Critical Metals (NasdaqGM:CRML) Update / briefing January 22, 2026 08:00 AM ET Company ParticipantsAshish Gupta - Head of Investor RelationsTom McNamara - Director of Corporate Development and IRTony Halliday - Group Process ManagerConference Call ParticipantsTim Moore - Equity Research AnalystOperatorGreetings and welcome to the Critical Metals Corp business update call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone sh ...

该公司上周宣布，已签署一份不具法律约束力的条款清单，计划与 Tariq Abdel Hadi Abdullah Al-Qahtani & Brothers 公司成立一家持股各占 50% 的合资企业，在沙特阿拉伯建造一座价值高达 15 亿美元的稀土 加工厂。 Critical Metals表示，该条款清单概述了稀土加工设施的开发、融资、建设和运营框架，旨在打造一个完 全集成的"从矿山到加工"的供应链，其中包括向沙特阿拉伯提供 Tanbreez 25% 稀土精矿产量的长期承 购权。 智通财经APP注意到，Critical Metals(CRML.US)周四盘前股价一度上涨 5.7%。截至发稿，该股盘前涨 4.52%，报15.96美元。此前，美国总统特朗普表示将不再征收原定于 2 月 1 日开始实施的对欧新关税， 并宣布了一项关于格陵兰岛的"框架"协议。 Critical Metals目前正在开发位于格陵兰岛的 Tanbreez 稀土项目。自今年年初以来，该公司股价已飙升 超过一倍，目前市值达到 18 亿美元。 该公司周三披露，目前已就 Tanbreez 开采的稀土精矿签署了四份不具法律约束力的承购条款清单。 ...

Core Viewpoint - Rising US-NATO tensions over tariffs and Greenland's strategic resources are expected to drive a rally in defense, mining, and industrial stocks, with five companies highlighted as key beneficiaries: Lockheed Martin, RTX, Critical Metals, Teck Resources, and Caterpillar [1] Group 1: Lockheed Martin - Lockheed Martin is positioned as a major beneficiary of escalating US-NATO tensions, particularly due to Greenland's strategic importance and the need for advanced military systems [2] - The company's F-35 fighter jets and missile defense technologies are critical for Arctic operations, with shares climbing about 19% year-to-date in 2026, driven by a proposed $1.5 trillion defense budget for 2027 [3][4] Group 2: RTX - RTX, formerly Raytheon, benefits from its defense technology portfolio that meets the complex requirements of Arctic operations, with its Patriot missile defense system gaining renewed importance [5][6] - RTX stock has risen approximately 7% year-to-date in 2026, building on a 60% gain in 2025, supported by a record $251 billion backlog and surging orders from the Middle East [6][7] Group 3: Critical Metals - Critical Metals owns the Tanbreez project, the largest non-Chinese rare earth deposit in Greenland, which aligns with U.S. acquisition ambitions amid geopolitical tensions [8][9] - The company has seen its stock skyrocket almost 150% in 2026, driven by high-grade drilling results and approval for its Greenland pilot plant, with potential to control 50% of the Western rare earth market [9][10] Group 4: Teck Resources - Teck Resources is a diversified miner with exposure to key industrial metals, positioned to benefit from strong commodity demand and geopolitical competition [11][12] - The company has gained around 5% year-to-date, reaching new 52-week highs amid copper price surges, with analysts targeting $80–90 per share due to structural supply deficits [12][13] Group 5: Caterpillar - Caterpillar is a significant beneficiary through its heavy machinery essential for Arctic infrastructure development and military base construction [14][15] - The company has advanced about 10% year-to-date in 2026, following a 58% run in 2025, with a record $39.9 billion backlog and projected 20.5% EPS growth [15][16]

矿业开发商Critical Metals(CRML.US)盘前续涨超12%，报19.85美元。消息面上，Critical Metals上周宣 布，将与一家总部位于沙特阿拉伯的工业集团成立一家合资公司。该合资企业将由Critical Metals与 Tariq Abdel Hadi Abdullah Al-Qahtani & Brothers Company各持50%股份，旨在在沙特建设并运营一座稀 土加工设施。根据交易安排，Tanbreez项目所生产的稀土精矿中，25%将以长期包销形式供应沙特。双 方合作生产的所有成品材料将最终运往美国，用于其国防工业体系。(格隆汇) ...

