domestic supply chain

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

TOMI Environmental to merge with nuclear-grade graphite producer Carbonium Core in $120M deal, gaining exposure to advanced reactors and AI data center infrastructure.

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.

Tower Semiconductor and Axiro Semiconductor launch next-generation U.S.-made radar beamforming chips for defense, strengthening domestic supply chains amid military modernization.

Forge Nano to go public via SPAC merger valuing the advanced manufacturing company at $1.2 billion, targeting AI chips and defense batteries market.

Intel stock surges above $65 as analysts raise price targets to $92-$100, betting on foundry business backed by major customer wins and CHIPS Act support.

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

Algoma Steel and Roshel form joint venture to establish Canadian ballistic steel production centre, supporting defence programs and creating 500+ manufacturing jobs.

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.

USA Rare Earth reports first quarterly revenue of $1.64M, pursues $1.6B government funding, and projects $289.7M revenue by 2027 despite 60% stock decline.

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

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.

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.

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

Unusual Machines stock surged 7% after doubling 2025 revenue guidance to $11.2M and projecting positive operating cash flow by 2026, bolstered by $142M cash and zero debt.

Tevogen Bio signs Letter of Intent to acquire Apozeal Pharmaceutical, gaining 11 FDA-approved generics and pipeline assets to expand domestic manufacturing strategy.

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.

USA Rare Earth shares surged 62% on $1.6B government backing for domestic rare-earth production by 2028, though pre-revenue status poses execution risks.