Core Insights - Antimony, classified as a critical mineral by the US, Canada, and EU, is gaining significant attention for its essential applications in defense technologies, energy storage, and electronics [4][5][20] - Locksley Resources Ltd. has achieved a historic milestone by producing the first 100% American-made antimony ingot in decades, sourced from its Mojave Desert mine and refined domestically, supporting US efforts to counter Chinese dominance in the supply chain [4][7][12] - The US government is actively promoting domestic production of critical minerals, with recent contracts and funding initiatives highlighting the strategic importance of antimony for national security [6][25][28] Company Highlights - Locksley Resources Ltd. produced the first 100% American-made antimony ingot, validating a fully independent US mine-to-metal supply chain [7][12][20] - The company is advancing pilot-scale operations and high-grade concentrate testing, achieving a concentrate grade of 68.1% antimony, significantly exceeding marketable sales requirements [15][31] - Locksley is collaborating with strategic partners and advisors to support permitting and funding initiatives, aiming to establish a sustainable commercial supply chain for antimony [8][14][29] Industry Context - The United States Antimony Corporation secured a $245 million contract from the Defense Logistics Agency, resulting in a 100% stock gain, underscoring the growing importance of antimony in national defense [6][25] - Nova Minerals received $43.4 million in funding from the US Department of War for antimony trisulfide production, further emphasizing the critical role of antimony in defense applications [25][28] - The recent engagement between the US and Australian governments highlights the strategic importance of antimony and the shared objective of establishing secure production capabilities [19][20]

At least we'll get something. Fed blackout period, no economic data. We'll turn our attention now to Washington where President Trump is set to host the Australian Prime Minister this hour.Access to rare earths expected to be a key issue. Aean Jabber in Washington with the latest. Morning Aean. >> Yeah, good morning Sarah.We are waiting the arrival of the Australian Prime Minister Anthony Albani here at the White House. The honor guard, as you can see behind me, uh is lined up and ready to welcome him here. ...

At least we'll get something. Fed blackout period, no economic data. We'll turn our attention now to Washington where President Trump is set to host the Australian Prime Minister this hour.Access to rare earths expected to be a key issue. Aean Jabber in Washington with the latest. Morning Aean. >> Yeah, good morning Sarah.We are waiting the arrival of the Australian Prime Minister Anthony Albani here at the White House. The honor guard, as you can see behind me, uh is lined up and ready to welcome him here. ...

Core Viewpoint - Critical Metals Corp has entered into a securities purchase agreement to raise $50 million through a private investment in public equity (PIPE) transaction, aimed at funding the development of its significant rare earth deposit, Tanbreez, in Greenland [1][2]. Financial Details - The company will issue approximately 1.47 million ordinary shares and pre-funded warrants to purchase about 1.56 million shares for a total purchase price of $50 million [2]. - The proceeds from this offering are intended to strengthen the company's balance sheet and support development efforts at Tanbreez, which is one of the largest rare earth deposits globally [2]. Strategic Importance - The Tanbreez deposit is expected to help meet the increasing demand for heavy rare earths in the West, positioning the company as a reliable supplier of critical minerals [2]. - Critical Metals Corp is also focused on other strategic assets, including the Wolfsberg Lithium Project in Austria, which is the first fully permitted lithium mine in Europe and is expected to be a major producer for the European market [7]. Company Overview - Critical Metals Corp is a leading mining development company specializing in critical metals and minerals essential for electrification and next-generation technologies [6]. - The company aims to become a sustainable supplier of critical minerals necessary for defense applications and the clean energy transition [8].

Geopolitical and Financial Developments - G7 nations, including the UK and Canada, are advancing plans to utilize nearly $300 billion in frozen Russian central-bank assets to provide significant financial support to Ukraine, with discussions focused on a €140 billion loan [2][3] U.S. Health Department Controversy - The U.S. Department of Health and Human Services (HHS) mistakenly fired 778 employees during a reduction-in-force initiative, which was part of a broader effort to cut the federal workforce [4][5] Critical Minerals Market - Critical minerals stocks, particularly copper producers like Rio Tinto, are experiencing a surge due to tightening global supply and robust demand, with Rio Tinto reporting a 15% year-on-year increase in Q2 copper production to 229,000 tonnes [6][7] - Rio Tinto's Oyu Tolgoi mine in Mongolia has seen a 54% year-on-year increase in copper output in the first half of 2025, contributing to overall production growth [6][7][8] Legislative Developments - The Senate GOP is attempting to advance a three-bill "minibus" package to fund government operations during an ongoing government shutdown, which includes key appropriations bills [9][10]