Core Insights - Critical Metals Corp. has announced plans for a $1.5 billion rare-earth mineral processing facility in Saudi Arabia, which is expected to enhance its market position and revenue potential [2][5] - The company's stock has experienced a significant increase of 123% over the past month, indicating strong investor interest and confidence [1][2] - The Saudi Arabian facility will serve as a long-term recipient for 25% of the output from Critical Metals' Tanbreez rare-earth project in Greenland, ensuring a stable supply chain and revenue visibility [5][6] Company Developments - Critical Metals has received approval to begin construction on its Tanbreez rare-earth project in Greenland, which is strategically important due to the geopolitical significance of rare-earth elements [3] - The joint venture in Saudi Arabia will allow Critical Metals to send all finished products to the U.S. military-industrial sector, positioning the company as a key supplier to the U.S. defense establishment [6] Market Context - The rare-earth sector is currently under scrutiny due to geopolitical tensions surrounding the control of critical minerals essential for advanced technologies, including electric vehicles and defense systems [2][3] - The market capitalization of Critical Metals is reported at $2.1 billion, with a current stock price of $17.65, reflecting strong market performance [4][5]

Core Insights - The article emphasizes a versatile investment strategy suitable for various investor profiles, including dividend investors, value seekers, and those looking for growth opportunities [1] Summary by Categories Investment Strategy - The investment strategy described is adaptable, catering to different types of investors, whether they focus on dividends, value propositions, or growth opportunities [1]

Core Viewpoint - Critical Metals Corp is set to provide a business update through a webcast and conference call on January 22, 2026, at 8:00 AM ET [1]. Company Overview - Critical Metals Corp (Nasdaq: CRML) is a prominent mining development company focused on critical metals and minerals essential for electrification and next-generation technologies, particularly for Europe and its western partners [3]. - The company's flagship project, Tanbreez, is one of the largest rare-earth deposits globally, located in Southern Greenland, with year-round shipping access via deep water fjords to the North Atlantic Ocean [3]. - Another significant asset is the Wolfsberg Lithium Project in Carinthia, Austria, which is the first fully permitted mine in Europe and is strategically positioned with established road and rail infrastructure [4]. - The Wolfsberg project is expected to be a major producer of lithium products to support the European market and is well-positioned with offtake and downstream partners [4]. - With its strategic asset portfolio, Critical Metals Corp aims to become a reliable and sustainable supplier of critical minerals for defense applications, clean energy transition, and next-generation technologies in the western world [5].

Core Viewpoint - Critical Metals (NASDAQ: CRML) shares surged by 32.6% following the announcement of the first assay results from its 2025 drilling program at the Tanbreez rare-earth project in southern Greenland [1] Company Summary - The company reported significant assay results from its drilling program, which is expected to enhance its position in the rare-earth market [1] - The increase in share price reflects positive investor sentiment and potential growth opportunities stemming from the drilling results [1] Industry Summary - The rare-earth sector is experiencing heightened interest due to the increasing demand for critical metals in various industries, including technology and renewable energy [1] - The successful drilling results at the Tanbreez project may contribute to the overall growth and competitiveness of the rare-earth industry [1]

Core Viewpoint - Critical Metals Corp is considering the construction of a refinery in partnership with a Saudi Arabian entity to process rare earths from its upcoming Tanbreez mine in Greenland, with the refined materials intended for supply [1] Group 1 - The planned refinery aims to enhance the processing capabilities of rare earths extracted from the Tanbreez mine [1] - The partnership with a Saudi Arabian company indicates a strategic move to leverage international collaboration for resource processing [1] - The refined rare earth materials are expected to meet growing demand in various industries [1]

Core Viewpoint - Critical Metals Corp. (NASDAQ:CRML) experienced a significant stock price increase of 32.58% to close at $17.93, driven by the discovery of rare earth deposits at the Tanbreez Rare Earths Project in Greenland [1][3]. Group 1: Rare Earth Discovery - The Fjord deposit and Upper Fjord areas at the Tanbreez site showed consistent rare earth grades and the presence of strategic metals such as gallium, hafnium, cerium, and yttrium, enhancing its global significance as a peralkaline-hosted rare earth system [2]. - Mineralization has been confirmed to occur consistently close to the surface, with strong lateral and vertical continuity, indicating potential for further exploration both sideways and deeper underground [3]. Group 2: Strategic Importance - The U.S. government's initiative to increase the production of rare earth minerals to reduce dependence on China has led to heightened investor interest in Critical Metals [3]. - The acquisition of an integrated rare earth element assay analysis laboratory facility will enable real-time geochemical analysis, significantly reducing assay turnaround times to approximately 80 minutes compared to traditional methods [4].