All right. So, can you just put these investments in context. How should investors be viewing these investments into an Intel lithium America's trilogy.Um, is this the the the White House essentially picking winners. Well, I think this is definitely novel, but at this point it seems more philosophical than practical in terms of how this is going to work. And and what I mean by that is uh the US government has not done something like this in recent memory.governments do make policy choices every single day t ...

The White House taking a 10% stake in Trilogy Metals, securing energy and mining projects in Alaska. With the latest is Bloomberg's Tyler Kendall. Hi, Tyler.Yeah. Hey, Jon. So this company has these mining claims in a remote area of Alaska.And importantly, the deal comes in tangent with President Trump reversing a Biden era decision which blocked something known as the Ambler Road Project. This is a controversial project that would build an access road to this mineral rich mining district in Alaska. And as ...

Group 1 - The US will acquire a 10% stake in Trilogy Metals Inc. as part of a $35.6 million investment aimed at securing critical energy and mining projects in Alaska [1] - President Trump announced the reversal of a Biden-era decision to reject the Ambler Road project, which will facilitate access to significant mineral deposits in Alaska's Northern Brooks Range [2][6] - The Ambler Road project is a 211-mile (340-kilometer) highway intended to connect a remote mining district with deposits of copper, cobalt, gallium, germanium, and other minerals [2] Group 2 - The investment in Trilogy Metals is part of a broader strategy by the Trump administration to take stakes in North American critical minerals companies to reduce reliance on China [4] - Following the announcement, US shares of Trilogy Metals surged over 150% in after-market trading [5] - The planned Ambler Road will be a toll road constructed from gravel, with considerations for environmental concerns, including the construction of two bridges [5]

Core Insights - Atlas Lithium Corporation has been confirmed as Co-Host of the Brazil Critical Minerals Summit 2026, scheduled for June 18-19, 2026, in Belo Horizonte, Minas Gerais [1][2] - The Summit is endorsed by Invest Minas and the Government of the State of Minas Gerais, aiming to gather global investors, executives, policymakers, and industry leaders in the critical minerals sector [2] Company Overview - Atlas Lithium holds the largest lithium exploration portfolio in Brazil among publicly traded companies, with approximately 797 km² of mineral rights [3][6] - The flagship Neves Project in Minas Gerais has received operational permitting and is progressing towards production, positioning the company as a significant player in the global supply of hard-rock lithium concentrate [3][6] - The Neves Project's Definitive Feasibility Study indicates strong financial metrics, including a 145% Internal Rate of Return (IRR), a Net Present Value (NPV) of $539 million, and an 11-month payback period [6] Industry Context - The 2026 Summit will feature senior government representatives, international delegations, and major mining companies, providing exclusive networking and investment opportunities within Brazil's mining community [4] - The event aims to reinforce Brazil's position as a key player in the global critical minerals conversation, particularly in lithium, rare earths, and graphite [4]

Atlas Critical Minerals Files Technical Report for Its Ipora Rare Earths ProjectCompany Has Two High Potential Types of Rare Earths DepositsOctober 06, 2025 8:00 AM EDT | Source: Atlas Critical Minerals CorporationBelo Horizonte, Brazil--(Newsfile Corp. - October 6, 2025) - Atlas Critical Minerals Corporation (OTCQB: JUPGF) ("Atlas Critical Minerals" or the "Company"), an exploration company focused on critical minerals for defense applications and energy security, is pleased to announce the f ...

Core Insights - Lithium Corp (LTUM) has made a significant discovery of enriched deposits of neodymium, dysprosium, and other rare earth elements at its fluorspar project in British Columbia, resulting in a 290% increase in share price in one session [1][6] - The timing of this discovery aligns with recent U.S. government investments in critical mineral supply chains, raising speculation about which junior miners could benefit next [2][5] Company Developments - The discovery spans over 5,700 acres of claims, prompting management to realign claim blocks for optimal coverage and to explore nearby geologically similar zones [3] - Fieldwork is currently underway to identify bedrock sources of these rare earth elements, which are crucial for high-performance electric vehicle motors and defense applications [3][4] Market Context - The market is currently in need of new supply stories for critical minerals, highlighting the potential for small companies like LTUM to attract attention [5] - Despite being a micro-cap company, LTUM's relatively strong cash position compared to its debt allows it to advance exploration efforts without significant dilution [5] Investor Sentiment - The rapid 290% surge in LTUM's stock price illustrates how quickly market sentiment can shift when junior explorers engage in the critical minerals narrative [6] - With the U.S. administration prioritizing domestic supply security and making substantial investments, LTUM has positioned itself as a speculative opportunity in the context of America's mineral strategy [6]

China this week built on its lead over the US in the race to secure access to Africa’s critical minerals https://t.co/zhIUsTmXIc ...

The policy of Britain’s national government on critical-minerals promises to “reduce barriers to domestic exploration and extraction”. But in Northern Ireland, it has no power to do so https://t.co/0fISo719ZS ...

Core Viewpoint - Nova Minerals has received $43.4 million from the US Department of War to support antimony trisulfide production at its Estelle project in Alaska, significantly boosting its stock price [1][10]. Group 1: Project Overview - The Estelle project is located 150 km northwest of Anchorage and spans a 35-km mineralized corridor with 20 identified gold prospects, including four large near-surface gold deposits, holding nearly 10 million ounces of resources [2]. - The property covers 514 km² within the Tintina gold belt, known for over 220 million ounces of documented gold endowment and significant gold mines [3]. Group 2: Antimony Significance - The Tintina belt also contains significant antimony deposits, historically supplying the North American market, particularly during wartime [4]. - Antimony is critical to national and economic security, with high usage in defense and high-tech applications; however, the US has not produced it commercially since 2016 [5]. Group 3: Development Plans - Nova has discovered antimony alongside gold in surface sampling across the Estelle claims and plans to publish a resource estimate for antimony this year [6]. - The DoW funding will enable the development of a fully integrated US supply chain for extracting, concentrating, and refining stibnite to produce military-grade antimony trisulfide [7]. Group 4: Strategic Importance - The partnership aims to support the establishment of a domestic supply chain for munitions and other defense products, as well as for high-tech applications like semiconductors and energy systems [8]. - The funding will be used for the initial phase of a state-of-the-art antimony mining and refining hub in Alaska [9]. Group 5: Market Reaction - Following the announcement, shares of Nova Minerals surged by up to 20%, reaching a 52-week high of $20.87, with a market capitalization of approximately $130 million [10].

A Congolese firm under US sanctions won a court ruling that may aid its claim to a prized tantalum deposit, potentially complicating Washington’s efforts to shore up supplies of critical minerals https://t.co/0Fe55PwGrC ...