China imposed sanctions on five of a South Korean shipping company's US subsidiaries effective immediately. This comes as the US also begins collecting steep fees from Chinese ships coming to the US imposed under section 301. All of this the latest moves in the tip fortat trade war that sent stocks tumbling Friday and again today.I'm joined by Terry Haynes, Pangia policy founder and the Zach Necktar Wy Rain LLP chair who served from 2018 to 2021 in the Department of Commerce as assistant secretary and under ...

Core Insights - Maxus Mining Inc. has successfully completed its 2025 ground exploration program across four critical minerals projects in British Columbia, Canada, on time and on budget [1][3][4] Exploration Program Overview - The exploration program involved detailed prospecting, mapping, and sampling across the Quarry, Hurley, Lotto, and Alturas projects, with over 200 grab samples collected and submitted for analysis [4][5] - The program aimed to validate historical mineralization occurrences and confirm multiple showings of mineralization across the projects [4] Project Highlights - **Alturas East**: Confirmed locations of historic adits and identified a strongly oxidized fault zone with visible sulphide mineralization, indicating a potentially mineral-rich geological environment [5] - **Alturas West**: Identified accessible ground suitable for drill site preparation, building on 2024 surface sampling results that returned exceptional grades of up to 69.98% antimony [5] - **Hurley Property**: Confirmed visible stibnite mineralization and historic antimony showings, validating the project's high-grade critical mineral potential [5] - **Quarry Property**: Sampled numerous galena-bearing quartz veins, strengthening the case for widespread lead-silver mineralization [5] - **Lotto Property**: Uncovered broad areas of oxidation and intrusive rock units, indicating a highly prospective geological setting for critical mineral mineralization [5] Management Commentary - The CEO of Maxus Mining emphasized that the exploration program marks a significant advancement for the company, highlighting the diverse mineralization styles and the potential for long-term value creation for shareholders [3]

China has unveiled new curbs on exports of rare-earth elements and things made from them. Our “Babbage” podcast examines what makes the critical minerals so special—and what the alternatives could be https://t.co/z9hg1nrmq8 ...

the uh post that we saw from the president on True Social, does that change this dynamic at all, the fact that he's saying don't worry about it even though the plan technically is still is to increase terrorists by 100% on November 1st. >> Well, certainly uh Frank, I think it provides a nearterm off rampant, but he is right. Uh November the 1st is an eternity away, so we'll have to see what happens between now and then.That's the near-term. But let me just try and level set here, Frank, about the long term ...

Core Viewpoint - Titan Mining Corporation has received financing interest of up to US$120 million from the Export-Import Bank of the United States (EXIM) for the construction of its Kilbourne Graphite Project, which is expected to enhance domestic production and supply chain resilience in the U.S. [1][4][5] Financing and Project Development - The financing from EXIM is part of the "Make More in America" initiative and would represent a significant portion of the capital needed for the Kilbourne Project, which aims to produce 40,000 tonnes of natural flake graphite per year [1][4][3] - The indicative terms include a direct loan of up to US$120 million with a repayment period of approximately 12 years, referencing the Commercial Interest Reference Rate (CIRR) currently around 5.0% [5][6] - Titan Mining expects the financing structure to be capital-efficient for shareholders, leveraging federal support and the company's strong cash flow from its existing zinc operations [3][5] Strategic Importance - The Kilbourne Project has been recognized by EXIM as a strategic U.S. critical-minerals asset that aligns with national priorities, aiming to create high-quality American jobs and strengthen supply chain resilience [4][5] - Titan Mining is collaborating with various U.S. government agencies, including the Department of War and the Department of Energy, to enhance its critical-minerals plan through strategic funding and policy programs [2][4] Company Background - Titan Mining Corporation is an existing zinc concentrate producer in New York and is positioning itself as the first fully integrated natural flake graphite producer in the U.S. in 70 years [7] - The company has a strong commitment to developing critical minerals assets that enhance the security of the domestic supply chain [7]