Core Insights - The Fluor Corporation will deliver a full Preliminary Economic Assessment (PEA) of Ramaco Resources' Brook Mine by July 8, 2025, indicating a significant advancement in the project [1][2] - The Brook Mine is believed to contain the largest unconventional deposit of rare earth elements and critical minerals sourced from coal, which is commercially and technologically feasible [2][4] Economic Viability - The updated PEA confirms the viability of the Brook Mine project, validating Ramaco's development strategy and providing momentum for future phases [4] - The PEA outlines a net present value (NPV) of $1.197 billion at an 8% discount rate and $898 million at a 10% discount rate, with an internal rate of return (IRR) of 38% and an initial capital cost estimate of $473 million [8][15] Production and Revenue Projections - The project anticipates an adjusted EBITDA of $134 million by 2028, reaching $143 million by 2029, with annual revenue projected at $378 million [8][15] - The Brook Mine is expected to produce 1,242 short tons of rare earth oxides annually, including 456 tons of various critical minerals [11][12] Cost Structure - The total initial capital cost is estimated at $579 million, including a 22% contingency [9] - Annual steady-state costs are projected at $235 million, with mining costs at $27 million and processing costs at $195 million [12][15] Unique Geological Profile - The Brook Mine's geological profile allows for a more efficient extraction process with lower capital intensity compared to traditional hard rock mining, significantly reducing operational complexity and costs [5][6] Strategic Importance - The Brook Mine will be one of only two domestic sources of rare earth elements and the only source of heavy rare earth elements and critical minerals vital for the U.S. defense industry [18][19] - The mine is projected to support 3-5% of total U.S. permanent magnet demand and over 30% of the demand for U.S. defense applications [18] Development Timeline - Initial mining activities have commenced to procure ore for pilot-scale testing, with a pilot plant expected to be operational by mid-2026 [16]

Core Viewpoint - Energy Fuels Inc. has reported significant production results from its Pinyon Plain uranium mine, establishing it as a leading new uranium mine globally, with expectations for continued growth in uranium sales and production efficiency [1][2]. Production and Sales - In Q2 2025, the company mined a total of 638,700 pounds of U3O8, with June alone contributing 230,661 pounds [1]. - The average uranium grade at the Pinyon Plain mine was 3.51% U3O8 in June 2025 and 2.23% U3O8 for the entire second quarter [1]. - Energy Fuels sold 50,000 pounds of U3O8 on the spot market at an average price of $77.00 per pound during Q2-2025 [2]. - The company anticipates selling 140,000 pounds of U3O8 in Q3 and 160,000 pounds in Q4 under existing long-term utility contracts [2]. Future Expectations - Energy Fuels expects to sell between 620,000 and 880,000 pounds of U3O8 under long-term contracts in 2026 [2]. - The company plans to continue opportunistic sales of U3O8 in 2025 and 2026 and may enter new long-term sales contracts due to increased production [3]. Exploration Potential - The company has only mined approximately 25% of the vertical extent of the prospective ore zone at Pinyon Plain, indicating significant exploration potential [2]. - Recent drill results in the Juniper zone suggest further discovery opportunities [2]. Company Overview - Energy Fuels is a leading U.S. producer of uranium and critical minerals, operating several uranium projects and the only conventional uranium processing facility in the U.S. [5]. - The company is also involved in the production of rare earth elements, vanadium, and medical isotopes, with ongoing projects in various countries [5].

US-Australia Relations & Strategic Alignment - The US-Australia alliance is considered vital by both nations, despite the absence of a meeting between President Trump and Anthony Albanese [4] - The relationship is too significant to fail, prompting discussions on friction points like tariffs and defense spending [5][6] - A non-public review of AUKUS (orcas) has been conducted by Australia, aligning with strategic objectives to enhance submarine capabilities and counter China's assertiveness [15][16] - The US may be leveraging AUKUS to encourage increased Australian defense expenditure [17] Trade & Security Concerns - Trade tensions and tariff uncertainties complicate strategic directives aimed at China [1][2] - Critical minerals cooperation is increasingly important for both security and trade, especially as China weaponizes access to rare earth minerals [6][7][8] - Australia and the US signed an agreement ~18 months ago to expand collaboration on clean energy, climate change, and critical minerals [7] - Australia aims to ensure a trusted supply chain for the US and allies [8] Pacific Engagement & Regional Influence - The US has increased engagement with the Pacific, but development assistance is under review, raising concerns about episodic engagement [9][10][11] - Australia is the largest bilateral provider of aid to the Pacific, prompting discussions about whether it should increase its contribution if the US reduces its engagement [13][14]

