Western nations are racing to break their dependence on China for critical minerals. An aging smelter in Australia could be a test case in how much governments are willing to spend to catch up. https://t.co/ouZKW0epxz ...

Company Overview & Strategy - United States Antimony Corporation (USAC) focuses on extracting, processing, and selling antimony and zeolite hard minerals[8] - The company aims to secure domestic supply chains for critical minerals by 2027, reducing reliance on foreign sources[32] - USAC is expanding its antimony processing footprint to increase production and sales in Montana and Mexico[130] - The company is evaluating strategic acquisition and additional mining lease opportunities in the US and Canada[133] Antimony Market & Operations - Antimony has seen over a 500% price increase recently[27, 56] - China controls over 60% of world antimony ore[55] and has cut off the global supply of antimony[29] - USAC owns and operates the only two North American antimony smelters[26, 28] - The Thompson Falls smelter is expanding to a capacity of 300 tons per month or 11 tons per day[33] - The Madero smelter in Mexico has restarted operations with a capacity of 200 tons per month or 7 tons per day[41, 43, 47] Zeolite Operations - Bear River Zeolite mine experienced a 9% increase in tons sold in fiscal year 2024[111] - The company launched a new in-house product line for cattle feed called CattlePrime™[112, 115] Financial Performance & Outlook - The company's 2024 revenues were the highest since going public in 2012[123] - USAC maintained a high cash balance of $182 million as of December 31, 2024[123] - The company projects consolidated revenues of $40 - $50 million for 2025[136]

Indonesia is confident it is close to securing a “bold” deal with the US that will span critical minerals, energy, defense cooperation and financial payments ahead of the looming tariff deadline, according to the nation’s chief negotiator https://t.co/IxXqYkQHCT ...

Western nations are racing to break their dependence on China for critical minerals. An aging smelter in Australia could be a test case in how much governments are willing to spend to catch up. https://t.co/3pTC8LQSta ...

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].

Of course, this sort of more clear cut strategic directive at curtailing China becomes a lot more muddled when it comes to the various trade tiffs and and tariff uncertainties that the US has going with a number of these countries. How complicated does this become, particularly at a time where there's also gripes about Trump wanting Indo-Pacific allies to be spending more on defense post the NATO meeting. Yeah, that's a great question, because the impetus for the Trump administration is to reaffirm the impo ...

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 ...