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].

Core Insights - Churchill Resources Inc. announced high-grade assay results from due-diligence sampling at the Frost Cove Antimony mine and Stewart Gold mine, with antimony grades of 35.1% and 29.7%, and gold grades of 14.4 g/t, exceeding laboratory detection limits [1][3] - The Frost Cove antimony veins have been traced over 800 meters on the surface, with historical samples indicating significant antimony concentrations, positioning it among the highest-grade antimony projects globally [3] - The company is initiating a summer surface exploration program to further investigate the Frost Cove and Stewart mines, including trenching, channel sampling, and systematic mapping [3] Company Overview - Churchill Resources focuses on strategic critical minerals in Canada, particularly at its Black Raven property, which includes the Frost Cove Antimony Mine and Stewart Gold-Antimony Mine [15] - The Black Raven Property consists of nine map-staked licenses covering 3,125 hectares, with a 4 km area of interest agreed upon with vendors [9] - The company has the potential for year-round exploration in a favorable jurisdiction, which could lead to rapid project development [3] Industry Context - Antimony is classified as a critical mineral, essential for national security and modern technology, with over 90% of global production controlled by China, Russia, and other non-Western jurisdictions [5] - Recent Chinese export restrictions have driven antimony prices to record levels exceeding $50,000 per tonne, highlighting its strategic importance for North American supply chains [5] - The demand for antimony is increasing due to its applications in military, flame retardants, and emerging energy storage technologies [5]

United States Antimony (UAMY) Conference June 10, 2025 01:30 PM ET Speaker0 Good day, and welcome to q two Investors Summit Virtual. We appreciate your participation in today's virtual event. Up next, we are pleased to introduce United States Antimony Corporation. If you would like to ask question during the webcast, you may drop them in the chat box button on the left side of your screen. Please type your question into the box and click send to submit it. At this time, it is my pleasure to hand over the se ...

Group 1 - The Government of Ontario has recognized the Crawford Nickel Sulphide Project as a priority initiative for nation building, highlighting its strategic importance for critical minerals development [1][2][3] - The Crawford Project is one of five strategic critical minerals projects identified for near-term development, supported by additional provincial funding including a $500 million Critical Minerals Processing Fund and nearly $3.1 billion in loans and grants [2] - Canada Nickel Company aims to advance the Crawford Project as a secure domestic supply of critical minerals, including nickel, cobalt, and chromium, while fostering strong Indigenous partnerships and contributing to Canada's clean energy goals [3] Group 2 - The Crawford Project is located near Timmins, benefiting from direct access to essential infrastructure and established partnerships with Indigenous Nations [3] - Canada Nickel is focused on developing innovative carbon capture technology and aims for the Crawford Project to become one of Canada's largest carbon storage facilities, aligning with environmental and economic objectives [3] - The company is advancing nickel-sulphide projects to meet the growing demand in electric vehicle and stainless-steel markets, with a focus on producing net zero carbon nickel, cobalt, and iron products [4]

Military Metals Announces Access Agreement at West Gore Past Producing Antimony Mine, Nova Scotia (1) Source: NI 43-101 Technical Report: May 25, 2021 by Battery Elements Corp All historical data have been compiled and are undergoing detailed review. The Company's 2025 field program is scheduled to include a high-resolution drone-based aeromagnetic survey the results of which will assist in the delineation of drill targets to test for additional mineralized zones associated with the historical West Gore ant ...

Summary of Key Points from the Conference Call Industry and Company Overview - The report focuses on the thematic and sustainability investment landscape in Asia, particularly in China and Japan, highlighting investor interests and regulatory changes impacting these markets [1][2][7]. Core Insights and Arguments 1. **Investor Interest in Thematic and Sustainability Topics**: There is a strong interest among investors in China and Japan regarding thematic and sustainability investments, with discussions held with over 15 investors in Shanghai and Tokyo [1][7]. 2. **Impact of AMAC Guidance**: The new guidance from the Asset Management Association of China (AMAC) mandates shareholders with over 5% ownership to actively exercise their voting rights, which is seen as a long-term positive for corporate governance in China [7][8]. 3. **Governance Trends in Asia**: The governance theme is gaining traction in China, with lessons from Japan and Korea suggesting that increased global investor engagement could lead to higher valuations [7][9][17]. 4. **US-China Tensions and Sustainability**: Investors are keenly interested in the implications of US-China tensions, particularly regarding carbon markets and regulatory changes in Europe that may affect sustainability investments [7][8]. 5. **Sustainability and Thematic Investing Overlap**: The convergence of sustainability and thematic investing is significant, with a focus on diverse Asia-centric themes, including AI, energy transition, and health care [24][29]. Additional Important Insights 1. **Corporate Governance in China**: The AMAC's guidance outlines 13 matters where voting rights should be actively exercised, which includes issues related to shareholder rights, director elections, and environmental responsibilities [11][12][13]. 2. **Reform Momentum in Korea**: There is a noted reform momentum in Korea, with political commitment to governance reform, which is expected to be an inflection point for the market [23]. 3. **US Tariffs and Clean Tech**: The impact of US tariffs on sustainability and clean technology is under scrutiny, with potential implications for the pace of the US energy transition due to reliance on China for critical minerals [29][35]. 4. **EU Regulations and CBAM**: The incoming Carbon Border Adjustment Mechanism (CBAM) is set to start in 2026, which will drive interest in carbon capture technologies, particularly in the cement industry [39][42]. 5. **Defense Sector Exclusions**: There is a trend of easing defense sector exclusions among sustainability funds, indicating a shift in investment strategies in response to changing geopolitical dynamics [39][40]. This summary encapsulates the key themes and insights from the conference call, providing a comprehensive overview of the current landscape in thematic and sustainability investments in Asia, particularly focusing on China and Japan.

