Core Insights - American Tungsten Corp. has made several strategic appointments to enhance its leadership team and operational capabilities [2][4][5][6][7] Group 1: Leadership Appointments - Carolyn Loder has joined the Board of Directors, bringing extensive experience in mineral rights, permitting, and stakeholder engagement, which will be crucial for the company's operations [2] - Michael Zehr has been appointed as a Strategic Advisor, focusing on government affairs and critical minerals policy, which will aid in the company's engagement with federal and state agencies [4] - Murray Nye will transition from President to Advisor, with the company expressing gratitude for his leadership [6] Group 2: Financial Governance - The company has appointed Davidson & Company LLP as its new independent auditor, reflecting a commitment to enhance financial governance and regulatory compliance in preparation for a planned uplisting to a senior U.S. exchange [5] Group 3: Project Focus - The company is advancing the Ima Mine Project in Idaho, which is a historic underground tungsten property, addressing critical metal scarcity in North America [7]

Core Insights - Focus Graphite Inc. has appointed Richard Pearce as Strategic Advisor to enhance its operational and production capabilities in the graphite industry [1][3][5] Company Developments - The appointment follows a conditional award of $14.1 million from Natural Resources Canada to support the establishment of a chemical-free electro-thermal graphite purification demonstration plant [2] - Focus Graphite is advancing its Lac Knife and Lac Tetepisca projects, aiming to build a fully integrated mine-to-market graphite supply chain in Quebec [10][13] Leadership Expertise - Richard Pearce brings over 30 years of experience in managing complex industrial and resource projects, with a focus on energy transition and critical minerals [3][4] - His previous role as CEO of South Star Battery Metals Corp. involved leading the development of a new graphite mine, providing valuable insights into mine development and sustainable production [4][5] Operational Strategy - Pearce will oversee ore-processing campaigns for the Lac Knife Project, focusing on optimizing equipment selection and process-flow design to maximize graphite recovery [8] - He will also play a central role in the pilot plant program for the Lac Tetepisca Project, ensuring a unified operational strategy based on empirical data rather than theoretical models [9] Future Plans - As Focus Graphite progresses towards commercialization, Pearce's responsibilities will expand to include developing offtake partnerships and scaling operations [10] - The company is committed to environmentally sustainable processing solutions and innovative battery technologies, including silicon-enhanced spheroidized graphite [14][15]

Core Insights - TMC the metals company Inc. (NASDAQ:TMC) shares have shown significant upward movement, rising 7.38% to $5.82 in after-hours trading on Tuesday [1] Financial Position - TMC reported a total liquidity of $165 million, which includes $121 million in cash after warrant exercises and unused credit lines, indicating strong financial health [2] - CEO Gerard Barron stated that the company has "no need to come to the public markets anytime soon" [2] Regulatory and Economic Developments - The U.S. Department of the Interior and U.S. Geological Survey added copper to the Critical Minerals List, enhancing the strategic importance of all four metals in TMC's polymetallic nodules for the U.S. economy and national security [3] - TMC's economic studies revealed a project valuation of $23.6 billion, including 51 million tonnes of probable mineral reserves and a Net Present Value of $5.5 billion for the NORI-D area [4] - The National Oceanic and Atmospheric Administration (NOAA) has advanced regulatory progress by sending its draft deep-sea mining rule to the White House, which could streamline the license and permit review process for TMC [5] Stock Performance - TMC's stock has experienced a remarkable increase of 495.60% over the past year and is up 351.67% year-to-date, with a market capitalization of $2.24 billion [6] - The stock has traded between $0.72 and $11.35 over the past year, closing at $5.42, up 10.95% on Tuesday [6] Market Momentum - TMC is currently in the 98th percentile for momentum, indicating long-term upward movement alongside medium- and short-term consolidation [7]

Canter Resources Highlights Boron's Addition to U.S. Critical Minerals List-Unlocking Strategic Advantages for the Columbus Lithium-Boron Project in NevadaNovember 17, 2025 7:00 AM EST | Source: Canter Resources Corp.Vancouver, British Columbia--(Newsfile Corp. - November 17, 2025) - Canter Resources Corp. (CSE: CRC) (OTC Pink: CNRCF) (FSE: 6010) ("Canter" or the "Company") Canter Resources is pleased to announce the addition of boron ("B") to the United States Geological Survey's (USGS) 2025 ...

Red Mountain Mining (ASX:RMX) has formally completed its first step into U.S. markets, with the “accelerating” Australian explorer to start trading on the OTCQB from 9:30AM Monday in New York. (That’s 10:30PM this evening here).Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.This content has been prepared as part of a partnership with Red Mountain Mining Ltd and is intended for informational purposes onl ...