Around 40,000 children are estimated to be involved in cobalt mining in the Democratic Republic of Congo. Some are as young as seven.See the relentless search for critical minerals in photos https://t.co/IjO9LGnSDJ ...

Around 40,000 children are estimated to be involved in cobalt mining in the Democratic Republic of Congo. Some are as young as seven.See the relentless search for critical minerals in photos https://t.co/Iw9GXmsCN4 ...

How do the changing needs of the electronics industry shape the surface of the world? 1843 travels from Indonesia to Chile to document humanity’s search for critical minerals https://t.co/cx44MTpAcL https://t.co/dUOIuiGGmD ...

Core Viewpoint - Critical Metals Corp has signed a $2 million diamond drilling contract to enhance resource size at the Tanbreez Project, following a $120 million non-dilutive funding package from the US Federal Government Bank [1][2]. Group 1: Drilling Program Details - The diamond drilling program will target resources east of the existing Fjord Deposit, with depths ranging from 80m to 250m [1]. - The program aims to finalize and enhance the current pit design, contributing to the upcoming definitive feasibility study expected by the end of 2025 [2]. Group 2: Company Overview - Critical Metals Corp is focused on critical metals and minerals, with the Tanbreez Project being one of the largest rare earth deposits globally, located in Southern Greenland [4]. - The company also holds the Wolfsberg Lithium Project in Austria, which is the first fully permitted mine in Europe and is strategically positioned for lithium production [5]. Group 3: Strategic Positioning - With its asset portfolio, Critical Metals Corp aims to become a reliable supplier of critical minerals essential for defense applications and the clean energy transition [6].

These samples exceeded the laboratory's original upper detection limit for silver (100 g/t - see release of May 28th 2025), and the results reported herein are from the overage assay protocols. The Black Raven vein systems have never been drilled. "These silver results confirm our belief that the Black Raven system can carry high grade metals in multiple locations," commented Paul Sobie, CEO of Churchill, "Churchill's geological team are on site carrying out a summer surface exploration program, with trench ...

90% of the rivers in in in the world that are used are processed in China. If you look at where critical minerals are used, the question is where aren't they used. Right.Everything we touched almost every day has a critical mineral whether it's something in a vehicle, could be something in our our homes in terms of our kitchen, but also, you know, a lot of our defense systems and and defense industry relies on rare earth and critical minerals. So, when you think about that at a broader picture, that has a m ...

Core Viewpoint - Rua Gold Inc. has reported significant high-grade gold-antimony drilling results at the Auld Creek project, indicating substantial depth potential and continuity of mineralization beyond the current resource estimate [1][2][4]. Company Summary - Rua Gold is focused on expanding the Auld Creek resource, with drilling efforts aimed at both depth and lateral extensions, particularly in the Fraternal and Bonanza prospects [2][4]. - The company has an inferred resource of 700,000 tonnes at 3.1g/t Au and 1.1% Sb, equating to approximately 67,000 ounces of gold and 8,000 tonnes of antimony [11]. - Recent drilling has confirmed high-grade intersections, including 2.1m at 64.0g/t AuEq from a depth of 310m, showcasing the potential for resource growth [4][12]. Industry Context - Antimony is increasingly recognized as a critical mineral due to its applications in renewable energy, batteries, and technology, with prices surging from US$11,350 to over US$60,000 per tonne since early 2024 [8][9]. - The supply of antimony is predominantly controlled by China, Russia, and Tajikistan, making it a strategic material amid geopolitical tensions [8][9]. - New Zealand has included antimony in its Critical Mineral List, reflecting its importance in the global supply chain and the heightened demand for alternative sources [9].