critical minerals

Virunga Critical acquires majority stake in REOSTAR Energy, appoints experienced board focused on critical minerals development in Democratic Republic of Congo.

TMC stock surges 178% in 12 months on U.S.-Japan critical minerals partnership despite zero revenue and 25% year-to-date decline, reflecting speculative retail interest in deep-sea mining technology.

The Metals Company stock has fallen 35% to under $5, but regulatory progress and government focus on critical minerals supply offer long-term investors a potential opportunity in deep-sea mining.

Hall Chadwick Acquisition Corp. announced plans to merge with rare earth recycling firm REEcycle Holdings in a $600M transaction, addressing U.S. critical mineral supply shortages.

Ramaco Resources restructures into four independent divisions spanning metallurgical coal, critical minerals development, royalties, and processing to unlock shareholder value and enable future capital market access.

Five mining firms advance projects amid $30B federal support for critical mineral supply chains, securing permits, offtake agreements, and resource estimates.

Fairfax Financial backs Eldorado-Foran mining merger, voting 17.6% stake in favor. Position expands to 21.6% post-conversion, significantly de-risking shareholder approval.

Electra Battery Materials completes recapitalization and restarts cobalt sulfate refinery construction in Ontario with $155M total capital, targeting 2027 production.

US military actions disrupt 18% of China's oil imports ahead of May Trump-Xi talks, leveraging American energy dominance against Beijing's critical minerals advantage in reshaping global competition.

SAGA Metals acquires Garneau titanium project from Rio Tinto in Quebec, featuring high-grade ilmenite samples and significant exploration potential.

ISS recommends Foran Mining shareholders vote for Eldorado Gold acquisition at 0.1128 shares plus $0.01 cash per share, endorsing strategic rationale and growth potential.

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.