Core Viewpoint - The article discusses the potential of three companies—The Metals Company (TMC), Critical Metals (CRML), and NioCorp Developments (NB)—in the context of U.S. government initiatives to secure domestic critical mineral supplies through "Project Vault" [4][18]. Company Summaries The Metals Company (TMC) - TMC is a pre-revenue developer focused on extracting polymetallic nodules from the deep seafloor, which could provide a non-traditional supply source for critical minerals [3]. - As of September 30, 2025, TMC reported cash reserves of $115.6 million and a net loss of $184.5 million, equating to $0.46 per share [1]. - TMC's stock has increased by 277% over the past 52 weeks and 6% year-to-date [2]. - The company secured a $37 million investment and an $85.2 million strategic investment from Korea Zinc, which indicates strong interest in U.S.-based refining [7]. - Analysts have a consensus "Strong Buy" rating for TMC, with an average price target of $10.60, suggesting a potential upside of about 62% [8]. Critical Metals (CRML) - CRML is a development-stage rare earths company advancing the Tanbreez project in Southern Greenland [9]. - The stock has risen by 54% over the past 52 weeks and 88% year-to-date, reflecting positive market sentiment [10]. - The company closed a $50 million PIPE financing to support its project, extending its operational runway [12]. - U.S. government interest in CRML has been highlighted by discussions of converting a $50 million Defense Production Act grant into an equity stake [13]. - One analyst rates CRML as a "Strong Buy" with a price target of $20, indicating a potential upside of approximately 54% [13]. NioCorp Developments (NB) - NioCorp is focused on developing the Elk Creek Project in Nebraska, targeting scandium, niobium, and titanium materials [14]. - The stock has appreciated by 161% over the past 52 weeks and 26% year-to-date [14]. - For the three months ending September 30, 2025, NioCorp reported a cash balance of $162.8 million and a net loss of $42.7 million, or $0.53 per share [15]. - The U.S. Department of Defense awarded up to $10 million to support NioCorp's domestic scandium supply chain, indicating strategic importance [16]. - Analysts have a consensus "Strong Buy" rating for NioCorp, with an average price target of $13.12, suggesting a potential upside of about 97% [17]. Industry Context - The U.S. government is prioritizing domestic critical mineral supplies due to China's dominance in the sector, controlling approximately 70% of rare earths mining and 90% of processing [6]. - "Project Vault" aims to create a strategic reserve of rare earth elements, with nearly $12 billion allocated to reduce reliance on China [6]. - The demand for critical minerals is projected to double or triple by 2030, emphasizing the urgency of securing domestic sources [6].

智通财经APP获悉，周三，美国副总统万斯宣布将推出新举措，以稳定关键稀土市场价格，并表示将借 助特朗普团队惯用的关税手段实现这一目标。 近几周，特朗普团队还推动美国政府直接入股本土矿业企业。最新案例发生在上周：美国政府向美国稀 土公司提供16亿美元资金，以换取该公司股份及相关还款协议。 相关行动已延伸至美国国会。众议院在通过结束政府部分停摆的协议后，于周三就《关键矿产主导地位 法案》展开辩论，该法案旨在扩大联邦土地上的矿产开采规模;同时，众议院还计划推出法案，延长美 国进出口银行未来10年的授权融资期限。 目前尚不确定关税手段在推动这一全球范围的贸易区建设中能发挥多大作用。万斯周三坦言，由于各国 对其他国家的参与意愿心存疑虑，不少国家仍持观望态度。 他向与会各国代表发出直接呼吁，并强调即便仅依靠美国自身市场，也足以支撑该计划的推进。他表 示："请尽快敲定相关协议。" 本周一，特朗普宣布启动"金库计划"，拟通过美国进出口银行提供的100亿美元贷款及近16.7亿美元私 人资本，建立美国特定稀土储备库。 受此提振，美股稀土板块周二纷纷走强，不过，该板块个股周三尽数回落。截至周三收盘，United States An ...

Shares of rare-earth and lithium miner Critical Minerals Corporation (NASDAQ: CRML) rallied 12.4% on Tuesday as of 2:05 p.m. EDT. The move was all the more impressive as the broader market indexes were largely down severely. Critical Minerals was up and to the right along with other mining stocks today, after the Trump Administration's Department of the Interior disclosed that it would expand the focus of "Project Vault," which aims to stockpile critical materials. Where to invest $1,000 right now? Our a ...

I posted this image in an article on the REMX ETF back in October , and I still think of it anytime I see modern tech. Be it smartphones galore in society, the computer I am typing this article on, or the EV inNewsletter Author | Investment Advisor | Top 5% of Experts on TipRanks | Long Signal, Short Noise | The Macro Obsession newsletter is a weekly brief on current events and trends in finance, tech, and the real economy. I am a macro-oriented and data-driven investor who obsesses over connecting dots tha ...

Geopolitical events have had investors buzzing about critical metals and mining companies over the past year. Interest in one in particular soared at the start of 2026. Several events, including a business update, sent shares of Critical Metals Corp. (NASDAQ: CRML) soaring 89.8% in January, according to data provided by S&P Global Market Intelligence. That performance should garner investor attention and interest in the company. It should also give investors pause as to why the company is valued at over ...

