatory compliance, positioning permits within 12 months despite year-to-date losses.

Gold reaches 53 all-time highs in 2025 amid central bank demand. Copper faces 10M metric ton shortage by 2040. U.S. accelerates critical minerals permitting.

Mustang Energy reports high-grade uranium (9.39% U3O8) and copper (63.4% Cu) at Saskatchewan property, plans aggressive drilling program to test subsurface targets.

Sprott launches REXC, the first ETF exclusively targeting rare earth producers outside China, riding AI boom and government supply chain diversification efforts.

USA Rare Earth's $1.6B government backing faces nonbinding approval risks, pre-revenue execution challenges, and commodity price volatility threatening investor returns.

Titan Mining confirms graphite mineralization extending 2,500 feet beyond current resource boundary, identifies germanium opportunity at Empire State Mines, and outlines 2026 multi-commodity exploration strategy.

$ACN shares rise 1.02% after announcing AI platform for DOE and Replit partnership, but remain weak below key moving averages with 33.76% annual decline.

TMC The Metals Company trades 50% below recent highs while awaiting commercial mining permits. Regulatory approval within 12 months could unlock significant upside from deep-sea polymetallic nodules.

Analyst invests in REalloys, a newly public rare-earth company with integrated processing strategy, over established competitors MP Materials and USA Rare Earth.

NOVONIX secures $103M federal tax credits for Tennessee synthetic graphite facility, validating domestic battery material production strategy.

The Metals Company gains regulatory approval and U.S.-Japan cooperation backing, but remains unprofitable with revenue years away.

Nouveau Monde Graphite raises $297M through private placement and public offering to fund Phase-2 Matawinie Mine development and advance toward final investment decision.

Locksley Resources commences diamond drilling at El Campo REE prospect in California, targeting carbonatite-hosted mineralization with prior surface samples showing up to 12.1% TREO.

Odyssey Marine and American Ocean Minerals merge in $1B all-stock deal, creating publicly traded deep-sea critical minerals explorer targeting polymetallic nodules and rare-earth elements.

Foran Mining securityholders approve 83.4% merger with Eldorado Gold. Combined company expected to close April 2026, pending final approvals.

Rare earth market projected to grow 57.5% to $6.3B by 2030, driven by EV adoption and renewable energy expansion, as major players advance projects and manufacturing capacity.

NACG completes $125M acquisition of Iron Mine Contracting, gaining Western Australian mining exposure across gold, iron ore, and lithium sectors with expanded $535M credit facility.

REalloys secures rare earth supply agreement and builds Ohio metallization capacity ahead of 2027 defense mandate banning Chinese imports from military systems.