Summary of TETRA Technologies (TTI) Conference Call Company Overview - TETRA Technologies has been operating for over 40 years, providing diverse revenue streams from energy services and industrial chemicals across the United States and 23 other countries [3][4] - The company is recognized as an industry innovation leader, particularly in completion fluids, oil and gas water treatment, and water management services [4] Financial Performance - TETRA reported a strong first quarter with adjusted EBITDA margins of 36% for completion fluids and 13% for water and flowback services [5] - The industrial chemicals segment achieved its highest first-quarter revenue and adjusted EBITDA in history [5] - Trailing twelve months revenue reached $327 million, reflecting a nearly 50% growth since the second year of COVID in 2021 [7] - The company has a solid balance sheet with a leverage ratio of 1.5 times and no debt maturities until 2029 and 2030 [29] Market Position and Growth Strategies - TETRA is positioned in key markets, including deepwater and unconventional markets in North America, Latin America, and the Middle East [4] - The company is focusing on three emerging growth strategies: 1. **Electrolytes for Energy Storage**: TETRA has developed a zinc bromide-based electrolyte for long-duration energy storage, partnering with Eos Technologies [13][14] 2. **Produced Water Desalination**: The company is introducing a desalination solution for produced water, targeting markets such as agriculture and industry [18][20] 3. **Critical Minerals Production**: TETRA has secured over 40,000 acres of brine leases in Arkansas, rich in lithium, bromine, magnesium, and manganese [22][24] Industry Trends and Challenges - The deepwater market is projected to grow at a 7% CAGR through 2028, with TETRA maintaining a strong market share [9] - The company is addressing challenges in the Permian Basin, where produced water disposal capacity is becoming limited, necessitating innovative solutions [19][20] - TETRA's technology investments are expected to enhance margins and operational efficiency, particularly in the water and flowback segment [11][12] Key Collaborations and Innovations - TETRA has collaborated with EOG Resources for produced water beneficial reuse and desalination pilot projects, achieving a 92% desalination rate in initial tests [21][20] - The company is leveraging automation technologies to reduce manpower requirements in operations, enhancing efficiency [12] Conclusion - TETRA Technologies is well-positioned for growth with a solid financial foundation, innovative technologies, and strategic partnerships, despite facing industry challenges [30]

Company Overview - Rockland Resources Ltd. is an exploration company focused on advancing its beryllium projects in Utah [1] - The company is strategically located in the Spor Mountain region, which is home to the largest beryllium producer in the world, Materion's Spor Mountain Mine [4] Advisory Board Appointment - Mr. Taylor Sulik has been appointed to Rockland's Advisory Board, bringing over seven years of experience in U.S. intelligence and security [2] - Sulik is also the president of Mithril Mining Corp., which focuses on U.S.-based critical-mineral deposits [2] - His expertise in critical minerals and connections within the defense and industrial sectors are expected to support Rockland's beryllium projects [3] Beryllium Significance - Beryllium is classified as a critical mineral by the U.S. government and has applications in various sectors including aerospace, telecommunications, and defense [4] - The company is advancing critical minerals exploration, particularly in beryllium, at its Meteor, Beryllium Butte, and Claybank projects [4] Stock Options - Rockland has set 200,000 options to consultants at a price of $0.11 for a period of two years [3]

TORONTO, May 14, 2025 (GLOBE NEWSWIRE) -- Critical One Energy Inc. (formerly Madison Metals Inc.) (“Critical One” or the “Company”) (CSE: CRTL) (OTCQB: MMTLF) (FSE: 4EF0) is pleased to announce that the Company has discovered significant antimony, including an interval in drill hole MC-V3-79-22 that assayed up to 75% antimony within core internal of 5.37% antimony over 8.35 metres, as well as gold assays in the extensive collection of historical records of the Howells Lake Antimony-Gold Project (“Howells La ...