Core Viewpoint - Alcoa reported a net income of US $232 million in Q3 2025, more than double the US $90 million from the same quarter last year, contributing to a stock surge of approximately 40% over the last six months [2][7] Factors Driving the Increase - Stronger aluminum prices, a streamlined cost structure, and a strategic shift towards energy-efficient and critical-minerals sectors are key drivers of Alcoa's stock performance [7] - Aluminum prices have risen to around US $2,892 per tonne, indicating growing demand alongside limited supply, with a potential 40% increase in aluminum demand by 2030 [8] - Alcoa's revenue rose to US $2.995 billion in Q3 2025, up from US $2.904 billion a year prior, partly due to the sale of its joint venture with "Ma'aden" in Saudi Arabia [8] - The company has lowered its capital expenditure forecast for 2025 to US $625 million and restructured parts of its portfolio, indicating a focus on operational efficiency [8] - Alcoa is investing in critical minerals and sustainable aluminum production, including a gallium-production facility in Western Australia [8] What's Next — Key Factors & Risks - Alcoa's anticipated aluminum production for the full year is projected to be between 2.3-2.5 million metric tons, with alumina expected in the 9.5-9.7 million metric ton range [8] - The company faces approximately US $90 million in adverse impacts due to U.S. tariffs on Canadian imports, alongside risks from energy costs and fluctuations in alumina prices [8] - The aluminum industry is cyclical, and any downturn in global demand or oversupply could compress margins [8] - Positive expectations are already factored into the stock price, leaving limited margin for error; execution challenges could lead to a sharp decline [8] - Strategic growth initiatives, such as green-smelting partnerships and critical-minerals assets, could unlock additional growth if objectives are met [8]

Industry Insights - Copper is increasingly recognized as essential for AI infrastructure, with its price serving as a barometer for global economic health [1] - The demand for copper in AI data centers is projected to increase sixfold, contributing to a rise in global data center electricity consumption from 2% to 9% by 2050 [2] - Analysts predict a growing deficit of copper as demand outpaces supply, leading to a significant increase in copper prices [8] Investment Opportunities - The Global X Copper Miners ETF (COPX) offers a diversified investment in copper mining companies, with net assets of approximately $3.37 billion and 41 stocks [5] - The ETF's expense ratio is 0.65%, lower than the category average of 0.95%, making it an attractive option for investors [6] - The ETF has seen a 66% increase in 2025, reflecting investor anticipation of higher copper demand and prices [8] Key Holdings - The five largest positions in the Global X Copper Miners ETF include: 1. Lundin Mining (5.55%) 2. Southern Copper (4.94%) 3. Boliden AB (4.89%) 4. Glencore PLC (4.88%) 5. KGHM Polska Miedz (4.84%) [9]

Nations are edging closer to sounding the alarm about the perils of extracting critical minerals, as they seek to emphasize the transition away from fossil fuels shouldn’t be replaced by an adoption of dirty materials https://t.co/YC9hyACGeA ...

India and Canada will work together to secure supply chains in critical minerals and clean energy, according to a joint statement, signaling a reset in bilateral ties amid trade tensions driven by US policies https://t.co/VPttBUNjf0 ...

Financial Data and Key Metrics Changes - Fiscal 2026 is expected to be a pivotal year for the company, with significant progress towards becoming a leading US borate producer [2] - The pre-feasibility study confirmed strong project economics with a 39.5-year mine life, a 19.2% pre-tax IRR, and a pre-tax MTV of $725 million for phase one of the Fort Cady project [9] Business Line Data and Key Metrics Changes - Full-scale product testing is underway with multiple Tier 1 specialty glass manufacturers, indicating strong customer validation [4] - The company has successfully qualified high-purity boric acid with various customers across sectors, including specialty glass, fiberglass, ceramics, agriculture, defense, and advanced materials [9] Market Data and Key Metrics Changes - The borates market is experiencing a tightening of supply and demand, with expectations that demand will outpace supply due to applications in EVs, wind, nuclear energy, semiconductors, and defense [5] - Legacy producers are facing rising operating costs and depleting reserves, creating a market opportunity for the company [5] Company Strategy and Development Direction - The company aims to secure non-dilutive U.S. capital support through various federal programs, advance customer agreements, and ensure construction readiness by 2026 [12] - The strategic focus includes building a portfolio of intellectual property on proprietary mining techniques and processing solutions to cement long-term mineral tenure [13] Management's Comments on Operating Environment and Future Outlook - The recognition of boron as a critical mineral by the U.S. government is expected to provide economic advantages, including expanded access to federal funding and strategic partnerships [3] - The company is positioned to benefit from federal programs aimed at rebuilding American mineral supply chains, which could strengthen its balance sheet and reduce equity dilution [9] Other Important Information - The company has a $285 million letter of interest from the U.S. Export-Import Bank under the Make More in America initiative [7] - The company is preparing additional product shipments for LCD glass producers, reinforcing the scalability and reliability of its operations [10] Q&A Session Summary Question: Is there any word from the Defense Logistics Agency regarding a government stockpile of boron? - The management indicated that stockpiling of carbide has occurred in the past, but it is uncertain if there is current stockpiling, especially given the ongoing midstream developments [15][16] Question: Can you provide details on the horizontal wells being drilled? - The horizontal wells are for validating the commercial design, with positive results from the testing indicating a higher rate of efficiency in the mining process [16][18] Question: What percentage of annual production does the company aim to secure under offtake agreements? - The company targets about 70% of its production under offtake agreements, while keeping 25-30% for the spot market to take advantage of higher prices [26][27]