Core Viewpoint - Critical Metals Corp. (NASDAQ:CRML) has experienced an 80% stock rally over the past week, driven by geopolitical speculation regarding President Donald Trump's interest in Greenland [1][9]. Company Overview - Critical Metals is positioned as a dual investment opportunity, capitalizing on Trump's Arctic ambitions and federal support for the rare earths industry [2]. - The company's Tanbreez Rare Earth Project in Greenland is one of the largest rare earth deposits outside of China, containing an estimated 4.7 billion tons of rare-earth-bearing rock [3]. Industry Context - The Tanbreez project is critical for breaking China's monopoly on the rare earth market, as it is rich in heavy rare earth elements (HREEs) and gallium, essential for defense systems, electric vehicles, and semiconductors [4]. - The Trump administration has shown support for the domestic rare earth industry, investing in companies like MP Materials Corp, Trilogy Metals Inc, and Lithium Americas Corp [4]. Recent Developments - Market enthusiasm surged following Trump's comments about potentially acquiring Greenland, with investors anticipating that a focus on the Arctic will expedite permitting and financing for the Tanbreez project, which aims for initial production by 2026 [6]. - Critical Metals has announced the formal approval to begin construction of a multi-use storage and pilot-plant facility in Qaqortoq, Greenland, which is crucial for the Tanbreez project [7][8]. Price Action - The stock has gained 80% in the last five days, reflecting investor confidence in the company's alignment with national security and critical mineral independence strategies [9].

市场人士指出，随着全球对稀土资源安全与供应多元化关注度持续上升，Critical Metals在格陵兰推进试 点设施与基础建设，有望降低项目推进风险、加快技术验证进程，并为后续商业化开发奠定基础。 公司明确了项目节点安排，其中试点工厂部分预计不晚于2026年5月投入使用，为后续工艺验证和规模 化开发提供关键支撑。 与此同时，Critical Metals还在Qaqortoq购置了一处公司员工宿舍物业，并将其用作当地办公与运营中 心。此举被视为公司强化本地化布局、提升现场执行能力的重要一步，也体现了其对格陵兰长期运营与 项目落地的承诺。 周三，Critical Metals(CRML.US)盘前股价走高，截至发稿，该股涨近5%，报12.39美元。消息面上，该 公司董事会已正式批准在Qaqortoq启动建设符合北极环境标准的多用途设施，包括仓储、住宿以及稀土 试点工厂，以加速推进其位于格陵兰的Tanbreez稀土项目。 ...

与此同时，Critical Metals还在Qaqortoq购置了一处公司员工宿舍物业，并将其用作当地办公与运营中 心。此举被视为公司强化本地化布局、提升现场执行能力的重要一步，也体现了其对格陵兰长期运营与 项目落地的承诺。 智通财经APP获悉，周三，Critical Metals(CRML.US)盘前股价走高，截至发稿，该股涨近5%，报12.39 美元。消息面上，该公司董事会已正式批准在Qaqortoq启动建设符合北极环境标准的多用途设施，包括 仓储、住宿以及稀土试点工厂，以加速推进其位于格陵兰的Tanbreez稀土项目。 市场人士指出，随着全球对稀土资源安全与供应多元化关注度持续上升，Critical Metals在格陵兰推进试 点设施与基础建设，有望降低项目推进风险、加快技术验证进程，并为后续商业化开发奠定基础。 公司明确了项目节点安排，其中试点工厂部分预计不晚于2026年5月投入使用，为后续工艺验证和规模 化开发提供关键支撑。 ...

Core Viewpoint - Critical Metals Corp has officially approved the construction of a multi-use storage and pilot-plant facility in Qaqortoq, Greenland, which is essential for the Tanbreez rare earth and critical metals project [2][3]. Project Overview - The project involves the design and construction of an Arctic-grade, insulated, multi-purpose industrial building in Qaqortoq, Greenland, with a completion target for the Pilot Plant Section by May 2026 [4][5]. - The facility will include a weather-tight and insulated building envelope, a completed load-bearing floor, and full access for equipment delivery and installation [6][7][8]. Contract Details - A comprehensive turnkey contract has been awarded to 60° North Greenland, which includes full responsibility for engineering, permitting, logistics, construction, and commissioning [4][5]. - The contract specifies that the pilot plant section is scheduled to be ready for use on or before May 2026, contingent on the employer fulfilling its obligations [5][8]. Local Presence and Commitment - Critical Metals Corp has purchased a corporate housing property in Qaqortoq to serve as a local office, reinforcing its long-term operational commitment and facilitating close coordination with local contractors and authorities [9]. - Establishing a permanent office in Qaqortoq demonstrates the company's commitment to responsible and efficient operations as it advances the Tanbreez project [3][9]. Company Background - Critical Metals Corp is focused on critical metals and minerals, producing strategic products essential for electrification and next-generation technologies, with its flagship project, Tanbreez, being one of the largest rare-earth deposits globally [10]. - The company also holds the Wolfsberg Lithium Project in Austria, which is the first fully permitted mine in Europe and is strategically positioned to support the European market [11].

