Core Viewpoint - Critical One Energy Inc. has awarded a contract to Geotech Ltd. for an advanced airborne geophysical survey over its Howells Lake Antimony-Gold Project, aiming to enhance antimony and gold discoveries and solidify its position in the critical minerals sector [1][2]. Group 1: Project Details - The airborne geophysical survey will cover the entire 13,990-hectare Howells Lake Project, utilizing helicopter-borne VTEM and horizontal magnetic gradiometer technology to map geological structures at depths of over 500 meters [2]. - This survey is the first airborne geophysical survey conducted over the project area in more than two decades, providing high-quality data for identifying mineralization targets [4]. - The project area spans over 25 kilometers of favorable geological structures, which will be crucial for expanding antimony and gold mineralization [2][4]. Group 2: Market Context - Antimony is a critical mineral with high demand due to its applications in military defense, battery technologies, and flame retardants, with over 80% of the global supply controlled by China and Russia [5]. - The Howells Lake Project is strategically located near Ontario's Ring of Fire corridor, positioning the company to address supply chain challenges while advancing gold exploration [5]. Group 3: Company Overview - Critical One Energy Inc. is focused on critical minerals and upstream energy, with a portfolio that includes antimony-gold exploration in Canada and uranium interests in Namibia [7]. - The company aims to leverage its technical, managerial, and financial expertise to create high-value projects and meet the rising global demand for critical minerals [7].

Core Viewpoint - Churchill Resources Inc. has announced high-grade results from due-diligence sampling at its Black Raven property, indicating the presence of polymetallic minerals including significant zinc, gold, silver, and lead grades [1][5]. Summary by Relevant Sections Sampling Results - The final due-diligence sample results revealed three over-limit zinc assays of 5.25%, 11.03%, and 12.11% from grab samples 305, 315, and 321 respectively [1][4]. - Other notable grades from the samples include silver grades ranging from 153 g/t to 395 g/t, gold grades from 2.16 g/t to 7.79 g/t, and lead grades from 3.10% to 8.83% [2]. Historical Context - The Black Raven Property includes two past-producing mines, the Frost Cove Antimony Mine and the Stewart Gold Mine, which had historical grades of 35.1% antimony and 14.4 g/t gold respectively [6]. - The property is located approximately 60 km northwest of Gander, Newfoundland, and has not been drilled previously [4][6]. Importance of Antimony - Antimony is highlighted as a critical mineral with over 90% of global production controlled by non-Western countries, emphasizing its strategic importance for national security and modern technology [7]. - Recent export restrictions from China have driven antimony prices to record levels exceeding $50,000 per tonne, underscoring the need for domestic sources in North America [7]. Due-Diligence Sampling Program - The sampling program was conducted by an independent qualified person, Dr. Derek Wilton, and involved various critical minerals including antimony, gold, silver, lead, zinc, copper, and molybdenum [8]. - All samples were securely delivered to SGS Canada Inc. for analysis, with specific methods employed for over-limit assays [8]. Company Overview - Churchill Resources Inc. focuses on strategic critical minerals in Canada, particularly at its Black Raven, Taylor Brook, and Florence Lake properties [15]. - The management team has extensive experience in mineral exploration and the establishment of successful mining companies [15].

Critical Minerals Market Dynamics - Surging demand for critical minerals is reshaping global dynamics, with China's dominance posing a challenge for Western nations [1] - The US and EU are trying to catch up and reduce their reliance on Beijing and Australia [1] - Australia holds some of the world's richest reserves of critical minerals, including nickel, lithium, and rare earths [3] - China is the dominant force in the processing and refining of critical minerals, representing a choke point in the supply chain [6] Australia's Strategic Opportunities and Challenges - Australia faces a defining choice: remain a raw material exporter or strategically invest in downstream processing and advanced manufacturing [4] - Strategic investment in processing, refining, and advanced manufacturing is required to achieve supply chain security and diversification away from China [7] - Nickel mines in Australia have gone into care and maintenance due to China's dominance pushing down prices [10] - Creating a national critical mineral stockpile is essential for the strategic protection of mining, processing, and refining projects [5][11] International Collaboration and Policy - The US critical minerals policy has been consistent across administrations, focusing on reshoring and building domestic supply chains [15][16] - There is potential for the US and Australia to integrate their economies to support each other in critical minerals development [8][17]

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/bFm9u4d6o7 ...

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/Hx0DUkJv7I ...

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]