智通财经APP获悉，周一，稀土概念股盘前快速拉升，Critical Metals(CRML.US)涨超8%，NioCorp Developments(NB.US)涨超6%，United States Antimony(UAMY.US)涨超5%，TMC the metals(TMC.US)、 USA Rare Earth(USAR.US)涨超4%，MP Materials(MP.US)涨超3%。消息面上，美国总统唐纳德·特朗普 正准备启动一项总额达120亿美元的战略关键矿产储备计划，旨在通过建立商业库存机制，保护美国制 造商免受供应链冲击，并进一步强化国家工业安全。 （原标题：美股异动 | 稀土概念股盘前快速拉升 Critical Metals(CRML.US)涨超8%） 据媒体报道，这项被称为"Project Vault"的计划将通过美国进出口银行提供的100亿美元贷款，结合16.7 亿美元的私人资本，为汽车制造商、科技公司及其他制造业巨头采购和储存矿产。这将是美国私营部门 首个此类储备项目，不仅规模创下纪录，其运作模式也类似于国家的战略石油储备。 ...

据媒体报道，这项被称为"Project Vault"的计划将通过美国进出口银行提供的100亿美元贷款，结合16.7 亿美元的私人资本，为汽车制造商、科技公司及其他制造业巨头采购和储存矿产。这将是美国私营部门 首个此类储备项目，不仅规模创下纪录，其运作模式也类似于国家的战略石油储备。 周一，稀土概念股盘前快速拉升，Critical Metals(CRML.US)涨超8%，NioCorp Developments(NB.US)涨 超6%，United States Antimony(UAMY.US)涨超5%，TMC the metals(TMC.US)、USA Rare Earth(USAR.US)涨超4%，MP Materials(MP.US)涨超3%。消息面上，美国总统唐纳德.特朗普正准备启动 一项总额达120亿美元的战略关键矿产储备计划，旨在通过建立商业库存机制，保护美国制造商免受供 应链冲击，并进一步强化国家工业安全。 ...

Core Viewpoint - The article highlights the significant rise in the rare earth sector, driven by the announcement of the "Project Vault," a strategic critical minerals reserve initiative by the U.S. government, aimed at protecting manufacturers from supply shocks. Group 1: Market Reaction - On February 2, pre-market trading showed a strong performance in rare earth stocks, with NioCorp Developments up nearly 9% and Critical Metals up over 7% [1] - Other notable gains included TMC the metals (6.5%), American Resources (6.01%), United States Antimony (6%), USA Rare Earth (5.71%), and MP Materials (4.88%) [2] Group 2: Project Vault Details - The "Project Vault" will combine $1.67 billion in private capital with a $10 billion loan from the Export-Import Bank of the United States, aimed at purchasing and storing mineral resources for various industries [3] - The Export-Import Bank's board is expected to approve this record-setting 15-year loan, which is more than double the size of the bank's second-largest transaction in history [4] Group 3: Strategic Importance - The reserve will cover rare earths and other strategically important elements, helping companies hedge against price volatility without the need to stockpile materials [4][5] - Major companies involved include General Motors, Stellantis, Boeing, Corning, GE Vernova, and Google, indicating strong industry support for the initiative [5] Group 4: Market Stability - The initiative is designed to stabilize markets and mitigate price fluctuations, which can significantly impact financial statements, as seen with the historical spike in nickel prices following the Russia-Ukraine conflict [5] - Commodity traders will be responsible for sourcing raw materials to fill the reserves, further emphasizing the project's market-oriented approach [5] Group 5: Investor Confidence - The project has reportedly received oversubscription, reflecting investor confidence in the creditworthiness and long-term commitments of the participating companies [6]

Critical Metals Corp. (NASDAQ:CRML) is one of the new stocks on the rise. On January 20, Clear Street raised its price target for Critical Metals from $14 to $20 with a Buy rating following the signing of a strategic 50/50 joint venture with a major Saudi Arabian industrial conglomerate, Tariq Abdel Hadi Abdullah Al-Qahtani & Brothers. The partnership aims to develop and construct a rare earth processing facility and mark the company’s expansion. The firm projects that the Tanbreez project will achieve an ...

Core Insights - Critical Metals Corp has successfully renewed the Wolfsberg mining license for an additional 2 years, countering previous media inaccuracies [1][5] - The lithium market has experienced a significant rebound, with battery-grade lithium carbonate prices in China rising to approximately US$23,000–24,000 per tonne, reflecting over 40% gains in the past month and more than 100% year-over-year increases [2][3] - A decision regarding the commencement of mining operations at the Wolfsberg project is expected by the end of 2026, contingent on favorable market conditions [2][5] Company Overview - Critical Metals Corp is a prominent mining development company focused on critical metals and minerals essential for electrification and next-generation technologies, with its flagship project being the Tanbreez rare-earth deposit in Southern Greenland [8][10] - The Wolfsberg Lithium Project, located in Carinthia, Austria, is recognized as one of Europe's most advanced lithium assets, designed to supply high-quality spodumene concentrate to the European electric vehicle and battery storage markets [7][9] - The company is strategically positioned to become a reliable supplier of critical minerals, supporting the energy transition and defense applications in the western world [10]