Core Viewpoint - Premarket trading is showing significant activity with notable price movements indicating potential investment opportunities before the market opens [1] Premarket Gainers - Ventyx Biosciences, Inc. (VTYX) increased by 57% to $15.79 [3] - Cardio Diagnostics Holdings, Inc. (CDIO) rose by 36% to $4.02 [3] - Monte Rosa Therapeutics, Inc. (GLUE) saw a 28% increase to $20.54 [3] - Momentus Inc. (MNTS) gained 27% reaching $12.50 [3] - BioAge Labs, Inc. (BIOA) went up by 13% to $17.50 [3] - Neumora Therapeutics, Inc. (NMRA) increased by 11% to $2.03 [3] - Mobileye Global Inc. (MBLY) rose by 10% to $13.45 [3] - Society Pass Incorporated (SOPA) increased by 10% to $3.47 [3] - SU Group Holdings Limited (SUGP) saw an 8% rise to $6.32 [3] - Critical Metals Corp. (CRML) gained 7% reaching $12.73 [3] Premarket Losers - Evolution Metals & Technologies Corp. (EMAT) decreased by 28% to $15.20 [4] - Ascent Solar Technologies, Inc. (ASTI) fell by 12% to $4.65 [4] - Apogee Enterprises, Inc. (APOG) saw a 10% decline to $33.30 [4] - Next Technology Holding Inc. (NXTT) dropped by 8% to $8.49 [4] - AST SpaceMobile, Inc. (ASTS) decreased by 7% to $90.45 [4] - Nomadar Corp. (NOMA) fell by 7% to $3.66 [4] - EZGO Technologies Ltd. (EZGO) decreased by 7% to $1.99 [4] - Cohen & Company Inc. (COHN) saw a 6% decline to $28.30 [4] - PMGC Holdings Inc. (ELAB) dropped by 4% to $5.34 [4] - Anghami Inc. (ANGH) decreased by 3% to $4.49 [4]

（文章来源：每日经济新闻） 每经AI快讯，1月7日，美股稀土概念盘前走强，Critical Metals涨超10%，MP Materials涨超3%，USA Rare Earth涨超2%。 ...

Market Overview - U.S. stocks experienced an upward trend, with the Dow Jones index increasing by over 500 points on Monday [1] Company Highlights - Altimmune Inc (NASDAQ:ALT) saw a significant increase of 23.6%, reaching $4.34, following the FDA's grant of Breakthrough Therapy Designation for Pemvidutide in MASH [1] - GH Research PLC (NASDAQ:GHRS) surged by 33.8% to $17.72 after the FDA lifted the clinical hold on its Investigational New Drug Application for GH001 [2] - Vicor Corp (NASDAQ:VICR) rose by 20.7% to $141.08 [2] - Critical Metals Corp (NASDAQ:CRML) increased by 19.6% to $9.71 [2] - Kosmos Energy Ltd (NYSE:KOS) gained 19.3% to $1.06 after issuing an operational and financial update [2] - TRON Inc (NASDAQ:TRON) increased by 16.9% to $1.59 [2] - Nuscale Power Corp (NYSE:SMR) rose by 15.7% to $18.88 [2] - Regencell Bioscience Holdings Ltd (NASDAQ:RGC) increased by 15.4% to $23.71 [2] - Rayonier Advanced Materials Inc (NYSE:RYAM) gained 14.1% to $6.68, with the appointment of Scott M. Sutton as President and CEO [2] - Aduro Clean Technologies Inc (NASDAQ:ADUR) rose by 14% to $12.05 [2] - Gyre Therapeutics Inc (NASDAQ:GYRE) increased by 12.7% to $7.67, announcing alignment with China's CDE on conditional approval pathway for hydronidone [2] - Endeavour Silver Corp (NYSE:EXK) gained 12.5% to $10.16 [2] - Allegro MicroSystems Inc (NASDAQ:ALGM) surged by 11.9% to $30.12 [2] - United States Antimony Corp (NYSE:UAMY) rose by 11.7% to $6.69 [2] - Oklo Inc (NYSE:OKLO) gained 11.5% to $86.82 [2] - Figure Technology Solutions Inc (NASDAQ:FIGR) increased by 11.3% to $48.66 [2] - Valero Energy Corp (NYSE:VLO) rose by 9.6% to $181.21 [2] - AeroVironment, Inc. (NASDAQ:AVAV) increased by 8.6% to $278.31 [2] - Coeur Mining Inc (NYSE:CDE) gained 8.5% to $19.05 [2] - Halliburton Co (NYSE:HAL) rose by 7.8% to $31.92, with U.S. energy stocks trading higher amid news of potential investments in Venezuela's oil industry [2] - Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) gained 7.7% to $85.39 [2] - Slb NV (NYSE:SLB) increased by 7.4% to $43.19 [2] - Amkor Technology Inc (NASDAQ:AMKR) rose by 7.3% to $46.05, with Needham analyst Charles Shi maintaining a Buy rating and raising the price target from $37 to $50 [2]

Group 1 - The core viewpoint of the article highlights a significant rise in U.S. rare earth stocks on Friday, indicating positive market sentiment towards this sector [1] Group 2 - Critical Metals (CRML.US) experienced an increase of over 13% [1] - Energy Fuels (UUUU.US) saw a rise of more than 8% [1] - USA Rare Earth (USAR.US) rose by over 7.6% [1] - MP Materials (MP.US) increased by more than 5% [1]

Core Viewpoint - Critical Metals anticipates finalizing the remaining 25% of offtake agreements for its Tanbreez rare earths project in Greenland by early 2026 and is open to investment from Washington [1] Group 1 - The company is focused on securing the final offtake agreements, which are crucial for the project's financing and operational viability [1] - The Tanbreez project is positioned to play a significant role in the rare earths market, which is essential for various high-tech applications [1] - The potential investment from Washington indicates a strategic interest in enhancing domestic supply chains for critical metals [1]

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Company Overview - First Principles Partners has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - The company emphasizes emerging technologies and sustainable investing, highlighting the intersection of innovation and finance [1] Group 2: Investment Philosophy - The "First Principles" approach allows the company to uncover overlooked investment opportunities by analyzing financial and technological aspects [1] - The company is passionate about sharing insights with a wider audience and learning from fellow investors to drive positive change [1]